SEC 13F Intelligence

Bhz Capital Management, LP / FFWM

Bhz Capital Management, LP’s First Fndtn Inc Position

Does Bhz Capital Management, LP own First Fndtn Inc (FFWM)? Not currently — the last reported position was 627.1K shares worth $5M in Q1 2024; the fund’s latest 13F (Q2 2024) no longer reports it.

Position Value
$5M
Q1 2024
Shares
627.1K
% of Portfolio
+5.38%
Quarters Held
13
position exited

Position History FFWM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ2 ’19Q3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $2MQ3 ’22: $225,000Q3 ’22Q4 ’22: $3MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $3MQ3 ’23Q4 ’23: $7MQ1 ’24: $5MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024627.1K$5M+5.38%
Q4 2023742.4K$7M+3.80%
Q3 2023555.2K$3M+2.79%
Q2 2023506.3K$2M+1.41%
Q1 2023326.5K$2M+1.13%
Q4 2022202.9K$3M+1.28%
Q3 202212.4K$225,000+0.09%
Q1 2020232.8K$2M+0.89%
Q4 2019251.7K$4M+1.03%
Q3 2019276.1K$4M+1.02%
Q2 2019332.7K$4M+1.07%
Q1 2019248.1K$3M+0.84%
Q4 2018242.2K$3M+0.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bhz Capital Management, LP’s full portfolio or all institutional holders of FFWM.