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BAYVIEW ASSET MANAGEMENT, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$110M
-15.2%
Holdings
57
+4
New Purchases
12
Added To
16
Closed
13
Reduced
13
Top 10 Concentration
52.4%
Turnover
43.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ARCC 4.95% 0.00% +4.95% $5M
BBT 13.03% 8.31% +4.72% $14M
BIZD 3.52% 0.00% +3.52% $4M
BXSL 2.55% 0.00% +2.55% $3M
JPM 3.65% 1.21% +2.44% $4M
APO 2.36% 0.00% +2.36% $3M
BRO 2.03% 0.00% +2.03% $2M
RITM-PD 4.21% 2.41% +1.80% $5M
RF 1.97% 0.20% +1.76% $2M
XLF 1.70% 0.00% +1.70% $2M
TOWN 1.66% 0.00% +1.66% $2M
ITB 1.62% 0.00% +1.62% $2M
V 1.51% 0.00% +1.51% $2M
FFBC 1.36% 0.00% +1.36% $2M
TRV 1.32% 0.00% +1.32% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GHLD 0.00% 24.45% -24.45% $0
ESNT 0.00% 2.07% -2.07% $0
MA 0.00% 1.93% -1.93% $0
MTG 0.00% 1.76% -1.76% $0
TROW 0.00% 1.63% -1.63% $0
INVH 0.00% 1.58% -1.58% $0
HBAN 0.00% 1.57% -1.57% $0
FITB 0.00% 1.45% -1.45% $0
HIG 1.12% 2.41% -1.28% $1M
MMC 0.00% 1.25% -1.25% $0
NTRS 0.00% 1.18% -1.18% $0
ICE 0.72% 1.51% -0.79% $794K
SPGI 1.52% 2.24% -0.73% $2M
BKU 0.20% 0.73% -0.53% $223K
TFC 1.43% 1.94% -0.52% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $9M 8.1%
Large Cap 24 $35M 31.4%
Mid Cap 21 $53M 48.3%
Small Cap 7 $14M 12.2%

Portfolio Analytics

Avg Market Cap
$66.4B
Median Market Cap
$12.1B
Avg P/E
14.4
Median P/E
11.8
Avg Dividend Yield
0.03%
Avg Beta
0.91
# Stocks
54
# ETFs / Funds
3

Top Holdings (57 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BBT 13.03% 544,828 $14M $26.37 $4M +88,684 +19.4%
2 BANC 12.68% 725,000 $14M $19.29 -$2M -268,130 -27.0%
3 ARCC 4.95% 270,032 $5M $20.23 +270,032 NEW
4 RITM-PD 4.21% 425,977 $5M $10.90 $2M +150,977 +54.9%
5 JPM 3.65% 12,500 $4M $322.22 $2M +7,500 +150.0%
6 BIZD 3.52% 274,000 $4M $14.18 +274,000 NEW
7 ONB 2.93% 145,000 $3M $22.31 $491K +20,000 +16.0%
8 BXSL 2.55% 107,000 $3M $26.33 +107,000 NEW
9 WSBC 2.42% 80,300 $3M $33.24 $115K +300 +0.4%
10 USB 2.42% 50,000 $3M $53.36 $493K +5,000 +11.1%
11 APO 2.36% 18,000 $3M $144.76 +18,000 NEW
12 SBSI 2.35% 85,457 $3M $30.39 $973K +27,957 +48.6%
13 FNB 2.23% 143,997 $2M $17.10 $1M +58,262 +68.0%
14 MFA 2.13% 252,500 $2M $9.31 -$406K -47,500 -15.8%
15 BRO 2.03% 28,109 $2M $79.70 +28,109 NEW
16 RF 1.97% 80,000 $2M $27.10 $2M +70,000 +700.0%
17 FLG 1.90% 166,666 $2M $12.59 $173K
18 XLF 1.70% 34,200 $2M $54.77 +34,200 NEW
19 CB 1.70% 6,000 $2M $312.12 -$950K -4,000 -40.0%
20 TOWN 1.66% 55,000 $2M $33.37 +55,000 NEW
21 ITB 1.62% 18,600 $2M $96.30 +18,600 NEW
22 BUSE 1.55% 71,920 $2M $23.79 $553K +21,920 +43.8%
23 SPGI 1.52% 3,200 $2M $522.59 -$1M -2,800 -46.7%
24 PNC 1.51% 8,000 $2M $208.73 -$741K -4,000 -33.3%
25 V 1.51% 4,760 $2M $350.71 +4,760 NEW
26 BAC 1.50% 30,000 $2M $55.00 $231K +2,500 +9.1%
27 RJF 1.48% 10,148 $2M $160.59 -$437K -1,827 -15.3%
28 HBNC 1.47% 95,462 $2M $16.96 $101K +645 +0.7%
29 C 1.43% 13,500 $2M $116.69 -$201K -4,000 -22.9%
30 TFC 1.43% 32,000 $2M $49.21 -$954K -23,308 -42.1%
31 FISI 1.41% 50,000 $2M $31.17 $198K
32 FFBC 1.36% 60,000 $2M $25.02 +60,000 NEW
33 WD 1.35% 24,800 $1M $60.15 $739K +15,800 +175.6%
34 TRV 1.32% 5,000 $1M $290.06 +5,000 NEW
35 HIG 1.12% 9,000 $1M $137.80 -$2M -14,500 -61.7%
36 UMBF 1.04% 10,000 $1M $115.04 $471K +4,259 +74.2%
37 FULT 1.01% 57,509 $1M $19.33 -$63K -5,531 -8.8%
38 NWBI 0.98% 90,000 $1M $12.00 +90,000 NEW
39 GL 0.95% 7,500 $1M $139.86 $666K +4,818 +179.6%
40 ICE 0.72% 4,900 $794K $161.96 -$1M -6,750 -57.9%
41 TMHC 0.48% 9,000 $530K $58.87 $95K +2,413 +36.6%
42 BPOP 0.34% 3,000 $374K $124.52 -$388K -3,000 -50.0%
43 FAF 0.28% 5,000 $307K $61.44 -$14K
44 BKU 0.20% 5,000 $223K $44.57 -$731K -20,000 -80.0%
45 HBAN —% -$2M -118,214 -100.0% SOLD
46 TROW —% -$2M -20,616 -100.0% SOLD
47 MMC —% -$2M -8,100 -100.0% SOLD
48 GHLD —% -$32M -1,595,844 -100.0% SOLD
49 ESNT —% -$3M -42,300 -100.0% SOLD
50 MTG —% -$2M -80,658 -100.0% SOLD
51 NTRS —% -$2M -11,396 -100.0% SOLD
52 PB —% -$664K -10,000 -100.0% SOLD
53 FITB —% -$2M -42,500 -100.0% SOLD
54 MA —% -$3M -4,423 -100.0% SOLD
55 ALL —% -$644K -3,000 -100.0% SOLD
56 INVH —% -$2M -70,000 -100.0% SOLD
57 JLL —% -$313K -1,050 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 39 Puts $320M Put Value

Top Puts

SymbolSharesValueStatus
RSP 1,104,500 $212M NEW
KRE 275,000 $18M
JPM 22,500 $7M
USB 130,000 $7M
ARCC 300,000 $6M NEW
BIZD 400,000 $6M NEW
RITM-PD 450,000 $5M
CB 12,500 $4M
C 30,000 $4M
RF 125,000 $3M NEW

New Positions

SymbolValue% Port
ARCC $5M 4.95%
BIZD $4M 3.52%
BXSL $3M 2.55%
APO $3M 2.36%
BRO $2M 2.03%
XLF $2M 1.70%
TOWN $2M 1.66%
ITB $2M 1.62%
V $2M 1.51%
FFBC $2M 1.36%
TRV $1M 1.32%
NWBI $1M 0.98%

Sold Out Positions

SymbolValue% Port
ALL —%
PB —%
ESNT —%
MTG —%
JLL —%
MA —%
INVH —%
FITB —%
HBAN —%
NTRS —%
TROW —%
GHLD —%
MMC —%
View SEC EDGAR Filings for BAYVIEW ASSET MANAGEMENT, LLC →

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