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Portfolio (Quarterly) Guide ↗

JCSD Capital, LLC

· CIK 0001444055
13F Portfolio $85M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BCBP PUT BCB BANCORP INC Financial Services 73,000.0 $589K 0.70% NEW $8.07 +37.1%
22 FOUR SHIFT4 PMTS INC Technology 8,709.0 $548K 0.65% NEW $62.97 -37.4%
23 UWMC CALL UWM HOLDINGS CORPORATION Financial Services 65,000.0 $285K 0.34% NEW $4.38 -49.3%
24 MVBF PUT MVB FINL CORP Financial Services 10,000.0 $258K 0.30% NEW $25.83 +7.0%
25 FULT PUT FULTON FINL CORP PA Financial Services 5,000.0 $97K 0.11% NEW $19.33 +18.5%
26 WAL WESTERN ALLIANCE BANCORP Financial Services 188.0 $16K 0.02% NEW $84.07 -5.1%
27 GDOT GREEN DOT CORP Financial Services 1,000.0 $13K 0.01% NEW $12.81 -0.5%
28 MECHANICS BANCORP 461.0 $7K 0.01% NEW $14.63
29 COLB COLUMBIA BKG SYS INC Financial Services 100.0 $3K 0.00% NEW $27.95 +9.3%
Page 2 of 2  ·  29 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 98.3%
Technology 1.7%