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Portfolio (Quarterly) Guide ↗

ALGEBRIS (UK) LTD

· CIK 0001700286
13F Portfolio $1.5B AUM 73 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 22 Added 26 Reduced 20 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AIG AMERICAN INTL GROUP INC Financial Services 1,235,231.0 $91.8M 6.04% +613K +98.5% $74.30 +2.5%
2 GPN GLOBAL PMTS INC Industrials 1,262,105.0 $91.3M 6.01% +637K +102.0% $72.33 +29.3%
3 CG CARLYLE GROUP INC Financial Services 1,923,159.0 $80.7M 5.32% +628K +48.5% $41.98 +17.6%
4 KKR KKR & CO INC 777,883.0 $71.2M 4.69% +56K +7.8% $91.49
5 SF STIFEL FINL CORP Financial Services 1,007,696.0 $70.1M 4.61% +403K +66.7% $69.55 +16.4%
6 ALKT ALKAMI TECHNOLOGY INC Technology 3,430,009.0 $62.0M 4.08% +303K +9.7% $18.06 +12.8%
7 SOUTHSTATE BK CORP 575,313.0 $57.3M 3.77% +36K +6.6% $99.59
8 QTWO Q2 HLDGS INC Technology 1,070,545.0 $51.3M 3.38% +375K +53.9% $47.95 +33.3%
9 NCNO NCINO INC Technology 2,414,440.0 $39.4M 2.59% +335K +16.1% $16.30 +26.5%
10 ICICI BANK LIMITED 679,060.0 $19.7M 1.29% +195K +40.3% $28.94
11 NINE NINE ENERGY SERVICE INC Energy 832,907.0 $10.8M 0.71% +43K +5.5% $12.97 -10.9%
12 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 2,553,967.0 $9.0M 0.59% +19K +0.7% $3.52 +10.8%
13 BCAL CALIFORNIA BANCORP Financial Services 402,410.0 $8.4M 0.55% +276K +218.2% $20.77 +2.8%
14 BMRC BANK OF MARIN BANCORP Financial Services 293,040.0 $8.1M 0.53% +218K +289.1% $27.61 -2.5%
15 CAT CATERPILLAR INC Industrials 1,984.0 $2.1M 0.14% +179.0 +9.9% $1061.55 -22.0%
16 DE DEERE & CO Industrials 2,880.0 $1.8M 0.12% +821.0 +39.9% $632.33 +2.4%
17 GWW WW GRAINGER INC Industrials 1,292.0 $1.8M 0.12% +451.0 +53.6% $1356.12 -3.2%
18 VRT VERTIV HOLDINGS CO Industrials 4,600.0 $1.5M 0.10% +883.0 +23.8% $333.77 -21.5%
19 ITT ITT INC Industrials 7,742.0 $1.5M 0.10% +5K +163.2% $197.14 +5.6%
20 WAB WABTEC Industrials 5,456.0 $1.5M 0.10% +1K +25.3% $268.75 +10.7%
Page 1 of 2  ·  22 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 72.7%
Technology 16.5%
Industrials 8.7%
Real Estate 1.2%
Energy 0.8%
Utilities 0.1%
Healthcare 0.1%