Filed: 4/25/2025ACC: 0001641172-25-006258
📋 What this filing means
PMC FIG OPPORTUNITIES LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $64.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$64.74M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COM$43.16M66.7%
COM NEW$11.18M17.3%
CL A$9.42M14.5%
COM CL A$633.8K1.0%
CALL$330.2K0.5%
PUT$21.1K0.0%
Portfolio Concentration
Top 3$15.32M23.7%
4–10$22.00M34.0%
11–25$24.75M38.2%
Rest$2.67M4.1%
Top 3 weight
23.7%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
2.42M
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)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
VALLEY NATL BANCORP
SOLEShares652.03K
TypeSH
Market value$5.91M
9.12%
Sole
652.03K
Shared
0.00
None
0.00
AMERANT BANCORP INC
SOLEShares240K
TypeSH
Market value$5.13M
7.92%
Sole
240K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
SOLEShares2.33K
TypeSH
Market value$4.29M
6.62%
Sole
2.33K
Shared
0.00
None
0.00
QCR HOLDINGS INC
SOLEShares55.89K
TypeSH
Market value$4.14M
6.39%
Sole
55.89K
Shared
0.00
None
0.00
VERITEX HLDGS INC
SOLEShares139.72K
TypeSH
Market value$3.68M
5.68%
Sole
139.72K
Shared
0.00
None
0.00
LENDINGCLUB CORP
SOLEShares279.44K
TypeSH
Market value$3.19M
4.93%
Sole
279.44K
Shared
0.00
None
0.00
CONNECTONE BANCORP INC
SOLEShares113.33K
TypeSH
Market value$2.84M
4.38%
Sole
113.33K
Shared
0.00
None
0.00
BANCORP INC DEL
SOLEShares51.41K
TypeSH
Market value$2.75M
4.25%
Sole
51.41K
Shared
0.00
None
0.00
FIRST BANCORP N C
SOLEShares65.20K
TypeSH
Market value$2.71M
4.19%
Sole
65.20K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares31.05K
TypeSH
Market value$2.69M
4.15%
Sole
31.05K
Shared
0.00
None
0.00
COASTAL FINL CORP WA
SOLEShares46.58K
TypeSH
Market value$2.51M
3.88%
Sole
46.58K
Shared
0.00
None
0.00
POPULAR INC
SOLEShares24.84K
TypeSH
Market value$2.49M
3.85%
Sole
24.84K
Shared
0.00
None
0.00
TOWNEBANK PORTSMOUTH VA
SOLEShares69.86K
TypeSH
Market value$2.31M
3.57%
Sole
69.86K
Shared
0.00
None
0.00
RENASANT CORP
SOLEShares69.86K
TypeSH
Market value$2.27M
3.51%
Sole
69.86K
Shared
0.00
None
0.00
BANKUNITED INC
SOLEShares62.10K
TypeSH
Market value$2.26M
3.50%
Sole
62.10K
Shared
0.00
None
0.00
CITIZENS FINL GROUP INC
SOLEShares54.34K
TypeSH
Market value$2.23M
3.45%
Sole
54.34K
Shared
0.00
None
0.00
FIRSTCASH HOLDINGS INC
SOLEShares13.97K
TypeSH
Market value$1.60M
2.48%
Sole
13.97K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares23.29K
TypeSH
Market value$1.46M
2.25%
Sole
23.29K
Shared
0.00
None
0.00
FIRST HORIZON CORPORATION
SOLEShares93.15K
TypeSH
Market value$1.45M
2.23%
Sole
93.15K
Shared
0.00
None
0.00
COLUMBIA BKG SYS INC
SOLEShares46.57K
TypeSH
Market value$1.22M
1.88%
Sole
46.57K
Shared
0.00
None
0.00
SMARTFINANCIAL INC
SOLEShares40.47K
TypeSH
Market value$1.18M
1.82%
Sole
40.47K
Shared
0.00
None
0.00
SERVISFIRST BANCSHARES INC
SOLEShares12.42K
TypeSH
Market value$999.1K
1.54%
Sole
12.42K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares124.20K
TypeSH
Market value$976.2K
1.51%
Sole
124.20K
Shared
0.00
None
0.00
INDEPENDENT BK CORP MASS
SOLEShares15.53K
TypeSH
Market value$918.1K
1.42%
Sole
15.53K
Shared
0.00
None
0.00
DISCOVER FINL SVCS
SOLEShares6.21K
TypeSH
Market value$871.2K
1.35%
Sole
6.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VALLEY NATL BANCORPSOLE | COM | 652.03K | SH | $5.91M 9.12% | 652.03K | 0.00 | 0.00 |
AMERANT BANCORP INCSOLE | CL A | 240K | SH | $5.13M 7.92% | 240K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 2.33K | SH | $4.29M 6.62% | 2.33K | 0.00 | 0.00 |
QCR HOLDINGS INCSOLE | COM | 55.89K | SH | $4.14M 6.39% | 55.89K | 0.00 | 0.00 |
VERITEX HLDGS INCSOLE | COM | 139.72K | SH | $3.68M 5.68% | 139.72K | 0.00 | 0.00 |
LENDINGCLUB CORPSOLE | COM NEW | 279.44K | SH | $3.19M 4.93% | 279.44K | 0.00 | 0.00 |
CONNECTONE BANCORP INCSOLE | COM | 113.33K | SH | $2.84M 4.38% | 113.33K | 0.00 | 0.00 |
BANCORP INC DELSOLE | COM | 51.41K | SH | $2.75M 4.25% | 51.41K | 0.00 | 0.00 |
FIRST BANCORP N CSOLE | COM | 65.20K | SH | $2.71M 4.19% | 65.20K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 31.05K | SH | $2.69M 4.15% | 31.05K | 0.00 | 0.00 |
COASTAL FINL CORP WASOLE | COM NEW | 46.58K | SH | $2.51M 3.88% | 46.58K | 0.00 | 0.00 |
POPULAR INCSOLE | COM NEW | 24.84K | SH | $2.49M 3.85% | 24.84K | 0.00 | 0.00 |
TOWNEBANK PORTSMOUTH VASOLE | COM | 69.86K | SH | $2.31M 3.57% | 69.86K | 0.00 | 0.00 |
RENASANT CORPSOLE | COM | 69.86K | SH | $2.27M 3.51% | 69.86K | 0.00 | 0.00 |
BANKUNITED INCSOLE | COM | 62.10K | SH | $2.26M 3.50% | 62.10K | 0.00 | 0.00 |
CITIZENS FINL GROUP INCSOLE | COM | 54.34K | SH | $2.23M 3.45% | 54.34K | 0.00 | 0.00 |
FIRSTCASH HOLDINGS INCSOLE | COM | 13.97K | SH | $1.60M 2.48% | 13.97K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 23.29K | SH | $1.46M 2.25% | 23.29K | 0.00 | 0.00 |
FIRST HORIZON CORPORATIONSOLE | COM | 93.15K | SH | $1.45M 2.23% | 93.15K | 0.00 | 0.00 |
COLUMBIA BKG SYS INCSOLE | COM | 46.57K | SH | $1.22M 1.88% | 46.57K | 0.00 | 0.00 |
SMARTFINANCIAL INCSOLE | COM NEW | 40.47K | SH | $1.18M 1.82% | 40.47K | 0.00 | 0.00 |
SERVISFIRST BANCSHARES INCSOLE | COM | 12.42K | SH | $999.1K 1.54% | 12.42K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 124.20K | SH | $976.2K 1.51% | 124.20K | 0.00 | 0.00 |
INDEPENDENT BK CORP MASSSOLE | COM | 15.53K | SH | $918.1K 1.42% | 15.53K | 0.00 | 0.00 |
DISCOVER FINL SVCSSOLE | COM | 6.21K | SH | $871.2K 1.35% | 6.21K | 0.00 | 0.00 |
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