SEC 13F Intelligence

Managers / Q4 2018 · view latest →

Southside Capital, LLC

CIK 0001732093 · 1815 PURDY AVE, SUITE 21, MIAMI BEACH, FL, 33139 · 917-810-2574

Reported Value
$161M
Q4 2018
Positions
49
Filings on Record
5
2019–present window
Filed
Feb 4, 2019
original filing

Summary

Southside Capital, LLC reported $161M in U.S.-listed holdings across 49 positions for Q4 2018.

Its largest position, Cadence Bancorporation, represents 5.4% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+41.0%
share of reported value
Largest Position
+5.4%
Cadence Bancorporation

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $161MQ4 ’18Q1 ’19: $244MQ1 ’19Q2 ’19: $342MQ2 ’19Q3 ’19: $368MQ3 ’19Q4 ’19: $382MQ4 ’19filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.6%Other: 9.0%REIT: 6.4%
  • Common Stock · 84.6% · $137M
  • Other · 9.0% · $15M
  • REIT · 6.4% · $10M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
CADENCE BANCORPORATIONNEW+515.1K515.1K+$9M$9M
COREPOINT LODGING INCNEW+603.2K603.2K+$7M$7M
APOLLO GLOBAL MGMT LLCNEW+283.5K283.5K+$7M$7M
SVB FINL GROUPNEW+35.5K35.5K+$7M$7M
FS KKR CAPITAL CORPNEW+1.26M1.26M+$7M$7M
AIZASSURANT INCNEW+69.4K69.4K+$6M$6M
NAVINAVIENT CORPORATIONNEW+693.0K693.0K+$6M$6M
RMAXRE MAX HLDGS INCNEW+192.7K192.7K+$6M$6M

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

Holdings — Q4 2018

49 positions
#IssuerClass% PortfolioValueShares
1CADENCE BANCORPORATIONCL A5.35%$9M515.1K
2COREPOINT LODGING INCCOM4.58%$7M603.2K
3APOLLO GLOBAL MGMT LLCCL A SHS4.31%$7M283.5K
4SVB FINL GROUPCOM4.18%$7M35.5K
5FS KKR CAPITAL CORPCOM4.03%$7M1.26M
6AIZASSURANT INChistory →COM3.85%$6M69.4K
7NAVINAVIENT CORPORATIONhistory →COM3.78%$6M693.0K
8RMAXRE MAX HLDGS INChistory →CL A3.67%$6M192.7K
9WDWALKER & DUNLOP INChistory →COM3.63%$6M135.6K
10ESNTESSENT GROUP LTDhistory →COM3.59%$6M169.7K
11ATHENE HLDG LTDCL A3.57%$6M144.8K
12SYNOVUS FINL CORPCOM NEW3.46%$6M174.5K
13RPREALPAGE INChistory →COM3.41%$6M114.4K
14WALWESTERN ALLIANCE BANCORPhistory →COM3.38%$5M138.3K
15AMPAMERIPRISE FINL INChistory →COM3.37%$5M52.1K
16ARESARES MANAGEMENT CORPORATIONhistory →CL A COM STK3.28%$5M298.2K
17HLIHOULIHAN LOKEY INChistory →CL A3.02%$5M132.7K
18SBNYSIGNATURE BK NEW YORK N Yhistory →COM2.82%$5M44.3K
19WTFCWINTRUST FINL CORPhistory →COM2.74%$4M66.5K
20CNOBCONNECTONE BANCORP INC NEWhistory →COM2.73%$4M238.8K
21VYXNCR CORP NEWhistory →COM2.72%$4M190.4K
22BKUBANKUNITED INChistory →COM2.51%$4M135.1K
23EWBCEAST WEST BANCORP INChistory →COM2.35%$4M87.1K
24EPRTESSENTIAL PPTYS RLTY TR INChistory →COM1.86%$3M216.4K
25COFCAPITAL ONE FINL CORPhistory →COM1.84%$3M39.3K
26BCSFBAIN CAP SPECIALTY FIN INChistory →COM1.53%$2M147.8K
27EGBNEAGLE BANCORP INC MDhistory →COM1.50%$2M140.3K
28BBDCBARINGS BDC INChistory →COM1.33%$2M237.7K
29BCMLBAYCOM CORPhistory →COM1.31%$2M98.3K
30USA TECHNOLOGIES INCCOM NO PAR1.17%$2M483.6K
31CUSHMAN WAKEFIELD PLCSHS1.13%$2M126.6K
32CZWICITIZENS CMNTY BANCORP INC MCOM0.90%$1M129.6K
33CGBDTCG BDC INCCOM0.75%$1M98.1K
34PRTHPRIORITY TECHNOLOGY HLDGS INCOM0.69%$1M168.4K
35IMXIINTERNATIONAL MNY EXPRESS INCOM0.67%$1M93.4K
36MFNCMACKINAC FINL CORPCOM0.63%$1M67.3K
37ENTEGRA FINL CORPCOM0.63%$1M46.3K
38MPBMID PENN BANCORP INCCOM0.57%$925,00038.8K
39PMBCPACIFIC MERCANTILE BANCORPCOM0.55%$894,000112.2K
40HWBKHAWTHORN BANCSHARES INCCOM0.54%$868,00038.3K
41RIVERIVERVIEW FINL CORP NEWCOM0.42%$673,00057.6K
42BSVNBANK7 CORPCOM0.39%$632,00040.7K
43CBNKCAPITAL BANCORP INC MDCOM0.33%$540,00047.9K
44OHA INVT CORPCOM0.33%$529,000464.2K
45SBFGSB FINL GROUP INCCOM0.30%$480,00026.3K
46MALVERN BANCORP INCCOM0.10%$154,0007.5K
47PEBKPEOPLES BANCORP N C INCCOM0.09%$149,0005.6K
48INBKFIRST INTERNET BANCORPCOM0.06%$96,00030.1K
49MEDLEY MGMT INCCL A COM0.02%$36,0009.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2019$382M70Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$368M72Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$342M64Aug 7, 201913F-HRchanges · EDGAR ↗
Q1 2019$244M59May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$161M49Feb 4, 201913F-HRchanges · 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 ↗.