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 29 equity positions with a total reported market value of $1.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

29
Positions
$1.33B
Total AUM (reported)
51.90M
Total Shares

Allocation by class

TOTAL AUM$1.33B29 positions
COM$1.22B91.6%
COM NEW$111.71M8.4%

Portfolio Concentration

Top 337.2%4–1050.4%11–2512.2%Rest0.2%TOP 1087.6%0%100%
Top 3$494.63M37.2%
4–10$669.70M50.4%
11–25$162.80M12.2%
Rest$2.25M0.2%

Top 3 weight

37.2%

Top 10 weight

87.6%

Voting Authority Distribution

Total shares with voting rights: 51.90M

Sole

Full voting authority

51.11M

shares

% of voting shares98.5%
Shared

Joint voting authority

787.88K

shares

% of voting shares1.5%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole13
Shared0
Other16
Dominant voting typeSole · 98.5% of voting shares
Institutional Holdings29
Rows:

COMERICA INC

SOLE
COM
Shares2.04M
TypeSH
Market value$177.11M
13.32%
Sole
2.04M
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

SOLE
COM
Shares5.72M
TypeSH
Market value$159.95M
12.03%
Sole
5.72M
Shared
0.00
None
0.00

BANKUNITED INC

SOLE
COM
Shares3.54M
TypeSH
Market value$157.57M
11.85%
Sole
3.54M
Shared
0.00
None
0.00

KEYCORP

SOLE
COM
Shares7.46M
TypeSH
Market value$153.90M
11.58%
Sole
7.46M
Shared
0.00
None
0.00

FIRST INTST BANCSYSTEM INC

SOLE
COM
Shares3.95M
TypeSH
Market value$136.67M
10.28%
Sole
3.95M
Shared
0.00
None
0.00

EASTERN BANKSHARES INC

SOLE
COM
Shares7.38M
TypeSH
Market value$136.06M
10.24%
Sole
7.38M
Shared
0.00
None
0.00

CENTRAL PAC FINL CORP

OTR
COM NEW
Shares2.43M
TypeSH
Market value$75.64M
5.69%
Sole
2.36M
Shared
67.60K
None
0.00

CITIZENS FINL GROUP INC

SOLE
COM
Shares1.18M
TypeSH
Market value$69.03M
5.19%
Sole
1.18M
Shared
0.00
None
0.00

BEACON FINANCIAL CORP.

SOLE
COM
Shares2.06M
TypeSH
Market value$54.35M
4.09%
Sole
2.06M
Shared
0.00
None
0.00

CAPITOL FED FINL INC

SOLE
COM
Shares6.47M
TypeSH
Market value$44.03M
3.31%
Sole
6.47M
Shared
0.00
None
0.00

CVB FINL CORP

OTR
COM
Shares2.22M
TypeSH
Market value$41.37M
3.11%
Sole
2.21M
Shared
12.97K
None
0.00

TRUSTCO BK CORP N Y

SOLE
COM NEW
Shares872.74K
TypeSH
Market value$36.07M
2.71%
Sole
872.74K
Shared
0.00
None
0.00

HOPE BANCORP INC

SOLE
COM
Shares3M
TypeSH
Market value$32.84M
2.47%
Sole
3M
Shared
0.00
None
0.00

HERITAGE COMM CORP

OTR
COM
Shares1.62M
TypeSH
Market value$19.50M
1.47%
Sole
1.53M
Shared
94.44K
None
0.00

BANK MARIN BANCORP

SOLE
COM
Shares504.41K
TypeSH
Market value$13.12M
0.99%
Sole
504.41K
Shared
0.00
None
0.00

XBP GLOBAL HOLDINGS INC

SOLE
COM
Shares787.14K
TypeSH
Market value$5.36M
0.40%
Sole
787.14K
Shared
0.00
None
0.00

RENASANT CORP

OTR
COM
Shares83.56K
TypeSH
Market value$2.94M
0.22%
Sole
0.00
Shared
83.56K
None
0.00

METROCITY BANKSHARES INC

OTR
COM
Shares100.66K
TypeSH
Market value$2.67M
0.20%
Sole
60.42K
Shared
40.24K
None
0.00

SHORE BANCSHARES INC

OTR
COM
Shares136.11K
TypeSH
Market value$2.41M
0.18%
Sole
0.00
Shared
136.11K
None
0.00

HORIZON BANCORP INC

OTR
COM
Shares91.76K
TypeSH
Market value$1.56M
0.12%
Sole
0.00
Shared
91.76K
None
0.00

FIRST MID ILL BANCSHARES INC

OTR
COM
Shares33.28K
TypeSH
Market value$1.30M
0.10%
Sole
0.00
Shared
33.28K
None
0.00

FIRST FINANCIAL CORPORATION

OTR
COM
Shares20.17K
TypeSH
Market value$1.22M
0.09%
Sole
0.00
Shared
20.17K
None
0.00

PEOPLES BANCORP N C INC

OTR
COM
Shares25.28K
TypeSH
Market value$915.3K
0.07%
Sole
0.00
Shared
25.28K
None
0.00

FIRST UTD CORP

OTR
COM
Shares20.80K
TypeSH
Market value$778.9K
0.06%
Sole
0.00
Shared
20.80K
None
0.00

CALIFORNIA BANCORP

OTR
COM
Shares40.53K
TypeSH
Market value$756.7K
0.06%
Sole
0.00
Shared
40.53K
None
0.00
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