Fund Holdings

ALGEBRIS (UK) LTD

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
BANK AMERICA CORP01,699,886+1,699,886082,732,761+82,732,761
HUNTINGTON BANCSHARES INC03,067,901+3,067,901047,933,461+47,933,461
KKR & CO INC0721,862+721,862066,662,104+66,662,104
ZIONS BANCORPORATION NATL AS0617,735+617,735035,535,184+35,535,184
ALKAMI TECHNOLOGY INC035,000,000+35,000,000031,504,477+31,504,477
CITIZENS FINL GROUP INC0928,970+928,970055,618,445+55,618,445
Q2 HLDGS INC0695,593+695,593032,847,283+32,847,283
COLUMBIA BKG SYS INC0866,672+866,672023,733,603+23,733,603
LINCOLN NATL CORP IND01,361,885+1,361,885048,267,176+48,267,176
ALKAMI TECHNOLOGY INC03,127,039+3,127,039048,919,882+48,919,882
GLOBAL PMTS INC0624,697+624,697041,972,766+41,972,766
UNUM GROUP0944,320+944,320068,849,944+68,849,944
EQUITABLE HLDGS INC02,037,737+2,037,737075,495,695+75,495,695
ICICI BANK LIMITED0484,118+484,118012,517,975+12,517,975
CARLYLE GROUP INC01,295,034+1,295,034062,563,336+62,563,336
BANK OZK LITTLE ROCK ARK0206,053+206,05309,440,176+9,440,176
AMERICAN INTL GROUP INC0622,441+622,441046,761,432+46,761,432
NINE ENERGY SERVICE INC0789,895+789,89506,466,456+6,466,456
WESBANCO INC0783,957+783,957026,994,081+26,994,081
COREBRIDGE FINL INC01,691,485+1,691,485040,292,266+40,292,266
BLUE RIDGE BANKSHARES INC VA02,535,105+2,535,105010,629,880+10,629,880
STIFEL FINL CORP0604,368+604,368044,601,198+44,601,198
NCINO INC02,079,386+2,079,386031,097,826+31,097,826
NORTHPOINTE BANCSHARES INC0478,504+478,50408,245,357+8,245,357
OLD NATL BANCORP IND02,004,571+2,004,571044,227,951+44,227,951
CALIFORNIA BANCORP0126,473+126,47302,237,405+2,237,405
VOYA FINANCIAL INC0754,048+754,048051,431,590+51,431,590
BANK OF MARIN BANCORP075,315+75,31501,927,140+1,927,140
GE VERNOVA INC01,486+1,48601,294,990+1,294,990
CATERPILLAR INC01,805+1,80501,276,661+1,276,661
DEERE & CO02,059+2,05901,157,922+1,157,922
HERITAGE FINL CORP WASH0518,409+518,409013,456,403+13,456,403
WABTEC04,354+4,35401,086,313+1,086,313
PROSPERITY BANCSHARES INC0934,973+934,973062,707,888+62,707,888
CORNING INC07,240+7,2400982,799+982,799
QUANTA SVCS INC03,311+3,31101,814,807+1,814,807
CONNECTONE BANCORP INC0859,926+859,926022,982,250+22,982,250
COMFORT SYS USA INC01,215+1,21501,672,709+1,672,709
PG&E CORP0365,000+365,000015,522,747+15,522,747
SOUTHSTATE BK CORP0539,510+539,510049,833,137+49,833,137
REPUBLIC SVCS INC09,247+9,24702,021,938+2,021,938
STERLING INFRASTRUCTURE INC02,539+2,53901,032,353+1,032,353
WASTE MGMT INC DEL09,784+9,78402,244,557+2,244,557
WW GRAINGER INC0841+8410915,858+915,858
ON SEMICONDUCTOR CORP011,000,000+11,000,000010,792,530+10,792,530
INGERSOLL RAND INC08,633+8,6330690,535+690,535
EATON CORP PLC02,611+2,6110932,336+932,336
NVENT ELEC PLC010,510+10,51001,241,072+1,241,072
IES HOLDINGS INC0540+5400256,869+256,869
MCKESSON CORP01,921+1,92101,659,615+1,659,615
VERTIV HOLDINGS CO03,717+3,7170929,870+929,870
TRANE TECHNOLOGIES PLC01,549+1,5490644,466+644,466
CLEAN HARBORS INC02,959+2,9590847,035+847,035
SANDISK CORP01,344+1,3440852,489+852,489
CINTAS CORP07,280+7,28001,229,308+1,229,308
CENCORA INC06,077+6,07701,905,880+1,905,880
STRYKER CORPORATION02,061+2,0610676,107+676,107
XYLEM INC06,424+6,4240766,402+766,402
GENENTA SCIENCE S P A000000
COPART INC000000
SYNOPSYS INC000000
ITT INC02,941+2,9410559,425+559,425
CADENCE DESIGN SYSTEM INC000000
FIRST WESTN FINL INC0344,049+344,04908,442,776+8,442,776
MICROSOFT CORP000000
BXP INC0266,730+266,730013,820,454+13,820,454
INDEPENDENT BK CORP MICH0178,602+178,60205,937,637+5,937,637
INTUITIVE SURGICAL INC0980+9800451,025+451,025
BOSTON SCIENTIFIC CORP08,958+8,9580561,187+561,187
VISA INC000000
SMARTFINANCIAL INC000000
RENASANT CORP0148,239+148,23905,347,041+5,347,041
NORTHERN TR CORP0152,564+152,564021,258,237+21,258,237
EASTERN BANKSHARES INC0382,442+382,44207,468,227+7,468,227
EVEREST GROUP LTD057,777+57,777018,853,265+18,853,265
AMERICOLD REALTY TRUST INC000000
LAZARD INC0427,077+427,077018,112,308+18,112,308
ORIGIN BANCORP INC000000
KEMPER CORP000000
LINKBANCORP INC000000
AMERICAN WTR CAP CORP000000
REINSURANCE GRP OF AMERICA I000000
UNITED CMNTY BKS BLAIRSVLE G000000
RAYMOND JAMES FINL INC000000
COUSINS PPTYS INC000000
INVITATION HOMES INC000000
FISERV INC000000
MID-AMER APT CMNTYS INC000000
VIRTU FINL INC000000
WEBSTER FINL CORP0270,020+270,020018,713,872+18,713,872
CITIGROUP INC000000
METLIFE INC000000
AMERICAN HOMES 4 RENT000000
KIMCO RLTY CORP000000
BLACKSTONE INC000000
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