Mark J. Ross
@Stieven Capital Advisors, L.p.
Latest period2024 - Q3ReportedManaged Assets$528.764MTotal holdings49
Assets growth rate17.12%Assets growth rate (2-Q avg)5.49%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Stieven Capital Advisors, L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 49 positions.
Assets under management
The assets under management (AUM) of Stieven Capital Advisors, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 528.764M in assets, with a quarterly growth rate of 17.12% and a 2-quarter average growth rate of 5.49%. The portfolio is managed by Mark J. Ross, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CCBCoastal Finl Corp Wa
| 0.76% | $4.001M 74,113 shares@ $54.0 avg price | Increased 35.71% |
OPBKOp Bancorp
| 0.67% | $3.505M 280,868 shares@ $12.49 avg price | Decreased -0.95% |
ABLAbacus Life Inc
| 0.63% | $3.289M 325,010 shares@ $10.12 avg price | Increased 0.01% |
INBKFirst Internet Bancorp
| 0.52% | $2.705M 78,960 shares@ $34.27 avg price | Decreased -17.26% |
FULTFulton Finl Corp Pa
| 0.48% | $2.513M 138,600 shares@ $18.13 avg price | Decreased -0.92% |
AGNCAgnc Invt Corp
| 0.46% | $2.406M 230,000 shares@ $10.46 avg price | New Position |
NLYAnnaly Capital Management In
| 0.42% | $2.208M 110,000 shares@ $20.07 avg price | New Position |
BWBBridgewater Bancshares Inc
| 0.42% | $2.179M 153,789 shares@ $14.17 avg price | Decreased -47.04% |
AMTBAmerant Bancorp Inc
| 0.09% | $427,400 20,000 shares@ $21.37 avg price | New Position |