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Stieven Capital Advisors, L.P. 13F holdings, Q3 2024

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

Stieven Capital Advisors, L.P. disclosed 49 US equity positions worth $528.8m in its Q3 2024 13F filing. The largest position was WAL at 7.7% of the reported book, followed by WED and COLB.

· Q4 2024 →

What did Stieven Capital Advisors, L.P. own in Q3 2024? Top 49 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 WAL WESTERN ALLIANCE BANCORP Financial Services 7.7%$40.5m468,633 –
2 WED WEBSTER FINL CORP 5.3%$28.1m602,788 –
3 COLB COLUMBIA BKG SYS INC Financial Services 4.7%$24.7m944,332 –
4 HWC HANCOCK WHITNEY CORPORATION Financial Services 4.0%$21.3m416,486 –
5 EWBC EAST WEST BANCORP INC Financial Services 4.0%$21.2m256,814 –
6 BPOP POPULAR INC Financial Services 4.0%$20.9m208,543 –
7 SYU1 SYNOVUS FINL CORP 3.8%$20.2m454,242 –
8 HTLFEUR HEARTLAND FINL USA INC 3.5%$18.3m323,577 –
9 WTFC WINTRUST FINL CORP Financial Services 3.4%$18.0m166,060 –
10 AX AXOS FINANCIAL INC Financial Services 3.4%$17.9m285,333 –
11 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 3.3%$17.5m9,485 –
12 CFG CITIZENS FINL GROUP INC Financial Services 3.0%$15.8m385,780 –
13 VBTX VERITEX HLDGS INC 2.8%$14.8m561,636 –
14 PINNACLE FINL PARTNERS INC 2.7%$14.2m144,700 –
15 EBC EASTERN BANKSHARES INC Financial Services 2.5%$13.4m818,641 –
16 BANR BANNER CORP Financial Services 2.5%$13.0m218,056 –
17 RNST RENASANT CORP Financial Services 2.3%$12.0m368,650 –
18 CATY CATHAY GEN BANCORP Financial Services 2.1%$11.0m256,404 –
19 FNB F N B CORP Financial Services 2.0%$10.8m762,691 –
20 HAFC HANMI FINL CORP Financial Services 2.0%$10.6m571,053 –
21 RF REGIONS FINANCIAL CORP NEW Financial Services 2.0%$10.6m453,582 –
22 OFG OFG BANCORP Financial Services 2.0%$10.5m233,761 –
23 DCOM DIME CMNTY BANCSHARES INC Financial Services 1.8%$9.6m332,960 –
24 PFBC PREFERRED BK LOS ANGELES CA Financial Services 1.8%$9.4m117,621 –
25 VLY VALLEY NATL BANCORP Financial Services 1.8%$9.3m1,024,466 –
26 SSBUSD SOUTHSTATE CORPORATION 1.7%$9.1m93,500 –
27 CMA COMERICA INC 1.6%$8.4m139,547 –
28 BXSEUR CADENCE BANK 1.6%$8.3m261,468 –
29 FBP FIRST BANCORP P R Financial Services 1.3%$6.7m318,210 –
30 CNOB CONNECTONE BANCORP INC 1.2%$6.5m259,000 –
31 FBMSUSD FIRST BANCSHARES INC MISS 1.2%$6.3m196,925 –
32 OSBC OLD SECOND BANCORP INC ILL Financial Services 1.1%$6.0m385,408 –
33 ALRS ALERUS FINL CORP 1.1%$6.0m260,748 –
34 MOFG MIDWESTONE FINL GROUP INC NE 1.1%$5.7m200,000 –
35 MCHB HOMESTREET INC Financial Services 1.0%$5.4m339,969 –
36 CCNE CNB FINL CORP PA 1.0%$5.2m217,478 –
37 SD2 SANDY SPRING BANCORP INC 0.9%$4.9m156,391 –
38 NBBK NB BANCORP INC 0.9%$4.6m249,542 –
39 SMBK SMARTFINANCIAL INC Financial Services 0.8%$4.5m154,134 –
40 BAC BANK AMERICA CORP Financial Services 0.8%$4.2m105,837 –
41 CCB COASTAL FINL CORP WA 0.8%$4.0m74,113 –
42 OPBK OP BANCORP 0.7%$3.5m280,868 –
43 ABX ABACUS LIFE INC 0.6%$3.3m325,010 –
44 INBK FIRST INTERNET BANCORP 0.5%$2.7m78,960 –
45 FULT FULTON FINL CORP PA 0.5%$2.5m138,600 –
46 AGNC AGNC INVT CORP Real Estate 0.5%$2.4m230,000 –
47 NLY ANNALY CAPITAL MANAGEMENT IN Real Estate 0.4%$2.2m110,000 –
48 BWB BRIDGEWATER BANCSHARES INC 0.4%$2.2m153,789 –
49 AMTB AMERANT BANCORP INC 0.1%$427.4k20,000 –

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.