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Portfolio (Quarterly) Guide ↗

Stieven Capital Advisors, L.P.

· CIK 0001388279
13F Portfolio $539M AUM 38 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 7 Added 11 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FISV FISERV INC Technology 89,000.0 $6.0M 1.11% NEW $67.17 -14.9%
2 V VISA INC Financial Services 16,500.0 $5.8M 1.07% NEW $350.71 -6.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 98.8%
Technology 1.2%