FJ Capital Management LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$883.6M

Holdings

108

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
HTGCHERCULES CAPITAL INC
60,806$998K0.11%
2
UI2KEMPER CORP
21,686$911K0.10%
3
ABRARBOR REALTY TRUST INC
58,242$884K0.10%
4
MAMASTERCARD INCORPORATED
2,227$881K0.10%
5
STAGSTAG INDL INC
24,873$858K0.10%
6
FNFFIDELITY NATIONAL FINANCIAL
19,401$801K0.09%
7
WELLWELLTOWER INC
7,840$642K0.07%
8
AIGAMERICAN INTL GROUP INC
10,461$633K0.07%
9
OBDCBLUE OWL CAPITAL CORPORATION
45,348$628K0.07%
10
AVBAVALONBAY CMNTYS INC
3,619$621K0.07%
11
THGHANOVER INS GROUP INC
4,884$542K0.06%
12
JHGJANUS HENDERSON GROUP PLC
13,256$342K0.04%
13
BLKCHFBLACKROCK INC
518$334K0.04%
14
BPOPPOPULAR INC
4,188$263K0.03%
15
CBNKCAPITAL BANCORP INC MD
10,300$197K0.02%
16
UEURBAN EDGE PPTYS
10,507$160K0.02%
17
FW2NBANNER CORP
363,194$00.00%
18
BCMLBAYCOM CORP
64,836$00.00%
19
ZZILLOW GROUP INC
51,276$00.00%
20
RGAREINSURANCE GRP OF AMERICA I
21,275$00.00%
21
SFBCSOUND FINL BANCORP INC
203,574$00.00%
22
TCBITEXAS CAP BANCSHARES INC
137,264$00.00%
23
DYT1DYNEX CAP INC
115,699$00.00%
24
BCALSOUTHERN CALIF BANCORP
559,323$00.00%
25
FSFGFIRST SVGS FINL GROUP INC
394,472$00.00%
26
AGOASSURED GUARANTY LTD
24,963$00.00%
27
OSBCOLD SECOND BANCORP INC ILL
2,647,725$00.00%
28
CSTRUSDCAPSTAR FINL HLDGS INC
593,028$00.00%
29
HBANHUNTINGTON BANCSHARES INC
243,400$00.00%
30
PIPRPIPER SANDLER COMPANIES
12,238$00.00%
31
COLDAMERICOLD REALTY TRUST INC
38,091$00.00%
32
WEAWESTERN ALLIANCE BANCORP
419,799$00.00%
33
TPHTRI POINTE HOMES INC
60,752$00.00%
34
PHMPULTE GROUP INC
26,832$00.00%
35
HBCPHOME BANCORP INC
788,106$00.00%
36
PECOPHILLIPS EDISON & CO INC
41,291$00.00%
37
COLBCOLUMBIA BKG SYS INC
1,577,947$00.00%
38
HWBKHAWTHORN BANCSHARES INC
71,887$00.00%
39
LNKBLINKBANCORP INC
1,491,099$00.00%
40
JMSBJOHN MARSHALL BANCORP INC
106,478$00.00%
41
HCIHCI GROUP INC
41,586$00.00%
42
PLDPROLOGIS INC.
11,342$00.00%
43
RVSBRIVERVIEW BANCORP INC
2,173,569$00.00%
44
NBHCNATIONAL BK HLDGS CORP
162,084$00.00%
45
AJGGALLAGHER ARTHUR J & CO
7,027$00.00%
46
FITBFIFTH THIRD BANCORP
42,566$00.00%
47
MYFWFIRST WESTN FINL INC
369,263$00.00%
48
OCFCOCEANFIRST FINL CORP
413,874$00.00%
49
VBTXVERITEX HLDGS INC
529,907$00.00%
50
MSBIMIDLAND STATES BANCORP INC
1,317,113$00.00%
51
FRMEFIRST MERCHANTS CORP
109,362$00.00%
52
PFCPREMIER FINANCIAL CORP
408,947$00.00%
53
HTBKHERITAGE COMM CORP
1,560,145$00.00%
54
EQBKEQUITY BANCSHARES INC
1,027,876$00.00%
55
BXSLBLACKSTONE SECD LENDING FD
46,551$00.00%
56
FVCBFVCBANKCORP INC
1,163,469$00.00%
57
CODORUS VY BANCORP INC
855,131$00.00%
58
ACGLARCH CAP GROUP LTD
15,892$00.00%
59
HMN FINL INC
283,453$00.00%
60
MBINMERCHANTS BANCORP IND
309,101$00.00%
61
RMBIRICHMOND MUT BANCORPORATION
133,685$00.00%
62
ALSALLSTATE CORP
12,805$00.00%
63
NDAQNASDAQ INC
69,336$00.00%
64
PCTYPAYLOCITY HLDG CORP
8,419$00.00%
65
PGRPROGRESSIVE CORP
8,678$00.00%
66
BANCBANC OF CALIFORNIA INC
1,367,789$00.00%
67
CAMBRIDGE BANCORP
89,491$00.00%
68
EVBNUSDEVANS BANCORP INC
540,233$00.00%
69
BB4AXOS FINANCIAL INC
225,421$00.00%
70
MOFGMIDWESTONE FINL GROUP INC NE
126,779$00.00%
71
TRINTRINITY CAP INC
133,403$00.00%
72
SHBISHORE BANCSHARES INC
152,641$00.00%
73
OPOFOLD POINT FINL CORP
360,015$00.00%
74
HTBHOMETRUST BANCSHARES INC
1,679,212$00.00%
75
SMBCSOUTHERN MO BANCORP INC
738,371$00.00%
76
CCNECNB FINL CORP PA
538,016$00.00%
77
PARTNERS BANCORP
1,052,086$00.00%
78
CZWICITIZENS CMNTY BANCORP INC M
951,594$00.00%
79
RPCP10 INC
123,958$00.00%
80
LSEALANDSEA HOMES CORP
193,386$00.00%
81
CWBCCOMMUNITY WEST BANCSHARES
93,344$00.00%
82
GSHDGOOSEHEAD INS INC
14,027$00.00%
83
NMRKNEWMARK GROUP INC
278,783$00.00%
84
IBCPINDEPENDENT BK CORP MICH
1,288,658$00.00%
85
ENVUSDENVESTNET INC
61,190$00.00%
86
ON1OLD NATL BANCORP IND
1,387,581$00.00%
87
GBDCGOLUB CAP BDC INC
100,141$00.00%
88
ESSAESSA BANCORP INC
1,033,050$00.00%
89
SBFGSB FINL GROUP INC
373,521$00.00%
90
IBTXUSDINDEPENDENT BANK GROUP INC
416,085$00.00%
91
ABCBAMERIS BANCORP
869,637$00.00%
92
STELSTELLAR BANCORP INC
438,433$00.00%
93
PBFSPIONEER BANCORP INC MD
1,796,807$00.00%
94
WF2WINTRUST FINL CORP
298,356$00.00%
95
CINFCINCINNATI FINL CORP
15,292$00.00%
96
EBCEASTERN BANKSHARES INC
1,127,630$00.00%
97
SBTEURSTERLING BANCORP INC
4,039,150$00.00%
98
PEBOPEOPLES BANCORP INC
48,304$00.00%
99
EQIXEQUINIX INC
2,818$00.00%
100
FBMSUSDFIRST BANCSHARES INC MS
1,671,322$00.00%
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