Filed: 8/12/2025ACC: 0000902664-25-003517
📋 What this filing means
STIEVEN CAPITAL ADVISORS, L.P. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $512.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$512.41M
Total AUM (reported)
14.15M
Total Shares
Allocation by class
COM$427.83M83.5%
COM NEW$69.88M13.6%
CL A$14.70M2.9%
Portfolio Concentration
Top 3$87.68M17.1%
4–10$147.22M28.7%
11–25$193.94M37.8%
Rest$83.58M16.3%
Top 3 weight
17.1%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 14.15M
Sole
Full voting authority
14.15M
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)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
WEBSTER FINL CORP
SOLEShares589.59K
TypeSH
Market value$32.19M
6.28%
Sole
589.59K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares405.73K
TypeSH
Market value$31.64M
6.17%
Sole
405.73K
Shared
0.00
None
0.00
UMB FINL CORP
SOLEShares226.79K
TypeSH
Market value$23.85M
4.65%
Sole
226.79K
Shared
0.00
None
0.00
COLUMBIA BKG SYS INC
SOLEShares1.01M
TypeSH
Market value$23.52M
4.59%
Sole
1.01M
Shared
0.00
None
0.00
AXOS FINANCIAL INC
SOLEShares284.06K
TypeSH
Market value$21.60M
4.22%
Sole
284.06K
Shared
0.00
None
0.00
ATLANTIC UN BANKSHARES CORP
SOLEShares683.36K
TypeSH
Market value$21.38M
4.17%
Sole
683.36K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares208.92K
TypeSH
Market value$21.10M
4.12%
Sole
208.92K
Shared
0.00
None
0.00
WINTRUST FINL CORP
SOLEShares168.36K
TypeSH
Market value$20.87M
4.07%
Sole
168.36K
Shared
0.00
None
0.00
SOUTHSTATE CORPORATION
SOLEShares226.60K
TypeSH
Market value$20.85M
4.07%
Sole
226.60K
Shared
0.00
None
0.00
HANCOCK WHITNEY CORPORATION
SOLEShares311.90K
TypeSH
Market value$17.90M
3.49%
Sole
311.90K
Shared
0.00
None
0.00
CITIZENS FINL GROUP INC
SOLEShares375.48K
TypeSH
Market value$16.80M
3.28%
Sole
375.48K
Shared
0.00
None
0.00
RENASANT CORP
SOLEShares432.03K
TypeSH
Market value$15.52M
3.03%
Sole
432.03K
Shared
0.00
None
0.00
HANMI FINL CORP
SOLEShares608.78K
TypeSH
Market value$15.02M
2.93%
Sole
608.78K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
SOLEShares7.51K
TypeSH
Market value$14.70M
2.87%
Sole
7.51K
Shared
0.00
None
0.00
PINNACLE FINL PARTNERS INC
SOLEShares129.40K
TypeSH
Market value$14.29M
2.79%
Sole
129.40K
Shared
0.00
None
0.00
VERITEX HLDGS INC
SOLEShares534.24K
TypeSH
Market value$13.94M
2.72%
Sole
534.24K
Shared
0.00
None
0.00
SYNOVUS FINL CORP
SOLEShares247.94K
TypeSH
Market value$12.83M
2.50%
Sole
247.94K
Shared
0.00
None
0.00
OLD SECOND BANCORP INC ILL
SOLEShares717.03K
TypeSH
Market value$12.72M
2.48%
Sole
717.03K
Shared
0.00
None
0.00
CONNECTONE BANCORP INC
SOLEShares542.07K
TypeSH
Market value$12.55M
2.45%
Sole
542.07K
Shared
0.00
None
0.00
F N B CORP
SOLEShares826.19K
TypeSH
Market value$12.05M
2.35%
Sole
826.19K
Shared
0.00
None
0.00
BANNER CORP
SOLEShares179.16K
TypeSH
Market value$11.49M
2.24%
Sole
179.16K
Shared
0.00
None
0.00
REGIONS FINANCIAL CORP NEW
SOLEShares468.68K
TypeSH
Market value$11.02M
2.15%
Sole
468.68K
Shared
0.00
None
0.00
VALLEY NATL BANCORP
SOLEShares1.22M
TypeSH
Market value$10.88M
2.12%
Sole
1.22M
Shared
0.00
None
0.00
PREFERRED BK LOS ANGELES CA
SOLEShares121.02K
TypeSH
Market value$10.47M
2.04%
Sole
121.02K
Shared
0.00
None
0.00
COMERICA INC
SOLEShares161.55K
TypeSH
Market value$9.64M
1.88%
Sole
161.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEBSTER FINL CORPSOLE | COM | 589.59K | SH | $32.19M 6.28% | 589.59K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 405.73K | SH | $31.64M 6.17% | 405.73K | 0.00 | 0.00 |
UMB FINL CORPSOLE | COM | 226.79K | SH | $23.85M 4.65% | 226.79K | 0.00 | 0.00 |
COLUMBIA BKG SYS INCSOLE | COM | 1.01M | SH | $23.52M 4.59% | 1.01M | 0.00 | 0.00 |
AXOS FINANCIAL INCSOLE | COM | 284.06K | SH | $21.60M 4.22% | 284.06K | 0.00 | 0.00 |
ATLANTIC UN BANKSHARES CORPSOLE | COM | 683.36K | SH | $21.38M 4.17% | 683.36K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 208.92K | SH | $21.10M 4.12% | 208.92K | 0.00 | 0.00 |
WINTRUST FINL CORPSOLE | COM | 168.36K | SH | $20.87M 4.07% | 168.36K | 0.00 | 0.00 |
SOUTHSTATE CORPORATIONSOLE | COM | 226.60K | SH | $20.85M 4.07% | 226.60K | 0.00 | 0.00 |
HANCOCK WHITNEY CORPORATIONSOLE | COM | 311.90K | SH | $17.90M 3.49% | 311.90K | 0.00 | 0.00 |
CITIZENS FINL GROUP INCSOLE | COM | 375.48K | SH | $16.80M 3.28% | 375.48K | 0.00 | 0.00 |
RENASANT CORPSOLE | COM | 432.03K | SH | $15.52M 3.03% | 432.03K | 0.00 | 0.00 |
HANMI FINL CORPSOLE | COM NEW | 608.78K | SH | $15.02M 2.93% | 608.78K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 7.51K | SH | $14.70M 2.87% | 7.51K | 0.00 | 0.00 |
PINNACLE FINL PARTNERS INCSOLE | COM | 129.40K | SH | $14.29M 2.79% | 129.40K | 0.00 | 0.00 |
VERITEX HLDGS INCSOLE | COM | 534.24K | SH | $13.94M 2.72% | 534.24K | 0.00 | 0.00 |
SYNOVUS FINL CORPSOLE | COM NEW | 247.94K | SH | $12.83M 2.50% | 247.94K | 0.00 | 0.00 |
OLD SECOND BANCORP INC ILLSOLE | COM | 717.03K | SH | $12.72M 2.48% | 717.03K | 0.00 | 0.00 |
CONNECTONE BANCORP INCSOLE | COM | 542.07K | SH | $12.55M 2.45% | 542.07K | 0.00 | 0.00 |
F N B CORPSOLE | COM | 826.19K | SH | $12.05M 2.35% | 826.19K | 0.00 | 0.00 |
BANNER CORPSOLE | COM NEW | 179.16K | SH | $11.49M 2.24% | 179.16K | 0.00 | 0.00 |
REGIONS FINANCIAL CORP NEWSOLE | COM | 468.68K | SH | $11.02M 2.15% | 468.68K | 0.00 | 0.00 |
VALLEY NATL BANCORPSOLE | COM | 1.22M | SH | $10.88M 2.12% | 1.22M | 0.00 | 0.00 |
PREFERRED BK LOS ANGELES CASOLE | COM NEW | 121.02K | SH | $10.47M 2.04% | 121.02K | 0.00 | 0.00 |
COMERICA INCSOLE | COM | 161.55K | SH | $9.64M 1.88% | 161.55K | 0.00 | 0.00 |
Page 1 of 2