NORTH REEF CAPITAL MANAGEMENT LP

PrivateCIK: 1867831
Location

LAGUNA BEACH, CA

📋 What this filing means

NORTH REEF CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $400.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

37
Positions
$400.7K
Total AUM (reported)
12.36M
Total Shares

Allocation by class

TOTAL AUM$400.7K37 positions
COM$307.0K76.6%
COM NEW$51.0K12.7%
COM CL A$23.8K5.9%
CL A$18.8K4.7%

Portfolio Concentration

Top 320.2%4–1037.9%11–2533.8%Rest8.0%TOP 1058.1%0%100%
Top 3$80.9K20.2%
4–10$152.0K37.9%
11–25$135.6K33.8%
Rest$32.2K8.0%

Top 3 weight

20.2%

Top 10 weight

58.1%

Voting Authority Distribution

Total shares with voting rights: 12.36M

Sole

Full voting authority

12.36M

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)

Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:

SEACOAST BKG CORP FLA

SOLE
COM NEW
Shares935.09K
TypeSH
Market value$28.3K
7.06%
Sole
935.09K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares692.01K
TypeSH
Market value$27.8K
6.95%
Sole
692.01K
Shared
0.00
None
0.00

WINTRUST FINL CORP

SOLE
COM
Shares303.80K
TypeSH
Market value$24.8K
6.18%
Sole
303.80K
Shared
0.00
None
0.00

TEXAS CAP BANCSHARES INC

SOLE
COM
Shares416.61K
TypeSH
Market value$24.6K
6.14%
Sole
416.61K
Shared
0.00
None
0.00

SOUTHSTATE CORPORATION

SOLE
COM
Shares306.26K
TypeSH
Market value$24.2K
6.05%
Sole
306.26K
Shared
0.00
None
0.00

SYNOVUS FINL CORP

SOLE
COM NEW
Shares606.50K
TypeSH
Market value$22.8K
5.68%
Sole
606.50K
Shared
0.00
None
0.00

Q2 HLDGS INC

SOLE
COM
Shares694.57K
TypeSH
Market value$22.4K
5.58%
Sole
694.57K
Shared
0.00
None
0.00

FIRST REP BK SAN FRANCISCO C

SOLE
COM
Shares150.49K
TypeSH
Market value$19.6K
4.90%
Sole
150.49K
Shared
0.00
None
0.00

PINNACLE FINL PARTNERS INC

SOLE
COM
Shares241.52K
TypeSH
Market value$19.6K
4.89%
Sole
241.52K
Shared
0.00
None
0.00

FIRST CTZNS BANCSHARES INC N

SOLE
CL A
Shares23.62K
TypeSH
Market value$18.8K
4.70%
Sole
23.62K
Shared
0.00
None
0.00

BK OF AMERICA CORP

SOLE
COM
Shares540.51K
TypeSH
Market value$16.3K
4.07%
Sole
540.51K
Shared
0.00
None
0.00

INTERNATIONAL BANCSHARES COR

SOLE
COM
Shares351.86K
TypeSH
Market value$15.0K
3.73%
Sole
351.86K
Shared
0.00
None
0.00

FIRSTCASH HOLDINGS INC

SOLE
COM
Shares149.42K
TypeSH
Market value$11.0K
2.74%
Sole
149.42K
Shared
0.00
None
0.00

ACI WORLDWIDE INC

SOLE
COM
Shares492.89K
TypeSH
Market value$10.3K
2.57%
Sole
492.89K
Shared
0.00
None
0.00

CBOE GLOBAL MKTS INC

SOLE
COM
Shares77.82K
TypeSH
Market value$9.1K
2.28%
Sole
77.82K
Shared
0.00
None
0.00

AVIDXCHANGE HOLDINGS INC

SOLE
COM
Shares1.07M
TypeSH
Market value$9.0K
2.25%
Sole
1.07M
Shared
0.00
None
0.00

PAYA HOLDINGS INC

SOLE
COM CL A
Shares1.43M
TypeSH
Market value$8.7K
2.18%
Sole
1.43M
Shared
0.00
None
0.00

GCM GROSVENOR INC

SOLE
COM CL A
Shares1.07M
TypeSH
Market value$8.5K
2.12%
Sole
1.07M
Shared
0.00
None
0.00

BRIGHTSPHERE INVT GROUP INC

SOLE
COM
Shares563.77K
TypeSH
Market value$8.4K
2.10%
Sole
563.77K
Shared
0.00
None
0.00

COMERICA INC

SOLE
COM
Shares105.67K
TypeSH
Market value$7.5K
1.88%
Sole
105.67K
Shared
0.00
None
0.00

FIRST BANCSHARES INC MS

SOLE
COM
Shares248.33K
TypeSH
Market value$7.4K
1.85%
Sole
248.33K
Shared
0.00
None
0.00

FIRST WESTN FINL INC

SOLE
COM
Shares287.30K
TypeSH
Market value$7.1K
1.77%
Sole
287.30K
Shared
0.00
None
0.00

ENVESTNET INC

SOLE
COM
Shares149.94K
TypeSH
Market value$6.7K
1.66%
Sole
149.94K
Shared
0.00
None
0.00

CULLEN FROST BANKERS INC

SOLE
COM
Shares42.88K
TypeSH
Market value$5.7K
1.42%
Sole
42.88K
Shared
0.00
None
0.00

EXPENSIFY INC

SOLE
COM CL A
Shares336.59K
TypeSH
Market value$5.0K
1.25%
Sole
336.59K
Shared
0.00
None
0.00
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