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Portfolio (Quarterly) Guide ↗

Gator Capital Management, LLC

· CIK 0001570284
13F Portfolio $489M AUM 91 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 46 Added 18 Reduced 33 Exited
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FFBC 1ST FINL BANCORP Financial Services 353,190.0 $9.8M 2.01% +57K +19.3% $27.88 +10.5%
22 TFSL TFS FINL CORP Financial Services 687,800.0 $9.7M 1.98% +218K +46.3% $14.05 +13.1%
23 CG CARLYLE GROUP INC Financial Services 191,195.0 $9.3M 1.89% +27K +16.5% $48.39 -5.6%
24 NBN NORTHEAST BK PORTLAND ME Financial Services 78,473.0 $8.8M 1.80% +4K +4.9% $112.37 +11.2%
25 VCTR VICTORY CAP HLDGS INC DEL Financial Services 129,792.0 $8.5M 1.74% +6K +4.5% $65.48 +33.3%
26 VRTS VIRTUS INVT PARTNERS INC Financial Services 59,210.0 $8.0M 1.63% +3K +4.6% $134.35 +7.2%
27 WEX WEX INC Technology 49,264.0 $7.5M 1.54% -17K -25.9% $153.04 -3.3%
28 CHAIN BRIDGE BANCORP INC 209,273.0 $7.3M 1.49% +4K +1.7% $34.90
29 OSBC OLD SECOND BANCORP INC DEL Financial Services 351,480.0 $7.1M 1.45% +13K +4.0% $20.16 +5.3%
30 BANC BANC OF CALIFORNIA INC Financial Services 349,860.0 $6.2M 1.26% +78K +28.8% $17.58 +8.1%
31 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 68,800.0 $4.6M 0.94% +28K +68.6% $67.07 +20.7%
32 KINS KINGSTONE COS INC Financial Services 313,652.0 $4.6M 0.93% +3K +1.1% $14.57 +9.1%
33 RSP INVESCO EXCHANGE TRADED FD T 22,601.0 $4.3M 0.89% $191.92 +8.1%
34 MECHANICS BANCORP 254,501.0 $3.8M 0.77% +10K +3.9% $14.75
35 PRG PROG HOLDINGS INC Industrials 125,453.0 $3.6M 0.74% NEW $28.69 +31.3%
36 BLOCK INC 59,655.0 $3.6M 0.73% +29K +92.2% $60.18
37 JNJ JOHNSON & JOHNSON Healthcare 14,515.0 $3.5M 0.72% -5K -25.8% $244.44 -5.4%
38 OPBK OP BANCORP Financial Services 263,413.0 $3.5M 0.72% +12K +4.8% $13.30 +6.2%
39 CBK COMMERCIAL BANCGROUP INC Financial Services 126,560.0 $3.3M 0.67% NEW $26.02 +12.0%
40 DCOM DIME CMNTY BANCSHARES INC Financial Services 93,445.0 $3.2M 0.65% -17K -15.2% $33.82 +9.7%
Page 2 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 79.7%
Technology 10.7%
Industrials 5.2%
Healthcare 2.0%
Communication Services 0.9%
Basic Materials 0.6%
Energy 0.5%
Real Estate 0.4%
Consumer Cyclical 0.0%