Mike David

Strategic Value Bank Partners Llc

Assets Managed

$186.074M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 2d ago

Growth Rate

27.38%(2Q avg: 15.64%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Value Bank Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Strategic Value Bank Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 186.074M in assets, with a quarterly growth rate of 27.38% and a 2-quarter average growth rate of 15.64%. The portfolio is managed by Mike David, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FFWM First Foundation Inc Recent Activity	21.47%	$39.933M 6.768M shares@ $5.91 avg price
CBSH Commerce Bancshares Inc Recent Activity New Position	18.85%	$35.059M 712,590 shares@ $49.2 avg price	New Position
BHLB Berkshire Hills Bancorp Inc Recent Activity	10.06%	$18.712M 623,747 shares@ $30.0 avg price
CFG Citizens Financial Group Recent Activity	8.88%	$16.522M 275,500 shares@ $59.97 avg price
PGC Peapack Gladstone Finl Corp Recent Activity	7.17%	$13.324M 378,416 shares@ $35.21 avg price
MRBK Meridian Corp Recent Activity	6.64%	$12.349M 651,298 shares@ $18.96 avg price
OCFC Oceanfirst Financial Corp Recent Activity New Position	6.09%	$11.317M 627,333 shares@ $18.04 avg price	New Position
WNEB Western New England Bancorp Recent Activity	6.02%	$11.192M 865,565 shares@ $12.93 avg price
TCBX Third Coast Bancshares Inc Recent Activity New Position	3.23%	$5.995M 158,469 shares@ $37.83 avg price	New Position
SBFG Sb Financial Group Inc Recent Activity	3.1%	$5.757M 274,163 shares@ $21.0 avg price

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