FJ Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$966.2B
Holdings
111
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HTBHOMETRUST BANCSHARES INC | 1,732,877 | $59.4B | 6.15% | |
| 2 | SSBUSDSOUTHSTATE CORPORATION | 556,226 | $51.6B | 5.34% | |
| 3 | EQBKEQUITY BANCSHARES INC | 1,206,571 | $47.5B | 4.92% | |
| 4 | ABCBAMERIS BANCORP | 785,288 | $45.2B | 4.68% | |
| 5 | WEAWESTERN ALLIANCE BANCORP | 442,507 | $34.0B | 3.52% | |
| 6 | WBSWEBSTER FINL CORP | 643,988 | $33.2B | 3.44% | |
| 7 | INDBINDEPENDENT BK CORP MASS | 513,569 | $32.2B | 3.33% | |
| 8 | OSBCOLD SECOND BANCORP INC ILL | 1,810,720 | $30.1B | 3.12% | |
| 9 | RBBRBB BANCORP | 1,756,006 | $29.0B | 3.00% | |
| 10 | SFSTSOUTHERN FIRST BANCSHARES | 807,223 | $26.6B | 2.75% | |
| 11 | FIBKFIRST INTST BANCSYSTEM INC | 890,226 | $25.5B | 2.64% | |
| 12 | LNKBLINKBANCORP INC | 3,728,660 | $25.3B | 2.62% | |
| 13 | HTBKHERITAGE COMMERCE CORP | 2,364,824 | $22.5B | 2.33% | |
| 14 | MOFGMIDWESTONE FINL GROUP INC NE | 747,456 | $22.1B | 2.29% | |
| 15 | QCRHQCR HOLDINGS INC | 301,205 | $21.5B | 2.22% | |
| 16 | ZIONZIONS BANCORPORATION N A | 428,424 | $21.4B | 2.21% | |
| 17 | IBCPINDEPENDENT BK CORP MICH | 683,156 | $21.0B | 2.18% | |
| 18 | CMACOMERICA INC | 331,747 | $19.6B | 2.03% | |
| 19 | HBCPHOME BANCORP INC | 433,971 | $19.4B | 2.01% | |
| 20 | SBTEURSTERLING BANCORP INC | 4,002,428 | $19.4B | 2.01% | |
| 21 | SMBCSOUTHERN MO BANCORP INC | 352,105 | $18.3B | 1.90% | |
| 22 | FVCBFVCBANKCORP INC | 1,637,664 | $17.3B | 1.79% | |
| 23 | ESSAESSA BANCORP INC | 884,194 | $16.7B | 1.73% | |
| 24 | BCALCALIFORNIA BANCORP | 1,057,925 | $15.2B | 1.57% | |
| 25 | WSBCWESBANCO INC | 445,012 | $13.8B | 1.43% | |
| 26 | MBINMERCHANTS BANCORP IND | 316,190 | $11.7B | 1.21% | |
| 27 | RVSBRIVERVIEW BANCORP INC | 1,912,970 | $10.8B | 1.12% | |
| 28 | FSFGFIRST SVGS FINL GROUP INC | 394,472 | $10.2B | 1.05% | |
| 29 | SBG1SEACOAST BKG CORP FLA | 391,929 | $10.1B | 1.04% | |
| 30 | MPBMID PENN BANCORP INC | 346,838 | $9.0B | 0.93% | |
| 31 | BUSEFIRST BUSEY CORP | 402,600 | $8.7B | 0.90% | |
| 32 | HWBKHAWTHORN BANCSHARES INC | 299,555 | $8.5B | 0.88% | |
| 33 | CBNACHAIN BRIDGE BANCORP INC | 338,236 | $8.0B | 0.83% | |
| 34 | CZWICITIZENS COMMUNITY BANCORP INC M | 542,904 | $7.8B | 0.81% | |
| 35 | SBFGSB FINL GROUP INC | 371,571 | $7.7B | 0.80% | |
| 36 | HCIHCI GROUP INC | 48,870 | $7.3B | 0.75% | |
| 37 | WFCWELLS FARGO & CO NEW | 100,097 | $7.2B | 0.74% | |
| 38 | ON1OLD NATL BANCORP IND | 298,091 | $6.3B | 0.65% | |
| 39 | USBU S BANCORP DEL | 146,391 | $6.2B | 0.64% | |
| 40 | WF2WINTRUST FINL CORP | 54,115 | $6.1B | 0.63% | |
| 41 | CBUCOMMUNITY FINANCIAL SYSTEM I | 105,128 | $6.0B | 0.62% | |
| 42 | SFBCSOUND FINL BANCORP INC | 108,095 | $5.4B | 0.56% | |
| 43 | BANCBANC OF CALIFORNIA INC | 373,286 | $5.3B | 0.55% | |
| 44 | JMSBJOHN MARSHALL BANCORP INC | 320,127 | $5.3B | 0.55% | |
| 45 | GLGLOBE LIFE INC | 39,450 | $5.2B | 0.54% | |
| 46 | RPCP10 INC | 440,792 | $5.2B | 0.54% | |
| 47 | SCHWCHARLES SCHWAB CORP | 61,043 | $4.8B | 0.49% | |
| 48 | FAFFIRST AMERN FINL CORP | 71,490 | $4.7B | 0.49% | |
| 49 | TFSLTFS FINL CORP | 362,562 | $4.5B | 0.46% | |
| 50 | TMHCTAYLOR MORRISON HOME CORP | 74,382 | $4.5B | 0.46% | |
| 51 | FDSBFIFTH DIST BANCORP INC | 364,949 | $4.5B | 0.46% | |
| 52 | TRVCCITIGROUP INC | 61,545 | $4.4B | 0.45% | |
| 53 | CINFCINCINNATI FINL CORP | 29,293 | $4.3B | 0.45% | |
| 54 | WTWWILLIS TOWERS WATSON PLC LTD | 12,658 | $4.3B | 0.44% | |
| 55 | GSHDGOOSEHEAD INS INC | 34,498 | $4.1B | 0.42% | |
| 56 | ALSALLSTATE CORP | 19,567 | $4.1B | 0.42% | |
| 57 | JLLJONES LANG LASALLE INC | 16,138 | $4.0B | 0.41% | |
| 58 | SKWDSKYWARD SPECIALTY INS GROUP | 71,100 | $3.8B | 0.39% | |
| 59 | 07WAMR COOPER GROUP INC | 30,490 | $3.6B | 0.38% | |
| 60 | RGAREINSURANCE GRP OF AMERICA I | 17,639 | $3.5B | 0.36% | |
| 61 | UCBUNITED CMNTY BKS BLAIRSVLE GA | 120,000 | $3.4B | 0.35% | |
| 62 | WELLWELLTOWER INC | 21,409 | $3.3B | 0.34% | |
| 63 | PLMRPALOMAR HLDGS INC | 23,518 | $3.2B | 0.33% | |
| 64 | LADRLADDER CAP CORP | 253,990 | $2.9B | 0.30% | |
| 65 | VIRTVIRTU FINL INC | 69,107 | $2.6B | 0.27% | |
| 66 | NPBNORTHPOINTE BANCSHARES INC | 155,000 | $2.2B | 0.23% | |
| 67 | OWLBLUE OWL CAPITAL INC | 106,376 | $2.1B | 0.22% | |
| 68 | FRFIRST INDL RLTY TR INC | 38,445 | $2.1B | 0.21% | |
| 69 | MAAMID-AMER APT CMNTYS INC | 12,294 | $2.1B | 0.21% | |
| 70 | RITMRITHM CAPITAL CORP | 169,719 | $1.9B | 0.20% | |
| 71 | FCFSFIRSTCASH HOLDINGS INC | 15,159 | $1.8B | 0.19% | |
| 72 | HTGCHERCULES CAPITAL INC | 93,829 | $1.8B | 0.19% | |
| 73 | AHRAMERICAN HEALTHCARE REIT INC | 57,611 | $1.7B | 0.18% | |
| 74 | AKRACADIA RLTY TR | 78,955 | $1.7B | 0.17% | |
| 75 | DHID R HORTON INC | 12,719 | $1.6B | 0.17% | |
| 76 | JEFJEFFERIES FINL GROUP INC | 30,148 | $1.6B | 0.17% | |
| 77 | DYT1DYNEX CAP INC | 120,988 | $1.6B | 0.16% | |
| 78 | TRTXTPG RE FIN TR INC | 190,510 | $1.6B | 0.16% | |
| 79 | ARCCARES CAPITAL CORP | 69,062 | $1.5B | 0.16% | |
| 80 | TOLTOLL BROTHERS INC | 13,837 | $1.5B | 0.15% | |
| 81 | TRVTRAVELERS COMPANIES INC | 5,104 | $1.3B | 0.14% | |
| 82 | THGHANOVER INS GROUP INC | 7,491 | $1.3B | 0.13% | |
| 83 | PECOPHILLIPS EDISON & CO INC | 32,298 | $1.2B | 0.12% | |
| 84 | VVISA INC | 2,952 | $1.0B | 0.11% | |
| 85 | JHGJANUS HENDERSON GROUP PLC | 28,435 | $1.0B | 0.11% | |
| 86 | PSAPUBLIC STORAGE OPER CO | 3,196 | $956.5M | 0.10% | |
| 87 | COSCNO FINL GROUP INC | 22,096 | $920.3M | 0.10% | |
| 88 | CSWCCAPITAL SOUTHWEST CORP | 40,081 | $894.6M | 0.09% | |
| 89 | MSCIMSCI INC | 1,573 | $889.5M | 0.09% | |
| 90 | ADCAGREE RLTY CORP | 11,514 | $888.8M | 0.09% | |
| 91 | KKRKKR & CO INC | 7,424 | $858.3M | 0.09% | |
| 92 | TSLXSIXTH STREET SPECIALTY LENDING | 35,944 | $804.4M | 0.08% | |
| 93 | FFWMFIRST FNDTN INC | 138,937 | $721.1M | 0.07% | |
| 94 | REGREGENCY CTRS CORP | 9,727 | $717.5M | 0.07% | |
| 95 | EQHEQUITABLE HLDGS INC | 13,648 | $710.9M | 0.07% | |
| 96 | CUZCOUSINS PPTYS INC | 16,481 | $486.2M | 0.05% | |
| 97 | AMTAMERICAN TOWER CORP NEW | 1,746 | $379.9M | 0.04% | |
| 98 | CNCCENTENE CORP DEL | 6,252 | $379.6M | 0.04% | |
| 99 | FISVFISERV INC | 1,704 | $376.3M | 0.04% | |
| 100 | SYFSYNCHRONY FINANCIAL | 6,851 | $362.7M | 0.04% |
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