FJ Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$943.0B
Holdings
128
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HTBHOMETRUST BANCSHARES INC | 1,732,877 | $64.8B | 6.87% | |
| 2 | SSBUSDSOUTHSTATE CORPORATION | 702,355 | $64.6B | 6.85% | |
| 3 | EQBKEQUITY BANCSHARES INC | 1,126,096 | $45.9B | 4.87% | |
| 4 | WEAWESTERN ALLIANCE BANCORP | 549,146 | $42.8B | 4.54% | |
| 5 | INDBINDEPENDENT BK CORP MASS | 649,320 | $40.8B | 4.33% | |
| 6 | ABCBAMERIS BANCORP | 602,320 | $39.0B | 4.13% | |
| 7 | WBSWEBSTER FINL CORP | 679,914 | $37.1B | 3.94% | |
| 8 | OSBCOLD SECOND BANCORP INC ILL | 1,837,333 | $32.6B | 3.46% | |
| 9 | SBG1SEACOAST BKG CORP FLA | 1,154,434 | $31.9B | 3.38% | |
| 10 | SFSTSOUTHERN FIRST BANCSHARES | 807,223 | $30.7B | 3.26% | |
| 11 | RBBRBB BANCORP | 1,766,083 | $30.4B | 3.22% | |
| 12 | LNKBLINKBANCORP INC | 3,728,660 | $27.3B | 2.89% | |
| 13 | HTBKHERITAGE COMM CORP | 2,344,722 | $23.3B | 2.47% | |
| 14 | ZIONZIONS BANCORPORATION N A | 442,549 | $23.0B | 2.44% | |
| 15 | MOFGMIDWESTONE FINL GROUP INC NE | 766,202 | $22.0B | 2.34% | |
| 16 | IBCPINDEPENDENT BK CORP MICH | 664,680 | $21.5B | 2.28% | |
| 17 | QCRHQCR HOLDINGS INC | 296,530 | $20.1B | 2.14% | |
| 18 | BCALCALIFORNIA BANCORP | 1,271,636 | $20.0B | 2.13% | |
| 19 | BANCBANC OF CALIFORNIA INC | 1,365,440 | $19.2B | 2.03% | |
| 20 | SMBCSOUTHERN MO BANCORP INC | 282,942 | $15.5B | 1.64% | |
| 21 | CBUCOMMUNITY FINANCIAL SYSTEM I | 270,197 | $15.4B | 1.63% | |
| 22 | ESSAESSA BANCORP INC | 684,979 | $13.3B | 1.41% | |
| 23 | ON1OLD NATL BANCORP IND | 617,226 | $13.2B | 1.40% | |
| 24 | TOWNTOWNEBANK PORTSMOUTH VA | 301,231 | $10.3B | 1.09% | |
| 25 | BUSEFIRST BUSEY CORP | 410,186 | $9.4B | 1.00% | |
| 26 | MPBMID PENN BANCORP INC | 328,705 | $9.3B | 0.98% | |
| 27 | WFCWELLS FARGO CO NEW | 105,067 | $8.4B | 0.89% | |
| 28 | DWDMORGAN STANLEY | 57,696 | $8.1B | 0.86% | |
| 29 | MBINMERCHANTS BANCORP IND | 238,580 | $7.9B | 0.84% | |
| 30 | JMSBJOHN MARSHALL BANCORP INC | 413,353 | $7.7B | 0.81% | |
| 31 | CBNACHAIN BRIDGE BANCORP INC | 293,788 | $7.6B | 0.80% | |
| 32 | FFWMFIRST FNDTN INC | 1,478,574 | $7.5B | 0.80% | |
| 33 | FVCBFVCBANKCORP INC | 632,902 | $7.5B | 0.79% | |
| 34 | FSFGFIRST SVGS FINL GROUP INC | 282,864 | $7.1B | 0.75% | |
| 35 | USBUS BANCORP DEL | 150,588 | $6.8B | 0.72% | |
| 36 | HWBKHAWTHORN BANCSHARES INC | 221,156 | $6.4B | 0.68% | |
| 37 | JLLJONES LANG LASALLE INC | 22,352 | $5.7B | 0.61% | |
| 38 | WF2WINTRUST FINL CORP | 44,920 | $5.6B | 0.59% | |
| 39 | CZWICITIZENS CMNTY BANCORP INC M | 383,656 | $5.3B | 0.56% | |
| 40 | SBFGSB FINL GROUP INC | 265,791 | $5.1B | 0.54% | |
| 41 | THGHANOVER INS GROUP INC | 27,523 | $4.7B | 0.50% | |
| 42 | WELLWELLTOWER INC | 28,454 | $4.4B | 0.46% | |
| 43 | TMHCTAYLOR MORRISON HOME CORP | 69,594 | $4.3B | 0.45% | |
| 44 | PHMPULTE GROUP INC | 40,391 | $4.3B | 0.45% | |
| 45 | BROBROWN & BROWN INC | 35,958 | $4.0B | 0.42% | |
| 46 | RPCP10 INC | 365,657 | $3.7B | 0.40% | |
| 47 | SYFSYNCHRONY FINANCIAL | 54,295 | $3.6B | 0.38% | |
| 48 | CINFCINCINNATI FINL CORP | 22,656 | $3.4B | 0.36% | |
| 49 | RVSBRIVERVIEW BANCORP INC | 606,634 | $3.3B | 0.35% | |
| 50 | RGAREINSURANCE GRP OF AMERICA I | 16,488 | $3.3B | 0.35% | |
| 51 | FDSBFIFTH DIST BANCORP INC | 247,691 | $3.1B | 0.32% | |
| 52 | RITMRITHM CAPITAL CORP | 246,278 | $2.8B | 0.29% | |
| 53 | HTGCHERCULES CAPITAL INC | 150,435 | $2.7B | 0.29% | |
| 54 | NMIHNMI HLDGS INC | 63,610 | $2.7B | 0.28% | |
| 55 | MCYMERCURY GENL CORP NEW | 38,074 | $2.6B | 0.27% | |
| 56 | NDAQNASDAQ INC | 27,803 | $2.5B | 0.26% | |
| 57 | MRXMAREX GROUP PLC | 62,696 | $2.5B | 0.26% | |
| 58 | LADRLADDER CAP CORP | 228,343 | $2.5B | 0.26% | |
| 59 | MAAMID-AMER APT CMNTYS INC | 16,574 | $2.5B | 0.26% | |
| 60 | PLMRPALOMAR HLDGS INC | 15,810 | $2.4B | 0.26% | |
| 61 | WSBCWESBANCO INC | 75,085 | $2.4B | 0.25% | |
| 62 | AHRAMERICAN HEALTHCARE REIT INC | 62,994 | $2.3B | 0.25% | |
| 63 | GSHDGOOSEHEAD INS INC | 21,705 | $2.3B | 0.24% | |
| 64 | ADCAGREE RLTY CORP | 30,114 | $2.2B | 0.23% | |
| 65 | HLIHOULIHAN LOKEY INC | 12,082 | $2.2B | 0.23% | |
| 66 | CMECME GROUP INC | 7,795 | $2.1B | 0.23% | |
| 67 | NPBNORTHPOINTE BANCSHARES INC. | 155,000 | $2.1B | 0.23% | |
| 68 | UCBUNITED CMNTY BKS BLAIRSVLE G | 67,695 | $2.0B | 0.21% | |
| 69 | MRPMILLROSE PPTYS INC | 66,444 | $1.9B | 0.20% | |
| 70 | PECOPHILLIPS EDISON & CO INC | 49,464 | $1.7B | 0.18% | |
| 71 | HCIHCI GROUP INC | 11,211 | $1.7B | 0.18% | |
| 72 | AKRACADIA RLTY TR | 89,739 | $1.7B | 0.18% | |
| 73 | ARIAPOLLO COML REAL EST FIN INC | 165,317 | $1.6B | 0.17% | |
| 74 | JCAPJEFFERSON CAPITAL INC | 86,387 | $1.6B | 0.17% | |
| 75 | SKWDSKYWARD SPECIALTY INS GROUP | 26,678 | $1.5B | 0.16% | |
| 76 | LKFNLAKELAND FINL CORP | 21,793 | $1.3B | 0.14% | |
| 77 | GLGLOBE LIFE INC | 10,751 | $1.3B | 0.14% | |
| 78 | HBCPHOME BANCORP INC | 24,269 | $1.3B | 0.13% | |
| 79 | ARESARES MANAGEMENT CORPORATION | 6,911 | $1.2B | 0.13% | |
| 80 | EZPWEZCORP INC | 83,575 | $1.2B | 0.12% | |
| 81 | NLYANNALY CAPITAL MANAGEMENT IN | 52,796 | $993.6M | 0.11% | |
| 82 | ALLYALLY FINL INC | 23,885 | $930.3M | 0.10% | |
| 83 | VNOVORNADO RLTY TR | 23,492 | $898.3M | 0.10% | |
| 84 | JHGJANUS HENDERSON GROUP PLC | 21,887 | $850.1M | 0.09% | |
| 85 | A4SAMERIPRISE FINL INC | 1,508 | $804.9M | 0.09% | |
| 86 | APAMARTISAN PARTNERS ASSET MGMT | 17,540 | $777.5M | 0.08% | |
| 87 | CSWCCAPITAL SOUTHWEST CORP | 35,067 | $772.9M | 0.08% | |
| 88 | EXREXTRA SPACE STORAGE INC | 5,225 | $770.4M | 0.08% | |
| 89 | SMASMARTSTOP SELF STORAG REIT I | 20,922 | $758.0M | 0.08% | |
| 90 | BHFBRIGHTHOUSE FINL INC | 12,719 | $683.9M | 0.07% | |
| 91 | CUZCOUSINS PPTYS INC | 21,941 | $658.9M | 0.07% | |
| 92 | SBCSABRA HEALTH CARE REIT INC | 35,284 | $650.6M | 0.07% | |
| 93 | VVISA INC | 1,806 | $641.2M | 0.07% | |
| 94 | HIWHIGHWOODS PPTYS INC | 19,833 | $616.6M | 0.07% | |
| 95 | CPTCAMDEN PPTY TR | 5,438 | $612.8M | 0.06% | |
| 96 | TRVTRAVELERS COMPANIES INC | 2,199 | $588.3M | 0.06% | |
| 97 | RWTREDWOOD TRUST INC | 92,924 | $549.2M | 0.06% | |
| 98 | CCAPCRESCENT CAP BDC INC | 37,640 | $530.7M | 0.06% | |
| 99 | TSAACI WORLDWIDE INC | 9,306 | $427.2M | 0.05% | |
| 100 | VOYAVOYA FINANCIAL INC | 5,640 | $400.4M | 0.04% |
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