SEC 13F Intelligence

Managers / Q1 2026

PMC FIG Opportunities LLC

CIK 0001899896 · NACHALAT ZADOK ST 16, JERUSALEM, 9454849 · 972-545224702

Reported Value
$65M
Q1 2026
Positions
29
Filings on Record
18
2025–present window
Filed
May 15, 2026
original filing

Summary

Pmc Fig Opportunities LLC reported $65M in U.S.-listed holdings across 29 positions for Q1 2026.

Its largest position, AX, represents 7.8% of the portfolio.

Compared with Q4 2025, the fund opened 11 new positions and exited 13.

Portfolio Metrics

Turnover
+48.4%
vs prior filed quarter
Top-10 Concentration
+54.7%
share of reported value
Largest Position
+7.8%
Axos Financial
New / Exited
11 / 13
positions this quarter

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
Q1 ’25: $41MQ1 ’25Q2 ’25: $68MQ2 ’25Q3 ’25: $66MQ3 ’25Q4 ’25: $64MQ4 ’25Q1 ’26: $65MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 99.3%Other: 0.7%
  • Common Stock · 99.3% · $65M
  • Other · 0.7% · $480,163

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SFBSSERVISFIRST BANCSHARES INCNEW+45.6K45.6K+$3M$3M
RKTROCKET COS INCNEW+180.9K180.9K+$3M$3M
NUNU HLDGS LTDNEW+170.1K170.1K+$2M$2M
TFINTRIUMPH FINANCIAL INCNEW+38.0K38.0K+$2M$2M
FIGRFIGURE TECHNOLOGY SOLUTIONEW+48.6K48.6K+$2M$2M
IBKRINTERACTIVE BROKERS GROUP INNEW+24.3K24.3K+$2M$2M
JCAPJEFFERSON CAPITAL INCNEW+49.8K49.8K+$957,096$957,096
UMBFUMB FINL CORPNEW+7.3K7.3K+$823,593$823,593

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

Holdings — Q1 2026

27 positions

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$65M29May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$64M31Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$66M31Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$68M34Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$41M30May 15, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • BOOTHBAY FUND MANAGEMENT, LLC028-16782
  • Persistent Asset Partners Ltd028-25300

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 ↗.