FJ Capital Management LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$956.5M

Holdings

109

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
A4SAMERIPRISE FINL INC
2,170$927K0.10%
2
PQ3PROVIDENT FINL SVCS INC
62,604$898K0.09%
3
OMFONEMAIN HLDGS INC
18,420$893K0.09%
4
CFGCITIZENS FINL GROUP INC
24,600$886K0.09%
5
SHBISHORE BANCSHARES INC
69,706$798K0.08%
6
AMGAFFILIATED MANAGERS GROUP IN
4,070$635K0.07%
7
CCAPCRESCENT CAP BDC INC
33,675$632K0.07%
8
MKTXMARKETAXESS HLDGS INC
3,122$626K0.07%
9
ARESARES MANAGEMENT CORPORATION
4,636$617K0.06%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
1,518$617K0.06%
11
ESSESSEX PPTY TR INC
2,126$578K0.06%
12
SPGIS&P GLOBAL INC
1,185$528K0.06%
13
PSAPUBLIC STORAGE OPER CO
1,504$432K0.05%
14
GSHDGOOSEHEAD INS INC
7,108$408K0.04%
15
HFBLHOME FED BANCORP INC LA NEW
34,866$399K0.04%
16
VENVENTAS INC
6,521$334K0.03%
17
GLGLOBE LIFE INC
3,835$315K0.03%
18
VOYAVOYA FINANCIAL INC
4,410$313K0.03%
19
RPCP10 INC
36,928$313K0.03%
20
CBNKCAPITAL BANCORP INC MD
15,173$311K0.03%
21
EXREXTRA SPACE STORAGE INC
1,587$246K0.03%
22
HPPHUDSON PAC PPTYS INC
44,714$215K0.02%
23
HUMHUMANA INC
578$215K0.02%
24
AHRAMERICAN HEALTHCARE REIT INC
14,747$215K0.02%
25
TSLXSIXTH STREET SPECIALTY LENDI
96,020$00.00%
26
BGCBGC GROUP INC
248,929$00.00%
27
SIGISELECTIVE INS GROUP INC
13,023$00.00%
28
COMPCOMPASS INC
390,528$00.00%
29
HBCPHOME BANCORP INC
788,106$00.00%
30
FORFORESTAR GROUP INC
51,446$00.00%
31
PECOPHILLIPS EDISON & CO INC
56,674$00.00%
32
TMHCTAYLOR MORRISON HOME CORP
63,986$00.00%
33
HWBKHAWTHORN BANCSHARES INC
505,475$00.00%
34
LNKBLINKBANCORP INC
3,144,666$00.00%
35
JMSBJOHN MARSHALL BANCORP INC
253,340$00.00%
36
HCIHCI GROUP INC
23,271$00.00%
37
RVSBRIVERVIEW BANCORP INC
2,173,569$00.00%
38
LADRLADDER CAP CORP
168,733$00.00%
39
MYFWFIRST WESTN FINL INC
336,833$00.00%
40
SLMSLM CORP
89,270$00.00%
41
VBTXVERITEX HLDGS INC
529,907$00.00%
42
MSBIMIDLAND STATES BANCORP INC
1,094,323$00.00%
43
HTBKHERITAGE COMM CORP
5,989,729$00.00%
44
EQBKEQUITY BANCSHARES INC
920,747$00.00%
45
FVCBFVCBANKCORP INC
1,677,339$00.00%
46
ACGLARCH CAP GROUP LTD
27,497$00.00%
47
HMN FINL INC
423,904$00.00%
48
MBINMERCHANTS BANCORP IND
276,472$00.00%
49
CBSHCOMMERCE BANCSHARES INC
128,518$00.00%
50
BZHBEAZER HOMES USA INC
106,213$00.00%
51
ALSALLSTATE CORP
12,331$00.00%
52
EVEREVERQUOTE INC
65,094$00.00%
53
PGRPROGRESSIVE CORP
11,026$00.00%
54
BANCBANC OF CALIFORNIA INC
3,392,785$00.00%
55
ELVELEVANCE HEALTH INC
3,686$00.00%
56
JLLJONES LANG LASALLE INC
15,568$00.00%
57
WELLWELLTOWER INC
22,108$00.00%
58
GSGOLDMAN SACHS GROUP INC
4,546$00.00%
59
MOFGMIDWESTONE FINL GROUP INC NE
136,086$00.00%
60
HTBHOMETRUST BANCSHARES INC
1,715,498$00.00%
61
SMBCSOUTHERN MO BANCORP INC
496,351$00.00%
62
CZWICITIZENS CMNTY BANCORP INC M
951,594$00.00%
63
HLNEHAMILTON LANE INC
9,299$00.00%
64
NMRKNEWMARK GROUP INC
102,996$00.00%
65
PBPROSPERITY BANCSHARES INC
135,686$00.00%
66
IBCPINDEPENDENT BK CORP MICH
1,212,815$00.00%
67
FSBCFIVE STAR BANCORP
654,756$00.00%
68
ON1OLD NATL BANCORP IND
507,465$00.00%
69
GBDCGOLUB CAP BDC INC
120,788$00.00%
70
CBOECBOE GLOBAL MKTS INC
8,172$00.00%
71
ESSAESSA BANCORP INC
941,992$00.00%
72
SBFGSB FINL GROUP INC
373,521$00.00%
73
UI2KEMPER CORP
38,682$00.00%
74
ABCBAMERIS BANCORP
717,495$00.00%
75
QCRHQCR HOLDINGS INC
431,241$00.00%
76
WTWWILLIS TOWERS WATSON PLC LTD
6,922$00.00%
77
PBFSPIONEER BANCORP INC MD
1,370,159$00.00%
78
WF2WINTRUST FINL CORP
88,317$00.00%
79
EPRTESSENTIAL PPTYS RLTY TR INC
61,079$00.00%
80
EBCEASTERN BANKSHARES INC
1,976,341$00.00%
81
SBTEURSTERLING BANCORP INC
4,231,615$00.00%
82
SFSTSOUTHERN FIRST BANCSHARES
807,223$00.00%
83
UBFOUNITED SEC BANCSHARES CALIF
606,434$00.00%
84
SSBUSDSOUTHSTATE CORPORATION
65,184$00.00%
85
PFSIPENNYMAC FINL SVCS INC NEW
37,987$00.00%
86
IBKRINTERACTIVE BROKERS GROUP IN
15,809$00.00%
87
EGPEASTGROUP PPTYS INC
6,204$00.00%
88
BROBROWN & BROWN INC
29,520$00.00%
89
RBBRBB BANCORP
1,765,953$00.00%
90
FBMSUSDFIRST BANCSHARES INC MS
1,274,405$00.00%
91
STELSTELLAR BANCORP INC
246,560$00.00%
92
HOVHOVNANIAN ENTERPRISES INC
9,591$00.00%
93
IBTXUSDINDEPENDENT BANK GROUP INC
1,079,442$00.00%
94
EZPWEZCORP INC
110,607$00.00%
95
OPOFOLD POINT FINL CORP
278,673$00.00%
96
EVBNUSDEVANS BANCORP INC
540,233$00.00%
97
WEAWESTERN ALLIANCE BANCORP
618,088$00.00%
98
AKRACADIA RLTY TR
133,032$00.00%
99
FDUSFIDUS INVT CORP
82,266$00.00%
100
OSBCOLD SECOND BANCORP INC ILL
1,741,181$00.00%
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