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Petiole USA ltd

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 0001600202

$139.1M

disclosed book value

31

positions

6.8%

largest position share

Positions, as of 2026-06-30

top 31 of 31 · 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

#IssuerSharesValue% of book
1CBKCOMMERCIAL BANCGROUP INC291,014$9.4M6.8%
2FXNCFIRST NATL CORP VA305,340$9.2M6.6%
3CBANCOLONY BANKCORP INC448,563$9.0M6.5%
4RNSTRENASANT CORP194,245$8.3M5.9%
5BANCBANC OF CALIFORNIA INC397,168$8.1M5.8%
6ORRFORRSTOWN FINL SVCS INC167,766$6.8M4.9%
7MPBMID PENN BANCORP INC192,411$6.7M4.8%
8HWCHANCOCK WHITNEY CORPORATION86,218$6.4M4.6%
9CCNECNB FINL CORP PA189,241$6.4M4.6%
10CARECARTER BANKSHARES INC179,222$6.1M4.4%
11UMBFUMB FINL CORP42,622$6.1M4.4%
12WALWESTERN ALLIANCE BANCORP65,838$5.4M3.9%
13FCNCAFIRST CTZNS BANCSHARES INC D2,415$5.0M3.6%
14WTFCWINTRUST FINL CORP29,750$4.8M3.4%
15FRMEFIRST MERCHANTS CORP94,047$4.1M3%
16BCALCALIFORNIA BANCORP189,804$4.0M2.8%
17FRSTPRIMIS FINANCIAL CORP230,222$3.8M2.7%
18SHBISHORE BANCSHARES INC147,487$3.4M2.4%
19EQBKEQUITY BANCSHARES INC57,364$2.8M2%
20FNWBFIRST NORTHWEST BANCORP254,197$2.7M2%
21FRBAFIRST BK WILLIAMSTOWN NEW JE154,660$2.7M2%
22CFGCITIZENS FINL GROUP INC37,217$2.6M1.9%
23PNFPPINNACLE FINL PARTNERS INC25,694$2.6M1.9%
24HAFCHANMI FINL CORP68,451$2.2M1.6%
25FNBF N B CORP99,250$1.9M1.4%
26HBANHUNTINGTON BANCSHARES INC106,040$1.9M1.4%
27COLBCOLUMBIA BKG SYS INC51,752$1.7M1.2%
28EWBCEAST WEST BANCORP INC12,600$1.6M1.2%
29SSBSOUTHSTATE BK CORP14,575$1.5M1%
30BANRBANNER CORP19,615$1.3M0.9%
31SBFGSB FINL GROUP INC26,437$668,0630.5%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.