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Asset Manager ← All Institutions

JACOBS ASSET MANAGEMENT, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$180M
+0.5%
Holdings
38
+1
New Purchases
8
Added To
8
Closed
6
Reduced
13
Top 10 Concentration
56.6%
Turnover
36.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CBK 4.38% 0.00% +4.38% $8M
SFBS 4.00% 0.00% +4.00% $7M
QNST 7.46% 5.62% +1.85% $13M
CBC 1.48% 0.00% +1.48% $3M
HTBK 1.34% 0.00% +1.34% $2M
CCB 5.65% 4.54% +1.11% $10M
GOLD 5.69% 4.60% +1.09% $10M
GDOT 0.75% 0.00% +0.75% $1M
PBBK 2.41% 1.72% +0.68% $4M
FCNCA 4.18% 3.50% +0.68% $8M
UWMC 0.63% 0.00% +0.63% $1M
CVBF 0.56% 0.00% +0.56% $1M
TCBK 1.78% 1.37% +0.41% $3M
TFIN 0.40% 0.00% +0.40% $720K
AOMR 1.38% 1.05% +0.33% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SFNC 0.00% 3.75% -3.75% $0
BPOP 3.47% 6.76% -3.30% $6M
MOFG 0.00% 2.48% -2.48% $0
CIVB 0.00% 2.27% -2.27% $0
BBT 0.00% 2.16% -2.16% $0
OSBC 3.06% 4.63% -1.57% $5M
FBK 1.55% 3.12% -1.57% $3M
PB 0.00% 0.63% -0.63% $0
EVER 2.02% 2.50% -0.48% $4M
SBCF 0.00% 0.48% -0.48% $0
SII 9.02% 9.31% -0.29% $16M
BRBS 0.68% 0.96% -0.28% $1M
OFG 1.81% 2.04% -0.23% $3M
ALL 5.62% 5.83% -0.20% $10M
QCRH 5.09% 5.29% -0.20% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $19M 10.8%
Mid Cap 11 $37M 20.7%
Small Cap 18 $96M 53.6%
Micro Cap 6 $27M 14.9%

Portfolio Analytics

Avg Market Cap
$7.0B
Median Market Cap
$1.4B
Avg P/E
15.4
Median P/E
13.0
Avg Dividend Yield
0.03%
Avg Beta
0.74
# Stocks
38
# ETFs / Funds
0

Top Holdings (38 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SII 9.02% 165,467 $16M $97.92 -$435K -34,533 -17.3%
2 QNST 7.46% 932,500 $13M $14.37 $3M +283,800 +43.8%
3 GOLD 5.69% 300,000 $10M $34.05 $2M -17,500 -5.5%
4 CCB 5.65% 88,449 $10M $114.59 $2M +13,449 +17.9%
5 ALL 5.62% 48,500 $10M $208.15 -$315K
6 QCRH 5.09% 109,694 $9M $83.30 -$317K -15,306 -12.2%
7 MAX 5.09% 705,299 $9M $12.95 -$187K -113,727 -13.9%
8 NPB 4.44% 475,000 $8M $16.78 $71K +12,500 +2.7%
9 CBK 4.38% 320,000 $8M $24.56 +320,000 NEW
10 FCNCA 4.18% 3,500 $8M $2,146.18 $1M
11 SFBS 4.00% 100,000 $7M $71.79 +100,000 NEW
12 MYFW 4.00% 267,740 $7M $26.81 -$74K -47,219 -15.0%
13 NBHC 3.92% 185,000 $7M $38.01 $463K +15,000 +8.8%
14 BPOP 3.47% 50,000 $6M $124.52 -$6M -45,153 -47.5%
15 OSBC 3.06% 281,477 $5M $19.50 -$3M -196,740 -41.1%
16 COFS 2.69% 163,897 $5M $29.52 $498K +14,027 +9.4%
17 HBNC 2.50% 265,000 $4M $16.96 $92K -10,000 -3.6%
18 PBBK 2.41% 204,218 $4M $21.15 $1M +43,625 +27.2%
19 EVER 2.02% 134,481 $4M $27.00 -$840K -61,035 -31.2%
20 AVBH 2.00% 135,000 $4M $26.56 -$141K -11,123 -7.6%
21 OFG 1.81% 79,330 $3M $40.98 -$398K -4,565 -5.4%
22 TCBK 1.78% 67,500 $3M $47.37 $755K +12,500 +22.7%
23 FBK 1.55% 50,000 $3M $55.80 -$3M -50,000 -50.0%
24 CBC 1.48% 110,000 $3M $24.12 +110,000 NEW
25 AOMR 1.38% 287,500 $2M $8.61 $601K +87,500 +43.8%
26 HTBK 1.34% 200,000 $2M $12.01 +200,000 NEW
27 PGR 0.95% 7,500 $2M $227.72 -$144K
28 GDOT 0.75% 104,536 $1M $12.81 +104,536 NEW
29 BRBS 0.68% 287,378 $1M $4.27 -$497K -120,106 -29.5%
30 UWMC 0.63% 259,000 $1M $4.38 +259,000 NEW
31 CVBF 0.56% 54,529 $1M $18.60 +54,529 NEW
32 TFIN 0.40% 11,497 $720K $62.63 +11,497 NEW
33 SBCF —% -$852K -28,000 -100.0% SOLD
34 PB —% -$1M -16,864 -100.0% SOLD
35 SFNC —% -$7M -350,000 -100.0% SOLD
36 BBT —% -$4M -162,931 -100.0% SOLD
37 MOFG —% -$4M -156,787 -100.0% SOLD
38 CIVB —% -$4M -200,000 -100.0% SOLD

New Positions

SymbolValue% Port
CBK $8M 4.38%
SFBS $7M 4.00%
CBC $3M 1.48%
HTBK $2M 1.34%
GDOT $1M 0.75%
UWMC $1M 0.63%
CVBF $1M 0.56%
TFIN $720K 0.40%

Sold Out Positions

SymbolValue% Port
PB —%
BBT —%
CIVB —%
SFNC —%
SBCF —%
MOFG —%
View SEC EDGAR Filings for JACOBS ASSET MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms