PMC FIG Opportunities LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$66.3B
Holdings
31
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CNOBCONNECTONE BANCORP INC | 235,817 | $5.9B | 8.82% | |
| 2 | TRVCCITIGROUP INC | 35,353 | $3.6B | 5.41% | |
| 3 | FBKFB FINL CORP | 63,636 | $3.5B | 5.35% | |
| 4 | SFSTIFEL FINL CORP | 31,112 | $3.5B | 5.32% | |
| 5 | BB4AXOS FINANCIAL INC | 39,596 | $3.4B | 5.06% | |
| 6 | CCBCOASTAL FINL CORP WA | 28,283 | $3.1B | 4.61% | |
| 7 | PGYPAGAYA TECHNOLOGIES LTD | 95,945 | $2.8B | 4.30% | |
| 8 | MYFWFIRST WESTN FINL INC | 120,111 | $2.8B | 4.17% | |
| 9 | QCRHQCR HOLDINGS INC | 35,354 | $2.7B | 4.03% | |
| 10 | SBG1SEACOAST BKG CORP FLA | 84,848 | $2.6B | 3.89% | |
| 11 | LOBLIVE OAK BANCSHARES INC | 70,707 | $2.5B | 3.76% | |
| 12 | WEAWESTERN ALLIANCE BANCORP | 28,284 | $2.5B | 3.70% | |
| 13 | TOWNTOWNEBANK PORTSMOUTH VA | 70,707 | $2.4B | 3.69% | |
| 14 | AVBHAVIDBANK HLDGS INC | 93,738 | $2.4B | 3.60% | |
| 15 | NPBNORTHPOINTE BANCSHARES INC. | 130,505 | $2.2B | 3.36% | |
| 16 | WBSWEBSTER FINL CORP | 35,353 | $2.1B | 3.17% | |
| 17 | SSBSOUTHSTATE BK CORP | 21,213 | $2.1B | 3.16% | |
| 18 | ABCBAMERIS BANCORP | 24,038 | $1.8B | 2.66% | |
| 19 | ABRARBOR REALTY TRUST INC | 141,414 | $1.7B | 2.60% | |
| 20 | UWMCUWM HOLDINGS CORPORATION | 282,828 | $1.7B | 2.60% | |
| 21 | BKUBANKUNITED INC | 42,420 | $1.6B | 2.44% | |
| 22 | TBBKBANCORP INC DEL | 21,212 | $1.6B | 2.40% | |
| 23 | CFGCITIZENS FINL GROUP INC | 28,282 | $1.5B | 2.27% | |
| 24 | BACBANK AMERICA CORP | 28,283 | $1.5B | 2.20% | |
| 25 | AGNCAGNC INVT CORP | 127,272 | $1.2B | 1.88% | |
| 26 | OSBCOLD SECOND BANCORP INC ILL | 56,569 | $977.8M | 1.47% | |
| 27 | LNKBLINKBANCORP INC | 123,765 | $882.4M | 1.33% | |
| 28 | SMBKSMARTFINANCIAL INC | 23,124 | $826.2M | 1.25% | |
| 29 | —ROBINHOOD MKTS INC | 229 | $364.1M | 0.55% | Call |
| 30 | LVLNSPDR SERIES TRUST | 2,646 | $313.6M | 0.47% | Call |
| 31 | CCITIGROUP INC | 461 | $311.2M | 0.47% | Call |