BAYVIEW ASSET MANAGEMENT, LLC

PrivateCIK: 1767366
Location

CORAL GABLES, FL

46
Positions
$259.86M
Total AUM (reported)
6.18M
Total Shares

Allocation by class

TOTAL AUM$259.86M46 positions
COM$106.73M41.1%
S&P500 EQL WGT$54.70M21.0%
STATE STREET SPD$25.96M10.0%
STATE STREET FIN$21.57M8.3%
COM SHS$17.30M6.7%
COM NEW$16.12M6.2%
UNIT SER 1$9.89M3.8%

Portfolio Concentration

Top 339.1%4–1030.3%11–2523.0%Rest7.6%TOP 1069.4%0%100%
Top 3$101.68M39.1%
4–10$78.67M30.3%
11–25$59.77M23.0%
Rest$19.74M7.6%

Top 3 weight

39.1%

Top 10 weight

69.4%

Voting Authority Distribution

Total shares with voting rights: 6.18M

Sole

Full voting authority

6.18M

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)

Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares285K
TypeSH
Market value$54.70M
21.05%
Sole
285K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares390K
TypeSH
Market value$25.41M
9.78%
Sole
390K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares437K
TypeSH
Market value$21.57M
8.30%
Sole
437K
Shared
0.00
None
0.00

FIDELITY NATL FINL INC

SOLE
COM SHS
Shares373.10K
TypeSH
Market value$17.30M
6.66%
Sole
373.10K
Shared
0.00
None
0.00

BANC OF CALIFORNIA INC

SOLE
COM
Shares725K
TypeSH
Market value$12.75M
4.90%
Sole
725K
Shared
0.00
None
0.00

BEACON FINANCIAL CORP.

SOLE
COM
Shares394.83K
TypeSH
Market value$11.84M
4.56%
Sole
394.83K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares17.14K
TypeSH
Market value$9.89M
3.81%
Sole
17.14K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares33.50K
TypeSH
Market value$9.85M
3.79%
Sole
33.50K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares80K
TypeSH
Market value$8.91M
3.43%
Sole
80K
Shared
0.00
None
0.00

RITHM CAPITAL CORP

SOLE
COM NEW
Shares855.71K
TypeSH
Market value$8.11M
3.12%
Sole
855.71K
Shared
0.00
None
0.00

ARES CAPITAL CORP

SOLE
COM
Shares385.26K
TypeSH
Market value$6.94M
2.67%
Sole
385.26K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares14.15K
TypeSH
Market value$6.02M
2.32%
Sole
14.15K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares61.48K
TypeSH
Market value$5.78M
2.22%
Sole
61.48K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares110K
TypeSH
Market value$5.36M
2.06%
Sole
110K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares37.35K
TypeSH
Market value$5.06M
1.95%
Sole
37.35K
Shared
0.00
None
0.00

OLD NATL BANCORP IND

SOLE
COM
Shares190K
TypeSH
Market value$4.20M
1.62%
Sole
190K
Shared
0.00
None
0.00

COMMERCE BANCSHARES INC

SOLE
COM
Shares85K
TypeSH
Market value$4.18M
1.61%
Sole
85K
Shared
0.00
None
0.00

ASSOCIATED BANC-CORP

SOLE
COM
Shares150K
TypeSH
Market value$3.88M
1.49%
Sole
150K
Shared
0.00
None
0.00

BANNER CORP

SOLE
COM NEW
Shares60K
TypeSH
Market value$3.64M
1.40%
Sole
60K
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

SOLE
COM
Shares111.59K
TypeSH
Market value$3.06M
1.18%
Sole
111.59K
Shared
0.00
None
0.00

OFG BANCORP

SOLE
COM
Shares61.79K
TypeSH
Market value$2.50M
0.96%
Sole
61.79K
Shared
0.00
None
0.00

F N B CORP

SOLE
COM
Shares145.98K
TypeSH
Market value$2.44M
0.94%
Sole
145.98K
Shared
0.00
None
0.00

UMB FINL CORP

SOLE
COM
Shares20.97K
TypeSH
Market value$2.36M
0.91%
Sole
20.97K
Shared
0.00
None
0.00

FLAGSTAR BANK NATIONAL ASSOC

SOLE
COM NEW
Shares166.67K
TypeSH
Market value$2.19M
0.84%
Sole
166.67K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MORTGE REL ETF
Shares100K
TypeSH
Market value$2.15M
0.83%
Sole
100K
Shared
0.00
None
0.00
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