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Portfolio (Quarterly) Guide ↗

Stieven Capital Advisors, L.P.

· CIK 0001388279
13F Portfolio $530M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 40 New
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CCNE CNB FINL CORP PA Financial Services 461,373.0 $11.2M 2.10% NEW $24.20 +26.7%
22 ONB OLD NATL BANCORP IND Financial Services 507,634.0 $11.1M 2.10% NEW $21.95 +9.1%
23 PFBC PREFERRED BK LOS ANGELES CA Financial Services 118,221.0 $10.7M 2.01% NEW $90.39 +4.8%
24 BUSE FIRST BUSEY CORP Financial Services 415,000.0 $9.6M 1.81% NEW $23.15 +17.0%
25 PB PROSPERITY BANCSHARES INC Financial Services 118,958.0 $7.9M 1.49% NEW $66.35 +4.1%
26 DCOM DIME CMNTY BANCSHARES INC Financial Services 260,243.0 $7.8M 1.46% NEW $29.83 +23.7%
27 MECHANICS BANCORP 581,735.0 $7.7M 1.46% NEW $13.31
28 BAC BANK AMERICA CORP Financial Services 148,637.0 $7.7M 1.45% NEW $51.59 +0.4%
29 CCB COASTAL FINL CORP WA Financial Services 65,971.0 $7.1M 1.34% NEW $108.17 -35.6%
30 FBP FIRST BANCORP P R Financial Services 311,810.0 $6.9M 1.30% NEW $22.05 +9.3%
31 FBK FB FINL CORP Financial Services 107,716.0 $6.0M 1.13% NEW $55.74 -5.5%
32 HBNC HORIZON BANCORP INC Financial Services 375,000.0 $6.0M 1.13% NEW $16.01 +14.6%
33 SFNC SIMMONS 1ST NATL CORP Financial Services 300,000.0 $5.8M 1.08% NEW $19.17 +11.3%
34 VLYPN VALLEY NATL BANCORP Financial Services 530,066.0 $5.6M 1.06% NEW $10.60 +143.9%
35 SMBK SMARTFINANCIAL INC Financial Services 148,034.0 $5.3M 1.00% NEW $35.73 +16.5%
36 VERITEX HLDGS INC 135,136.0 $4.5M 0.85% NEW $33.53
37 MIDWESTONE FINL GROUP INC NE 155,600.0 $4.4M 0.83% NEW $28.29
38 OPBK OP BANCORP Financial Services 205,717.0 $2.9M 0.54% NEW $13.92 +1.6%
39 CIVB CIVISTA BANCSHARES INC Financial Services 110,000.0 $2.2M 0.42% NEW $20.31 +25.4%
40 FB BANCORP INC 91,562.0 $1.1M 0.21% NEW $12.02
Page 2 of 2  ·  40 positions

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 100.0%