Stieven Capital Advisors, L.P.
Follow13F filer, CIK 1388279, ST. LOUIS, MO
Stieven Capital Advisors, L.P. reported $523,905,005 across 36 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 49.76% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-003489
- Period
- 2026-06-30
- Reported value
- $524M
- Holdings
- 36
- Top 10 weight
- 49.76%
- New
- 4
- Sold out
- 3
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SFSTnew | +94,114 | $5.75M |
| BCALnew | +252,843 | $5.27M |
| PNFPadded | +50,100 | $5.05M |
| BHRBnew | +63,940 | $4.59M |
| CCBadded | +45,200 | $3.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MCHBexited | -438,635 | -$6.47M |
| MCBexited | -75,000 | -$6.25M |
| FBKexited | -107,116 | -$5.56M |
| SSBreduced | -48,106 | -$4.81M |
| HAFCreduced | -140,129 | -$4.54M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0000902664-26-003489, largest first. % of portfolio is the value over $523,905,005, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| COLBCOLUMBIA BKG SYS INC | 1,071,732 | $34.3M | 6.56% | -114,100 | Timeline | ||
| WALWESTERN ALLIANCE BANCORP | 376,885 | $31M | 5.91% | -16,600 | Timeline | ||
| AUBATLANTIC UN BANKSHARES CORP | 693,749 | $29.4M | 5.6% | -46,408 | Timeline | ||
| UMBFUMB FINL CORP | 204,065 | $29.1M | 5.56% | -24,724 | Timeline | ||
| AXAXOS FINANCIAL INC | 256,345 | $25M | 4.77% | +15,600 | Timeline | ||
| CFGCITIZENS FINL GROUP INC | 349,780 | $24.5M | 4.68% | -24,100 | Timeline | ||
| HWCHANCOCK WHITNEY CORPORATION | 301,296 | $22.5M | 4.3% | +800 | Timeline | ||
| CNOBCONNECTONE BANCORP INC | 670,377 | $22.4M | 4.28% | -51,262 | Timeline | ||
| SSBSOUTHSTATE BK CORP | 221,394 | $22.1M | 4.22% | -48,106 | Timeline | ||
| EWBCEAST WEST BANCORP INC | 157,904 | $20.4M | 3.89% | -29,120 | Timeline | ||
| ONBOLD NATL BANCORP IND | 766,134 | $19.8M | 3.79% | +21,700 | Timeline | ||
| OSBCOLD SECOND BANCORP INC DEL | 815,328 | $19M | 3.63% | +41,800 | Timeline | ||
| FITBFIFTH THIRD BANCORP | 299,293 | $16.9M | 3.22% | -24,200 | Timeline | ||
| FNBF N B CORP | 874,591 | $16.7M | 3.19% | +2,000 | Timeline | ||
| CCNECNB FINL CORP PA | 434,673 | $14.7M | 2.8% | -23,900 | Timeline | ||
| WTFCWINTRUST FINL CORP | 89,683 | $14.4M | 2.75% | -6,400 | Timeline | ||
| PFBCPREFERRED BK LOS ANGELES CA | 117,921 | $12.5M | 2.39% | -4,700 | Timeline | ||
| CCBCOASTAL FINL CORP WA | 155,771 | $12.1M | 2.3% | +45,200 | Timeline | ||
| ALRSALERUS FINL CORP | 382,034 | $11.9M | 2.27% | +43,110 | Timeline | ||
| HBNCHORIZON BANCORP IND | 589,179 | $11.8M | 2.25% | +29,769 | Timeline | ||
| RFREGIONS FINANCIAL CORP NEW | 372,682 | $11.3M | 2.15% | -69,000 | Timeline | ||
| PNFPPINNACLE FINL PARTNERS INC | 110,100 | $11.1M | 2.12% | +50,100 | Timeline | ||
| FCNCAFIRST CTZNS BANCSHARES INC D | 4,815 | $10M | 1.91% | -1,276 | Timeline | ||
| BANRBANNER CORP | 150,756 | $10M | 1.91% | +400 | Timeline | ||
| HAFCHANMI FINL CORP | 306,788 | $9.94M | 1.9% | -140,129 | Timeline | ||
| NICNICOLET BANKSHARES INC | 55,967 | $9.26M | 1.77% | +3,162 | Timeline | ||
| FBPFIRST BANCORP CORPORATION | 310,710 | $8.1M | 1.55% | +800 | Timeline | ||
| RNSTRENASANT CORP | 170,613 | $7.26M | 1.39% | -14,600 | Timeline | ||
| SMBKSMARTFINANCIAL INC | 147,534 | $6.92M | 1.32% | +300 | Timeline | ||
| BACBANK OF AMER CORP | 101,537 | $5.79M | 1.1% | +200 | Timeline | ||
| SFSTSOUTHERN FIRST BANCSHARES | 94,114 | $5.75M | 1.1% | new | Timeline | ||
| BCALCALIFORNIA BANCORP | 252,843 | $5.27M | 1.01% | new | Timeline | ||
| BHRBBURKE HERBERT FINL SVCS CORP | 63,940 | $4.59M | 0.88% | new | Timeline | ||
| CIVBCIVISTA BANCSHARES INC | 126,953 | $3.58M | 0.68% | +300 | Timeline | ||
| VLYVALLEY NATL BANCORP | 158,566 | $2.32M | 0.44% | +400 | Timeline | ||
| SFSTIFEL FINL CORP | 32,500 | $2.27M | 0.43% | new | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000902664-26-003489 | base | 2026-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000902664-26-003489 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-26-002518 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-26-000776 | Quarter ended 2025-12-31 | 2026-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-25-004904 | Quarter ended 2025-09-30 | 2025-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-25-003517 | Quarter ended 2025-06-30 | 2025-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-25-002045 | Quarter ended 2025-03-31 | 2025-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-25-000552 | Quarter ended 2024-12-31 | 2025-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-24-006308 | Quarter ended 2024-09-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-24-004928 | Quarter ended 2024-06-30 | 2024-08-01 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-24-003543 | Quarter ended 2024-03-31 | 2024-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-24-001531 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-23-005488 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-23-004395 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-23-003039 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-23-001518 | Quarter ended 2022-12-31 | 2023-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-22-004841 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-22-003944 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-22-002946 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-22-001321 | Quarter ended 2021-12-31 | 2022-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-21-004940 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-21-003771 | Quarter ended 2021-06-30 | 2021-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-21-002780 | Quarter ended 2021-03-31 | 2021-05-17 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-21-001387 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-20-003893 | Quarter ended 2020-09-30 | 2020-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-20-002885 | Quarter ended 2020-06-30 | 2020-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-20-002042 | Quarter ended 2020-03-31 | 2020-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-20-000913 | Quarter ended 2019-12-31 | 2020-02-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000902664-20-000933 | Quarter ended 2019-12-31 | 2020-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-19-004193 | Quarter ended 2019-09-30 | 2019-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-19-003292 | Quarter ended 2019-06-30 | 2019-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-19-002240 | Quarter ended 2019-03-31 | 2019-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-19-000778 | Quarter ended 2018-12-31 | 2019-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-18-004052 | Quarter ended 2018-09-30 | 2018-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-18-003106 | Quarter ended 2018-06-30 | 2018-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-18-002200 | Quarter ended 2018-03-31 | 2018-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-18-000848 | Quarter ended 2017-12-31 | 2018-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-17-004256 | Quarter ended 2017-09-30 | 2017-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-17-003209 | Quarter ended 2017-06-30 | 2017-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-17-002255 | Quarter ended 2017-03-31 | 2017-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-17-000789 | Quarter ended 2016-12-31 | 2017-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-16-008697 | Quarter ended 2016-09-30 | 2016-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-16-007806 | Quarter ended 2016-06-30 | 2016-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-16-006974 | Quarter ended 2016-03-31 | 2016-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-16-005474 | Quarter ended 2015-12-31 | 2016-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-15-004154 | Quarter ended 2015-09-30 | 2015-11-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000902664-15-003463 | Quarter ended 2015-06-30 | 2015-08-20 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000902664-15-003464 | Quarter ended 2015-06-30 | 2015-08-20 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-15-003314 | Quarter ended 2015-06-30 | 2015-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-15-002488 | Quarter ended 2015-03-31 | 2015-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-15-000670 | Quarter ended 2014-12-31 | 2015-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-14-004276 | Quarter ended 2014-09-30 | 2014-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-14-003447 | Quarter ended 2014-06-30 | 2014-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-14-002442 | Quarter ended 2014-03-31 | 2014-05-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000902664-14-001410 | Quarter ended 2013-12-31 | 2014-02-27 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-14-000933 | Quarter ended 2013-12-31 | 2014-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-13-003655 | Quarter ended 2013-09-30 | 2013-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000902664-13-002866 | Quarter ended 2013-06-30 | 2013-08-13 | acceptance time not in the bulk data set |