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Rosenthal | Henry Capital Advisors, Inc. 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

Rosenthal | Henry Capital Advisors, Inc. disclosed 39 US equity positions worth $99.6m in its Q3 2024 13F filing. The largest position was KRE at 9.9% of the reported book, followed by TBBK and WTFC.

· Q4 2024 →

What did Rosenthal | Henry Capital Advisors, Inc. own in Q3 2024? Top 39 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 KRE S&P Regional Banks 9.9%$9.9m174,383 –
2 TBBK Bancorp Inc Financial Services 9.1%$9.1m170,243 –
3 WTFC Wintrust Finacial Corp Financial Services 4.1%$4.0m37,309 –
4 SYBT Stock Yds Bancorp Inc Financial Services 3.9%$3.9m63,095 –
5 CASH Meta Finl Group Inc Financial Services 3.6%$3.6m54,849 –
6 LKFN Lakeland Finl Corp Financial Services 3.0%$3.0m45,955 –
7 FFIN First Financial Bankshares Inc Financial Services 3.0%$3.0m80,550 –
8 BANF BancFirst Corp Financial Services 3.0%$2.9m28,002 –
9 FRME First Merchants Corp Financial Services 2.9%$2.9m77,303 –
10 CommerceWest Bank 2.9%$2.9m88,377 –
11 SPFI South Plains Financial Inc 2.9%$2.9m84,450 –
12 MBIN Merchants Bancorp Ind 2.8%$2.8m62,602 –
13 Seacost BKG Corporation 2.7%$2.7m100,068 –
14 ESQ Esquire Finacial Hoildings Inc 2.7%$2.7m40,800 –
15 VBNK Versabank New 2.7%$2.7m200,226 –
16 Northeast Community Bancorp Inc 2.5%$2.5m94,147 –
17 GABC German Amern Bancorp Inc Financial Services 2.4%$2.4m62,415 –
18 CNOB ConnectOne Bancorp Inc 2.2%$2.2m87,812 –
19 FMNB Farmers National Banc Corp Financial Services 2.2%$2.2m142,661 –
20 NRIM Northrim Bancorp Inc Financial Services 2.1%$2.1m30,000 –
21 FBIZ First Bus Finl Svcs Inc Wis 2.1%$2.1m45,000 –
22 TOWN TowneBank Portsmouth VA Financial Services 2.1%$2.0m62,000 –
23 XHC Heritage Commerce Corp 2.0%$2.0m203,837 –
24 BANR Banner Corporation Financial Services 2.0%$2.0m33,133 –
25 MBWM Mercantile Bank Corp Financial Services 2.0%$2.0m45,000 –
26 FBK FB Financial Corp 1.9%$1.9m41,237 –
27 TFIN Triumph Bancorp Inc 1.9%$1.9m24,000 –
28 OBK Origin Bancorp Financial Services 1.8%$1.8m56,353 –
29 UNTY Unity Bancorp Inc 1.8%$1.8m52,000 –
30 CCB Coastal Financial Corp 1.6%$1.6m30,116 –
31 SRCE 1st Source Corp Financial Services 1.5%$1.5m25,000 –
32 LF2 Pacific Premier Bancorp 1.4%$1.4m55,741 –
33 TCBX Third Coast Bancshares 1.3%$1.3m51,000 –
34 BWB Bridgewater Bancshares Inc. 1.3%$1.3m90,614 –
35 Crossfirst Bankshares 1.3%$1.3m75,000 –
36 HBT HBT Financial 0.9%$929.9k42,500 –
37 HTB HomeTrust Bancshares Financial Services 0.9%$910.9k26,728 –
38 BMRC Bank Marin Bancorp Financial Services 0.9%$873.9k43,500 –
39 Stellar Bancorp 0.8%$757.3k29,250 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.