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Portfolio (Quarterly) Guide ↗

Gator Capital Management, LLC

· CIK 0001570284
13F Portfolio $489M AUM 91 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 46 Added 18 Reduced 33 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HOOD PUT ROBINHOOD MKTS INC Financial Services 404,100.0 $20.2M 4.14% NEW $50.07 +60.3%
2 COMP COMPASS INC Technology 2,704,973.0 $19.8M 4.04% NEW $7.31 +15.0%
3 PRG PROG HOLDINGS INC Industrials 125,453.0 $3.6M 0.74% NEW $28.69 +31.3%
4 CBK COMMERCIAL BANCGROUP INC Financial Services 126,560.0 $3.3M 0.67% NEW $26.02 +11.5%
5 RJF RAYMOND JAMES FINL INC Financial Services 9,253.0 $1.3M 0.27% NEW $144.79 -1.9%
6 CLBK COLUMBIA FINL INC Financial Services 48,015.0 $841K 0.17% NEW $17.51 +14.2%
7 UPST UPSTART HLDGS INC Financial Services 20,000.0 $513K 0.10% NEW $25.65 +23.7%
8 HIPPO HLDGS INC 17,700.0 $461K 0.09% NEW $26.06
9 OSG OCTAVE SPECIALTY GROUP INC Financial Services 21,435.0 $100K 0.02% NEW $4.65 +20.0%

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 79.7%
Technology 10.7%
Industrials 5.2%
Healthcare 2.0%
Communication Services 0.9%
Basic Materials 0.6%
Energy 0.5%
Real Estate 0.4%
Consumer Cyclical 0.0%