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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
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SF STIFEL FINL CORP Financial Services 40,500.0 $3.0M 0.61% +28K +237.5% $73.92 -4.7%
42 GL GLOBE LIFE INC Financial Services 21,000.0 $2.9M 0.60% -13K -38.9% $139.17 +11.5%
43 ETN EATON CORP PLC Industrials 8,000.0 $2.9M 0.58% -7K -48.3% $357.67 +12.7%
44 MRK MERCK & CO INC Healthcare 23,475.0 $2.8M 0.58% -10K -30.5% $120.29 -0.4%
45 CBNK CAPITAL BANCORP INC MD Financial Services 89,760.0 $2.7M 0.55% $29.74 +7.5%
46 GOOGL ALPHABET INC Communication Services 9,180.0 $2.6M 0.54% -5K -34.7% $287.56 +35.8%
47 GROW U S GLOBAL INVS INC Financial Services 1,041,374.0 $2.6M 0.53% +208K +25.0% $2.48 +5.2%
48 CBOE CBOE GLOBAL MKTS INC Financial Services 9,000.0 $2.5M 0.52% -481.0 -5.1% $281.07 +22.7%
49 AEM AGNICO EAGLE MINES LTD Basic Materials 12,349.0 $2.5M 0.51% $202.98 -11.6%
50 GNW GENWORTH FINL INC Financial Services 304,833.0 $2.5M 0.51% +120K +65.2% $8.12 +6.2%
51 XOM EXXON MOBIL CORP Energy 14,301.0 $2.4M 0.50% -10K -40.0% $169.66 -13.1%
52 LFUS LITTELFUSE INC Technology 7,000.0 $2.4M 0.49% -2K -19.5% $339.35 +38.8%
53 REGN REGENERON PHARMACEUTICALS Healthcare 3,000.0 $2.3M 0.47% -282.0 -8.6% $772.64 -19.4%
54 CACI CACI INTL INC Technology 4,000.0 $2.2M 0.45% -796.0 -16.6% $543.87 -3.4%
55 WSBC WESBANCO INC Financial Services 60,445.0 $2.1M 0.43% +16K +37.5% $34.49 +0.2%
56 ABCB AMERIS BANCORP Financial Services 25,996.0 $2.0M 0.41% $77.99 +8.3%
57 MSFT MICROSOFT CORP Technology 5,445.0 $2.0M 0.41% -668.0 -10.9% $370.17 +15.2%
58 UNTY UNITY BANCORP INC Financial Services 35,471.0 $1.8M 0.38% +2K +4.8% $51.83 +7.4%
59 V VISA INC Financial Services 5,891.0 $1.8M 0.36% +4K +146.4% $302.24 +6.8%
60 PNR PENTAIR PLC Industrials 20,000.0 $1.7M 0.36% -16K -43.9% $87.11 -18.7%
Page 3 of 5  ·  91 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 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%