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ALGEBRIS (UK) LTD

Q3 2025 · Filed 2025-10-31
Market Value
$767M
+35.8%
Holdings
66
+22
New Purchases
30
Added To
16
Closed
7
Reduced
10
Top 10 Concentration
50.5%
Turnover
56.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PRU 4.73% 0.00% +4.73% $36M
ONB 3.34% 0.00% +3.34% $26M
WSBC 2.59% 0.00% +2.59% $20M
2H2.F 2.29% 0.00% +2.29% $18M
KIM 2.13% 0.00% +2.13% $16M
CNOB 2.00% 0.00% +2.00% $15M
AIG 1.96% 0.00% +1.96% $15M
MAA 1.88% 0.00% +1.88% $14M
SF 3.64% 1.91% +1.73% $28M
PB 4.60% 2.89% +1.71% $35M
ALKT 1.66% 0.00% +1.66% $13M
COLD 1.44% 0.00% +1.44% $11M
HFWA 1.40% 0.00% +1.40% $11M
RGA 1.40% 0.00% +1.40% $11M
EBC 1.21% 0.00% +1.21% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
C 3.09% 9.22% -6.13% $24M
FHN 2.84% 8.05% -5.21% $22M
KEY 0.00% 4.28% -4.28% $0
CG 0.00% 3.57% -3.57% $0
LNC 5.74% 9.23% -3.49% $44M
BAC 3.69% 6.87% -3.18% $28M
CFG 6.24% 8.85% -2.61% $48M
SNV 0.00% 2.09% -2.09% $0
CMA 0.00% 1.32% -1.32% $0
MTB 0.00% 1.32% -1.32% $0
SSB 0.00% 1.16% -1.16% $0
VOYA 5.47% 6.37% -0.90% $42M
CRBG 5.82% 6.65% -0.83% $45M
EQH 4.71% 5.49% -0.78% $36M
MET 5.09% 5.82% -0.73% $39M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $56M 7.2%
Large Cap 39 $409M 53.3%
Mid Cap 13 $203M 26.5%
Small Cap 6 $85M 11.0%
Micro Cap 4 $15M 2.0%

Portfolio Analytics

Avg Market Cap
$93.5B
Median Market Cap
$15.2B
Avg P/E
31.5
Median P/E
18.8
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
66
# ETFs / Funds
0

Top Holdings (66 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CFG 6.24% 901,631 $48M $53.12 -$2M -217,472 -19.4%
2 CRBG 5.82% 1,393,378 $45M $32.03 $7M +333,245 +31.4%
3 LNC 5.74% 1,092,893 $44M $40.30 -$8M -416,257 -27.6%
4 VOYA 5.47% 561,621 $42M $74.74 $6M +54,122 +10.7%
5 MET 5.09% 474,891 $39M $82.31 $6M +65,081 +15.9%
6 PRU 4.73% 350,159 $36M $103.66 +350,159 NEW
7 EQH 4.71% 712,460 $36M $50.74 $5M +158,488 +28.6%
8 PB 4.60% 531,731 $35M $66.30 $19M +299,064 +128.5%
9 WBS 4.12% 532,639 $32M $59.39 $10M +140,817 +35.9%
10 UNM 3.95% 389,463 $30M $77.72 $14M +190,454 +95.7%
11 BAC 3.69% 548,951 $28M $51.55 -$11M -272,930 -33.2%
12 SF 3.64% 246,198 $28M $113.38 $17M +142,223 +136.8%
13 ONB 3.34% 1,168,163 $26M $21.93 +1,168,163 NEW
14 C 3.09% 233,702 $24M $101.42 -$28M -378,994 -61.9%
15 FHN 2.84% 963,300 $22M $22.59 -$24M -1,184,178 -55.1%
16 DX 2.67% 1,669,288 $20M $12.28 $8M +682,655 +69.2%
17 WSBC 2.59% 622,558 $20M $31.91 +622,558 NEW
18 GPN 2.30% 212,862 $18M $83.02 $6M +72,286 +51.4%
19 2H2.F 2.29% 1,780,276 $18M $9.86 +1,780,276 NEW
20 KIM 2.13% 748,565 $16M $21.83 +748,565 NEW
21 CNOB 2.00% 620,342 $15M $24.79 +620,342 NEW
22 AIG 1.96% 191,543 $15M $78.48 +191,543 NEW
23 MAA 1.88% 103,570 $14M $139.62 +103,570 NEW
24 ALKT 1.66% 512,777 $13M $24.82 +512,777 NEW
25 COLD 1.44% 901,237 $11M $12.23 +901,237 NEW
26 HFWA 1.40% 445,760 $11M $24.17 +445,760 NEW
27 RGA 1.40% 55,992 $11M $191.98 +55,992 NEW
28 EBC 1.21% 512,660 $9M $18.14 +512,660 NEW
29 NCNO 1.00% 282,038 $8M $27.09 -$2M -45,373 -13.9%
30 QTWO 0.98% 104,423 $8M $72.33 +104,423 NEW
31 MYFW 0.95% 315,449 $7M $23.01 +315,449 NEW
32 RNST 0.74% 153,132 $6M $36.86 +153,132 NEW
33 NPB 0.58% 260,569 $4M $17.07 +260,569 NEW
34 AVBH 0.41% 122,582 $3M $25.48 +122,582 NEW
35 GNW 0.32% 271,928 $2M $8.89 +271,928 NEW
36 RSG 0.28% 9,220 $2M $229.30 $287K +1,798 +24.2%
37 MSFT 0.24% 3,575 $2M $517.55 $505K +867 +32.0%
38 BSX 0.23% 18,118 $2M $97.56 +18,118 NEW
39 V 0.23% 5,140 $2M $341.12 $150K +616 +13.6%
40 WM 0.23% 7,915 $2M $220.66 $153K +938 +13.4%
41 ABC 0.22% 5,440 $2M $312.29 -$253K -1,081 -16.6%
42 MCK 0.17% 1,655 $1M $771.95 +1,655 NEW
43 CTAS 0.16% 6,081 $1M $205.10 +6,081 NEW
44 ISRG 0.15% 2,495 $1M $446.89 -$128K +204 +8.9%
45 PWR 0.14% 2,530 $1M $414.10 +2,530 NEW
46 ITT 0.11% 4,935 $882K $178.62 +4,935 NEW
47 XYL 0.11% 5,668 $835K $147.39 -$2K -819 -12.6%
48 VRT 0.11% 5,366 $809K $150.74 +5,366 NEW
49 SYK 0.10% 2,061 $761K $369.39 -$377K -822 -28.5%
50 GWW 0.09% 759 $723K $952.23 $55K +116 +18.0%
51 TTD 0.09% 14,257 $698K $48.97 +14,257 NEW
52 CLH 0.06% 2,049 $475K $232.04 $3K
53 CDNS 0.05% 1,097 $385K $350.99 +1,097 NEW
54 IR 0.05% 4,657 $384K $82.56 +4,657 NEW
55 SNPS 0.04% 692 $341K $493.01 -$195K -355 -33.9%
56 GNTA 0.04% 100,000 $328K $3.28 $18K
57 CPRT 0.04% 7,241 $325K $44.94 +7,241 NEW
58 STRL 0.04% 956 $324K $339.42 +956 NEW
59 CNM 0.04% 5,289 $284K $53.79 -$34K
60 SNV —% -$12M -228,741 -100.0% SOLD
61 CG —% -$20M -392,871 -100.0% SOLD
62 HUBB —% -$647K -1,587 -100.0% SOLD
63 SSB —% -$7M -71,533 -100.0% SOLD
64 CMA —% -$7M -125,247 -100.0% SOLD
65 MTB —% -$7M -38,501 -100.0% SOLD
66 KEY —% -$24M -1,389,143 -100.0% SOLD

New Positions

SymbolValue% Port
PRU $36M 4.73%
ONB $26M 3.34%
WSBC $20M 2.59%
2H2.F $18M 2.29%
KIM $16M 2.13%
CNOB $15M 2.00%
AIG $15M 1.96%
MAA $14M 1.88%
ALKT $13M 1.66%
COLD $11M 1.44%
HFWA $11M 1.40%
RGA $11M 1.40%
EBC $9M 1.21%
QTWO $8M 0.98%
MYFW $7M 0.95%

Sold Out Positions

SymbolValue% Port
HUBB —%
MTB —%
KEY —%
SSB —%
CG —%
CMA —%
SNV —%
View SEC EDGAR Filings for ALGEBRIS (UK) LTD →

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