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BHZ CAPITAL MANAGEMENT, LP

Q4 2023 · Filed 2024-02-14
Market Value
$106M
+17.1%
Holdings
67
-4
New Purchases
4
Added To
22
Closed
9
Reduced
23
Top 10 Concentration
47.3%
Turnover
19.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BANC 6.70% 2.07% +4.62% $7M
FFWM 6.78% 3.73% +3.05% $7M
EGBN 6.05% 4.69% +1.36% $6M
FCNCA 5.88% 4.63% +1.25% $6M
CMA 4.05% 3.21% +0.85% $4M
NFBK 2.78% 1.98% +0.81% $3M
NYCB 3.51% 2.79% +0.71% $4M
DCOM 2.12% 1.43% +0.69% $2M
EFSC 0.65% 0.00% +0.65% $692K
HTB 1.51% 0.99% +0.52% $2M
WSBF 0.43% 0.00% +0.43% $453K
MNSB 1.26% 0.84% +0.42% $1M
RBB 2.46% 2.09% +0.37% $3M
MGYR 0.30% 0.00% +0.30% $318K
PBFS 1.13% 0.83% +0.29% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PACW 0.00% 5.09% -5.09% $0
CSTR 0.00% 1.96% -1.96% $0
FSBW 0.72% 2.34% -1.62% $766K
PVBC 1.30% 2.63% -1.33% $1M
CARE 0.00% 1.22% -1.22% $0
BKU 0.00% 1.05% -1.05% $0
HTH 0.70% 1.61% -0.90% $746K
WTFC 1.28% 2.13% -0.86% $1M
FRST 1.46% 2.26% -0.79% $2M
BLFY 0.00% 0.69% -0.69% $0
BCML 1.36% 1.96% -0.60% $1M
IBOC 1.28% 1.66% -0.37% $1M
FNWB 0.00% 0.37% -0.37% $0
SMBK 0.00% 0.34% -0.34% $0
MCBC 1.21% 1.51% -0.30% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $15M 14.3%
Mid Cap 8 $16M 15.0%
Small Cap 35 $63M 59.2%
Micro Cap 19 $12M 11.5%

Portfolio Analytics

Avg Market Cap
$2.1B
Median Market Cap
$510M
Avg P/E
14.7
Median P/E
11.3
Avg Dividend Yield
0.02%
Avg Beta
0.63
# Stocks
67
# ETFs / Funds
0

Top Holdings (67 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FFWM 6.78% 742,355 $7M $9.68 $4M +187,182 +33.7%
2 BANC 6.70% 528,165 $7M $13.43 $5M +376,625 +248.5%
3 EGBN 6.05% 212,651 $6M $30.14 $2M +14,762 +7.5%
4 FCNCA 5.88% 4,390 $6M $1,418.97 $2M +1,353 +44.5%
5 VBTX 5.07% 230,902 $5M $23.27 $833K -22,006 -8.7%
6 CMA 4.05% 76,951 $4M $55.81 $1M +7,116 +10.2%
7 NYCB 3.51% 362,989 $4M $10.23 $1M +140,039 +62.8%
8 THFF 3.48% 85,588 $4M $43.03 $769K -602 -0.7%
9 NECB 2.93% 174,813 $3M $17.74 $521K
10 FFIC 2.82% 181,579 $3M $16.48 $533K -5,714 -3.0%
11 NFBK 2.78% 234,429 $3M $12.58 $1M +45,093 +23.8%
12 BCAL 2.64% 161,367 $3M $17.35 $211K -23,381 -12.7%
13 OPBK 2.59% 250,317 $3M $10.95 $260K -20,848 -7.7%
14 RBB 2.46% 137,142 $3M $19.04 $718K -11,005 -7.4%
15 PKBK 2.40% 125,747 $3M $20.25 $498K
16 DCOM 2.12% 83,338 $2M $26.93 $952K +18,592 +28.7%
17 TCBI 2.11% 34,619 $2M $64.63 $198K
18 FHN 2.10% 156,842 $2M $14.16 $425K -6,123 -3.8%
19 PCB 1.85% 106,174 $2M $18.43 $315K -112 -0.1%
20 TCBX 1.68% 89,321 $2M $19.87 $161K -5,034 -5.3%
21 HTB 1.51% 59,477 $2M $26.92 $706K +18,156 +43.9%
22 FRST 1.46% 122,417 $2M $12.66 -$492K -128,063 -51.1%
23 CVLY 1.44% 59,238 $2M $25.70 $418K
24 BCML 1.36% 61,184 $1M $23.59 -$329K -31,054 -33.7%
25 PVBC 1.30% 137,115 $1M $10.07 -$1M -108,643 -44.2%
26 IBOC 1.28% 25,054 $1M $54.32 -$140K -9,584 -27.7%
27 WTFC 1.28% 14,589 $1M $92.75 -$578K -10,991 -43.0%
28 MNSB 1.26% 53,873 $1M $24.81 $579K +16,975 +46.0%
29 CCNE 1.23% 57,904 $1M $22.59 $274K +791 +1.4%
30 MCBC 1.21% 113,407 $1M $11.28 -$87K -39,059 -25.6%
31 EBTC 1.13% 37,270 $1M $32.26 $14K -6,118 -14.1%
32 PBFS 1.13% 119,326 $1M $10.01 $439K +30,901 +35.0%
33 CTBI 1.06% 25,611 $1M $43.86 $249K +100 +0.4%
34 BY 0.97% 43,759 $1M $23.56 $168K
35 CFG 0.96% 30,610 $1M $33.14 $390K +7,302 +31.3%
36 SHBI 0.80% 59,695 $851K $14.25 -$39K -24,864 -29.4%
37 BWFG 0.80% 28,036 $846K $30.18 $213K +1,930 +7.4%
38 BFIN 0.78% 80,977 $831K $10.26 $204K +8,312 +11.4%
39 FSBW 0.72% 20,733 $766K $36.96 -$1M -51,141 -71.2%
40 HTH 0.70% 21,187 $746K $35.21 -$709K -30,106 -58.7%
41 HMNF 0.68% 31,371 $722K $23.00 $87K -1,784 -5.4%
42 EFSC 0.65% 15,503 $692K $44.65 +15,503 NEW
43 BWB 0.61% 48,132 $651K $13.52 $229K +3,663 +8.2%
44 HBCP 0.61% 15,335 $644K $42.01 $155K
45 BFST 0.58% 25,084 $618K $24.65 $148K
46 CFFI 0.55% 8,559 $584K $68.19 -$64K -3,531 -29.2%
47 MPB 0.54% 23,739 $576K $24.28 $266K +8,307 +53.8%
48 NSTS 0.47% 52,790 $502K $9.51 $258K +25,806 +95.6%
49 WSBF 0.43% 31,929 $453K $14.20 +31,929 NEW
50 CLST 0.39% 38,001 $412K $10.84 $283K +27,321 +255.8%
51 EBMT 0.35% 23,419 $370K $15.79 $84K -635 -2.6%
52 BCOW 0.30% 46,132 $322K $6.99 $30K +4,609 +11.1%
53 MGYR 0.30% 28,366 $318K $11.22 +28,366 NEW
54 BOTJ 0.25% 21,941 $268K $12.22 +21,941 NEW
55 SBFG 0.24% 16,289 $250K $15.35 -$7K -2,785 -14.6%
56 ASRV 0.23% 76,277 $247K $3.23 $45K
57 RBKB 0.22% 29,189 $235K $8.05 $91K +7,988 +37.7%
58 OPHC 0.17% 42,294 $177K $4.18 $42K
59 FNWB —% -$334K -27,192 -100.0% SOLD
60 CSTR —% -$2M -125,163 -100.0% SOLD
61 CARE —% -$1M -87,801 -100.0% SOLD
62 CFB —% -$243K -24,100 -100.0% SOLD
63 PACW —% -$5M -582,531 -100.0% SOLD
64 SMBK —% -$312K -14,589 -100.0% SOLD
65 BLFY —% -$628K -75,066 -100.0% SOLD
66 BKU —% -$951K -41,876 -100.0% SOLD
67 EBC —% -$265K -21,147 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 2 Puts $83M Put Value

Top Puts

SymbolSharesValueStatus
XLF 1,545,000 $58M
KRE 470,000 $25M NEW

New Positions

SymbolValue% Port
EFSC $692K 0.65%
WSBF $453K 0.43%
MGYR $318K 0.30%
BOTJ $268K 0.25%

Sold Out Positions

SymbolValue% Port
BKU —%
SMBK —%
CARE —%
FNWB —%
EBC —%
BLFY —%
CFB —%
PACW —%
CSTR —%
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