Maltese Capital Management LLC
Annual return '25
+65.9%
SPY '25
+17.7%
Alpha
+48.2ptsvs SPY
Invested
$507.9M
Holdings
104
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 82%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SSB
SOUTHSTATE BK CORP
Q3 2025: New position (199.7k shares)
3.6%
02
$FFWM
FIRST FNDTN INC
Q3 2025: Sold 40.2% (2.74M → 1.64M shares)
2.6%
03
$CCNE
CNB FINL CORP PA
Q3 2025: Increased +43.3% (177.4k → 254.3k shares)
2.6%
04
$C
CITIGROUP INC
Q1 2026: New position (14.0k shares)
2.5%
05
$EQBK
EQUITY BANCSHARES INC
Q3 2025: Increased +9.4% (237.6k → 259.9k shares)
2.5%
06
$FRST
PRIMIS FINANCIAL CORP
Q3 2025: Sold 22.0% (736.9k → 574.7k shares)
2.5%
07
$HBNC
HORIZON BANCORP IND
Q3 2025: Increased +18.8% (707.4k → 840.4k shares)
2.5%
08
$BAC
BANK AMERICA CORP
Q3 2025: Sold 16.3% (203.5k → 170.4k shares)
2.4%
09
$NBHC
NATIONAL BK HLDGS CORP
Q3 2025: Sold 25.6% (515.2k → 383.6k shares)
2.3%
10
$AMTB
AMERANT BANCORP INC
Q3 2025: Increased +63.8% (737.1k → 1.21M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.