ALGEBRIS (UK) LTD

PrivateCIK: 1700286
Location

LONDON, X0

70
Positions
$1.38B
Total AUM (reported)
82.78M
Total Shares

Allocation by class

TOTAL AUM$1.38B70 positions
COM$1.24B89.7%
COM NEW$53.15M3.8%
NOTE 1.500% 3/1$31.50M2.3%
PFD CONV SER A$15.52M1.1%
ADR$12.52M0.9%
NOTE 0.500% 3/0$10.79M0.8%
COM SHS$8.25M0.6%

Portfolio Concentration

Top 316.4%4–1028.8%11–2539.1%Rest15.7%TOP 1045.2%0%100%
Top 3$227.08M16.4%
4–10$397.74M28.8%
11–25$540.01M39.1%
Rest$217.64M15.7%

Top 3 weight

16.4%

Top 10 weight

45.2%

Voting Authority Distribution

Total shares with voting rights: 82.78M

Sole

Full voting authority

82.78M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole27
Shared0
Other43
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:

BANK AMERICA CORP

DFND
COM
Shares1.70M
TypeSH
Market value$82.73M
5.98%
Sole
1.70M
Shared
0.00
None
0.00

EQUITABLE HLDGS INC

DFND
COM
Shares2.04M
TypeSH
Market value$75.50M
5.46%
Sole
2.04M
Shared
0.00
None
0.00

UNUM GROUP

DFND
COM
Shares944.32K
TypeSH
Market value$68.85M
4.98%
Sole
944.32K
Shared
0.00
None
0.00

KKR & CO INC

DFND
COM
Shares721.86K
TypeSH
Market value$66.66M
4.82%
Sole
721.86K
Shared
0.00
None
0.00

PROSPERITY BANCSHARES INC

DFND
COM
Shares934.97K
TypeSH
Market value$62.71M
4.54%
Sole
934.97K
Shared
0.00
None
0.00

CARLYLE GROUP INC

DFND
COM
Shares1.30M
TypeSH
Market value$62.56M
4.53%
Sole
1.30M
Shared
0.00
None
0.00

CITIZENS FINL GROUP INC

DFND
COM
Shares928.97K
TypeSH
Market value$55.62M
4.02%
Sole
928.97K
Shared
0.00
None
0.00

VOYA FINANCIAL INC

DFND
COM
Shares754.05K
TypeSH
Market value$51.43M
3.72%
Sole
754.05K
Shared
0.00
None
0.00

SOUTHSTATE BK CORP

DFND
COM
Shares539.51K
TypeSH
Market value$49.83M
3.60%
Sole
539.51K
Shared
0.00
None
0.00

ALKAMI TECHNOLOGY INC

DFND
COM
Shares3.13M
TypeSH
Market value$48.92M
3.54%
Sole
3.13M
Shared
0.00
None
0.00

LINCOLN NATL CORP IND

DFND
COM
Shares1.36M
TypeSH
Market value$48.27M
3.49%
Sole
1.36M
Shared
0.00
None
0.00

HUNTINGTON BANCSHARES INC

DFND
COM
Shares3.07M
TypeSH
Market value$47.93M
3.47%
Sole
3.07M
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

DFND
COM NEW
Shares622.44K
TypeSH
Market value$46.76M
3.38%
Sole
622.44K
Shared
0.00
None
0.00

STIFEL FINL CORP

DFND
COM
Shares604.37K
TypeSH
Market value$44.60M
3.23%
Sole
604.37K
Shared
0.00
None
0.00

OLD NATL BANCORP IND

DFND
COM
Shares2M
TypeSH
Market value$44.23M
3.20%
Sole
2M
Shared
0.00
None
0.00

GLOBAL PMTS INC

DFND
COM
Shares624.70K
TypeSH
Market value$41.97M
3.04%
Sole
624.70K
Shared
0.00
None
0.00

COREBRIDGE FINL INC

DFND
COM
Shares1.69M
TypeSH
Market value$40.29M
2.91%
Sole
1.69M
Shared
0.00
None
0.00

ZIONS BANCORPORATION NATL AS

DFND
COM
Shares617.74K
TypeSH
Market value$35.54M
2.57%
Sole
617.74K
Shared
0.00
None
0.00

Q2 HLDGS INC

DFND
COM
Shares695.59K
TypeSH
Market value$32.85M
2.38%
Sole
695.59K
Shared
0.00
None
0.00

ALKAMI TECHNOLOGY INC

DFND
NOTE 1.500% 3/1
Shares35M
TypeSH
Market value$31.50M
2.28%
Sole
35M
Shared
0.00
None
0.00

NCINO INC

DFND
COM
Shares2.08M
TypeSH
Market value$31.10M
2.25%
Sole
2.08M
Shared
0.00
None
0.00

WESBANCO INC

DFND
COM
Shares783.96K
TypeSH
Market value$26.99M
1.95%
Sole
783.96K
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

DFND
COM
Shares866.67K
TypeSH
Market value$23.73M
1.72%
Sole
866.67K
Shared
0.00
None
0.00

CONNECTONE BANCORP INC

DFND
COM
Shares859.93K
TypeSH
Market value$22.98M
1.66%
Sole
859.93K
Shared
0.00
None
0.00

NORTHERN TR CORP

DFND
COM
Shares152.56K
TypeSH
Market value$21.26M
1.54%
Sole
152.56K
Shared
0.00
None
0.00
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