Petiole USA ltd

CIK 1600202 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$139.1M
#7.626 dari 9.443 berdasarkan nilai 13F · top 80.8%
Posisi
31
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: -2.7% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
54,92%
Bobot 25 kepemilikan teratas
93,82%
Posisi di atas 1%
29
Jumlah posisi efektif
23,3

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 0,0% Perkiraan pembelian $20 · penjualan $27.263.072

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 68,9% masih dipegang

Posisi baru
0
Meningkat
1
Menurun
19
Tertutup
1
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
+31.7%
Total imbal hasil S&P 500 (jendela yang sama)
+28.1%
Imbal hasil berlebih
+3.6%

Tahunan: +20.2% · S&P 500: +18.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 93,8% · Opsi dikecualikan: 0,0%

Rincian sektor

Financials
100,0%

Portofolio lengkap 31 posisi

Tipe Rentetan Tren 8 kuartal
CBK Commercial Bancgroup, Inc. - Common Stock $9.396.842 6,75% 291.014 $1.824.658
FXNC First National Corporation - Common Stock $9.166.307 6,59% 305.340 $876.562 Turun ×2
CBAN Colony Bankcorp, Inc. Common Stock $9.011.631 6,48% 448.563 $-69.986 Turun ×2
RNST Renasant Corporation Common Stock $8.263.183 5,94% 194.245 $1.205.368 Turun ×2
BANC Banc of California, Inc. Common Stock $8.114.132 5,83% 397.168 $1.131.927 Naik ×1
ORRF Orrstown Financial Services, Inc. - Common Stock $6.849.886 4,92% 167.766 $652.569 Turun ×2
MPB Mid Penn Bancorp - Common Stock $6.703.599 4,82% 192.411 $448.125 Turun ×2
HWC Hancock Whitney Corporation - Common Stock $6.442.210 4,63% 86.218 $959.607
CCNE CNB Financial Corporation - Common Stock $6.379.314 4,58% 189.241 $898.895
CARE Carter Bankshares, Inc. - Common Stock $6.095.340 4,38% 179.222 $-2.798.278 Turun ×2
UMBF UMB Financial Corporation - Common Stock $6.084.717 4,37% 42.622 $1.277.382
WAL Western Alliance Bancorporation Common Stock (DE) $5.411.884 3,89% 65.838 $-150.054 Turun ×2
FCNCA First Citizens BancShares, Inc. - Class A Common Stock $5.025.108 3,61% 2.415 $473.654
WTFC Wintrust Financial Corporation - Common Stock $4.781.420 3,44% 29.750 $647.955
FRME First Merchants Corporation - Common Stock $4.108.913 2,95% 94.047 $466.473
BCAL California BanCorp - Common Stock $3.955.515 2,84% 189.804 $547.888 Turun ×2
FRST Primis Financial Corp. - Common Stock $3.768.735 2,71% 230.222 $711.386
SHBI Shore Bancshares, Inc. - Common Stock $3.384.827 2,43% 147.487 $629.770
EQBK Equity Bancshares, Inc. Class A Common Stock $2.810.262 2,02% 57.364 $262.727
FNWB First Northwest Bancorp - Common Stock $2.747.870 1,97% 254.197 $509.324 Turun ×2
FRBA First Bank - Common Stock $2.742.122 1,97% 154.660 $267.562
CFG Citizens Financial Group, Inc. Common Stock $2.607.795 1,87% 37.217 $-813.733 Turun ×2
PNFP Pinnacle Financial Partners, Inc. - Common Stock $2.592.011 1,86% 25.694 $-888.476 Turun ×1
HAFC Hanmi Financial Corporation - Common Stock $2.217.812 1,59% 68.451 $376.540 Turun ×2
FNB F.N.B. Corporation Common Stock $1.893.690 1,36% 99.250 $-616.835 Turun ×2
HBAN Huntington Bancshares Incorporated - Common Stock $1.880.089 1,35% 106.040 $-763.822 Turun ×2
COLB Columbia Banking System, Inc. - Common Stock $1.658.652 1,19% 51.752 $-455.927 Turun ×2
EWBC East West Bancorp, Inc. - Common Stock $1.626.534 1,17% 12.600 $-359.202 Turun ×1
SSB SouthState Bank Corporation Common Stock $1.456.043 1,05% 14.575 $-581.710 Turun ×2
BANR Banner Corporation - Common Stock $1.303.221 0,94% 19.615 $-583.017 Turun ×2
SBFG SB Financial Group, Inc. - Common Stock $668.063 0,48% 26.437 $-2.877.115 Turun ×1

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
CARE Dipangkas -202K -$2.8M
CBK Hanya pergerakan harga +0 +$1.8M
UMBF Hanya pergerakan harga +0 +$1.3M
RNST Dipangkas -1K +$1.2M
BANC Beli lebih banyak +1 +$1.1M
HWC Hanya pergerakan harga +0 +$960K
CCNE Hanya pergerakan harga +0 +$899K
PNFP Dipangkas -15K -$888K
FXNC Dipangkas -3K +$877K
CFG Dipangkas -20K -$814K

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
WBS 30 Juni 2026 101.875 $7.072.163 2,0%
FBMS 30 Juni 2025 196.845 $6.655.329 Tidak lagi dilacak
VLY 31 Des. 2025 332.000 $3.519.200 26,8%
SNV 31 Maret 2026 70.063 $3.506.653 Tidak lagi dilacak
CMA 31 Des. 2025 45.075 $3.088.539 Tidak lagi dilacak
ZION 31 Maret 2026 50.000 $2.927.000 22,1%
ISTR 31 Des. 2025 118.469 $2.749.665 14,6%
HTLF 31 Maret 2025 43.859 $2.688.776 Tidak lagi dilacak
SSBXXXX 30 Sep. 2025 25.715 $2.366.551 Tidak lagi dilacak
CBFV 30 Juni 2025 69.484 $1.976.820 30,7%
EBMT 31 Des. 2025 51.585 $890.873 15,5%
HTB 30 Sep. 2025 15.741 $588.871 15,2%
BRBS 31 Maret 2025 110.131 $354.622 Tidak lagi dilacak