Petiole USA ltd

CIK: 0001600202Latest portfolio: $154.3M · Q4 2025

Holdings

33

Total Value

$154.3M

New Positions

0

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
FCNCAFIRST CTZNS BANCSHARES INC D
6,175$13.3M8.59%+2K
2
CBANCOLONY BANKCORP INC
462,763$8.2M5.35%
3
FXNCFIRST NATL CORP
311,440$7.9M5.10%
4
CMACOMERICA INC
312,500$7.7M4.98%+267K
5
BANCBANC OF CALIFORNIA INC
397,167$7.7M4.97%-1
6
CARECARTER BANKSHARES INC
386,873$7.6M4.93%
7
RNSTRENASANT CORP
196,845$6.9M4.49%
8
WEAWESTERN ALLIANCE BANCORP
81,103$6.8M4.42%
9
WBSWEBSTER FINL CORP
101,875$6.4M4.16%
10
ORRFORRSTOWN FINL SVCS INC
176,966$6.3M4.06%
11
MPBMID PENN BANCORP INC
197,111$6.1M3.96%
12
HWCHANCOCK WHITNEY CORPORATION
86,218$5.5M3.56%
13
CCNECNB FINL CORP PA
189,241$5.0M3.21%
14
WF2WINTRUST FINL CORP
29,750$4.2M2.70%
15
SBFGSB FINL GROUP INC
168,818$3.8M2.44%-7,269
16
BCALCALIFORNIA BANCORP
195,604$3.7M2.37%
17
CFGCITIZENS FINL GROUP INC
61,754$3.6M2.34%
18
FRMEFIRST MERCHANTS CORP
94,047$3.5M2.28%
19
SYU1SYNOVUS FINL CORP
70,063$3.5M2.27%
20
PNFPPINNACLE FINL PARTNERS INC
33,814$3.2M2.09%
21
FRSTPRIMIS FINANCIAL CORP
230,222$3.2M2.08%
22
HBANHUNTINGTON BANCSHARES INC
180,840$3.1M2.03%
23
ZIONZIONS BANCORPORATION N A
50,000$2.9M1.90%
24
UMBFUMB FINL CORP
24,122$2.8M1.80%
25
FNBF N B CORP
161,151$2.8M1.79%

Quarterly Changes

New Positions

No new positions this quarter

Closed Positions

Increased Positions

NameSharesChange
FCNCA6K+2K

Decreased Positions

NameSharesChange
SBFG169K-7269
BANC397K-1
CMA313K267K

Sector Breakdown

Financial Services0.0% ($1.3252824678607662e+103T)
Unknown0.0% ($7675415.9T)
Technology0.0% ($6.8M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$154.3M33
Q3 2025Nov 13, 2025$144.8B36
Q2 2025Aug 13, 2025$141.4B0
Q1 2025May 14, 2025$141.5B38
Q4 2024Feb 13, 2025$158.9B39

Fund Information

CIK0001600202
Most Recent FilingFeb 13, 2026
Number of Filings5

Petiole USA ltd 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 $154.3M across 33 holdings. The largest position is FIRST CTZNS BANCSHARES INC D (FCNCA), representing 8.6% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 3 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.