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BHZ CAPITAL MANAGEMENT, LP

Q1 2024 · Filed 2024-05-13
Market Value
$61M
-42.0%
Holdings
59
-8
New Purchases
1
Added To
1
Closed
20
Reduced
34
Top 10 Concentration
62.8%
Turnover
35.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FCNCA 10.04% 5.88% +4.16% $6M
CMA 6.88% 4.05% +2.83% $4M
BANC 8.59% 6.70% +1.89% $5M
FHN 3.93% 2.10% +1.83% $2M
NYCB 5.21% 3.51% +1.70% $3M
EGBN 7.55% 6.05% +1.50% $5M
VBTX 6.51% 5.07% +1.44% $4M
FFWM 7.70% 6.78% +0.92% $5M
CFG 1.81% 0.96% +0.85% $1M
FRST 1.89% 1.46% +0.42% $1M
HAFC 0.27% 0.00% +0.27% $166K
BY 1.23% 0.97% +0.26% $757K
CCNE 1.47% 1.23% +0.24% $906K
NECB 3.16% 2.93% +0.24% $2M
NFBK 3.00% 2.78% +0.22% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCAL 0.00% 2.64% -2.64% $0
TCBX 0.00% 1.68% -1.68% $0
BCML 0.00% 1.36% -1.36% $0
IBOC 0.00% 1.28% -1.28% $0
WTFC 0.00% 1.28% -1.28% $0
DCOM 1.22% 2.12% -0.90% $749K
BWFG 0.00% 0.80% -0.80% $0
BFIN 0.00% 0.78% -0.78% $0
HTH 0.00% 0.70% -0.70% $0
EFSC 0.00% 0.65% -0.65% $0
PVBC 0.67% 1.30% -0.64% $410K
BWB 0.00% 0.61% -0.61% $0
HBCP 0.00% 0.61% -0.61% $0
BFST 0.00% 0.58% -0.58% $0
SHBI 0.33% 0.80% -0.47% $202K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $14M 22.7%
Mid Cap 6 $10M 16.1%
Small Cap 31 $33M 53.8%
Micro Cap 17 $5M 7.5%

Portfolio Analytics

Avg Market Cap
$2.1B
Median Market Cap
$509M
Avg P/E
15.2
Median P/E
11.1
Avg Dividend Yield
0.02%
Avg Beta
0.59
# Stocks
59
# ETFs / Funds
0

Top Holdings (59 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FCNCA 10.04% 3,778 $6M $1,635.00 -$52K -612 -13.9%
2 BANC 8.59% 347,123 $5M $15.21 -$2M -181,042 -34.3%
3 FFWM 7.70% 627,068 $5M $7.55 -$2M -115,287 -15.5%
4 EGBN 7.55% 197,610 $5M $23.49 -$2M -15,041 -7.1%
5 CMA 6.88% 76,951 $4M $54.99 -$63K
6 VBTX 6.51% 195,292 $4M $20.49 -$1M -35,610 -15.4%
7 NYCB 5.21% 994,754 $3M $3.22 -$510K +631,765 +174.1%
8 FHN 3.93% 156,842 $2M $15.40 $194K
9 THFF 3.25% 52,093 $2M $38.33 -$2M -33,495 -39.1%
10 NECB 3.16% 123,675 $2M $15.73 -$1M -51,138 -29.2%
11 NFBK 3.00% 189,854 $2M $9.72 -$1M -44,575 -19.0%
12 FFIC 2.89% 140,858 $2M $12.61 -$1M -40,721 -22.4%
13 OPBK 2.64% 162,567 $2M $9.98 -$1M -87,750 -35.1%
14 TCBI 2.27% 22,669 $1M $61.55 -$842K -11,950 -34.5%
15 PKBK 2.25% 80,367 $1M $17.23 -$1M -45,380 -36.1%
16 RBB 2.21% 75,568 $1M $18.01 -$1M -61,574 -44.9%
17 PCB 1.90% 71,559 $1M $16.33 -$788K -34,615 -32.6%
18 FRST 1.89% 95,289 $1M $12.17 -$390K -27,128 -22.2%
19 CFG 1.81% 30,610 $1M $36.29 $96K
20 CVLY 1.61% 43,387 $987K $22.76 -$535K -15,851 -26.8%
21 HTB 1.48% 33,402 $913K $27.34 -$688K -26,075 -43.8%
22 CCNE 1.47% 44,427 $906K $20.39 -$402K -13,477 -23.3%
23 BY 1.23% 34,859 $757K $21.72 -$274K -8,900 -20.3%
24 DCOM 1.22% 38,886 $749K $19.26 -$1M -44,452 -53.3%
25 PBFS 1.15% 72,281 $709K $9.81 -$485K -47,045 -39.4%
26 MCBC 1.08% 67,682 $663K $9.79 -$617K -45,725 -40.3%
27 CTBI 0.90% 12,905 $550K $42.65 -$573K -12,706 -49.6%
28 EBTC 0.88% 20,766 $539K $25.97 -$663K -16,504 -44.3%
29 MNSB 0.83% 28,054 $509K $18.16 -$827K -25,819 -47.9%
30 CFFI 0.67% 8,421 $413K $49.00 -$171K -138 -1.6%
31 PVBC 0.67% 45,025 $410K $9.10 -$971K -92,090 -67.2%
32 HMNF 0.61% 17,851 $377K $21.10 -$345K -13,520 -43.1%
33 FSBW 0.55% 9,719 $337K $34.71 -$429K -11,014 -53.1%
34 MPB 0.47% 14,451 $289K $20.01 -$287K -9,288 -39.1%
35 WSBF 0.43% 21,568 $262K $12.17 -$191K -10,361 -32.5%
36 SHBI 0.33% 17,568 $202K $11.50 -$649K -42,127 -70.6%
37 RBKB 0.28% 20,026 $169K $8.45 -$66K -9,163 -31.4%
38 HAFC 0.27% 10,442 $166K $15.92 +10,442 NEW
39 BOTJ 0.22% 13,255 $137K $10.36 -$131K -8,686 -39.6%
40 HTH —% -$746K -21,187 -100.0% SOLD
41 BFST —% -$618K -25,084 -100.0% SOLD
42 IBOC —% -$1M -25,054 -100.0% SOLD
43 MGYR —% -$318K -28,366 -100.0% SOLD
44 BFIN —% -$831K -80,977 -100.0% SOLD
45 NSTS —% -$502K -52,790 -100.0% SOLD
46 ASRV —% -$247K -76,277 -100.0% SOLD
47 WTFC —% -$1M -14,589 -100.0% SOLD
48 TCBX —% -$2M -89,321 -100.0% SOLD
49 SBFG —% -$250K -16,289 -100.0% SOLD
50 BCOW —% -$322K -46,132 -100.0% SOLD
51 BCML —% -$1M -61,184 -100.0% SOLD
52 CLST —% -$412K -38,001 -100.0% SOLD
53 HBCP —% -$644K -15,335 -100.0% SOLD
54 EBMT —% -$370K -23,419 -100.0% SOLD
55 OPHC —% -$177K -42,294 -100.0% SOLD
56 EFSC —% -$692K -15,503 -100.0% SOLD
57 BWB —% -$651K -48,132 -100.0% SOLD
58 BCAL —% -$3M -161,367 -100.0% SOLD
59 BWFG —% -$846K -28,036 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 2 Puts $26M Put Value

Top Puts

SymbolSharesValueStatus
XLF 554,000 $23M
KRE 60,000 $3M

New Positions

SymbolValue% Port
HAFC $166K 0.27%

Sold Out Positions

SymbolValue% Port
HTH —%
TCBX —%
BWB —%
BWFG —%
EBMT —%
HBCP —%
BCAL —%
CLST —%
IBOC —%
EFSC —%
BCML —%
MGYR —%
ASRV —%
SBFG —%
NSTS —%
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