MALTESE CAPITAL MANAGEMENT LLC Q2 2018 Filing

Filed August 8, 2018

Portfolio Value

$1.5B

Holdings

205

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
CMACOMERICA INC
414,244$37.7M2.51%
2
ZIONZIONS BANCORPORATION
695,974$36.7M2.44%
3
KEYKEYCORP NEW
1,775,850$34.7M2.31%
4
LENLENNAR CORP
803,200$34.3M2.28%
5
USBUS BANCORP DEL
661,800$33.1M2.20%
6
STERLING BANCORP DEL
1,378,214$32.4M2.16%
7
CSFLUSDCENTERSTATE BK CORP
1,064,166$31.7M2.11%
8
XLFSELECT SECTOR SPDR TR
1,000,000$26.6M1.77%
9
HOMBHOME BANCSHARES INC
1,143,126$25.8M1.72%
10
DWDMORGAN STANLEY
515,000$24.4M1.62%
11
TQJSIGNATURE BK NEW YORK N Y
186,239$23.8M1.59%
12
IBCPINDEPENDENT BANK CORP MICH
838,900$21.4M1.42%
13
FFBCFIRST FINL BANCORP OH
685,341$21.0M1.40%
14
OCFCOCEANFIRST FINL CORP
608,200$18.2M1.21%
15
ABCBAMERIS BANCORP
330,018$17.6M1.17%
16
BACBANK AMER CORP
618,300$17.4M1.16%
17
TRVCCITIGROUP INC
260,000$17.4M1.16%
18
FT2FIRST HORIZON NATL CORP
970,162$17.3M1.15%
19
SYU1SYNOVUS FINL CORP
325,019$17.2M1.14%
20
CFRCULLEN FROST BANKERS INC
158,400$17.1M1.14%
21
ISBCUSDINVESTORS BANCORP INC NEW
1,220,305$15.6M1.04%
22
BANCBANC OF CALIFORNIA INC
720,465$14.1M0.94%
23
VLYVALLEY NATL BANCORP
1,155,180$14.0M0.93%
24
TMHCTAYLOR MORRISON HOME CORP
675,200$14.0M0.93%
25
ARCCARES CAP CORP
850,000$14.0M0.93%
26
IBERIABANK CORP
181,425$13.8M0.92%
27
SD2SANDY SPRING BANCORP INC
330,873$13.6M0.90%
28
ASBASSOCIATED BANC CORP
495,000$13.5M0.90%
29
CFGCITIZENS FINL GROUP INC
345,000$13.4M0.89%
30
UNITED CMNTY FINL CORP OHIO
1,201,740$13.2M0.88%
31
LAZLAZARD LTD
265,000$13.0M0.86%
32
ETRAE TRADE FINANCIAL CORP
210,000$12.8M0.85%
33
WEAWESTERN ALLIANCE BANCORP
221,568$12.5M0.83%
34
RJFRAYMOND JAMES FINANCIAL INC
140,000$12.5M0.83%
35
BFSTBUSINESS FIRST BANCSHARES IN
472,800$12.5M0.83%
36
HBANHUNTINGTON BANCSHARES INC
830,000$12.3M0.82%
37
CODORUS VY BANCORP INC
390,652$12.0M0.80%
38
OLD LINE BANCSHARES INC
340,000$11.9M0.79%
39
OSBCOLD SECOND BANCORP INC ILL
820,000$11.8M0.79%
40
SBTEURSTERLING BANCORP INC
872,500$11.7M0.78%
41
EVBNUSDEVANS BANCORP INC
252,777$11.7M0.78%
42
PNFPPINNACLE FINL PARTNERS INC
180,032$11.0M0.74%
43
ZIONS BANCORPORATION
611,600$11.0M0.73%
44
FPHFIVE POINT HOLDINGS LLC
970,000$10.9M0.73%
45
COMMUNITY BANKERS TR CORP
1,215,000$10.9M0.72%
46
SI FINL GROUP INC MD
733,963$10.8M0.72%
47
UCBUNITED CMNTY BKS BLAIRSVLE G
350,063$10.7M0.71%
48
AMGAFFILIATED MANAGERS GROUP
72,100$10.7M0.71%
49
PFBCPREFERRED BK LOS ANGELES CA
171,780$10.6M0.70%
50
ESSAESSA BANCORP INC
655,200$10.4M0.69%
51
QCRHQCR HOLDINGS INC
217,200$10.3M0.69%
52
SFNCSIMMONS 1ST NATL CORP
329,665$9.9M0.66%
53
QNBCQNB Corporation
205,935$9.6M0.64%
54
LBCUSDLUTHER BURBANK CORP
818,300$9.4M0.63%
55
COFCAPITAL ONE FINL CORP
100,000$9.2M0.61%
56
HOPEHOPE BANCORP INC
515,280$9.2M0.61%
57
MCHBHOMESTREET INC
340,027$9.2M0.61%
58
BRYN MAWR BK CORP
196,300$9.1M0.60%
59
HHC*HOWARD HUGHES CORP
68,000$9.0M0.60%
60
FDEFUSDFIRST DEFIANCE FINL CORP
134,000$9.0M0.60%
61
FMBHFIRST MID ILL BANCSHARES INC
226,262$8.9M0.59%
62
MAMASTERCARD INCORPORATED
45,000$8.8M0.59%
63
AIZASSURANT INC
82,500$8.5M0.57%
64
Bay Banks of Virginia, Inc.
869,829$8.5M0.56%
65
BLKCHFBLACKROCK INC
16,800$8.4M0.56%
66
GSGOLDMAN SACHS GROUP INC
37,700$8.3M0.55%
67
CIVISTA BANCSHARES INC
115,700$8.2M0.55%
68
HWCHANCOCK WHITNEY CORPORATION
174,084$8.1M0.54%
69
AMERICAN RIVER BANKSHARES
503,886$8.0M0.53%
70
VVISA INC
60,000$7.9M0.53%
71
White River Bancshares Company
113,113$7.8M0.52%
72
STTSTATE STR CORP
82,900$7.7M0.51%
73
ALRSAlerus Financial Corp
291,008$7.6M0.51%
74
PYPLPAYPAL HLDGS INC
91,100$7.6M0.50%
75
IROQIF BANCORP INC
313,877$7.5M0.50%
76
PJTPJT PARTNERS INC
140,000$7.5M0.50%
77
Citizens Community Bancorp, Inc.
58,461$7.4M0.50%
78
BWBBRIDGEWATER BANCSHARES INC
578,328$7.4M0.49%
79
AXPAMERICAN EXPRESS CO
75,000$7.3M0.49%
80
SFSTIFEL FINL CORP
140,000$7.3M0.49%
81
FMNBFARMERS NATL BANC CORP
458,100$7.3M0.49%
82
NTBBANK OF NT BUTTERFIELD&SON L
155,000$7.1M0.47%
83
TFINTRIUMPH BANCORP INC
173,300$7.1M0.47%
84
LBAIUSDLAKELAND BANCORP INC
354,952$7.0M0.47%
85
FBMSUSDFIRST BANCSHARES INC MS
195,772$7.0M0.47%
86
BKIEURBLACK KNIGHT INC
130,000$7.0M0.46%
87
HTBHOMETRUST BANCSHARES INC
243,208$6.8M0.46%
88
BRIGHTSPHERE INVESTMNT GRP P
460,000$6.6M0.44%
89
ARES MGMT LP
311,500$6.4M0.43%
90
AVBHAvidbank Holdings, Inc.
254,998$6.4M0.42%
91
POAGE BANKSHARES INC
322,696$6.3M0.42%
92
STBAS & T BANCORP INC
145,000$6.3M0.42%
93
GREAT WESTN BANCORP INC
145,024$6.1M0.41%
94
STATE BK FINL CORP
180,000$6.0M0.40%
95
HTBKHERITAGE COMMERCE CORP
347,100$5.9M0.39%
96
UNITED FINL BANCORP INC NEW
332,200$5.8M0.39%
97
JPMJPMORGAN CHASE & CO
90,000$5.7M0.38%
98
AMNBUSDAMERICAN NATL BANKSHARES INC
141,000$5.6M0.38%
99
EVEUREATON VANCE CORP
105,900$5.5M0.37%
100
STANDARD AVB FINL CORP
181,600$5.5M0.37%
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