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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 1 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HOOD ROBINHOOD MKTS INC Financial Services 420,525.0 $29.1M 5.96% $69.30 +15.7%
2 HOOD PUT ROBINHOOD MKTS INC Financial Services 404,100.0 $20.2M 4.14% NEW $50.07 +60.1%
3 COMP COMPASS INC Technology 2,704,973.0 $19.8M 4.04% NEW $7.31 +14.6%
4 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 10,182.0 $19.2M 3.92% +993.0 +10.8% $1884.66 +4.8%
5 AMP AMERIPRISE FINL INC Financial Services 38,108.0 $16.9M 3.46% +36K +1365.7% $444.40 -1.1%
6 UMBF UMB FINL CORP Financial Services 145,380.0 $16.4M 3.35% +9K +6.8% $112.79 +15.6%
7 AX AXOS FINANCIAL INC Financial Services 186,840.0 $15.9M 3.25% +10K +6.0% $85.09 +1.1%
8 GPN GLOBAL PMTS INC Industrials 223,870.0 $15.1M 3.08% +81K +56.7% $67.30 +9.8%
9 UBS UBS GROUP AG Financial Services 380,240.0 $14.9M 3.04% +328K +625.2% $39.07 +19.9%
10 PRI PRIMERICA INC Financial Services 56,575.0 $14.2M 2.90% +45K +407.4% $250.48 +7.0%
11 CUBI CUSTOMERS BANCORP INC Financial Services 191,571.0 $13.3M 2.72% +27K +16.6% $69.41 +7.4%
12 FISV FISERV INC Technology 226,780.0 $12.7M 2.59% +222K +4299.2% $55.80 +0.1%
13 OFG OFG BANCORP Financial Services 307,653.0 $12.4M 2.54% +66K +27.4% $40.46 +12.1%
14 JXN JACKSON FINANCIAL INC Financial Services 105,965.0 $11.2M 2.29% +3K +2.9% $105.72 -2.7%
15 SLM SLM CORP Financial Services 519,549.0 $11.1M 2.27% +109K +26.5% $21.41 +2.4%
16 WAL WESTERN ALLIANCE BANCORP Financial Services 152,700.0 $10.8M 2.21% +23K +18.0% $70.85 +10.0%
17 CNOB CONNECTONE BANCORP INC Financial Services 396,837.0 $10.6M 2.17% +88K +28.6% $26.77 +10.3%
18 BCS BARCLAYS PLC Financial Services 499,885.0 $10.6M 2.16% +23K +4.8% $21.16 +14.9%
19 ESQ ESQUIRE FINL HLDGS INC Financial Services 98,346.0 $10.6M 2.16% +4K +4.4% $107.50 +1.2%
20 VOYA VOYA FINANCIAL INC Financial Services 153,275.0 $10.5M 2.14% +28K +22.4% $68.32 +17.5%
Page 1 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%