MALTESE CAPITAL MANAGEMENT LLC

CIK: 0001040762Latest portfolio: $563.5M · Q4 2025

Holdings

107

Total Value

$563.5M

New Positions

6

Closed Positions

23

#StockSharesValue% PortfolioChangeType
1
SSBSOUTHSTATE BK CORP
187,000$17.6M3.12%+45K
2
TRVCCITIGROUP INC
132,500$15.5M2.74%-76,800
3
FFWMFIRST FNDTN INC
2,470,000$15.2M2.70%+140K
4
EQBKEQUITY BANCSHARES INC
329,173$14.7M2.61%+3K
5
WBSWEBSTER FINL CORP
230,000$14.5M2.57%-38,800
6
FRSTPRIMIS FINANCIAL CORP
1,026,500$14.3M2.53%+40K
7
HBNCHORIZON BANCORP INC
792,500$13.4M2.39%-49,200
8
NBHCNATIONAL BK HLDGS CORP
352,500$13.4M2.38%-61,500
9
MOFGMIDWESTONE FINL GROUP INC NE
340,000$13.1M2.32%-23,402
10
CCNECNB FINL CORP PA
491,500$12.9M2.28%+13K
11
AMTBAMERANT BANCORP INC
592,500$11.6M2.05%-374,818
12
QCRHQCR HOLDINGS INC
130,300$10.9M1.93%-26,600
13
MCHBMECHANICS BANCORP
687,400$10.1M1.78%-326,705
14
IBOCINTERNATIONAL BANCSHARES COR
143,800$9.6M1.70%+34K
15
FCNCAFIRST CTZNS BANCSHARES INC D
4,409$9.5M1.68%-2,106
16
CHYMCHIME FINL INC
368,263$9.3M1.64%-54,549
17
WSBCWESBANCO INC
275,000$9.1M1.62%-126,981
18
ABCBAMERIS BANCORP
121,500$9.0M1.60%-7,500
19
CBCCENTRAL BANCOMPANY
368,567$8.9M1.58%NEW
20
BACBANK AMERICA CORP
151,156$8.3M1.48%-38,844
21
UTBUNITY BANCORP INC
159,000$8.2M1.46%+4K
22
MTBM & T BK CORP
40,500$8.2M1.45%-39,500
23
AVBHAVIDBANK HLDGS INC
305,000$8.1M1.44%+85K
24
CARECARTER BANKSHARES INC
395,800$7.8M1.38%+27K
25
BYBYLINE BANCORP INC
265,000$7.7M1.37%+50K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FFWM2.5M+140K
FFBC228K+85K
AVBH305K+85K
FITB94K+69K
BY265K+50K
SSB187K+45K
UBSI143K+40K
CTBI55K+40K
NP138K+38K
IBOC144K+34K

Decreased Positions

NameSharesChange
AMTB593K-374818
FT2193K-267500
VLY434K-136000
CIVB149K-134685
WSBC275K-126981
JCAP232K-124536
FSBC160K-117400
KEY185K-95000
USCB168K-94323
TRVC133K-76800

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($1.5460822263604602e+35T)
Technology0.0% ($13089504340.1T)
Industrials0.0% ($1.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$563.5M329
Q3 2025Nov 14, 2025$660.3B463
Q2 2025Aug 14, 2025$712.7B452
Q1 2025May 15, 2025$614.9B424
Q4 2024Feb 14, 2025$655.0B410

Fund Information

CIK0001040762
Most Recent FilingFeb 17, 2026
Number of Filings5

MALTESE CAPITAL MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $563.5M across 107 holdings. The largest position is SOUTHSTATE BK CORP (SSB), representing 3.1% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 23 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.