BASSWOOD CAPITAL MANAGEMENT, L.L.C. Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$1.7T

Holdings

155

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (155 positions)

#StockSharesValue% PortfolioType
1
RFREGIONS FINL CORP NEW
11,942,752$101.6B5.88%
2
WFCWELLS FARGO & CO
1,393,786$66.0B3.82%
3
CFGCITIZENS FINL GROUP INC
2,752,615$55.0B3.18%
4
USBUS BANCORP DEL
1,255,493$50.6B2.93%
5
CBNABRIDGE BANCORP INC
1,631,374$46.3B2.68%
6
JPMJPMORGAN CHASE & CO
733,012$45.5B2.64%
7
SIVBEURSVB FINL GROUP
442,682$42.1B2.44%
8
BDCBELDEN INC
665,096$40.2B2.32%
9
SBG1SEACOAST BK CORP FLA
2,385,972$38.7B2.24%
10
STCSTEWART INFORMATION SERVICES
876,765$36.3B2.10%
11
CSLCARLISLE COS INC
337,866$35.7B2.07%
12
FITBFIFTH THIRD BANCORP
1,678,327$29.5B1.71%
13
FLICUSDFIRST LONG ISLAND CORP
963,072$27.6B1.60%
14
OPUS BANK IRVINE CALF
799,340$27.0B1.56%
15
KEYKEYCORP
2,420,441$26.7B1.55%
16
ASTORIA FINL CORP
1,710,458$26.2B1.52%
17
FAFFIRST AMERICAN FINL CORP
624,890$25.1B1.45%
18
FW2NBANNER CORP
561,501$23.9B1.38%
19
BRYN MAWR BANK CORP
810,409$23.7B1.37%
20
GUARANTY BANCORP DEL
1,381,110$23.1B1.33%
21
BOFI HOLDING INC
1,292,631$22.9B1.32%
22
HBANHUNTINGTON BANCSHARES
2,557,055$22.9B1.32%
23
PNCPNC FINL SVCS GROUP INC
271,947$22.1B1.28%
24
CU BANCORP CALIF
914,218$20.8B1.20%
25
CASCADE BANCORP
3,725,805$20.6B1.19%
26
CMACOMERICA INC
500,868$20.6B1.19%
27
HOGHARLEY DAVIDSON INC
454,214$20.6B1.19%
28
OCOWENS CORNING INC
377,054$19.4B1.12%
29
FARMERS CAP BK CORP
699,659$19.1B1.11%
30
HONHONEYWELL INTL INC
163,150$19.0B1.10%
31
PACWUSDPACWEST BANCORP DEL
474,459$18.9B1.09%
32
PGCPEAPACK GLADSTONE FINL CORP
1,003,348$18.6B1.07%
33
PFBCPREFERRED BANK/LOS ANGELES
640,451$18.5B1.07%
34
COFCAPITAL ONE FINL CORP
284,719$18.1B1.05%
35
WCCWESCO INTL INC
341,529$17.6B1.02%
36
PACIFIC CONTINENTAL CORP
1,069,104$16.8B0.97%
37
BMRCBANK OF MARIN BANCORP
342,477$16.6B0.96%
38
HERITAGE OAKS BANCORP
2,071,562$16.4B0.95%
39
OMFONEMAIN HLDGS INC
717,701$16.4B0.95%
40
BECNUSDBEACON ROOFING SUPPLY INC
354,004$16.1B0.93%
41
VBTXVERITEX HLDGS INC
969,236$15.5B0.90%
42
STERLING BANCORP DEL
987,653$15.5B0.90%
43
BACBANK OF AMERICA CORP
1,168,038$15.5B0.90%
44
AERAERCAP HLDGS NV
459,015$15.4B0.89%
45
ANIXTER INTL INC
286,456$15.3B0.88%
46
RMREGIONAL MGMT CORP
1,012,448$14.8B0.86%
47
IBCPINDEPENDENT BANK CORP
1,022,340$14.8B0.86%
48
TFINTRIUMPH BANCORP INC
830,997$13.3B0.77%
49
FNFFIDELITY NATIONAL FINANCIAL
334,183$12.5B0.73%
50
ALAIR LEASE CORP
458,642$12.3B0.71%
51
FFWMFIRST FOUNDATION INC
546,510$11.8B0.68%
52
FISFIDELITY NATIONAL INFORMATION SVCS
146,883$10.8B0.63%
53
CVCYUSDCENTRAL VALLEY CMNTY BANCORP
726,971$10.2B0.59%
54
TCBITEXAS CAPITAL BANCSHARES INC
217,381$10.2B0.59%
55
TCFCUSDCOMMUNITY FINL CORP MD
457,658$10.1B0.59%
56
FRBKQREPUBLIC FIRST BANCORP INC
2,322,442$10.0B0.58%
57
WASHINGTONFIRST BANKSHARES INC
461,087$10.0B0.58%
58
OSBCOLD SECOND BANCORP INC ILL
1,413,919$9.7B0.56%
59
CACCAMDEN NATIONAL CORP
216,840$9.1B0.53%
60
ORRFORRSTOWN FINL SVCS INC
500,629$9.0B0.52%
61
EMEEMCOR GROUP INC
173,990$8.6B0.50%
62
ON1OLD NATIONAL BANCORP
677,806$8.5B0.49%
63
SYU1SYNOVUS FINL CORP
291,486$8.4B0.49%
64
TRVCCITIGROUP INC
193,061$8.2B0.47%
65
LEALEAR CORP
80,377$8.2B0.47%
66
BKBANK NEW YORK MELLON CORP
197,734$7.7B0.44%
67
TQJSIGNATURE BK NEW YORK
58,539$7.3B0.42%
68
MBT FINL CORP
884,262$7.1B0.41%
69
NCLHNORWEGIAN CRUISE LINE HLDGS LTD
171,696$6.8B0.40%
70
UBSIUNITED BANKSHARES INC WEST V
180,165$6.8B0.39%
71
SHBISHORE BANCSHARES INC
563,800$6.6B0.38%
72
RRYDER SYSTEM INC
100,291$6.1B0.35%
73
CCSCENTURY CMNTYS INC
353,250$6.1B0.35%
74
LF2PACIFIC PREMIER BANCORP INC
251,040$6.0B0.35%
75
IBPINSTALLED BUILDING PRODS INC
164,076$6.0B0.34%
76
EQBKEQUITY BANCSHARES INC
259,106$5.7B0.33%
77
OLD LINE BANCSHARES INC
316,241$5.7B0.33%
78
RVSBRIVERVIEW BANCORP INC
1,187,070$5.6B0.32%
79
MB FINL INC NEW
152,017$5.5B0.32%
80
MASMASCO CORP
174,565$5.4B0.31%
81
HALHALLIBURTON CO
112,234$5.1B0.29%
82
PRIVATEBANCORP INC
109,421$4.8B0.28%
83
SWIFT TRANSN CO
298,501$4.6B0.27%
84
LBAIUSDLAKELAND BANCORP INC
397,571$4.5B0.26%
85
EWBCEAST WEST BANCORP INC
121,617$4.2B0.24%
86
WF2WINTRUST FINL CORP
81,319$4.1B0.24%
87
CVLGCOVENANT TRANSN GROUP INC
222,602$4.0B0.23%
88
FCNCAFIRST CITIZENS BANCSHARES INC
15,028$3.9B0.23%
89
CSXCSX CORP
147,964$3.9B0.22%
90
YADKIN FINL CORP
153,614$3.9B0.22%
91
TSBKTIMBERLAND BANCORP INC
256,045$3.8B0.22%
92
TCBKTRICO BANCSHARES
137,982$3.8B0.22%
93
FNBFNB CORP PA
299,316$3.8B0.22%
94
STTSTATE STREET CORP
69,388$3.7B0.22%
95
TOLTOLL BROTHERS INC
133,850$3.6B0.21%
96
HBNCHORIZON BANCORP IND
143,215$3.6B0.21%
97
FIRST SOUTH BANCORP INC
378,484$3.5B0.20%
98
ESNTESSENT GROUP LTD
154,733$3.4B0.20%
99
BLDRBUILDERS FIRSTSOURCE INC
293,220$3.3B0.19%
100
BLKCHFBLACKROCK INC
9,429$3.2B0.19%
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