JACOBS ASSET MANAGEMENT, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$179.5B
Holdings
32
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SIISPROTT INC | 165,467 | $16.2B | 9.02% | |
| 2 | QNSTQUINSTREET INC | 932,500 | $13.4B | 7.46% | |
| 3 | GOLDGOLD COM INC | 300,000 | $10.2B | 5.69% | |
| 4 | CCBCOASTAL FINL CORP WA | 88,449 | $10.1B | 5.64% | |
| 5 | ALSALLSTATE CORP | 48,500 | $10.1B | 5.62% | |
| 6 | QCRHQCR HOLDINGS INC | 109,694 | $9.1B | 5.09% | |
| 7 | MAXMEDIAALPHA INC | 705,299 | $9.1B | 5.09% | |
| 8 | NPBNORTHPOINTE BANCSHARES INC. | 475,000 | $8.0B | 4.44% | |
| 9 | CBKCOMMERCIAL BANCGROUP INC | 320,000 | $7.9B | 4.38% | |
| 10 | FCNCAFIRST CTZNS BANCSHARES INC D | 3,500 | $7.5B | 4.18% | |
| 11 | SFBSSERVISFIRST BANCSHARES INC | 100,000 | $7.2B | 4.00% | |
| 12 | MYFWFIRST WESTN FINL INC | 267,740 | $7.2B | 4.00% | |
| 13 | NBHCNATIONAL BK HLDGS CORP | 185,000 | $7.0B | 3.92% | |
| 14 | BPOPPOPULAR INC | 50,000 | $6.2B | 3.47% | |
| 15 | OSBCOLD SECOND BANCORP INC ILL | 281,477 | $5.5B | 3.06% | |
| 16 | COFSCHOICEONE FINL SVCS INC | 163,897 | $4.8B | 2.69% | |
| 17 | HBNCHORIZON BANCORP INC | 265,000 | $4.5B | 2.50% | |
| 18 | PBBKPB BANKSHARES INC | 204,218 | $4.3B | 2.41% | |
| 19 | EVEREVERQUOTE INC | 134,481 | $3.6B | 2.02% | |
| 20 | AVBHAVIDBANK HLDGS INC | 135,000 | $3.6B | 2.00% | |
| 21 | OFGOFG BANCORP | 79,330 | $3.3B | 1.81% | |
| 22 | TCBKTRICO BANCSHARES | 67,500 | $3.2B | 1.78% | |
| 23 | FBKFB FINL CORP | 50,000 | $2.8B | 1.55% | |
| 24 | CBCCENTRAL BANCOMPANY | 110,000 | $2.7B | 1.48% | |
| 25 | AOMRANGEL OAK MORTGAGE REIT INC | 287,500 | $2.5B | 1.38% | |
| 26 | HTBKHERITAGE COMM CORP | 200,000 | $2.4B | 1.34% | |
| 27 | PGRPROGRESSIVE CORP | 7,500 | $1.7B | 0.95% | |
| 28 | GDOTGREEN DOT CORP | 104,536 | $1.3B | 0.75% | |
| 29 | BRBSBLUE RIDGE BANKSHARES INC VA | 287,378 | $1.2B | 0.68% | |
| 30 | UWMCUWM HOLDINGS CORPORATION | 259,000 | $1.1B | 0.63% | |
| 31 | CVBFCVB FINL CORP | 54,529 | $1.0B | 0.56% | |
| 32 | TFINTRIUMPH FINANCIAL INC | 11,497 | $720.0M | 0.40% |