Strategic Value Bank Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Strategic Value Bank Partners LLC disclosed 12 US equity positions worth $146.1m in its Q4 2025 13F filing. The largest position was 2682426D at 28.5% of the reported book, followed by BBT and CFG. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 12 holdings.
What did Strategic Value Bank Partners LLC own in Q4 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | 2682426D FIRST FOUNDATION INC | 28.5% | $41.7m | 6,768,343 | 0% | held | |
| 2 | BBT BEACON FINANCIAL CORP | Financial Services | 11.3% | $16.4m | 623,747 | 0% | held |
| 3 | CFG CITIZENS FINANCIAL GROUP | Financial Services | 11.0% | $16.1m | 275,500 | 0% | held |
| 4 | MRBK MERIDIAN CORP | 7.8% | $11.4m | 651,298 | 0% | held | |
| 5 | WNEB WESTERN NEW ENGLAND BANCORP | 7.5% | $10.9m | 865,565 | 0% | held | |
| 6 | PGC PEAPACK GLADSTONE FINL CORP | Financial Services | 7.2% | $10.5m | 378,416 | 0% | held |
| 7 | WED WEBSTER FINANCIAL CORP | 6.0% | $8.8m | 139,577 | 0% | held | |
| 8 | BFINUSD BANKFINANCIAL CORP | 5.3% | $7.7m | 645,000 | 0% | held | |
| 9 | SBFG SB FINANCIAL GROUP INC | 4.2% | $6.1m | 274,163 | -2% | reduced | |
| 10 | GABC GERMAN AMERICAN BANCORP | Financial Services | 4.0% | $5.8m | 148,837 | 0% | held |
| 11 | USB US BANCORP | Financial Services | 3.7% | $5.3m | 100,000 | 0% | held |
| 12 | VABK VIRGINIA NATIONAL BANKSHARES | 3.5% | $5.1m | 128,953 | 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.