Investor
Petiole USA ltd
CIK 0001600202 · filed 2026-05-14 · SEC filing
13F book
$143M
Positions
32
2 new · 3 sold
Largest name
6.3%
Colony Bankcorp Inc · CBAN
Est. mark
$1.6M
Price effect on 30 names still held. Flow −$12.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Colony Bankcorp Inc | CBAN | 454.8K | $9.08M | 6.3% | $977.7K | Cut$835.2K |
| Carter Bankshares, Inc. | CARE | 381.4K | $8.89M | 6.2% | $1.4M | Cut$1.29M |
| First Natl Corp | — | 307.9K | $8.29M | 5.8% | $517.3K | Cut$429K |
| Commercial Bancgroup, Inc. | CBK | 291K | $7.57M | 5.3% | $424.9K | Cut−$102.8K |
| Webster Finl Corp | — | 101.9K | $7.07M | 4.9% | $660.1K | Held |
| Renasant Corp | RNST | 195.3K | $7.06M | 4.9% | $177.8K | Cut$124.9K |
| Banc Of California Inc | — | 397.2K | $6.98M | 4.9% | −$679.2K | Held |
| Mid Penn Bancorp Inc | MPB | 194.5K | $6.26M | 4.4% | $221.7K | Cut$141.1K |
| Orrstown Finl Svcs Inc | — | 171.8K | $6.2M | 4.3% | $113.4K | Cut−$70.8K |
| Western Alliance Bancorp | — | 78.5K | $5.56M | 3.9% | −$1.04M | Cut−$1.26M |
| Hancock Whitney Corporation | — | 86.2K | $5.48M | 3.8% | −$7.76K | Held |
| Cnb Finl Corp Pa | — | 189.2K | $5.48M | 3.8% | $528K | Held |
| Umb Finl Corp | — | 42.6K | $4.81M | 3.4% | −$54.3K | Added$2.03M |
| First Ctzns Bancshares Inc D | — | 2.42K | $4.55M | 3.2% | −$631.6K | Cut−$8.7M |
| Wintrust Finl Corp | — | 29.8K | $4.13M | 2.9% | −$26.2K | Held |
| First Merchants Corp | — | 94K | $3.64M | 2.5% | $117.6K | Held |
| Sb Finl Group Inc | — | 168.8K | $3.55M | 2.5% | −$214.4K | Held |
| Pinnacle Finl Partners Inc Com | — | 40.4K | $3.48M | 2.4% | — | New |
| Citizens Finl Group Inc | — | 57.1K | $3.42M | 2.4% | $89K | Cut−$185.5K |
| California Bancorp | — | 192.3K | $3.41M | 2.4% | −$182.7K | Cut−$244.3K |
| Primis Financial Corp. | FRST | 230.2K | $3.06M | 2.1% | −$145K | Held |
| Shore Bancshares Inc | SHBI | 147.5K | $2.76M | 1.9% | $147.5K | Held |
| Huntington Bancshares Inc | — | 168.9K | $2.64M | 1.8% | −$287.2K | Cut−$493.7K |
| Equity Bancshares Inc | EQBK | 57.4K | $2.55M | 1.8% | −$13.8K | Held |
| F N B Corp | — | 150.2K | $2.51M | 1.8% | −$57.1K | Cut−$245.2K |
| First Bk Williamstown New Je | — | 154.7K | $2.47M | 1.7% | −$71.1K | Held |
| First Northwest Bancorp | FNWB | 257.9K | $2.24M | 1.6% | −$180.5K | Cut−$225.6K |
| Columbia Bkg Sys Inc | — | 77.1K | $2.11M | 1.5% | −$40.1K | Cut−$202.2K |
| Southstate Bk Corp | — | 22K | $2.04M | 1.4% | −$35K | Cut−$185.6K |
| East West Bancorp Inc | EWBC | 18.6K | $1.99M | 1.4% | — | New |
| Banner Corp | BANR | 31.1K | $1.89M | 1.3% | −$61.5K | Cut−$199.4K |
| Hanmi Finl Corp | — | 69.9K | $1.84M | 1.3% | −$46.8K | Cut−$95.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.