HoldCo Asset Management, LP
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$1.3B
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FITB
FIFTH THIRD BANCORP
Held since at least Q1 2024
13.1%
02
$BKU
BANKUNITED INC
Held since at least Q1 2024
11.9%
03
$COLB
COLUMBIA BKG SYS INC
Held since at least Q1 2024
11.7%
04
$KEY
KEYCORP
Held since at least Q1 2024
11.1%
05
$EBC
EASTERN BANKSHARES INC
Held since at least Q1 2024
10.7%
06
$FIBK
FIRST INTST BANCSYSTEM INC
Q4 2025: New position (7.1k shares)
9.8%
07
$CPF
CENTRAL PAC FINL CORP
Held since at least Q1 2024
5.8%
08
$HOPE
HOPE BANCORP INC
Held since at least Q1 2024
5.2%
09
$BBT
BEACON FINANCIAL CORP.
Held since at least Q1 2024
4.6%
10
$CFFN
CAPITOL FED FINL INC
Held since at least Q1 2024
3.4%
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 10:39 UTC.