BASSWOOD CAPITAL MANAGEMENT, L.L.C. Q4 2016 Filing

Filed February 13, 2017

Portfolio Value

$2.3T

Holdings

156

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
1
RFREGIONS FINANCIAL CORP.
14,699,378$211.1B9.28%
2
ASTORIA FINANCIAL CORP.
5,943,959$110.9B4.88%
3
CBNABRIDGE BANCORP, INC.
2,409,369$91.3B4.02%
4
WFCWELLS FARGO & CO
1,215,959$67.0B2.95%
5
CFGCITIZENS FINANCIAL GROUP INC.
1,870,137$66.6B2.93%
6
JPMJP MORGAN CHASE & CO.
733,997$63.3B2.79%
7
USBUS BANCORP
1,152,064$59.2B2.60%
8
SBG1SEACOAST BANKING CORP
2,355,043$52.0B2.28%
9
BDCBELDEN INC.
666,187$49.8B2.19%
10
BACBANK OF AMERICA CORP.
2,146,722$47.4B2.09%
11
CSLCARLISLE COS INC.
337,866$37.3B1.64%
12
VBTXVERITEX HOLDINGS INC.
1,346,103$36.0B1.58%
13
PGCPEAPACK-GLADSTONE FINL CORP
1,117,997$34.5B1.52%
14
FLICUSDTHE FIRST OF LONG ISLAND CORP
1,207,971$34.5B1.52%
15
ALAIR LEASE CORP
981,549$33.7B1.48%
16
CU BANCORP CALIF
907,410$32.5B1.43%
17
FAFFIRST AMERN FINL CORP
867,900$31.8B1.40%
18
PNCPNC FINANCIAL SERVICES GROUP, INC.
271,337$31.7B1.40%
19
AERAERCAP HOLDINGS NV
742,079$30.9B1.36%
20
TQJSIGNATURE BK NEW YORK N Y
202,753$30.5B1.34%
21
RMREGIONAL MANAGEMENT CORP.
1,087,564$28.6B1.26%
22
SIVBEURSVB FINL GROUP
161,742$27.8B1.22%
23
HOGHARLEY-DAVIDSON INC
454,214$26.5B1.17%
24
COFCAPITAL ONE FINANCIAL CORP.
303,613$26.5B1.16%
25
CMACOMERICA, INC.
382,936$26.1B1.15%
26
PACWUSDPACWEST BANCORP
474,460$25.8B1.14%
27
ALLYALLY FINANCIAL INC
1,336,148$25.4B1.12%
28
BRYN MAWR BANK CORP
597,804$25.2B1.11%
29
GUARANTY BANCORP
1,010,903$24.5B1.08%
30
TFINTRIUMPH BANCORP INC.
912,517$23.9B1.05%
31
IBCPINDEPENDENT BANK CORPORATION
1,037,940$22.5B0.99%
32
FW2NBANNER CORPORATION
397,272$22.2B0.98%
33
OMFONEMAIN HOLDINGS INC.
997,082$22.1B0.97%
34
FITBFIFTH THIRD BANCORP
811,126$21.9B0.96%
35
BMRCBANK OF MARIN BANCORP
307,677$21.5B0.94%
36
ZIONZIONS BANCORPORATION
493,315$21.2B0.93%
37
FRBKQREPUBLIC FIRST BANCORP, INC.
2,492,599$20.8B0.92%
38
FFWMFIRST FNDTN INC
720,282$20.5B0.90%
39
OCOWENS CORNING INC.
377,054$19.4B0.86%
40
BOFI HOLDING, INC.
674,091$19.2B0.85%
41
HONHONEYWELL INTERNATIONAL INC.
163,150$18.9B0.83%
42
PFBCPREFERRED BANK/LOS ANGELES
359,609$18.9B0.83%
43
KEYKEYCORP
1,016,527$18.6B0.82%
44
PENNYMAC FINANCIAL SERVICE
1,104,412$18.4B0.81%
45
TCF FINANCIAL CORP.
934,501$18.3B0.81%
46
BECNUSDBEACON ROOFING SUPPLY INC.
354,004$16.3B0.72%
47
EWBCEAST WEST BANCORP INC
288,480$14.7B0.64%
48
CACCAMDEN NATIONAL CORP.
325,260$14.5B0.64%
49
WF2WINTRUST FINANCIAL CORPORATION
198,142$14.4B0.63%
50
WASHINGTONFIRST BANKSHARE INC.
492,584$14.3B0.63%
51
HBANHUNTINGTON BANCSHARES
1,067,623$14.1B0.62%
52
LEALEAR CORP.
102,953$13.6B0.60%
53
TCFCUSDCOMMUNITY FINL CORP MD
457,658$13.3B0.58%
54
STERLING BANCORP
545,047$12.8B0.56%
55
ORRFORRSTOWN FINANCIAL SERVICES, INC.
561,607$12.6B0.55%
56
SYU1SYNOVUS FINANCIAL CORP.
291,486$12.0B0.53%
57
PACIFIC CONTINENTAL CORP
531,727$11.6B0.51%
58
TRVCCITIGROUP INC.
193,061$11.5B0.50%
59
EMEEMCOR GROUP INC.
161,305$11.4B0.50%
60
FNFFIDELITY NATIONAL FINANCIAL INC.
334,183$11.3B0.50%
61
FISFIDELITY NATIONAL INFORMATION SVCS.
146,883$11.1B0.49%
62
FARMERS CAP BK CORP
259,460$10.9B0.48%
63
ON1OLD NATIONAL BANCORP
552,157$10.0B0.44%
64
LF2PACIFIC PREMIER BANCORP, INC.
251,040$8.9B0.39%
65
CARDINAL FINANCIAL CORPORATION
265,000$8.7B0.38%
66
EQUITY ONE INC
282,213$8.7B0.38%
67
UBSIUNITED BANKSHARES INC WEST V
180,165$8.3B0.37%
68
OLD LINE BANCSHARES, INC.
329,118$7.9B0.35%
69
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD.
181,624$7.7B0.34%
70
BKBANK OF NEW YORK MELLON CORP.
159,912$7.6B0.33%
71
TCBITEXAS CAPITAL BANCSHARES, INC.
96,115$7.5B0.33%
72
CCSCENTURY CMNTYS INC
358,085$7.5B0.33%
73
INBKFIRST INTERNET BANCORP
229,705$7.4B0.32%
74
MB FINANCIAL, INC.
152,017$7.2B0.32%
75
STCSTEWART INFORMATION SERVICES
151,194$7.0B0.31%
76
UTBUNITY BANCORP INC
442,600$6.9B0.31%
77
IBPINSTALLED BUILDING PRODUCTS, INC.
164,076$6.8B0.30%
78
HERITAGE OAKS BANCORP
503,770$6.2B0.27%
79
FBMSUSDFIRST BANCSHARES INC MS
225,352$6.2B0.27%
80
PRIVATEBANCORP INC
109,421$5.9B0.26%
81
SHBISHORE BANCSHARES INC
382,417$5.8B0.26%
82
SUSSEX BANCORP
273,061$5.7B0.25%
83
MASMASCO CORP.
174,565$5.5B0.24%
84
STTSTATE STREET CORP.
69,388$5.4B0.24%
85
FCNCAFIRST CITIZENS BANCSHARES INC. (FCNCA)
15,028$5.3B0.23%
86
STONEGATE BK FT LAUDERDALE F
127,820$5.3B0.23%
87
YADKIN FINANCIAL CORPORATION
153,614$5.3B0.23%
88
BATS GLOBAL MARKETS INC
150,000$5.0B0.22%
89
FNBFNB CORPORATION
299,316$4.8B0.21%
90
TCBKTRICO BANCSHARES
137,982$4.7B0.21%
91
CVCYUSDCENTRAL VALLEY CMNTY BANCORP
230,217$4.6B0.20%
92
TOLTOLL BROTHERS INC.
148,219$4.6B0.20%
93
4DHDANA INCORPORATED
239,638$4.5B0.20%
94
LENLENNAR CORP.
105,278$4.5B0.20%
95
CALATLANTIC GROUP INC.
132,407$4.5B0.20%
96
PHMPULTE HOMES INC.
237,851$4.4B0.19%
97
ESNTESSENT GROUP LTD.
130,392$4.2B0.19%
98
SOUTHWEST BANCORP, INC.
140,000$4.1B0.18%
99
FIRST SOUTH BANCORP INC
335,260$4.0B0.18%
100
SUFFOLK BANCORP
92,163$3.9B0.17%
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