Strategic Value Bank Partners LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Strategic Value Bank Partners LLC disclosed 14 US equity positions worth $140.6m in its Q3 2025 13F filing. The largest position was 2682426D at 26.8% of the reported book, followed by BBT and CFG. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 2 among the top 14 holdings.
What did Strategic Value Bank Partners LLC own in Q3 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | 2682426D FIRST FOUNDATION INC | 26.8% | $37.7m | 6,768,343 | 0% | held | |
| 2 | BBT BEACON FINANCIAL CORP | Financial Services | 10.5% | $14.8m | 623,747 | 0% | held |
| 3 | CFG CITIZENS FINANCIAL GROUP | Financial Services | 10.4% | $14.6m | 275,500 | 0% | held |
| 4 | PGC PEAPACK GLADSTONE FINL CORP | Financial Services | 7.4% | $10.4m | 378,416 | 0% | held |
| 5 | WNEB WESTERN NEW ENGLAND BANCORP | 7.4% | $10.4m | 865,565 | 0% | held | |
| 6 | MRBK MERIDIAN CORP | 7.3% | $10.3m | 651,298 | 0% | held | |
| 7 | WED WEBSTER FINANCIAL CORP | 5.9% | $8.3m | 139,577 | 0% | held | |
| 8 | BFINUSD BANKFINANCIAL CORP | 5.5% | $7.8m | 645,000 | 0% | held | |
| 9 | GABC GERMAN AMERICAN BANCORP | Financial Services | 4.2% | $5.8m | 148,837 | -9% | reduced |
| 10 | SBFG SB FINANCIAL GROUP INC | 3.8% | $5.4m | 278,822 | -21% | reduced | |
| 11 | VABK VIRGINIA NATIONAL BANKSHARES | 3.6% | $5.0m | 128,953 | 0% | held | |
| 12 | USB US BANCORP | Financial Services | 3.4% | $4.8m | 100,000 | 0% | held |
| 13 | LNKB LINKBANCORP INC | 2.3% | $3.2m | 448,946 | -0% | held | |
| 14 | CIVB CIVISTA BANCSHARES INC | Financial Services | 1.4% | $2.0m | 99,979 | – | new |
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.