FJ Capital Management LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$784.2M

Holdings

104

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
1
AIGAMERICAN INTL GROUP INC
17,037$980K0.12%
2
WDWALKER & DUNLOP INC
12,372$978K0.12%
3
RGAREINSURANCE GRP OF AMERICA I
6,832$947K0.12%
4
OCFCOCEANFIRST FINL CORP
59,200$924K0.12%
5
07WAMR COOPER GROUP INC
18,039$913K0.12%
6
BRBROADRIDGE FINL SOLUTIONS IN
5,338$884K0.11%
7
RITMRITHM CAPITAL CORP
93,991$878K0.11%
8
UI2KEMPER CORP
15,465$746K0.10%
9
THGHANOVER INS GROUP INC
6,598$745K0.10%
10
MAINMAIN STR CAP CORP
18,304$732K0.09%
11
ALSALLSTATE CORP
6,519$710K0.09%
12
PGRPROGRESSIVE CORP
5,327$705K0.09%
13
AJGGALLAGHER ARTHUR J & CO
3,143$690K0.09%
14
ACGLARCH CAP GROUP LTD
9,094$680K0.09%
15
BROBROWN & BROWN INC
9,835$677K0.09%
16
A4SAMERIPRISE FINL INC
2,033$675K0.09%
17
EQIXEQUINIX INC
823$645K0.08%
18
PLDPROLOGIS INC.
4,966$608K0.08%
19
TWTRADEWEB MKTS INC
8,787$601K0.08%
20
AGNCAGNC INVT CORP
58,383$591K0.08%
21
CCSCENTURY CMNTYS INC
7,584$581K0.07%
22
ACTENACT HLDGS INC
21,574$542K0.07%
23
NMIHNMI HLDGS INC
20,548$530K0.07%
24
OBDCOWL ROCK CAPITAL CORPORATION
39,436$529K0.07%
25
HBANHUNTINGTON BANCSHARES INC
44,806$483K0.06%
26
HTGCHERCULES CAPITAL INC
32,469$480K0.06%
27
LENLENNAR CORP
3,735$468K0.06%
28
BCSFBAIN CAP SPECIALTY FIN INC
34,002$459K0.06%
29
FITBFIFTH THIRD BANCORP
17,503$458K0.06%
30
TMHCTAYLOR MORRISON HOME CORP
9,113$444K0.06%
31
TOLTOLL BROTHERS INC
5,571$440K0.06%
32
AFGAMERICAN FINL GROUP INC OHIO
3,607$428K0.05%
33
GCMGGCM GROSVENOR INC
55,921$421K0.05%
34
LADRLADDER CAP CORP
38,131$413K0.05%
35
PFSIPENNYMAC FINL SVCS INC NEW
5,853$411K0.05%
36
VOYAVOYA FINANCIAL INC
5,544$397K0.05%
37
NTBBANK OF NT BUTTERFIELD&SON L
10,733$293K0.04%
38
ENVUSDENVESTNET INC
4,513$267K0.03%
39
OWLBLUE OWL CAPITAL INC
21,077$245K0.03%
40
SALISBURY BANCORP INC
226,716$00.00%
41
CAMBRIDGE BANCORP
198,887$00.00%
42
AMNBUSDAMERICAN NATL BANKSHARES INC
614,028$00.00%
43
MOFGMIDWESTONE FINL GROUP INC NE
122,988$00.00%
44
HTBHOMETRUST BANCSHARES INC
1,679,212$00.00%
45
SMBCSOUTHERN MO BANCORP INC
738,371$00.00%
46
CCNECNB FINL CORP PA
557,651$00.00%
47
PARTNERS BANCORP
1,052,086$00.00%
48
CZWICITIZENS CMNTY BANCORP INC M
951,594$00.00%
49
CWBCCOMMUNITY WEST BANCSHARES
93,344$00.00%
50
GSHDGOOSEHEAD INS INC
16,363$00.00%
51
IBCPINDEPENDENT BK CORP MICH
1,288,658$00.00%
52
FIHLFIDELIS INSURANCE HOLDINGS L
125,000$00.00%
53
EFSCENTERPRISE FINL SVCS CORP
65,060$00.00%
54
ON1OLD NATL BANCORP IND
1,745,467$00.00%
55
CBOECBOE GLOBAL MKTS INC
7,606$00.00%
56
ESSAESSA BANCORP INC
1,033,050$00.00%
57
SBFGSB FINL GROUP INC
373,521$00.00%
58
ABCBAMERIS BANCORP
241,557$00.00%
59
PBFSPIONEER BANCORP INC MD
1,934,931$00.00%
60
WF2WINTRUST FINL CORP
258,815$00.00%
61
EBCEASTERN BANKSHARES INC
440,186$00.00%
62
SBTEURSTERLING BANCORP INC
2,951,624$00.00%
63
SFSTSOUTHERN FIRST BANCSHARES
791,009$00.00%
64
SBG1SEACOAST BKG CORP FLA
1,414,973$00.00%
65
UBFOUNITED SEC BANCSHARES CALIF
615,032$00.00%
66
GPNGLOBAL PMTS INC
10,841$00.00%
67
QCRHQCR HOLDINGS INC
656,562$00.00%
68
RBBRBB BANCORP
1,645,307$00.00%
69
FBMSUSDFIRST BANCSHARES INC MS
1,671,322$00.00%
70
STELSTELLAR BANCORP INC
261,728$00.00%
71
OPOFOLD POINT FINL CORP
360,015$00.00%
72
SHBISHORE BANCSHARES INC
993,467$00.00%
73
EVBNUSDEVANS BANCORP INC
540,233$00.00%
74
RMBIRICHMOND MUT BANCORPORATION
133,685$00.00%
75
MPBMID PENN BANCORP INC
535,508$00.00%
76
CSTRUSDCAPSTAR FINL HLDGS INC
511,233$00.00%
77
OSBCOLD SECOND BANCORP INC ILL
2,589,639$00.00%
78
FW2NBANNER CORP
129,696$00.00%
79
BCMLBAYCOM CORP
64,836$00.00%
80
SFBCSOUND FINL BANCORP INC
203,574$00.00%
81
TCBITEXAS CAP BANCSHARES INC
405,552$00.00%
82
BCALSOUTHERN CALIF BANCORP
559,323$00.00%
83
FSFGFIRST SVGS FINL GROUP INC
394,472$00.00%
84
PNFPPINNACLE FINL PARTNERS INC
60,551$00.00%
85
HBCPHOME BANCORP INC
759,464$00.00%
86
PECOPHILLIPS EDISON & CO INC
29,475$00.00%
87
COLBCOLUMBIA BKG SYS INC
1,242,012$00.00%
88
HWBKHAWTHORN BANCSHARES INC
71,887$00.00%
89
LNKBLINKBANCORP INC
1,491,099$00.00%
90
HCIHCI GROUP INC
23,879$00.00%
91
RVSBRIVERVIEW BANCORP INC
2,173,569$00.00%
92
NBHCNATIONAL BK HLDGS CORP
162,084$00.00%
93
MYFWFIRST WESTN FINL INC
369,263$00.00%
94
CBRECBRE GROUP INC
12,621$00.00%
95
VBTXVERITEX HLDGS INC
529,907$00.00%
96
MSBIMIDLAND STATES BANCORP INC
1,315,636$00.00%
97
FRMEFIRST MERCHANTS CORP
94,057$00.00%
98
PFCPREMIER FINANCIAL CORP
408,947$00.00%
99
HTBKHERITAGE COMM CORP
1,408,709$00.00%
100
EQBKEQUITY BANCSHARES INC
1,027,876$00.00%
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