Fund HoldingsHoldCo Asset Management, LP

Total Portfolio Value
$1.34B
Total Bought
$217.83M
Total Sold
$214.80M
Net Transaction
+$3.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIFTH THIRD BANCORP(FITB)03,802,320+3,802,3200176,65613.15%+176,656
HOPE BANCORP INC(HOPE)2,996,1726,262,187+3,266,01532,83869,9495.21%+37,111
EASTERN BANKSHARES INC(EBC)7,382,7727,382,7720136,064144,40710.75%+8,343
BEACON FINANCIAL CORP.2,061,0002,061,000054,34961,8304.60%+7,481
CVB FINL CORP(CVBF)2,223,9722,342,744+118,77241,36645,4263.38%+4,060
TRUSTCO BK CORP N Y(TRST)872,744872,744036,07138,2092.84%+2,138
BANKUNITED INC(BKU)3,535,2823,535,2820157,568159,65311.88%+2,086
CAPITOL FED FINL INC(CFFN)6,466,0596,466,059044,03446,1033.43%+2,069
CENTRAL PAC FINL CORP(CPF)2,427,5762,427,576075,64377,5855.77%+1,942
HERITAGE COMM CORP1,623,4461,623,446019,49820,2611.51%+763
METROCITY BANKSHARES INC(MCBS)100,657100,65702,6712,8860.21%+214
SHORE BANCSHARES INC136,114136,11402,4062,5430.19%+136
RENASANT CORP83,56083,56002,9433,0190.22%+76
PEOPLES BANCORP N C INC25,28425,28409159900.07%+75
FIRST MID ILL BANCSHARES INC(FMBH)33,28433,28401,2981,3710.10%+73
EAGLE BANCORP INC MD(EGBN)18,62218,62203994630.03%+64
FIRST FINANCIAL CORPORATION(THFF)20,17120,17101,2191,2750.09%+56
EAGLE BANCORP MONT INC32,25832,25806426640.05%+22
BURKE HERBERT FINL SVCS CORP(BHRB)10,48010,48006536530.05%-0
FIRST UTD CORP20,80420,80407797620.06%-17
HORIZON BANCORP INC(HBNC)91,75691,75601,5561,5200.11%-36
CALIFORNIA BANCORP40,53140,53107577180.05%-39
FIRST NORTHWEST BANCORP59,77259,77205615190.04%-42
BANK MARIN BANCORP504,411504,411013,12012,9280.96%-192
XBP GLOBAL HOLDINGS INC787,141787,14105,3603,4630.26%-1,897
COLUMBIA BKG SYS INC(COLB)5,722,7865,722,7860159,952156,97611.68%-2,976
KEYCORP(KEY)7,456,4847,456,4840153,902149,50311.13%-4,399
FIRST INTST BANCSYSTEM INC(FIBK)3,950,1073,950,1070136,674131,9349.82%-4,740
CITIZENS FINL GROUP INC(CFG)1,181,859522,526-659,33369,03231,3362.33%-37,696
COMERICA INC2,037,3580-2,037,358177,1080-177,108
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