Filed: 11/13/2025ACC: 0000902664-25-004904
π What this filing means
STIEVEN CAPITAL ADVISORS, L.P. filed this quarterly 13FβHR report disclosing 40 equity positions with a total reported market value of $530.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$530.50M
Total AUM (reported)
13.87M
Total Shares
Allocation by class
COM$434.31M81.9%
COM NEW$67.02M12.6%
CL A$21.18M4.0%
CL A $1 PAR$5.75M1.1%
COM NO PAR$2.23M0.4%
Portfolio Concentration
Top 3$98.97M18.7%
4β10$157.67M29.7%
11β25$192.87M36.4%
Rest$80.98M15.3%
Top 3 weight
18.7%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 13.87M
Sole
Full voting authority
13.87M
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)
Sole40
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings40
Rows:
WESTERN ALLIANCE BANCORP
SOLEShares406.33K
TypeSH
Market value$35.24M
6.64%
Sole
406.33K
Shared
0.00
None
0.00
WEBSTER FINL CORP
SOLEShares590.49K
TypeSH
Market value$35.10M
6.62%
Sole
590.49K
Shared
0.00
None
0.00
COLUMBIA BKG SYS INC
SOLEShares1.11M
TypeSH
Market value$28.63M
5.40%
Sole
1.11M
Shared
0.00
None
0.00
UMB FINL CORP
SOLEShares230.09K
TypeSH
Market value$27.23M
5.13%
Sole
230.09K
Shared
0.00
None
0.00
SOUTHSTATE BK CORP
SOLEShares246.90K
TypeSH
Market value$24.41M
4.60%
Sole
246.90K
Shared
0.00
None
0.00
ATLANTIC UN BANKSHARES CORP
SOLEShares684.36K
TypeSH
Market value$24.15M
4.55%
Sole
684.36K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares209.22K
TypeSH
Market value$22.27M
4.20%
Sole
209.22K
Shared
0.00
None
0.00
AXOS FINANCIAL INC
SOLEShares236.96K
TypeSH
Market value$20.06M
3.78%
Sole
236.96K
Shared
0.00
None
0.00
CITIZENS FINL GROUP INC
SOLEShares376.08K
TypeSH
Market value$19.99M
3.77%
Sole
376.08K
Shared
0.00
None
0.00
HANCOCK WHITNEY CORPORATION
SOLEShares312.40K
TypeSH
Market value$19.56M
3.69%
Sole
312.40K
Shared
0.00
None
0.00
WINTRUST FINL CORP
SOLEShares134.38K
TypeSH
Market value$17.80M
3.35%
Sole
134.38K
Shared
0.00
None
0.00
CONNECTONE BANCORP INC
SOLEShares700.74K
TypeSH
Market value$17.39M
3.28%
Sole
700.74K
Shared
0.00
None
0.00
HANMI FINL CORP
SOLEShares634.68K
TypeSH
Market value$15.67M
2.95%
Sole
634.68K
Shared
0.00
None
0.00
RENASANT CORP
SOLEShares412.63K
TypeSH
Market value$15.22M
2.87%
Sole
412.63K
Shared
0.00
None
0.00
OLD SECOND BANCORP INC ILL
SOLEShares778.03K
TypeSH
Market value$13.45M
2.54%
Sole
778.03K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC D
SOLEShares7.51K
TypeSH
Market value$13.44M
2.53%
Sole
7.51K
Shared
0.00
None
0.00
F N B CORP
SOLEShares827.49K
TypeSH
Market value$13.33M
2.51%
Sole
827.49K
Shared
0.00
None
0.00
REGIONS FINANCIAL CORP NEW
SOLEShares469.38K
TypeSH
Market value$12.38M
2.33%
Sole
469.38K
Shared
0.00
None
0.00
COMERICA INC
SOLEShares174.39K
TypeSH
Market value$11.95M
2.25%
Sole
174.39K
Shared
0.00
None
0.00
BANNER CORP
SOLEShares179.46K
TypeSH
Market value$11.75M
2.22%
Sole
179.46K
Shared
0.00
None
0.00
CNB FINL CORP PA
SOLEShares461.37K
TypeSH
Market value$11.17M
2.10%
Sole
461.37K
Shared
0.00
None
0.00
OLD NATL BANCORP IND
SOLEShares507.63K
TypeSH
Market value$11.14M
2.10%
Sole
507.63K
Shared
0.00
None
0.00
PREFERRED BK LOS ANGELES CA
SOLEShares118.22K
TypeSH
Market value$10.69M
2.01%
Sole
118.22K
Shared
0.00
None
0.00
FIRST BUSEY CORP
SOLEShares415K
TypeSH
Market value$9.61M
1.81%
Sole
415K
Shared
0.00
None
0.00
PROSPERITY BANCSHARES INC
SOLEShares118.96K
TypeSH
Market value$7.89M
1.49%
Sole
118.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WESTERN ALLIANCE BANCORPSOLE | COM | 406.33K | SH | $35.24M 6.64% | 406.33K | 0.00 | 0.00 |
WEBSTER FINL CORPSOLE | COM | 590.49K | SH | $35.10M 6.62% | 590.49K | 0.00 | 0.00 |
COLUMBIA BKG SYS INCSOLE | COM | 1.11M | SH | $28.63M 5.40% | 1.11M | 0.00 | 0.00 |
UMB FINL CORPSOLE | COM | 230.09K | SH | $27.23M 5.13% | 230.09K | 0.00 | 0.00 |
SOUTHSTATE BK CORPSOLE | COM | 246.90K | SH | $24.41M 4.60% | 246.90K | 0.00 | 0.00 |
ATLANTIC UN BANKSHARES CORPSOLE | COM | 684.36K | SH | $24.15M 4.55% | 684.36K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 209.22K | SH | $22.27M 4.20% | 209.22K | 0.00 | 0.00 |
AXOS FINANCIAL INCSOLE | COM | 236.96K | SH | $20.06M 3.78% | 236.96K | 0.00 | 0.00 |
CITIZENS FINL GROUP INCSOLE | COM | 376.08K | SH | $19.99M 3.77% | 376.08K | 0.00 | 0.00 |
HANCOCK WHITNEY CORPORATIONSOLE | COM | 312.40K | SH | $19.56M 3.69% | 312.40K | 0.00 | 0.00 |
WINTRUST FINL CORPSOLE | COM | 134.38K | SH | $17.80M 3.35% | 134.38K | 0.00 | 0.00 |
CONNECTONE BANCORP INCSOLE | COM | 700.74K | SH | $17.39M 3.28% | 700.74K | 0.00 | 0.00 |
HANMI FINL CORPSOLE | COM NEW | 634.68K | SH | $15.67M 2.95% | 634.68K | 0.00 | 0.00 |
RENASANT CORPSOLE | COM | 412.63K | SH | $15.22M 2.87% | 412.63K | 0.00 | 0.00 |
OLD SECOND BANCORP INC ILLSOLE | COM | 778.03K | SH | $13.45M 2.54% | 778.03K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 7.51K | SH | $13.44M 2.53% | 7.51K | 0.00 | 0.00 |
F N B CORPSOLE | COM | 827.49K | SH | $13.33M 2.51% | 827.49K | 0.00 | 0.00 |
REGIONS FINANCIAL CORP NEWSOLE | COM | 469.38K | SH | $12.38M 2.33% | 469.38K | 0.00 | 0.00 |
COMERICA INCSOLE | COM | 174.39K | SH | $11.95M 2.25% | 174.39K | 0.00 | 0.00 |
BANNER CORPSOLE | COM NEW | 179.46K | SH | $11.75M 2.22% | 179.46K | 0.00 | 0.00 |
CNB FINL CORP PASOLE | COM | 461.37K | SH | $11.17M 2.10% | 461.37K | 0.00 | 0.00 |
OLD NATL BANCORP INDSOLE | COM | 507.63K | SH | $11.14M 2.10% | 507.63K | 0.00 | 0.00 |
PREFERRED BK LOS ANGELES CASOLE | COM NEW | 118.22K | SH | $10.69M 2.01% | 118.22K | 0.00 | 0.00 |
FIRST BUSEY CORPSOLE | COM NEW | 415K | SH | $9.61M 1.81% | 415K | 0.00 | 0.00 |
PROSPERITY BANCSHARES INCSOLE | COM | 118.96K | SH | $7.89M 1.49% | 118.96K | 0.00 | 0.00 |
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