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Portfolio (Quarterly) Guide ↗

FJ Capital Management LLC

· CIK 0001599170
13F Portfolio $906M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 128 New
Page 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EXR EXTRA SPACE STORAGE INC Real Estate 1,884.0 $245K 0.03% NEW $130.22 +9.2%
122 GEN GEN DIGITAL INC Technology 8,661.0 $235K 0.03% NEW $27.19 -14.7%
123 FEDERATED HERMES INC 4,383.0 $228K 0.03% NEW $52.07
124 FVCB FVCBANKCORP INC Financial Services 16,116.0 $224K 0.03% NEW $13.91 +11.8%
125 TPG TPG INC Financial Services 3,405.0 $217K 0.02% NEW $63.84 -32.3%
126 FOUR SHIFT4 PMTS INC Technology 3,409.0 $215K 0.02% NEW $62.97 -33.3%
127 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,717.0 $201K 0.02% NEW $74.03 +17.2%
128 HUDSON PAC PPTYS INC 14,534.0 $157K 0.02% NEW $10.83
Page 7 of 7  ·  128 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 91.2%
Real Estate 6.6%
Technology 1.0%
Consumer Cyclical 1.0%
Healthcare 0.2%