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BHZ CAPITAL MANAGEMENT, LP

Q3 2023 · Filed 2023-11-14
Market Value
$90M
-21.9%
Holdings
71
-45
New Purchases
3
Added To
15
Closed
8
Reduced
37
Top 10 Concentration
38.1%
Turnover
15.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FCNCA 4.63% 1.46% +3.17% $4M
FFWM 3.73% 1.73% +2.00% $3M
NYCB 2.79% 1.36% +1.43% $3M
VBTX 5.02% 3.97% +1.05% $5M
SHBI 0.98% 0.00% +0.98% $890K
THFF 3.22% 2.42% +0.81% $3M
DCOM 1.43% 0.72% +0.71% $1M
OPBK 2.74% 2.05% +0.69% $2M
CMA 3.21% 2.55% +0.65% $3M
EGBN 4.69% 4.05% +0.64% $4M
NECB 2.85% 2.23% +0.62% $3M
FFIC 2.72% 2.12% +0.60% $2M
PVBC 2.63% 2.03% +0.60% $2M
TCBX 1.78% 1.28% +0.50% $2M
CTBI 0.97% 0.47% +0.50% $874K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TCFC 0.00% 2.75% -2.75% $0
PACW 5.09% 7.31% -2.22% $5M
TCBI 2.25% 4.29% -2.03% $2M
LBAI 0.00% 1.73% -1.73% $0
FRBA 0.00% 1.56% -1.56% $0
BKU 1.05% 2.54% -1.49% $951K
EBC 0.29% 1.60% -1.31% $265K
SMBK 0.34% 1.50% -1.16% $312K
BCAL 2.86% 3.80% -0.94% $3M
FSBW 2.34% 3.25% -0.90% $2M
HTH 1.61% 2.25% -0.65% $1M
MLVF 0.00% 0.64% -0.64% $0
WTFC 2.13% 2.62% -0.49% $2M
ORRF 0.00% 0.48% -0.48% $0
PKBK 2.26% 2.71% -0.44% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $11M 12.6%
Mid Cap 7 $11M 11.7%
Small Cap 40 $57M 63.1%
Micro Cap 19 $11M 12.5%

Portfolio Analytics

Avg Market Cap
$2.0B
Median Market Cap
$522M
Avg P/E
14.9
Median P/E
11.4
Avg Dividend Yield
0.02%
Avg Beta
0.65
# Stocks
71
# ETFs / Funds
0

Top Holdings (71 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PACW 5.09% 582,531 $5M $7.91 -$4M -457,346 -44.0%
2 VBTX 5.02% 252,908 $5M $17.95 -$58K -3,533 -1.4%
3 EGBN 4.69% 197,889 $4M $21.45 -$453K -24,121 -10.9%
4 FCNCA 4.63% 3,037 $4M $1,380.10 $3M +1,720 +130.6%
5 FFWM 3.73% 555,173 $3M $6.08 $1M +48,895 +9.7%
6 THFF 3.22% 86,190 $3M $33.81 $115K
7 CMA 3.21% 69,835 $3M $41.55 -$57K -8 -0.0%
8 BCAL 2.86% 184,748 $3M $14.01 -$2M -136,425 -42.5%
9 NECB 2.85% 174,813 $3M $14.76 -$2K +1,298 +0.8%
10 NYCB 2.79% 222,950 $3M $11.34 $953K +82,831 +59.1%
11 OPBK 2.74% 271,165 $2M $9.15 $107K -10,453 -3.7%
12 FFIC 2.72% 187,293 $2M $13.13 $2K -12,606 -6.3%
13 PVBC 2.63% 245,758 $2M $9.69 $24K -38,965 -13.7%
14 FSBW 2.34% 71,874 $2M $29.50 -$2M -53,273 -42.6%
15 PKBK 2.26% 125,747 $2M $16.29 -$1M -58,895 -31.9%
16 FRST 2.26% 250,480 $2M $8.15 -$233K -19,624 -7.3%
17 TCBI 2.25% 34,619 $2M $58.90 -$3M -61,847 -64.1%
18 WTFC 2.13% 25,580 $2M $75.50 -$1M -16,300 -38.9%
19 RBB 2.09% 148,147 $2M $12.78 -$145K -22,557 -13.2%
20 BANC 2.07% 151,540 $2M $12.38 -$589K -61,323 -28.8%
21 FHN 1.98% 162,965 $2M $11.02 -$41K
22 NFBK 1.98% 189,336 $2M $9.45 -$87K +18,471 +10.8%
23 CSTR 1.96% 125,163 $2M $14.19 -$140K -30,981 -19.8%
24 BCML 1.96% 92,238 $2M $19.21 -$938K -70,219 -43.2%
25 PCB 1.81% 106,286 $2M $15.45 $79K
26 TCBX 1.78% 94,355 $2M $17.10 $125K +579 +0.6%
27 IBOC 1.66% 34,638 $2M $43.34 -$376K -7,838 -18.4%
28 HTH 1.61% 51,293 $1M $28.36 -$1M -31,726 -38.2%
29 MCBC 1.51% 152,466 $1M $8.96 -$194K -15,655 -9.3%
30 DCOM 1.43% 64,746 $1M $19.96 $456K +17,320 +36.5%
31 EBTC 1.31% 43,388 $1M $27.38 -$367K -10,347 -19.3%
32 CVLY 1.22% 59,238 $1M $18.64 -$68K -523 -0.9%
33 CARE 1.22% 87,801 $1M $12.53 -$220K -1,469 -1.6%
34 CCNE 1.14% 57,113 $1M $18.11 $74K +2,726 +5.0%
35 BKU 1.05% 41,876 $951K $22.70 -$2M -94,501 -69.3%
36 HTB 0.99% 41,321 $895K $21.67 $282K +11,972 +40.8%
37 SHBI 0.98% 84,559 $890K $10.52 +84,559 NEW
38 CTBI 0.97% 25,511 $874K $34.26 $330K +10,218 +66.8%
39 BY 0.95% 43,759 $862K $19.71 $71K
40 MNSB 0.84% 36,898 $758K $20.54 $18K +4,229 +12.9%
41 PBFS 0.83% 88,425 $755K $8.54 -$36K
42 CFFI 0.72% 12,090 $648K $53.60 -$54K -980 -7.5%
43 HMNF 0.70% 33,155 $634K $19.13 -$63K -4,031 -10.8%
44 BWFG 0.70% 26,106 $634K $24.27 -$113K -4,501 -14.7%
45 BLFY 0.69% 75,066 $628K $8.37 -$523K -38,764 -34.0%
46 BFIN 0.69% 72,665 $626K $8.62 $125K +11,375 +18.6%
47 CFG 0.69% 23,308 $625K $26.80 $17K
48 HBCP 0.54% 15,335 $489K $31.87 -$250K -6,917 -31.1%
49 BFST 0.52% 25,084 $471K $18.76 $13K -5,282 -17.4%
50 BWB 0.47% 44,469 $422K $9.48 $147K +16,619 +59.7%
51 FNWB 0.37% 27,192 $334K $12.27 -$565K -51,754 -65.6%
52 SMBK 0.34% 14,589 $312K $21.37 -$1M -66,344 -82.0%
53 MPB 0.34% 15,432 $311K $20.13 +15,432 NEW
54 BCOW 0.32% 41,523 $293K $7.06 -$30K -1,657 -3.8%
55 EBMT 0.32% 24,054 $286K $11.90 -$60K -2,144 -8.2%
56 EBC 0.29% 21,147 $265K $12.54 -$2M -129,927 -86.0%
57 SBFG 0.28% 19,074 $257K $13.50 -$97K -8,978 -32.0%
58 NSTS 0.27% 26,984 $244K $9.05 $70K +7,977 +42.0%
59 CFB 0.27% 24,100 $243K $10.09 -$95K -9,760 -28.8%
60 ASRV 0.22% 76,277 $202K $2.65 $8K
61 RBKB 0.16% 21,201 $144K $6.77 $3K +371 +1.8%
62 OPHC 0.15% 42,294 $135K $3.18 $13K
63 CLST 0.14% 10,680 $129K $12.06 +10,680 NEW
64 EQBK —% -$266K -11,679 -100.0% SOLD
65 TCFC —% -$3M -117,708 -100.0% SOLD
66 MVBF —% -$272K -12,924 -100.0% SOLD
67 ORRF —% -$551K -28,755 -100.0% SOLD
68 MLVF —% -$736K -46,735 -100.0% SOLD
69 QCRH —% -$308K -7,505 -100.0% SOLD
70 FRBA —% -$2M -174,007 -100.0% SOLD
71 LBAI —% -$2M -150,055 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $30M Put Value

Top Puts

SymbolSharesValueStatus
XLF 925,000 $30M

New Positions

SymbolValue% Port
SHBI $890K 0.98%
MPB $311K 0.34%
CLST $129K 0.14%

Sold Out Positions

SymbolValue% Port
EQBK —%
MVBF —%
QCRH —%
ORRF —%
FRBA —%
LBAI —%
MLVF —%
TCFC —%
View SEC EDGAR Filings for BHZ CAPITAL MANAGEMENT, LP →

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