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 24 equity positions with a total reported market value of $638.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

24
Positions
$638.61M
Total AUM (reported)
33.32M
Total Shares

Allocation by class

TOTAL AUM$638.61M24 positions
COM$597.05M93.5%
COM NEW$41.56M6.5%

Portfolio Concentration

Top 347.1%4–1049.0%11–253.8%TOP 1096.2%0%100%
Top 3$301.07M47.1%
4–10$313.01M49.0%
11–25$24.53M3.8%

Top 3 weight

47.1%

Top 10 weight

96.2%

Voting Authority Distribution

Total shares with voting rights: 33.32M

Sole

Full voting authority

32.57M

shares

% of voting shares97.8%
Shared

Joint voting authority

747.64K

shares

% of voting shares2.2%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole9
Shared0
Other15
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings24
Rows:

COLUMBIA BKG SYS INC

SOLE
COM
Shares4.48M
TypeSH
Market value$104.82M
16.41%
Sole
4.48M
Shared
0.00
None
0.00

FIRST INTST BANCSYSTEM INC

SOLE
COM
Shares3.57M
TypeSH
Market value$102.89M
16.11%
Sole
3.57M
Shared
0.00
None
0.00

CITIZENS FINL GROUP INC

SOLE
COM
Shares2.09M
TypeSH
Market value$93.36M
14.62%
Sole
2.09M
Shared
0.00
None
0.00

KEYCORP

SOLE
COM
Shares4.99M
TypeSH
Market value$87.00M
13.62%
Sole
4.99M
Shared
0.00
None
0.00

EASTERN BANKSHARES INC

SOLE
COM
Shares5.21M
TypeSH
Market value$79.53M
12.45%
Sole
5.21M
Shared
0.00
None
0.00

PACIFIC PREMIER BANCORP

SOLE
COM
Shares2.34M
TypeSH
Market value$49.35M
7.73%
Sole
2.34M
Shared
0.00
None
0.00

CAPITOL FED FINL INC

SOLE
COM
Shares6.47M
TypeSH
Market value$39.44M
6.18%
Sole
6.47M
Shared
0.00
None
0.00

CENTRAL PAC FINL CORP

OTR
COM NEW
Shares1.10M
TypeSH
Market value$30.77M
4.82%
Sole
1.03M
Shared
67.60K
None
0.00

HERITAGE COMM CORP

OTR
COM
Shares1.62M
TypeSH
Market value$16.12M
2.52%
Sole
1.53M
Shared
94.44K
None
0.00

TRUSTCO BK CORP N Y

SOLE
COM NEW
Shares323.01K
TypeSH
Market value$10.80M
1.69%
Sole
323.01K
Shared
0.00
None
0.00

BANK MARIN BANCORP

SOLE
COM
Shares407.41K
TypeSH
Market value$9.31M
1.46%
Sole
407.41K
Shared
0.00
None
0.00

SHORE BANCSHARES INC

OTR
COM
Shares268.11K
TypeSH
Market value$4.21M
0.66%
Sole
132K
Shared
136.11K
None
0.00

RENASANT CORP

OTR
COM
Shares83.56K
TypeSH
Market value$3.00M
0.47%
Sole
0.00
Shared
83.56K
None
0.00

HORIZON BANCORP INC

OTR
COM
Shares91.76K
TypeSH
Market value$1.41M
0.22%
Sole
0.00
Shared
91.76K
None
0.00

FIRST MID ILL BANCSHARES INC

OTR
COM
Shares33.28K
TypeSH
Market value$1.25M
0.20%
Sole
0.00
Shared
33.28K
None
0.00

FIRST FINANCIAL CORPORATION

OTR
COM
Shares20.17K
TypeSH
Market value$1.09M
0.17%
Sole
0.00
Shared
20.17K
None
0.00

PEOPLES BANCORP N C INC

OTR
COM
Shares25.28K
TypeSH
Market value$729.4K
0.11%
Sole
0.00
Shared
25.28K
None
0.00

FIRST UTD CORP

OTR
COM
Shares20.80K
TypeSH
Market value$645.1K
0.10%
Sole
0.00
Shared
20.80K
None
0.00

CALIFORNIA BANCORP

OTR
COM
Shares40.53K
TypeSH
Market value$638.8K
0.10%
Sole
0.00
Shared
40.53K
None
0.00

BURKE HERBERT FINL SVCS CORP

OTR
COM
Shares10.48K
TypeSH
Market value$626.0K
0.10%
Sole
0.00
Shared
10.48K
None
0.00

EAGLE BANCORP MONT INC

OTR
COM
Shares32.26K
TypeSH
Market value$537.7K
0.08%
Sole
0.00
Shared
32.26K
None
0.00

FIRST NORTHWEST BANCORP

OTR
COM
Shares59.77K
TypeSH
Market value$460.2K
0.07%
Sole
0.00
Shared
59.77K
None
0.00

EAGLE BANCORP INC MD

OTR
COM
Shares18.62K
TypeSH
Market value$362.8K
0.06%
Sole
0.00
Shared
18.62K
None
0.00

CVB FINL CORP

OTR
COM
Shares12.97K
TypeSH
Market value$256.6K
0.04%
Sole
0.00
Shared
12.97K
None
0.00