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Portfolio (Quarterly) Guide ↗

Petiole USA ltd

· CIK 0001600202
13F Portfolio $143M AUM 32 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 1 Added 18 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CBAN COLONY BANKCORP INC Financial Services 454,763.0 $9.1M 6.35% -8K -1.7% $19.97 -0.9%
2 CARE CARTER BANKSHARES INC Financial Services 381,373.0 $8.9M 6.22% -6K -1.4% $23.32 +15.6%
3 FXNC FIRST NATL CORP VA Financial Services 307,940.0 $8.3M 5.80% -4K -1.1% $26.92 +3.5%
4 CBK COMMERCIAL BANCGROUP INC Financial Services 291,014.0 $7.6M 5.29% -21K -6.9% $26.02 +11.8%
5 RNST RENASANT CORP Financial Services 195,345.0 $7.1M 4.93% -2K -0.8% $36.13 +13.8%
6 MPB MID PENN BANCORP INC Financial Services 194,511.0 $6.3M 4.37% -3K -1.3% $32.16 +1.5%
7 ORRF ORRSTOWN FINL SVCS INC Financial Services 171,766.0 $6.2M 4.33% -5K -2.9% $36.08 +1.9%
8 WAL WESTERN ALLIANCE BANCORP Financial Services 78,503.0 $5.6M 3.89% -3K -3.2% $70.85 +8.7%
9 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,415.0 $4.6M 3.18% -4K -60.9% $1884.66 +5.6%
10 CFG CITIZENS FINL GROUP INC Financial Services 57,054.0 $3.4M 2.39% -5K -7.6% $59.97 +4.7%
11 BCAL CALIFORNIA BANCORP Financial Services 192,304.0 $3.4M 2.38% -3K -1.7% $17.72 +7.2%
12 HBAN HUNTINGTON BANCSHARES INC Financial Services 168,940.0 $2.6M 1.85% -12K -6.6% $15.65 +1.3%
13 FNB F N B CORP Financial Services 150,151.0 $2.5M 1.75% -11K -6.8% $16.72 +4.5%
14 FNWB FIRST NORTHWEST BANCORP Financial Services 257,897.0 $2.2M 1.56% -5K -1.8% $8.68 +12.0%
15 COLB COLUMBIA BKG SYS INC Financial Services 77,090.0 $2.1M 1.48% -6K -7.0% $27.43 +8.0%
16 SOUTHSTATE BK CORP 22,025.0 $2.0M 1.43% -2K -6.8% $92.52
17 BANR BANNER CORP Financial Services 31,085.0 $1.9M 1.32% -2K -6.6% $60.68 +6.5%
18 HAFC HANMI FINL CORP Financial Services 69,851.0 $1.8M 1.29% -2K -2.5% $26.36 +15.0%

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 100.0%