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Asset Manager ← All Institutions

Gator Capital Management, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$321M
+22.7%
Holdings
72
+2
New Purchases
5
Added To
12
Closed
1
Reduced
21
Top 10 Concentration
48.2%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOOD 16.26% 9.25% +7.01% $52M
WEX 3.00% 0.17% +2.83% $10M
IVZ 0.37% 0.00% +0.37% $1M
GNW 0.45% 0.18% +0.27% $1M
OBT 0.16% 0.00% +0.16% $517K
UNTY 0.49% 0.37% +0.12% $2M
WT 0.09% 0.00% +0.09% $277K
GHY 0.08% 0.00% +0.08% $255K
CNOB 2.04% 1.96% +0.08% $7M
MSFT 0.07% 0.00% +0.07% $221K
ESQ 2.75% 2.68% +0.06% $9M
IBKR 0.70% 0.65% +0.06% $2M
HMST 0.90% 0.85% +0.05% $3M
META 0.48% 0.46% +0.02% $2M
MDY 0.29% 0.27% +0.01% $920K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GPN 2.16% 3.25% -1.09% $7M
FCNCA 5.34% 6.34% -1.01% $17M
KINS 1.30% 2.03% -0.74% $4M
JXN 3.06% 3.64% -0.58% $10M
VRTS 3.43% 4.01% -0.58% $11M
UMBF 3.32% 3.89% -0.57% $11M
NBN 2.04% 2.57% -0.53% $7M
WAL 2.22% 2.67% -0.45% $7M
SLM 4.13% 4.56% -0.43% $13M
OFG 2.70% 3.10% -0.40% $9M
HOUS 2.88% 3.26% -0.38% $9M
BANC 1.41% 1.76% -0.35% $5M
CUBI 3.08% 3.43% -0.35% $10M
VCTR 2.58% 2.90% -0.31% $8M
OSBC 1.84% 2.13% -0.29% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $3M 1.0%
Large Cap 22 $135M 42.1%
Mid Cap 15 $92M 28.7%
Small Cap 21 $71M 22.0%
Micro Cap 8 $20M 6.2%

Portfolio Analytics

Avg Market Cap
$174.1B
Median Market Cap
$5.1B
Avg P/E
16.2
Median P/E
11.3
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
65
# ETFs / Funds
7

Top Holdings (72 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HOOD 16.26% 557,100 $52M $93.63 $28M -23,700 -4.1%
2 FCNCA 5.34% 8,749 $17M $1,956.47 $536K -194 -2.2%
3 SLM 4.13% 404,405 $13M $32.79 $1M -1,400 -0.3%
4 AX 3.63% 153,230 $12M $76.04 $2M
5 VRTS 3.43% 60,710 $11M $181.40 $532K -100 -0.2%
6 UMBF 3.32% 101,175 $11M $105.16 $482K +700 +0.7%
7 CUBI 3.08% 168,250 $10M $58.74 $927K -10,165 -5.7%
8 JXN 3.06% 110,650 $10M $88.79 $303K -3,000 -2.6%
9 WEX 3.00% 65,460 $10M $146.89 $9M +62,659 +2237.0%
10 BCS 2.97% 513,435 $10M $18.59 $2M -8,000 -1.5%
11 HOUS 2.88% 2,551,650 $9M $3.62 $719K -6,400 -0.2%
12 CRBG 2.75% 248,500 $9M $35.50 $977K
13 ESQ 2.75% 93,061 $9M $94.66 $2M
14 OFG 2.70% 202,430 $9M $42.80 $563K
15 CG 2.59% 161,535 $8M $51.40 $1M -600 -0.4%
16 VCTR 2.58% 130,182 $8M $63.67 $720K -600 -0.5%
17 PYPL 2.54% 109,555 $8M $74.32 $970K -370 -0.3%
18 WAL 2.22% 91,475 $7M $77.98 $143K +496 +0.6%
19 GPN 2.16% 86,625 $7M $80.04 -$2M -100 -0.1%
20 NBN 2.04% 73,433 $7M $88.99 -$187K
21 CNOB 2.04% 282,065 $7M $23.16 $1M +71,341 +33.9%
22 OSBC 1.84% 332,950 $6M $17.74 $345K -1,300 -0.4%
23 CBNA 1.63% 202,500 $5M $25.77 $403K
24 OMF 1.49% 83,850 $5M $57.00 $363K -6,501 -7.2%
25 BANC 1.41% 322,725 $5M $14.05 -$68K -1,600 -0.5%
26 KINS 1.30% 269,929 $4M $15.41 -$1M -49,335 -15.4%
27 WBS 1.27% 74,400 $4M $54.60 $227K
28 RSP 1.25% 22,107 $4M $181.74 $204K +91 +0.4%
29 OPBK 1.03% 254,273 $3M $12.99 $247K
30 CBNK 0.93% 88,925 $3M $33.58 $467K
31 HMST 0.90% 220,698 $3M $13.07 $665K +31,674 +16.8%
32 DCOM 0.78% 93,438 $3M $26.94 -$88K
33 TFC 0.78% 58,000 $2M $42.99 $107K
34 IBKR 0.70% 40,800 $2M $55.41 $572K +30,600 +300.0%
35 SQ 0.66% 31,400 $2M $67.93 $427K
36 GROW 0.55% 684,223 $2M $2.60 $313K +35,472 +5.5%
37 UBS 0.50% 47,600 $2M $33.82 $152K
38 BWB 0.50% 100,325 $2M $15.91 $189K -950 -0.9%
39 UNTY 0.49% 33,256 $2M $47.08 $600K +9,530 +40.2%
40 META 0.48% 2,080 $2M $738.09 $336K
41 GNW 0.45% 184,575 $1M $7.78 $970K +118,900 +181.0%
42 AMP 0.43% 2,600 $1M $533.73 $129K
43 SF 0.39% 12,000 $1M $103.78 $114K
44 INBK 0.39% 46,113 $1M $26.90 -$9K -550 -1.2%
45 FBIZ 0.37% 23,650 $1M $50.66 $83K
46 IVZ 0.37% 75,000 $1M $15.77 +75,000 NEW
47 BFST 0.33% 42,804 $1M $24.65 $13K
48 PKW 0.31% 8,156 $1M $123.60 $89K
49 SOHO 0.30% 1,002,962 $953K $0.95 $87K -167,185 -14.3%
50 MDY 0.29% 1,624 $920K $566.48 $206K +285 +21.3%
51 V 0.26% 2,391 $849K $355.05 $11K
52 SYF 0.26% 12,600 $841K $66.74 $174K
53 OBT 0.16% 20,000 $517K $25.84 +20,000 NEW
54 PBFS 0.15% 40,896 $492K $12.03 $13K
55 DELL 0.15% 4,000 $490K $122.60 $126K
56 VTRS 0.15% 54,072 $483K $8.93 -$6K -2,000 -3.6%
57 IWN 0.14% 2,915 $460K $157.76 $20K
58 NAVI 0.14% 32,195 $454K $14.10 $47K
59 GIPR 0.10% 228,643 $334K $1.46 $7K +24,443 +12.0%
60 HPE 0.10% 15,000 $307K $20.45 -$202K -18,000 -54.5%
61 WT 0.09% 24,074 $277K $11.51 +24,074 NEW
62 GPI 0.08% 618 $270K $436.71 $34K
63 JPM 0.08% 905 $262K $289.91 $40K
64 CZR 0.08% 9,000 $256K $28.39 $31K
65 GHY 0.08% 19,000 $255K $13.41 +19,000 NEW
66 VTI 0.07% 785 $239K $303.93 $23K
67 MSFT 0.07% 445 $221K $497.41 +445 NEW
68 PRI 0.07% 790 $216K $273.67 -$9K
69 AAPL 0.07% 1,052 $216K $205.17 -$18K
70 KIO 0.05% 13,820 $174K $12.56 $4K
71 AMBC 0.05% 21,435 $152K $7.10 -$35K
72 SXC —% -$636K -69,177 -100.0% SOLD

New Positions

SymbolValue% Port
IVZ $1M 0.37%
OBT $517K 0.16%
WT $277K 0.09%
GHY $255K 0.08%
MSFT $221K 0.07%

Sold Out Positions

SymbolValue% Port
SXC —%
View SEC EDGAR Filings for Gator Capital Management, LLC →

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