Strategic Value Bank Partners LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Strategic Value Bank Partners LLC disclosed 13 US equity positions worth $156.2m in its Q1 2025 13F filing. The largest position was 2682426D at 22.5% of the reported book, followed by SSBK and BBT. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 0 among the top 13 holdings.
What did Strategic Value Bank Partners LLC own in Q1 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | 2682426D FIRST FNDTN INC | 22.5% | $35.1m | 6,768,343 | 0% | held | |
| 2 | SSBK SOUTHERN STS BANCSHARES INC | 19.4% | $30.3m | 848,502 | 0% | held | |
| 3 | BBT BERKSHIRE HILLS BANCORP INC | Financial Services | 8.9% | $13.8m | 530,489 | 135% | added |
| 4 | CFG CITIZENS FINL GROUP INC | Financial Services | 7.2% | $11.3m | 275,500 | 0% | held |
| 5 | PGC PEAPACK-GLADSTONE FINL CORP | Financial Services | 6.9% | $10.7m | 378,416 | 0% | held |
| 6 | MRBK MERIDIAN CORPORATION | 6.0% | $9.4m | 651,298 | 0% | held | |
| 7 | BFINUSD BANKFINANCIAL CORP | 5.2% | $8.2m | 645,000 | 0% | held | |
| 8 | FBMSUSD FIRST BANCSHARES INC MISS | 5.2% | $8.1m | 239,493 | 0% | held | |
| 9 | WNEB WESTERN NEW ENG BANCORP INC | 5.2% | $8.0m | 865,565 | 0% | held | |
| 10 | SBFG SB FINL GROUP INC | 4.7% | $7.3m | 352,815 | 0% | held | |
| 11 | GABC GERMAN AMERN BANCORP INC | Financial Services | 3.9% | $6.1m | 163,864 | – | new |
| 12 | VABK VIRGINIA NATL BANKSHARES COR | 3.0% | $4.7m | 128,953 | 0% | held | |
| 13 | LNKB LINKBANCORP INC | 1.9% | $3.0m | 449,000 | 0% | held |
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.