Fund Holdings

PMC FIG Opportunities LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AXOS FINANCIAL INC(AX)059,280+59,28005,044,1357.81%+5,044,135
ENOVA INTL INC(ENVA)027,254+27,25403,701,9115.73%+3,701,911
SERVISFIRST BANCSHARES INC(SFBS)045,593+45,59303,320,5385.14%+3,320,538
CVB FINL CORP(CVBF)0229,213+229,21304,444,4406.88%+4,444,440
ROCKET COS INC(RKT)0180,915+180,91502,578,0393.99%+2,578,039
NU HLDGS LTD(NU)0170,149+170,14902,445,0413.79%+2,445,041
NORTHEAST BK PORTLAND ME020,618+20,61802,316,8453.59%+2,316,845
TRIUMPH FINANCIAL INC037,988+37,98802,266,3643.51%+2,266,364
FIGURE TECHNOLOGY SOLUTIO(FGRS)048,614+48,61401,650,4452.56%+1,650,445
INTERACTIVE BROKERS GROUP IN(IBKR)024,307+24,30701,630,2702.53%+1,630,270
JEFFERSON CAPITAL INC(JCAP)049,771+49,7710957,0961.48%+957,096
AMERIS BANCORP(ABCB)039,289+39,28903,064,1494.75%+3,064,149
NORTHPOINTE BANCSHARES INC.0101,227+101,22701,747,1782.71%+1,747,178
QCR HOLDINGS INC(QCRH)032,745+32,74502,798,0604.33%+2,798,060
UMB FINL CORP(UMBF)07,302+7,3020823,5931.28%+823,593
BEACON FINANCIAL CORP.026,196+26,1960785,8801.22%+785,880
SPROTT INC(SII)017,028+17,02802,433,3013.77%+2,433,301
COLUMBIA BKG SYS INC(COLB)0117,879+117,87903,233,4215.01%+3,233,421
SOUTHSTATE BK CORP024,307+24,30702,248,8843.48%+2,248,884
LIVE OAK BANCSHARES INC(LOB)024,307+24,3070803,8321.25%+803,832
PATHWARD FINANCIAL INC(CASH)026,195+26,19502,337,3803.62%+2,337,380
COINBASE GLOBAL INC(COIN)(Put)0132+1320269,940+269,940
APOLLO GLOBAL MGMT INC(APO)(Call)0852+8520210,223+210,223
COASTAL FINL CORP WA(CCB)063,617+63,61704,841,2547.50%+4,841,254
AFFIRM HLDGS INC(AFRM)000000
CITIGROUP INC(C)022,313+22,31302,530,5173.92%+2,530,517
AMERANT BANCORP INC058,441+58,44101,288,0401.99%+1,288,040
FIRST WESTN FINL INC087,487+87,48702,150,4303.33%+2,150,430
PENNYMAC FINL SVCS INC NEW(PFSI)000000
AVIDBANK HLDGS INC000000
GREEN DOT CORP000000
LPL FINL HLDGS INC(LPLA)000000
SEACOAST BKG CORP FLA(SBCF)000000
CONNECTONE BANCORP INC(CNOB)032,744+32,7440876,5571.36%+876,557
STIFEL FINL CORP(SF)030,384+30,38402,245,9853.48%+2,245,985
LINKBANCORP INC000000
CITIZENS FINL GROUP INC(CFG)000000
FIRST CTZNS BANCSHARES INC D(FCNCA)000000
FB FINL CORP(FBK)000000
TRUIST FINL CORP(TFC)000000
BANK AMERICA CORP000000
NORTHEAST BK PORTLAND ME000000
BANCORP INC DEL(TBBK)000000
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