MENDON CAPITAL ADVISORS CORP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$206.3B
Holdings
50
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EQBKEQUITY BANCSHARES INC | 398,844 | $16.3B | 7.89% | |
| 2 | FRSTPRIMIS FINANCIAL CORP | 1,301,933 | $14.1B | 6.85% | |
| 3 | VBNKVERSABANK NEW | 1,052,650 | $12.0B | 5.82% | |
| 4 | USCBUSCB FINANCIAL HOLDINGS INC | 691,048 | $11.4B | 5.54% | |
| 5 | FT2FIRST HORIZON CORPORATION | 515,540 | $10.9B | 5.30% | |
| 6 | RNSTRENASANT CORP | 250,000 | $9.0B | 4.35% | |
| 7 | ABXABACUS GLOBAL MGMT INC | 1,619,342 | $8.3B | 4.04% | |
| 8 | VBTXVERITEX HLDGS INC | 25,000 | $7.8B | 3.79% | |
| 9 | OBKORIGIN BANCORP INC | 210,000 | $7.5B | 3.64% | |
| 10 | BFSTBUSINESS FIRST BANCSHARES IN | 280,000 | $6.9B | 3.35% | |
| 11 | MYFWFIRST WESTN FINL INC | 280,524 | $6.3B | 3.07% | |
| 12 | AMTBAMERANT BANCORP INC | 320,000 | $5.8B | 2.83% | |
| 13 | CIVBCIVISTA BANCSHARES INC | 250,409 | $5.8B | 2.82% | |
| 14 | BCALCALIFORNIA BANCORP | 365,000 | $5.8B | 2.79% | |
| 15 | BUSEFIRST BUSEY CORP | 235,784 | $5.4B | 2.62% | |
| 16 | MOFGMIDWESTONE FINL GROUP INC NE | 166,232 | $4.8B | 2.32% | |
| 17 | PQ3PROVIDENT FINL SVCS INC | 250,000 | $4.4B | 2.12% | |
| 18 | FSUNFIRSTSUN CAP BANCORP | 124,760 | $4.3B | 2.10% | |
| 19 | FRMEFIRST MERCHANTS CORP | 112,250 | $4.3B | 2.08% | |
| 20 | SHBISHORE BANCSHARES INC | 235,164 | $3.7B | 1.79% | |
| 21 | BYBYLINE BANCORP INC | 125,000 | $3.3B | 1.62% | |
| 22 | ON1OLD NATL BANCORP IND | 150,000 | $3.2B | 1.55% | |
| 23 | NPBNORTHPOINTE BANCSHARES INC. | 224,050 | $3.1B | 1.49% | |
| 24 | FISIFINANCIAL INSTNS INC | 112,044 | $2.9B | 1.39% | |
| 25 | SSBKSOUTHERN STS BANCSHARES INC | 75,000 | $2.7B | 1.32% | |
| 26 | MCHBHOMESTREET INC | 200,000 | $2.6B | 1.27% | |
| 27 | CARECARTER BANKSHARES INC | 142,392 | $2.5B | 1.20% | |
| 28 | CADECADENCE BANK | 75,000 | $2.4B | 1.16% | |
| 29 | BB3BROOKLINE BANCORP INC DEL | 225,000 | $2.4B | 1.15% | |
| 30 | FFICFLUSHING FINL CORP | 173,764 | $2.1B | 1.00% | |
| 31 | FFWMFIRST FNDTN INC | 400,000 | $2.0B | 0.99% | |
| 32 | BWBBRIDGEWATER BANCSHARES INC | 127,530 | $2.0B | 0.98% | |
| 33 | BBTBERKSHIRE HILLS BANCORP INC | 79,120 | $2.0B | 0.96% | |
| 34 | AGNCAGNC INVT CORP | 200,000 | $1.8B | 0.89% | |
| 35 | OSBCOLD SECOND BANCORP INC ILL | 100,000 | $1.8B | 0.86% | |
| 36 | HTBHOMETRUST BANCSHARES INC | 46,847 | $1.8B | 0.85% | |
| 37 | EFSIEAGLE FINL SVCS INC | 54,000 | $1.7B | 0.80% | |
| 38 | BACBANK AMERICA CORP | 25,000 | $1.6B | 0.77% | |
| 39 | ABCBAMERIS BANCORP | 13,000 | $1.6B | 0.77% | |
| 40 | COFSCHOICEONE FINL SVCS INC | 50,000 | $1.4B | 0.70% | |
| 41 | MPBMID PENN BANCORP INC | 50,000 | $1.4B | 0.68% | |
| 42 | OCFCOCEANFIRST FINL CORP | 50,000 | $880.5M | 0.43% | |
| 43 | WSBCWESBANCO INC | 25,000 | $790.8M | 0.38% | |
| 44 | LNKBLINKBANCORP INC | 100,000 | $731.0M | 0.35% | |
| 45 | MNSBMAINSTREET BANCSHARES INC | 32,428 | $612.9M | 0.30% | |
| 46 | CNOBCONNECTONE BANCORP INC | 25,000 | $579.0M | 0.28% | |
| 47 | PGCPEAPACK-GLADSTONE FINL CORP | 16,554 | $467.6M | 0.23% | |
| 48 | MRBKMERIDIAN CORPORATION | 30,000 | $386.7M | 0.19% | |
| 49 | QC10FLAGSTAR FINANCIAL INC | 33,060 | $350.4M | 0.17% | |
| 50 | PNFPPINNACLE FINL PARTNERS INC | 3,000 | $331.2M | 0.16% |