Fund HoldingsRosenthal {-} Henry Capital Advisors, Inc.

Total Portfolio Value
$87.50M
Total Bought
$7.26M
Total Sold
$12.30M
Net Transaction
-$5.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
South Plains Financial Inc(SPFI)084,400+84,40002,4442.79%+2,444
Origin Bancorp(OBK)14057,121+56,98142,0322.32%+2,028
First Financial Bankshares Inc(FFIN)043,600+43,60001,3211.51%+1,321
Lakeland Finl Corp(LKFN)63,62459,939-3,6853,0203,9064.46%+886
Farmers National Banc Corp(FMNB)105,500143,869+38,3691,2202,0792.38%+859
Versabank New264,226264,22602,0752,8933.31%+818
Stock Yds Bancorp Inc(SYBT)66,73966,73902,6223,4363.93%+814
Huntington Bancshares(HBAN)186,500200,000+13,5001,9402,5442.91%+604
First Merchants Corp(FRME)83,25078,361-4,8892,3162,9063.32%+590
Trico Bancshares(TCBK)65,25061,739-3,5112,0902,6533.03%+563
Seacost BKG Corporation106,411101,439-4,9722,3372,8873.30%+550
Triumph Bancorp Inc35,00035,00002,2682,8063.21%+539
Northrim Bancorp Inc30,00030,00001,1891,7161.96%+528
Wintrust Finacial Corp(WTFC)39,32337,618-1,7052,9693,4893.99%+520
Merchants Bancorp Ind(MBIN)32,60232,60209041,3881.59%+484
Bancorp Inc(TBBK)177,736171,418-6,3186,1326,6107.55%+478
Webster Fincl Corp(WBS)44,00044,00001,7742,2332.55%+460
First Bus Finl Svcs Inc Wis45,00045,00001,3501,8052.06%+454
Mercantile Bank Corp(MBWM)45,00045,00001,3911,8172.08%+426
TowneBank Portsmouth VA
COM
62,00062,00001,4221,8452.11%+423
ConnectOne Bancorp Inc(CNOB)94,50089,047-5,4531,6852,0402.33%+355
Regions Financial Corp(RF)161,345161,305-402,7753,1263.57%+351
Pacific Premier Bancorp59,65756,510-3,1471,2981,6451.88%+347
1st Source Corp(SRCE)25,00025,00001,0521,3741.57%+322
Unity Bancorp Inc52,00052,00001,2181,5391.76%+320
Banner Corporation(BANR)35,72333,565-2,1581,5141,7982.05%+284
Northeast Community Bancorp Inc94,14794,14701,3901,6701.91%+281
Crossfirst Bankshares75,00075,00007571,0191.16%+262
German Amern Bancorp Inc(GABC)67,13263,273-3,8591,8192,0512.34%+232
Sandy Spring Bancorp Inc36,90036,90007911,0051.15%+214
Stellar Bancorp29,25029,25006248140.93%+191
Heritage Commerce Corp220,000206,587-13,4131,8632,0492.34%+186
Meta Finl Group Inc(CASH)59,88055,295-4,5852,7602,9273.34%+167
Bank Marin Bancorp43,50043,50007959581.09%+163
BancFirst Corp(BANF)29,95528,358-1,5972,5982,7603.15%+162
Third Coast Bancshares51,00051,00008721,0131.16%+141
CommerceWest Bank97,12797,12702,8662,9383.36%+72
Zions Bancorporation(ZION)1300-13050-5
Coastal Financial Corp64,71161,701-3,0102,7772,7403.13%-37
Bridge Bancorp Inc25,0860-25,0865010-501
Hancock Whitney Corp(HWC)22,5000-22,5008320-832
Bridgewater Bancshares Inc.225,87190,614-135,2572,1411,2251.40%-916
Central Pac Finl Corporation(CPF)55,0000-55,0009170-917
Lakeland Bancorp Inc N.J.95,1570-95,1571,2010-1,201
Ocean First Financial(OCFC)153,6000-153,6002,2230-2,223
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