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 26 equity positions with a total reported market value of $947.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

26
Positions
$947.56M
Total AUM (reported)
45.05M
Total Shares

Allocation by class

TOTAL AUM$947.56M26 positions
COM$846.67M89.4%
COM NEW$100.89M10.6%

Portfolio Concentration

Top 345.4%4–1049.3%11–255.3%Rest0.0%TOP 1094.6%0%100%
Top 3$430.13M45.4%
4–10$466.68M49.3%
11–25$50.50M5.3%
Rest$245.2K0.0%

Top 3 weight

45.4%

Top 10 weight

94.6%

Voting Authority Distribution

Total shares with voting rights: 45.05M

Sole

Full voting authority

44.30M

shares

% of voting shares98.3%
Shared

Joint voting authority

747.64K

shares

% of voting shares1.7%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole11
Shared0
Other15
Dominant voting typeSole · 98.3% of voting shares
Institutional Holdings26
Rows:

COMERICA INC

SOLE
COM
Shares2.29M
TypeSH
Market value$156.94M
16.56%
Sole
2.29M
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

SOLE
COM
Shares5.72M
TypeSH
Market value$147.30M
15.55%
Sole
5.72M
Shared
0.00
None
0.00

FIRST INTST BANCSYSTEM INC

SOLE
COM
Shares3.95M
TypeSH
Market value$125.89M
13.29%
Sole
3.95M
Shared
0.00
None
0.00

EASTERN BANKSHARES INC

SOLE
COM
Shares6.41M
TypeSH
Market value$116.32M
12.28%
Sole
6.41M
Shared
0.00
None
0.00

CITIZENS FINL GROUP INC

SOLE
COM
Shares2.09M
TypeSH
Market value$110.91M
11.70%
Sole
2.09M
Shared
0.00
None
0.00

CENTRAL PAC FINL CORP

OTR
COM NEW
Shares2.28M
TypeSH
Market value$69.21M
7.30%
Sole
2.21M
Shared
67.60K
None
0.00

KEYCORP

SOLE
COM
Shares3.30M
TypeSH
Market value$61.75M
6.52%
Sole
3.30M
Shared
0.00
None
0.00

CAPITOL FED FINL INC

SOLE
COM
Shares6.47M
TypeSH
Market value$41.06M
4.33%
Sole
6.47M
Shared
0.00
None
0.00

BANKUNITED INC

SOLE
COM
Shares936.90K
TypeSH
Market value$35.75M
3.77%
Sole
936.90K
Shared
0.00
None
0.00

TRUSTCO BK CORP N Y

SOLE
COM NEW
Shares872.74K
TypeSH
Market value$31.68M
3.34%
Sole
872.74K
Shared
0.00
None
0.00

HERITAGE COMM CORP

OTR
COM
Shares1.62M
TypeSH
Market value$16.12M
1.70%
Sole
1.53M
Shared
94.44K
None
0.00

BANK MARIN BANCORP

SOLE
COM
Shares504.41K
TypeSH
Market value$12.25M
1.29%
Sole
504.41K
Shared
0.00
None
0.00

XBP GLOBAL HOLDINGS INC

SOLE
COM
Shares7.87M
TypeSH
Market value$6.35M
0.67%
Sole
7.87M
Shared
0.00
None
0.00

SHORE BANCSHARES INC

OTR
COM
Shares278.11K
TypeSH
Market value$4.56M
0.48%
Sole
142K
Shared
136.11K
None
0.00

RENASANT CORP

OTR
COM
Shares83.56K
TypeSH
Market value$3.08M
0.33%
Sole
0.00
Shared
83.56K
None
0.00

HORIZON BANCORP INC

OTR
COM
Shares91.76K
TypeSH
Market value$1.47M
0.16%
Sole
0.00
Shared
91.76K
None
0.00

FIRST MID ILL BANCSHARES INC

OTR
COM
Shares33.28K
TypeSH
Market value$1.26M
0.13%
Sole
0.00
Shared
33.28K
None
0.00

FIRST FINANCIAL CORPORATION

OTR
COM
Shares20.17K
TypeSH
Market value$1.14M
0.12%
Sole
0.00
Shared
20.17K
None
0.00

PEOPLES BANCORP N C INC

OTR
COM
Shares25.28K
TypeSH
Market value$775.2K
0.08%
Sole
0.00
Shared
25.28K
None
0.00

FIRST UTD CORP

OTR
COM
Shares20.80K
TypeSH
Market value$765.0K
0.08%
Sole
0.00
Shared
20.80K
None
0.00

CALIFORNIA BANCORP

OTR
COM
Shares40.53K
TypeSH
Market value$676.1K
0.07%
Sole
0.00
Shared
40.53K
None
0.00

BURKE HERBERT FINL SVCS CORP

OTR
COM
Shares10.48K
TypeSH
Market value$646.5K
0.07%
Sole
0.00
Shared
10.48K
None
0.00

EAGLE BANCORP MONT INC

OTR
COM
Shares32.26K
TypeSH
Market value$557.1K
0.06%
Sole
0.00
Shared
32.26K
None
0.00

FIRST NORTHWEST BANCORP

OTR
COM
Shares59.77K
TypeSH
Market value$470.4K
0.05%
Sole
0.00
Shared
59.77K
None
0.00

EAGLE BANCORP INC MD

OTR
COM
Shares18.62K
TypeSH
Market value$376.5K
0.04%
Sole
0.00
Shared
18.62K
None
0.00
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