FJ Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$936.6M
Holdings
142
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HTBHOMETRUST BANCSHARES INC | 1,680,469 | $68.8M | 7.35% | |
| 2 | SSBSOUTHSTATE BK CORP | 527,942 | $52.2M | 5.57% | |
| 3 | EQBKEQUITY BANCSHARES INC | 1,222,791 | $49.8M | 5.31% | |
| 4 | WBSWEBSTER FINL CORP | 624,464 | $37.1M | 3.96% | |
| 5 | SBG1SEACOAST BKG CORP FLA | 1,209,996 | $36.8M | 3.93% | |
| 6 | SFSTSOUTHERN FIRST BANCSHARES | 807,223 | $35.6M | 3.80% | |
| 7 | OSBCOLD SECOND BANCORP INC ILL | 1,919,934 | $33.2M | 3.54% | |
| 8 | RBBRBB BANCORP | 1,511,408 | $28.4M | 3.03% | |
| 9 | INDBINDEPENDENT BK CORP MASS | 378,739 | $26.2M | 2.80% | |
| 10 | MOFGMIDWESTONE FINL GROUP INC NE | 796,883 | $22.5M | 2.41% | |
| 11 | LNKBLINKBANCORP INC | 2,999,772 | $21.4M | 2.28% | |
| 12 | BCALCALIFORNIA BANCORP | 1,271,636 | $21.2M | 2.26% | |
| 13 | WSBCWESBANCO INC | 654,296 | $20.9M | 2.23% | |
| 14 | EBCEASTERN BANKSHARES INC | 976,342 | $17.7M | 1.89% | |
| 15 | ON1OLD NATL BANCORP IND | 777,226 | $17.1M | 1.82% | |
| 16 | IBCPINDEPENDENT BK CORP MICH | 550,194 | $17.0M | 1.82% | |
| 17 | USBU S BANCORP DEL | 347,926 | $16.8M | 1.80% | |
| 18 | QCRHQCR HOLDINGS INC | 220,147 | $16.7M | 1.78% | |
| 19 | SMBCSOUTHERN MO BANCORP INC | 300,944 | $15.8M | 1.69% | |
| 20 | WEAWESTERN ALLIANCE BANCORP | 175,389 | $15.2M | 1.62% | |
| 21 | ZIONZIONS BANCORPORATION N A | 268,111 | $15.2M | 1.62% | |
| 22 | THGHANOVER INS GROUP INC | 65,817 | $12.0M | 1.28% | |
| 23 | FFWMFIRST FNDTN INC | 2,057,660 | $11.5M | 1.22% | |
| 24 | BACBANK AMERICA CORP | 216,409 | $11.2M | 1.19% | |
| 25 | FRMEFIRST MERCHANTS CORP | 294,718 | $11.1M | 1.19% | |
| 26 | PBPROSPERITY BANCSHARES INC | 144,985 | $9.6M | 1.03% | |
| 27 | CBNACHAIN BRIDGE BANCORP INC | 293,788 | $9.6M | 1.03% | |
| 28 | MBINMERCHANTS BANCORP IND | 297,156 | $9.4M | 1.01% | |
| 29 | JMSBJOHN MARSHALL BANCORP INC | 429,908 | $8.5M | 0.91% | |
| 30 | BUSEFIRST BUSEY CORP | 366,020 | $8.5M | 0.90% | |
| 31 | STTSTATE STR CORP | 68,000 | $7.9M | 0.84% | |
| 32 | MHOM/I HOMES INC | 53,553 | $7.7M | 0.83% | |
| 33 | TOWNTOWNEBANK PORTSMOUTH VA | 222,459 | $7.7M | 0.82% | |
| 34 | FAFFIRST AMERICAN FINL CORP | 118,691 | $7.6M | 0.81% | |
| 35 | JLLJONES LANG LASALLE INC | 25,312 | $7.5M | 0.81% | |
| 36 | AVBCAVIDIA BANCORP INC | 497,258 | $7.4M | 0.79% | |
| 37 | SCHWCHARLES SCHWAB CORP | 76,650 | $7.3M | 0.78% | |
| 38 | MCYMERCURY GENL CORP NEW | 83,592 | $7.1M | 0.76% | |
| 39 | CINFCINCINNATI FINL CORP | 44,671 | $7.1M | 0.75% | |
| 40 | AMTAMERICAN TOWER CORP NEW | 3,507 | $6.7M | 0.72% | |
| 41 | PFSIPENNYMAC FINL SVCS INC NEW | 51,559 | $6.4M | 0.68% | |
| 42 | TMHCTAYLOR MORRISON HOME CORP | 89,887 | $5.9M | 0.63% | |
| 43 | HWBKHAWTHORN BANCSHARES INC | 190,710 | $5.9M | 0.63% | |
| 44 | HCIHCI GROUP INC | 29,567 | $5.7M | 0.61% | |
| 45 | WDWALKER & DUNLOP INC | 62,168 | $5.2M | 0.55% | |
| 46 | WELLWELLTOWER INC | 28,845 | $5.1M | 0.55% | |
| 47 | BROBROWN & BROWN INC | 47,837 | $4.5M | 0.48% | |
| 48 | GABCGERMAN AMERN BANCORP INC | 112,580 | $4.4M | 0.47% | |
| 49 | RGAREINSURANCE GRP OF AMERICA I | 22,466 | $4.3M | 0.46% | |
| 50 | HBNCHORIZON BANCORP INC | 264,651 | $4.2M | 0.45% | |
| 51 | AKRACADIA RLTY TR | 205,209 | $4.1M | 0.44% | |
| 52 | TOLTOLL BROTHERS INC | 29,258 | $4.0M | 0.43% | |
| 53 | ICEINTERCONTINENTAL EXCHANGE IN | 23,146 | $3.9M | 0.42% | |
| 54 | HTGCHERCULES CAPITAL INC | 203,991 | $3.9M | 0.41% | |
| 55 | NLYANNALY CAPITAL MANAGEMENT IN | 185,233 | $3.7M | 0.40% | |
| 56 | GLGLOBE LIFE INC | 25,828 | $3.7M | 0.39% | |
| 57 | IVTINVENTRUST PPTYS CORP | 124,373 | $3.6M | 0.38% | |
| 58 | RDNRADIAN GROUP INC | 98,159 | $3.6M | 0.38% | |
| 59 | LXPUSDLXP INDUSTRIAL TRUST | 394,529 | $3.5M | 0.38% | |
| 60 | ABRARBOR REALTY TRUST INC | 268,673 | $3.3M | 0.35% | |
| 61 | AHRAMERICAN HEALTHCARE REIT | 77,881 | $3.3M | 0.35% | |
| 62 | VOYAVOYA FINANCIAL INC | 43,507 | $3.3M | 0.35% | |
| 63 | TRVCCITIGROUP INC | 31,975 | $3.2M | 0.35% | |
| 64 | MRXMAREX GROUP PLC | 95,683 | $3.2M | 0.34% | |
| 65 | UMBFUMB FINL CORP | 26,549 | $3.1M | 0.34% | |
| 66 | ARIAPOLLO COML REAL EST FIN INC | 299,904 | $3.0M | 0.32% | |
| 67 | SFSTIFEL FINL CORP | 25,978 | $2.9M | 0.31% | |
| 68 | FVCBFVCBANKCORP INC | 221,956 | $2.9M | 0.31% | |
| 69 | FSFGFIRST SVGS FINL GROUP INC | 91,479 | $2.9M | 0.31% | |
| 70 | RYANRYAN SPECIALTY HOLDINGS INC | 47,822 | $2.7M | 0.29% | |
| 71 | HLIHOULIHAN LOKEY INC | 11,860 | $2.4M | 0.26% | |
| 72 | MAAMID-AMER APT CMNTYS INC | 15,874 | $2.2M | 0.24% | |
| 73 | SLMSLM CORP | 79,309 | $2.2M | 0.23% | |
| 74 | BFCBANK FIRST CORP | 17,662 | $2.1M | 0.23% | |
| 75 | NICNICOLET BANKSHARES INC | 15,753 | $2.1M | 0.23% | |
| 76 | TSLXSIXTH STREET SPECIALTY LENDING | 91,827 | $2.1M | 0.22% | |
| 77 | COSCNO FINL GROUP INC | 52,008 | $2.1M | 0.22% | |
| 78 | ADCAGREE RLTY | 27,707 | $2.0M | 0.21% | |
| 79 | FRFIRST INDL RLTY TR INC | 33,615 | $1.7M | 0.18% | |
| 80 | RPCP10 INC | 155,835 | $1.7M | 0.18% | |
| 81 | PECOPHILLIPS EDISON & CO INC | 47,768 | $1.6M | 0.17% | |
| 82 | OREALTY INCOME CORP | 26,865 | $1.6M | 0.17% | |
| 83 | NMRKNEWMARK GROUP INC | 83,379 | $1.6M | 0.17% | |
| 84 | AONAON PLC | 4,176 | $1.5M | 0.16% | |
| 85 | CMECME GROUP INC | 5,393 | $1.5M | 0.16% | |
| 86 | JHGJANUS HENDERSON GROUP PLC | 32,041 | $1.4M | 0.15% | |
| 87 | EXREXTRA SPACE STORAGE INC | 9,758 | $1.4M | 0.15% | |
| 88 | ARESARES MANAGEMENT CORPORATION | 8,293 | $1.3M | 0.14% | |
| 89 | VVISA INC | 3,625 | $1.2M | 0.13% | |
| 90 | WPCWP CAREY INC | 18,255 | $1.2M | 0.13% | |
| 91 | SPNTSIRIUSPOINT LTD | 67,270 | $1.2M | 0.13% | |
| 92 | SKWDSKYWARD SPECIALTY INS GROUP | 25,467 | $1.2M | 0.13% | |
| 93 | HOMBHOME BANCSHARES INC | 42,191 | $1.2M | 0.13% | |
| 94 | EQREQUITY RESIDENTIAL | 17,935 | $1.2M | 0.12% | |
| 95 | HOUSANYWHERE REAL ESTATE INC | 107,971 | $1.1M | 0.12% | |
| 96 | EPRTESSENTIAL PPTYS RLTY TR INC | 37,997 | $1.1M | 0.12% | |
| 97 | SYFSYNCHRONY FINANCIAL | 15,870 | $1.1M | 0.12% | |
| 98 | APAMARTISAN PARTNERS ASSET MGMT | 25,129 | $1.1M | 0.12% | |
| 99 | MAMASTERCARD INCORPORATED | 1,894 | $1.1M | 0.11% | |
| 100 | UCBUNITED CMNTY BKS BLAIRSVLE G | 33,214 | $1.0M | 0.11% |
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