HOLDCO ASSET MANAGEMENT, LP

PrivateCIK: 1724246
Location

FORT LAUDERDALE, FL

📋 What this filing means

HOLDCO ASSET MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $325.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

21
Positions
$325.2K
Total AUM (reported)
8.28M
Total Shares

Allocation by class

TOTAL AUM$325.2K21 positions
COM NEW$196.0K60.3%
COM$129.2K39.7%

Portfolio Concentration

Top 386.0%4–1010.3%11–253.7%TOP 1096.3%0%100%
Top 3$279.6K86.0%
4–10$33.6K10.3%
11–25$11.9K3.7%

Top 3 weight

86.0%

Top 10 weight

96.3%

Voting Authority Distribution

Total shares with voting rights: 8.28M

Sole

Full voting authority

6.94M

shares

% of voting shares83.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.34M

shares

% of voting shares16.2%

Investment Discretion (by position count)

Sole0
Shared0
Other21
Dominant voting typeSole · 83.8% of voting shares
Institutional Holdings21
Rows:

CITIGROUP INC

OTR
COM NEW
Shares3M
TypeSH
Market value$125.0K
38.45%
Sole
3M
Shared
0.00
None
0.00

BANK NEW YORK MELLON CORP

OTR
COM
Shares2.24M
TypeSH
Market value$86.2K
26.50%
Sole
2.24M
Shared
0.00
None
0.00

POPULAR INC

OTR
COM NEW
Shares949.96K
TypeSH
Market value$68.5K
21.05%
Sole
949.96K
Shared
0.00
None
0.00

BERKSHIRE HILLS BANCORP INC

OTR
COM
Shares398.92K
TypeSH
Market value$10.9K
3.35%
Sole
0.00
Shared
0.00
None
398.92K

SHORE BANCSHARES INC

OTR
COM
Shares458.22K
TypeSH
Market value$7.9K
2.44%
Sole
322.11K
Shared
0.00
None
136.11K

FIRST NORTHWEST BANCORP

OTR
COM
Shares250.70K
TypeSH
Market value$4.0K
1.24%
Sole
190.93K
Shared
0.00
None
59.77K

FIRST BANCORP N C

OTR
COM
Shares89K
TypeSH
Market value$3.3K
1.00%
Sole
0.00
Shared
0.00
None
89K

PEOPLES BANCORP N C INC

OTR
COM
Shares106.05K
TypeSH
Market value$2.6K
0.81%
Sole
80.77K
Shared
0.00
None
25.28K

FIRST BANCSHARES INC MS

OTR
COM
Shares83.56K
TypeSH
Market value$2.5K
0.77%
Sole
0.00
Shared
0.00
None
83.56K

EAGLE BANCORP MONT INC

OTR
COM
Shares122.93K
TypeSH
Market value$2.3K
0.72%
Sole
90.67K
Shared
0.00
None
32.26K

HORIZON BANCORP INC

OTR
COM
Shares91.76K
TypeSH
Market value$1.6K
0.51%
Sole
0.00
Shared
0.00
None
91.76K

FIRST UTD CORP

OTR
COM
Shares87.26K
TypeSH
Market value$1.4K
0.44%
Sole
66.46K
Shared
0.00
None
20.80K

CENTRAL PAC FINL CORP

OTR
COM NEW
Shares67.60K
TypeSH
Market value$1.4K
0.43%
Sole
0.00
Shared
0.00
None
67.60K

FIRST BANCORP P R

OTR
COM NEW
Shares82.32K
TypeSH
Market value$1.1K
0.35%
Sole
0.00
Shared
0.00
None
82.32K

UNITED CMNTY BKS BLAIRSVLE G

OTR
COM
Shares33.61K
TypeSH
Market value$1.1K
0.34%
Sole
0.00
Shared
0.00
None
33.61K

HERITAGE COMM CORP

OTR
COM
Shares94.44K
TypeSH
Market value$1.1K
0.33%
Sole
0.00
Shared
0.00
None
94.44K

FIRST MID BANCSHARES INC

OTR
COM
Shares33.28K
TypeSH
Market value$1.1K
0.33%
Sole
0.00
Shared
0.00
None
33.28K

TOWNEBANK PORTSMOUTH VA

OTR
COM
Shares37.44K
TypeSH
Market value$1.0K
0.31%
Sole
0.00
Shared
0.00
None
37.44K

FIRST FINL CORP IND

OTR
COM
Shares20.17K
TypeSH
Market value$912.00
0.28%
Sole
0.00
Shared
0.00
None
20.17K

EAGLE BANCORP INC MD

OTR
COM
Shares18.62K
TypeSH
Market value$835.00
0.26%
Sole
0.00
Shared
0.00
None
18.62K

CVB FINL CORP

OTR
COM
Shares12.97K
TypeSH
Market value$328.00
0.10%
Sole
0.00
Shared
0.00
None
12.97K