FJ Capital Management LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$905.8M
Holdings
128
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
SSBSOUTHSTATE BK CORP | $76.5M |
HTBHOMETRUST BANCSHARES INC | $72.7M |
EQBKEQUITY BANCSHARES INC | $54.7M |
SBG1SEACOAST BKG CORP FLA | $42.8M |
SFSTSOUTHERN FIRST BANCSHARES | $41.6M |
WEAWESTERN ALLIANCE BANCORP | $36.4M |
OSBCOLD SECOND BANCORP INC ILL | $35.7M |
RBBRBB BANCORP | $31.2M |
MOFGMIDWESTONE FINL GROUP INC NE | $30.7M |
WBSWEBSTER FINL CORP | $24.2M |
FRMEFIRST MERCHANTS CORP | $23.7M |
BCALCALIFORNIA BANCORP | $23.7M |
USBUS BANCORP DEL | $19.9M |
HBNCHORIZON BANCORP INC | $18.4M |
SMBCSOUTHERN MO BANCORP INC | $17.8M |
EBCEASTERN BANKSHARES INC | $17.1M |
INDBINDEPENDENT BK CORP MASS | $16.8M |
ON1OLD NATL BANCORP IND | $16.0M |
ZIONZIONS BANCORPORATION N A | $14.0M |
DWDMORGAN STANLEY | $13.3M |
IBCPINDEPENDENT BK CORP MICH | $12.5M |
WSBCWESBANCO INC | $11.5M |
QCRHQCR HOLDINGS INC | $11.1M |
CBNACHAIN BRIDGE BANCORP INC | $10.2M |
AVBCAVIDIA BANCORP INC | $8.4M |
JMSBJOHN MARSHALL BANCORP INC | $8.3M |
SKWDSKYWARD SPECIALTY INS GROUP | $7.4M |
SFSTIFEL FINL CORP | $7.3M |
NMRKNEWMARK GROUP INC | $7.3M |
THGHANOVER INS GROUP INC | $6.8M |
HWBKHAWTHORN BANCSHARES INC | $6.7M |
TOWNTOWNEBANK PORTSMOUTH VA | $6.1M |
XZOEXZEO GROUP INC | $5.8M |
CINFCINCINNATI FINL CORP | $5.4M |
CMECME GROUP INC | $5.2M |
CVBFCVB FINL CORP | $5.1M |
AKRACADIA RLTY TR | $5.1M |
LNKBLINKBANCORP INC | $4.9M |
GLGLOBE LIFE INC | $4.9M |
RGAREINSURANCE GRP OF AMERICA I | $4.8M |
RPCP10 INC | $4.5M |
TCBKTRICO BANCSHARES | $4.4M |
GABCGERMAN AMERN BANCORP INC | $4.3M |
WLTHWEALTHFRONT CORP | $4.3M |
LXPLXP INDUSTRIAL TRUST | $4.1M |
JLLJONES LANG LASALLE INC | $4.0M |
WELLWELLTOWER INC | $3.9M |
HYNEHOYNE BANCORP INC | $3.8M |
PFSIPENNYMAC FINL SVCS INC NEW | $3.8M |
ETORETORO GROUP LTD | $3.7M |
MKTXMARKETAXESS HLDGS INC | $3.7M |
HCIHCI GROUP INC | $3.6M |
PHMPULTE GROUP INC | $3.6M |
IVTINVENTRUST PPTYS CORP | $3.5M |
HTGCHERCULES CAPITAL INC | $3.2M |
AIIAMERICAN INTEGRITY INS GROUP | $3.2M |
MRXMAREX GROUP PLC | $3.1M |
UMBFUMB FINL CORP | $3.1M |
SKYCHAMPION HOMES INC | $3.0M |
FSFGFIRST SVGS FINL GROUP INC | $2.9M |
FRFIRST INDL RLTY TR INC | $2.7M |
VOYAVOYA FINANCIAL INC | $2.6M |
EZPWEZCORP INC | $2.6M |
ADCAGREE RLTY CORP | $2.6M |
NICNICOLET BANKSHARES INC | $2.5M |
AHRAMERICAN HEALTHCARE REIT INC | $2.4M |
CSWCCAPITAL SOUTHWEST CORP | $2.1M |
COSCNO FINL GROUP INC | $1.7M |
CTOCTO RLTY GROWTH INC NEW | $1.7M |
NLYANNALY CAPITAL MANAGEMENT IN | $1.6M |
MRPMILLROSE PPTYS INC | $1.6M |
SPNTSIRIUSPOINT LTD | $1.6M |
MAAMID-AMER APT CMNTYS INC | $1.5M |
ALRSALERUS FINL CORP | $1.5M |
FBPFIRST BANCORP P R | $1.4M |
KINSKINGSTONE COS INC | $1.3M |
TSLXSIXTH STREET SPECIALTY LENDI | $1.3M |
HQYHEALTHEQUITY INC | $1.2M |
EQREQUITY RESIDENTIAL | $1.1M |
BOWBOWHEAD SPECIALTY HLDGS INC | $1.1M |
CURBCURBLINE PPTYS CORP | $1.1M |
APAMARTISAN PARTNERS ASSET MGMT | $1.0M |
ELMEELME COMMUNITIES | $940K |
SKTTANGER INC | $928K |
DYT1DYNEX CAP INC | $883K |
TSAACI WORLDWIDE INC | $860K |
EGPEASTGROUP PPTYS INC | $853K |
FQIDIGITAL RLTY TR INC | $834K |
AMGAFFILIATED MANAGERS GROUP IN | $737K |
LADRLADDER CAP CORP | $731K |
PLDPROLOGIS INC. | $730K |
FICOFAIR ISAAC CORP | $715K |
VVISA INC | $689K |
MAMASTERCARD INCORPORATED | $607K |
BXMTBLACKSTONE MTG TR INC | $606K |
JHGJANUS HENDERSON GROUP PLC | $575K |
KKRKKR & CO INC | $549K |
AXSAXIS CAP HLDGS LTD | $526K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $523K |
EPRTESSENTIAL PPTYS RLTY TR INC | $523K |
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