Holders — by stockHoldings — by fund
Stieven Capital Advisors, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001388279
$523.9M
disclosed book value
36
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 36 of 36 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | COLBCOLUMBIA BKG SYS INC | 1.1M | $34.3M | 6.6% |
| 2 | WALWESTERN ALLIANCE BANCORP | 376,885 | $31.0M | 5.9% |
| 3 | AUBATLANTIC UN BANKSHARES CORP | 693,749 | $29.4M | 5.6% |
| 4 | UMBFUMB FINL CORP | 204,065 | $29.1M | 5.6% |
| 5 | AXAXOS FINANCIAL INC | 256,345 | $25.0M | 4.8% |
| 6 | CFGCITIZENS FINL GROUP INC | 349,780 | $24.5M | 4.7% |
| 7 | HWCHANCOCK WHITNEY CORPORATION | 301,296 | $22.5M | 4.3% |
| 8 | CNOBCONNECTONE BANCORP INC | 670,377 | $22.4M | 4.3% |
| 9 | SSBSOUTHSTATE BK CORP | 221,394 | $22.1M | 4.2% |
| 10 | EWBCEAST WEST BANCORP INC | 157,904 | $20.4M | 3.9% |
| 11 | ONBOLD NATL BANCORP IND | 766,134 | $19.8M | 3.8% |
| 12 | OSBCOLD SECOND BANCORP INC DEL | 815,328 | $19.0M | 3.6% |
| 13 | FITBFIFTH THIRD BANCORP | 299,293 | $16.9M | 3.2% |
| 14 | FNBF N B CORP | 874,591 | $16.7M | 3.2% |
| 15 | CCNECNB FINL CORP PA | 434,673 | $14.7M | 2.8% |
| 16 | WTFCWINTRUST FINL CORP | 89,683 | $14.4M | 2.8% |
| 17 | PFBCPREFERRED BK LOS ANGELES CA | 117,921 | $12.5M | 2.4% |
| 18 | CCBCOASTAL FINL CORP WA | 155,771 | $12.1M | 2.3% |
| 19 | ALRSALERUS FINL CORP | 382,034 | $11.9M | 2.3% |
| 20 | HBNCHORIZON BANCORP IND | 589,179 | $11.8M | 2.2% |
| 21 | RFREGIONS FINANCIAL CORP NEW | 372,682 | $11.3M | 2.1% |
| 22 | PNFPPINNACLE FINL PARTNERS INC | 110,100 | $11.1M | 2.1% |
| 23 | FCNCAFIRST CTZNS BANCSHARES INC D | 4,815 | $10.0M | 1.9% |
| 24 | BANRBANNER CORP | 150,756 | $10.0M | 1.9% |
| 25 | HAFCHANMI FINL CORP | 306,788 | $9.9M | 1.9% |
| 26 | NICNICOLET BANKSHARES INC | 55,967 | $9.3M | 1.8% |
| 27 | FBPFIRST BANCORP CORPORATION | 310,710 | $8.1M | 1.5% |
| 28 | RNSTRENASANT CORP | 170,613 | $7.3M | 1.4% |
| 29 | SMBKSMARTFINANCIAL INC | 147,534 | $6.9M | 1.3% |
| 30 | BACBANK OF AMER CORP | 101,537 | $5.8M | 1.1% |
| 31 | SFSTSOUTHERN FIRST BANCSHARES | 94,114 | $5.8M | 1.1% |
| 32 | BCALCALIFORNIA BANCORP | 252,843 | $5.3M | 1% |
| 33 | BHRBBURKE HERBERT FINL SVCS CORP | 63,940 | $4.6M | 0.9% |
| 34 | CIVBCIVISTA BANCSHARES INC | 126,953 | $3.6M | 0.7% |
| 35 | VLYVALLEY NATL BANCORP | 158,566 | $2.3M | 0.4% |
| 36 | SFSTIFEL FINL CORP | 32,500 | $2.3M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.