Shan Chang

Holdco Asset Management, Lp

Assets Managed

$1.344B

Holdings

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

1.07%(2Q avg: 20.69%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Holdco Asset Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Holdco Asset Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.344B in assets, with a quarterly growth rate of 1.07% and a 2-quarter average growth rate of 20.69%. The portfolio is managed by Shan Chang, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FITB Fifth Third Bancorp Recent Activity New Position	13.15%	$176.656M 3.802M shares@ $46.46 avg price	New Position
BKU Bankunited Inc Recent Activity	11.89%	$159.653M 3.535M shares@ $45.16 avg price
COLB Columbia Banking System Inc Recent Activity	11.69%	$156.976M 5.723M shares@ $27.44 avg price
KEY Keycorp Recent Activity	11.13%	$149.503M 7.456M shares@ $20.05 avg price
EBC Eastern Bankshares Inc Recent Activity	10.75%	$144.407M 7.383M shares@ $19.56 avg price
FIBK First Interstate Bancsys-a Recent Activity	9.82%	$131.934M 3.95M shares@ $33.41 avg price
CPF Central Pacific Financial Co Recent Activity	5.78%	$77.585M 2.428M shares@ $31.97 avg price
HOPE Hope Bancorp Inc Recent Activity Increased 109.01%	5.21%	$69.949M 6.262M shares@ $11.18 avg price	Increased 109.01%
BHLB Berkshire Hills Bancorp Inc Recent Activity	4.61%	$61.83M 2.061M shares@ $30.0 avg price
CFFN Capitol Federal Financial In Recent Activity	3.44%	$46.103M 6.466M shares@ $7.14 avg price

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