Strategic Value Bank Partners LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Strategic Value Bank Partners LLC disclosed 15 US equity positions worth $174.9m in its Q2 2025 13F filing. The largest position was 2682426D at 19.7% of the reported book, followed by SSBK and GBCI. Against the Q1 2025 filing, it opened 3 new positions, added to 1 and reduced 1 among the top 15 holdings.
What did Strategic Value Bank Partners LLC own in Q2 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | 2682426D FIRST FOUNDATION INC | 19.7% | $34.5m | 6,768,343 | 0% | held | |
| 2 | SSBK SOUTHERN STATES BANCSHARES | 16.5% | $28.8m | 792,326 | -7% | reduced | |
| 3 | GBCI GLACIER BANCORP INC | Financial Services | 9.0% | $15.8m | 366,667 | – | new |
| 4 | BBT BERKSHIRE HILLS BANCORP INC | Financial Services | 8.9% | $15.6m | 623,747 | 18% | added |
| 5 | CFG CITIZENS FINANCIAL GROUP | Financial Services | 7.1% | $12.3m | 275,500 | 0% | held |
| 6 | PGC PEAPACK GLADSTONE FINL CORP | Financial Services | 6.1% | $10.7m | 378,416 | 0% | held |
| 7 | MRBK MERIDIAN CORP | 4.8% | $8.4m | 651,298 | 0% | held | |
| 8 | WNEB WESTERN NEW ENGLAND BANCORP | 4.6% | $8.0m | 865,565 | 0% | held | |
| 9 | WED WEBSTER FINANCIAL CORP | 4.4% | $7.6m | 139,577 | – | new | |
| 10 | BFINUSD BANKFINANCIAL CORP | 4.3% | $7.5m | 645,000 | 0% | held | |
| 11 | SBFG SB FINANCIAL GROUP INC | 3.9% | $6.7m | 352,815 | 0% | held | |
| 12 | GABC GERMAN AMERICAN BANCORP | Financial Services | 3.6% | $6.3m | 163,864 | 0% | held |
| 13 | VABK VIRGINIA NATIONAL BANKSHARES | 2.7% | $4.8m | 128,953 | 0% | held | |
| 14 | USB US BANCORP | Financial Services | 2.6% | $4.5m | 100,000 | – | new |
| 15 | LNKB LINKBANCORP INC | 1.9% | $3.3m | 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.