Fund Holdings — Stieven Capital Advisors, L.P.

Total Portfolio Value
$468.09M
Total Bought
$53.96M
Total Sold
$131.26M
Net Transaction
-$77.29M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FIFTH THIRD BANCORP(FITB)0323,493+323,493015,0293.21%+15,029
ALERUS FINL CORP(ALRS)0338,924+338,92408,0361.72%+8,036
NICOLET BANKSHARES INC052,805+52,80507,8481.68%+7,848
METROPOLITAN BK HLDG CORP(MCB)075,000+75,00006,2471.33%+6,247
PINNACLE FINL PARTNERS INC(PNFP)060,000+60,00005,1681.10%+5,168
OLD NATL BANCORP IND(ONB)566,334744,434+178,10012,63516,4523.51%+3,817
SOUTHSTATE BK CORP246,300269,500+23,20023,17924,9345.33%+1,755
HORIZON BANCORP IND(HBNC)444,000559,410+115,4107,5309,2691.98%+1,739
COLUMBIA BKG SYS INC(COLB)1,109,5321,185,832+76,30031,01132,5276.95%+1,516
CNB FINL CORP PA(CCNE)460,173458,573-1,60012,04313,2802.84%+1,238
CONNECTONE BANCORP INC(CNOB)698,939721,639+22,70018,32619,3184.13%+992
COASTAL FINL CORP WA(CCB)65,771110,571+44,8007,5378,4141.80%+878
CITIZENS FINL GROUP INC(CFG)375,180373,880-1,30021,91422,4224.79%+507
F N B CORP(FNB)825,391872,591+47,20014,11414,5903.12%+476
OLD SECOND BANCORP INC DEL(OSBC)776,128773,528-2,60015,13415,5943.33%+460
CIVISTA BANCSHARES INC(CIVB)109,700126,653+16,9532,4382,8860.62%+449
SMARTFINANCIAL INC(SMBK)147,734147,234-5005,4655,7541.23%+289
ATLANTIC UN BANKSHARES CORP(AUB)742,657740,157-2,50026,21626,4535.65%+237
FIRST BANCORP CORPORATION(FBP)311,010309,910-1,1006,4476,6201.41%+172
VALLEY NATL BANCORP(VLY)158,666158,166-5001,8531,9420.41%+89
PREFERRED BK LOS ANGELES CA(PFBC)117,921122,621+4,70011,13511,1202.38%-15
FB FINL CORP(FBK)107,416107,116-3005,9945,5641.19%-430
REGIONS FINANCIAL CORP NEW(RF)443,182441,682-1,50012,01011,5372.46%-473
MECHANICS BANCORP(MCHB)480,235438,635-41,6007,0266,4701.38%-556
UMB FINL CORP(UMBF)229,589228,789-80026,41225,8055.51%-607
HANCOCK WHITNEY CORPORATION(HWC)311,596300,496-11,10019,84219,1094.08%-734
HANMI FINL CORP(HAFC)473,519446,917-26,60212,79911,7812.52%-1,018
AXOS FINANCIAL INC(AX)255,859240,745-15,11422,04520,4854.38%-1,560
BANNER CORP(BANR)178,956150,356-28,60011,2139,1241.95%-2,090
RENASANT CORP261,632185,213-76,4199,2156,6921.43%-2,523
FIRST CTZNS BANCSHARES INC D(FCNCA)6,6146,091-52314,19511,4792.45%-2,715
EAST WEST BANCORP INC(EWBC)202,724187,024-15,70022,78419,9674.27%-2,817
BANK AMERICA CORP148,337101,337-47,0008,1594,9401.06%-3,218
WINTRUST FINL CORP(WTFC)123,98396,083-27,90017,33513,3502.85%-3,986
WESTERN ALLIANCE BANCORP(WAL)397,533393,485-4,04833,42127,8785.96%-5,542
VISA INC(V)16,5000-16,5005,7870—-5,787
FISERV INC(FISV)89,0000-89,0005,9780—-5,978
FIRST BUSEY CORP(BUSE)312,7640-312,7647,4410—-7,441
MIDWESTONE FINL GROUP INC NE205,2000-205,2007,9000—-7,900
DIME CMNTY BANCSHARES INC(DCBG)319,5430-319,5439,6150—-9,615
PROSPERITY BANCSHARES INC(PB)178,6580-178,65812,3470—-12,347
COMERICA INC173,8880-173,88815,1160—-15,116
WEBSTER FINL CORP(WBS)568,9880-568,98835,8120—-35,812
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