HoldCo Asset Management, LP

CIK: 0001724246SEC EDGAR →

Portfolio Value

$1.3M

Holdings

29

As of

Q4 2025

New Positions

3

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

COMERICA INC

2,037,358$177K
13.32%
2

COLUMBIA BKG SYS INC

5,722,786$160K
12.03%
3

BANKUNITED INC

3,535,282$158K
11.85%
4

KEYCORP

7,456,484$154K
11.58%
5

FIRST INTST BANCSYSTEM INC

3,950,107$137K
10.28%
6

EASTERN BANKSHARES INC

7,382,772$136K
10.24%
7

CENTRAL PAC FINL CORP

2,427,576$76K
5.69%
8

CITIZENS FINL GROUP INC

1,181,859$69K
5.19%
9

BEACON FINANCIAL CORP.

2,061,000$54K
4.09%
10

CAPITOL FED FINL INC

6,466,059$44K
3.31%

Quarterly Changes

Top Buys

EBC↑ Increased
$116.2M
CPF↑ Increased
$69.1M
KEY↑ Increased
$61.6M
BKU↑ Increased
$35.6M
CVBF↑ Increased
$204K

Top Sells

CMA↓ Decreased
$156.8M
CFG↓ Decreased
$110.8M
XBPCLOSED
$6.4M
SHBI↓ Decreased
$4.6M

New Positions (4)

$54K · 2.1M shares
$33K · 3.0M shares
$5K · 787K shares
$3K · 101K shares

Closed Positions (1)

$6.4M · 7.9M shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services28$1.3M99.6%
Technology1$5K0.4%