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MALTESE CAPITAL MANAGEMENT LLC

Q3 2025 · 13F-HR

MALTESE CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-11-14 · accession 0000919574-25-007015

$660.3M
Reported value
124
Positions
2025-09-30
Period end
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The Brief · MALTESE CAPITAL MANAGEMENT LLC · Q3 2025

AI · grounded in 13F

MALTESE CAPITAL MANAGEMENT LLC established a new position in Citigroup Inc C valued at $21.2M. The fund also initiated new stakes in Amerant Bancorp Inc AMTB for $18.6M and Western Alliance Bancorp WAL for $16M. Other new additions include National Bk Hldgs Corp NBHC, Webster Finl Corp WBS, and M & T Bk Corp MTB.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
172967424CCITIGROUP INC$21.2M3.22%209,300CommonSOLE
023576101AMTBAMERANT BANCORP INC$18.6M2.82%967,318CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$16.0M2.43%185,000CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$16.0M2.42%414,000CommonSOLE
947890109WBSWEBSTER FINL CORP$16.0M2.42%268,800CommonSOLE
55261F104MTBM & T BK CORP$15.8M2.39%80,000CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$14.1M2.13%142,500CommonSOLE
902973304USBUS BANCORP DEL$13.7M2.08%284,000CommonSOLE
43785V102MCHBMECHANICS BANCORP$13.5M2.04%1,014,105CommonSOLE
440407104HBNCHORIZON BANCORP INC$13.5M2.04%841,700CommonSOLE
29460X109EQBKEQUITY BANCSHARES INC$13.3M2.01%326,000CommonSOLE
32026V104FFWMFIRST FNDTN INC$13.0M1.97%2,330,149CommonSOLE
950810101WSBCWESBANCO INC$12.8M1.94%401,981CommonSOLE
74727A104QCRHQCR HOLDINGS INC$11.9M1.80%156,900CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$11.7M1.77%6,515CommonSOLE
126128107CCNECNB FINL CORP PA$11.6M1.75%478,200CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$10.4M1.58%49,000CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$10.4M1.58%460,000CommonSOLE
74167B109FRSTPRIMIS FINANCIAL CORP$10.4M1.57%986,918CommonSOLE
598511103MOFGMIDWESTONE FINL GROUP INC NE$10.3M1.56%363,402CommonSOLE
060505104BACBANK AMERICA CORP$9.8M1.48%190,000CommonSOLE
03076K108ABCBAMERIS BANCORP$9.5M1.43%129,000CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$9.1M1.37%160,000CommonSOLE
33830T103FSBCFIVE STAR BANCORP$8.9M1.35%277,400CommonSOLE
16935C109CHYMCHIME FINL INC$8.5M1.29%422,812CommonSOLE
902788108UMBFUMB FINL CORP$8.4M1.27%71,000CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$7.9M1.19%305,500CommonSOLE
913290102UNTYUNITY BANCORP INC$7.6M1.15%155,300CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$7.5M1.14%109,400CommonSOLE
G491BT108IVZINVESCO LTD$7.2M1.09%315,000CommonSOLE
26951R104EFSIEAGLE FINL SVCS INC$7.2M1.09%190,000CommonSOLE
146103106CARECARTER BANKSHARES INC$7.2M1.08%369,000CommonSOLE
09290D101BLKBLACKROCK INC$7.1M1.07%6,071CommonSOLE
33767U107FSUNFIRSTSUN CAP BANCORP$6.8M1.03%175,000CommonSOLE
319835104FCCOFIRST CMNTY CORP S C$6.8M1.02%239,731CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$6.6M0.99%72,500CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$6.5M0.99%380,800CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.5M0.98%77,500CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$6.5M0.98%122,116CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.5M0.98%20,500CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$6.4M0.98%160,000CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$6.1M0.93%356,166CommonSOLE
919794107VLYVALLEY NATL BANCORP$6.0M0.92%570,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.0M0.90%62,500CommonSOLE
124411109BYBYLINE BANCORP INC$6.0M0.90%215,000CommonSOLE
46134L303ISTRInvestar Holding Corporation 6.5 Ser A Conv Pfd$5.9M0.89%238,090CommonSOLE
46134L105ISTRINVESTAR HLDG CORP$5.8M0.87%248,853CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC$5.8M0.87%284,000CommonSOLE
317585404FISIFINANCIAL INSTNS INC$5.7M0.87%211,000CommonSOLE
75970E107RNSTRENASANT CORP$5.6M0.85%152,500CommonSOLE
05368J103AVBHAVIDBANK HLDGS INC$5.6M0.85%220,000CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$5.5M0.83%230,470CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$5.3M0.81%106,500CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$5.3M0.80%76,500CommonSOLE
493267108KEYKEYCORP$5.2M0.79%280,000CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$5.1M0.77%47,500CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$4.8M0.73%155,000CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$4.6M0.70%80,000CommonSOLE
860630102SFSTIFEL FINL CORP$4.6M0.69%40,350CommonSOLE
90355N101USCBUSCB FINANCIAL HOLDINGS INC$4.6M0.69%262,123CommonSOLE
55977T208MGYRMAGYAR BANCORP INC$4.1M0.63%239,100CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$4.0M0.61%90,000CommonSOLE
139737100CBNKCAPITAL BANCORP INC MD$3.9M0.59%121,176CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$3.8M0.58%102,500CommonSOLE
587376104MBWMMERCANTILE BK CORP$3.7M0.56%82,000CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$3.6M0.54%142,500CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$3.5M0.54%102,500CommonSOLE
67109R109OPBKOP BANCORP$3.4M0.51%242,167CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$3.2M0.49%92,000CommonSOLE
43689E107HBCPHOME BANCORP INC$3.2M0.48%58,200CommonSOLE
97650W108WTFCWINTRUST FINL CORP$3.1M0.48%23,727CommonSOLE
108621103BWBBRIDGEWATER BANCSHARES INC$3.1M0.47%175,000CommonSOLE
48251W104KKRKKR & CO INC$3.1M0.46%23,550CommonSOLE
320866106FMBHFIRST MID ILL BANCSHARES INC$3.0M0.46%80,000CommonSOLE
139674105CCBGCAPITAL CITY BK GROUP INC$3.0M0.46%72,400CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.9M0.44%170,000CommonSOLE
97717P104WTWISDOMTREE INC$2.8M0.42%200,000CommonSOLE
958892101WNEBWESTERN NEW ENG BANCORP INC$2.7M0.40%222,500CommonSOLE
44951J105IROQIF BANCORP INC$2.5M0.38%97,500CommonSOLE
426927109XHCHERITAGE COMM CORP$2.5M0.38%251,175CommonSOLE
69320M109PCBPCB BANCORP$2.4M0.37%115,727CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$2.4M0.36%41,386CommonSOLE
28253R105BCOW1895 Bancorp Of Wisconsin, Inc.$2.3M0.35%207,000CommonSOLE
64944P307FLG 6 11/01/51FLAGSTAR FINANCIAL INC$2.3M0.34%57,000CommonSOLE
29448T105EQFNEquitable Financial Corp.$2.2M0.34%147,513CommonSOLE
000868109ACNBACNB CORP$2.2M0.34%50,700CommonSOLE
05990K841BANCBanc of California 7.75 Non-Cumulative Perpetual Preferred Stock, Series A$2.2M0.33%88,028CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$2.0M0.31%20,000CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$2.0M0.30%62,500CommonSOLE
64073B103NPNeptune Insurance Holdings Inc.$2.0M0.30%100,000CommonSOLE
200340107CMACOMERICA INC$1.9M0.29%27,500CommonSOLE
436893200HOMBHOME BANCSHARES INC$1.8M0.28%65,000CommonSOLE
96445A108WRIVWhite River Bancshares Co$1.7M0.25%36,000CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.6M0.24%10,000CommonSOLE
14316J108CGCARLYLE GROUP INC$1.6M0.24%25,000CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$1.6M0.24%81,322CommonSOLE
06652K103BKUBANKUNITED INC$1.5M0.23%40,000CommonSOLE
710577107PEBKPEOPLES BANCORP N C INC$1.5M0.23%49,346CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.5M0.23%13,700CommonSOLE
565759206MBBCMARATHON BANCORP INC$1.4M0.21%135,100CommonSOLE
970646105WLFCWILLIS LEASE FIN CORP$1.4M0.21%10,083CommonSOLE
170386106COFSCHOICEONE FINL SVCS INC$1.3M0.20%45,359CommonSOLE
58844R884MBINMerchants Bancorp 8.25 Non-Cumulative Perpetual Preferred Stock, Series D$1.3M0.20%52,000CommonSOLE
43940T109HOPEHOPE BANCORP INC$1.3M0.19%118,287CommonSOLE
G16910120BLSHBULLISH$1.2M0.19%19,300CommonSOLE
343873105FFICFLUSHING FINL CORP$1.2M0.18%87,626CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$1.1M0.17%37,413CommonSOLE
12740C103CADECADENCE BANK$1.1M0.17%30,000CommonSOLE
842873101SFSTSOUTHERN FIRST BANCSHARES$1.1M0.17%25,500CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.1M0.17%25,000CommonSOLE
00832E103AFBIAFFINITY BANCSHARES INC$1.1M0.16%53,480CommonSOLE
87224V108TCBCTC Bancshares, Inc.$1.0M0.16%49,900CommonSOLE
05465C100AXAXOS FINANCIAL INC$846,5000.13%10,000CommonSOLE
680033107ONBOLD NATL BANCORP IND$844,7890.13%38,487CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$839,2510.13%15,000CommonSOLE
26828M106ECBKECB BANCORP INC$722,0850.11%45,500CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$718,7580.11%37,280CommonSOLE
05369T100AVBCAVIDIA BANCORP INC$717,1210.11%48,000CommonSOLE
19623P101CBANCOLONY BANKCORP INC$651,9770.10%38,329CommonSOLE
58844R850MBINMerchants Bancorp 7.625 Non-Cumulative Perpetual Preferred Stock, Series E$508,2010.08%22,000CommonSOLE
36120Q101FVCBFVCBANKCORP INC$358,3610.05%27,630CommonSOLE
68417L107OBTORANGE CNTY BANCORP INC$199,6890.03%7,921CommonSOLE
898349204TRSTTRUSTCO BK CORP N Y$181,5000.03%5,000CommonSOLE
58958P104MRBKMERIDIAN CORPORATION$125,8310.02%7,969CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.