FJ Capital Management LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$936.6M

Holdings

142

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
101
PLDPROLOGIS INC.
8,693$995K0.11%
102
CUZCOUSINS PPTYS INC
34,262$991K0.11%
103
MRPMILLROSE PPTYS INC
29,395$987K0.11%
104
LIESUN LIFE FINANCIAL INC.
16,324$979K0.10%
105
HRTGHERITAGE INSURANCE HLDGS INC
37,745$950K0.10%
106
TSAACI WORLDWIDE
15,304$807K0.09%
107
HQYHEALTHEQUITY INC
8,376$793K0.08%
108
BENFRANKLIN RESOURCES INC
31,236$722K0.08%
109
CGCARLYLE GROUP INC
10,696$670K0.07%
110
CUBECUBESMART
15,225$619K0.07%
111
GCMGGCM GROSVENOR INC
50,728$612K0.07%
112
AMGAFFILIATED MANAGERS GROUP IN
2,557$609K0.07%
113
KINSKINGSTONE COS INC
41,329$607K0.06%
114
CURBCURBLINE PPTYS CORP
27,065$603K0.06%
115
TPGTPG INC
10,044$577K0.06%
116
BHFBRIGHTHOUSE FINL INC
10,158$539K0.06%
117
ELMEELME COMMUNITIES
30,502$514K0.05%
118
NNNNNN REIT INC
11,568$492K0.05%
119
HUMHUMANA INC
1,716$446K0.05%
120
AJGGALLAGHER ARTHUR J & CO
1,371$424K0.05%
121
FISFIDELITY NATL INFORMATION SV
5,609$369K0.04%
122
UHTUNIVERSAL HEALTH RLTY INCOME
9,409$368K0.04%
123
DAVEDAVE INC
1,820$362K0.04%
124
HFBLHOME FED BANCORP INC LA NEW
24,866$342K0.04%
125
6PMPARAMOUNT GROUP INC
46,975$307K0.03%
126
JXNJACKSON FINANCIAL INC
2,946$298K0.03%
127
BNLBROADSTONE NET LEASE INC
14,817$264K0.03%
128
FOURSHIFT4 PMTS INC
3,409$263K0.03%
129
PKPARK HOTELS & RESORTS INC
23,519$260K0.03%
130
ACICAMERICAN COASTAL INS CORP
22,756$259K0.03%
131
FHIFEDERATED HERMES INC
4,879$253K0.03%
132
BRXBRIXMOR PPTY GROUP INC
9,164$253K0.03%
133
AIIAMERICAN INTEGRITY INSURANCE GROUP
11,273$251K0.03%
134
GENGEN DIGITAL INC
8,661$245K0.03%
135
KRCKILROY RLTY CORP
5,499$232K0.02%
136
ADPAUTOMATIC DATA PROCESSING IN
787$230K0.02%
137
UNHUNITEDHEALTH GROUP INC
643$222K0.02%
138
HLNEHAMILTON LANE INC
1,612$217K0.02%
139
GPNGLOBAL PMTS INC
2,353$195K0.02%
140
QNSTQUINSTREET INC
8,720$134K0.01%
141
SHOSUNSTONE HOTEL INVS INC NEW
13,116$122K0.01%
142
BDNBRANDYWINE RLTY TR
27,281$113K0.01%
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