SEC 13F Intelligence

Managers / Q2 2024

BHZ CAPITAL MANAGEMENT, LP

CIK 0001618872 · 2025 GATEWAY PLACE, SUITE 405, SAN JOSE, CA, 95110 · 408-998-5438

Reported Value
$0
Q2 2024
Positions
1
Filings on Record
24
2019–present window
Filed
Aug 14, 2024
original filing

Summary

Compared with Q1 2024, the fund opened 1 new position and exited 42.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $379MQ4 ’18Q1 ’19: $399MQ2 ’19: $417MQ3 ’19: $413MQ3 ’19Q4 ’19: $426MQ1 ’20: $266MQ2 ’20: $254MQ2 ’20Q3 ’20: $236MQ4 ’20: $296MQ1 ’21: $315MQ1 ’21Q2 ’21: $269MQ3 ’21: $294MQ4 ’21: $294MQ4 ’21Q1 ’22: $297MQ2 ’22: $247MQ3 ’22: $240MQ3 ’22Q4 ’22: $227MQ1 ’23: $215MQ2 ’23: $143MQ2 ’23Q3 ’23: $121MQ4 ’23: $189MQ1 ’24: $88MQ1 ’24Q2 ’24: $0filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
N/ANEW+00+$0$0
XLFSELECT SECTOR SPDR TRSOLD OUT554.0K0$23M$0
FCNCAFIRST CTZNS BANCHSARES INC NSOLD OUT3.8K0$6M$0
BANCBANC OF CALIFORNIA INCSOLD OUT347.1K0$5M$0
FFWMFIRST FNDTN INCSOLD OUT627.1K0$5M$0
EGBNEAGLE BANCORP INC MDSOLD OUT197.6K0$5M$0
CMACOMERICA INCSOLD OUT77.0K0$4M$0
VBTXVERITEX HLDGS INCSOLD OUT195.3K0$4M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

1 positions
#IssuerClass% PortfolioValueShares
1N/AN/A$00

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2024$01Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$88M42May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$189M62Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$121M65Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$143M71Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$215M111May 16, 202313F-HRchanges · EDGAR ↗
Q4 2022$227M116Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$240M122Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$247M119Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$297M141May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$294M135Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$294M135Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$269M127Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$315M134May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$296M140Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$236M140Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$254M138Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$266M142May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$426M148Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$413M139Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$417M147Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$399M138May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$379M131Feb 15, 2019RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.