SEC 13F Intelligence

Managers / Q3 2025 · view latest →

PMC FIG Opportunities LLC

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

Reported Value
$66M
Q3 2025
Positions
31
Filings on Record
18
2025–present window
Filed
Nov 14, 2025
original filing

Summary

Pmc Fig Opportunities LLC reported $66M in U.S.-listed holdings across 31 positions for Q3 2025.

Its largest position, CNOB, represents 8.8% of the portfolio.

Compared with Q2 2025, the fund opened 15 new positions and exited 18.

Portfolio Metrics

Turnover
+51.6%
vs prior filed quarter
Top-10 Concentration
+51.0%
share of reported value
Largest Position
+8.8%
Connectone Bancorp
New / Exited
15 / 18
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: 94.0%REIT: 4.5%Other: 1.5%
  • Common Stock · 94.0% · $62M
  • REIT · 4.5% · $3M
  • Other · 1.5% · $988,836

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FBKFB FINL CORPNEW+63.6K63.6K+$4M$4M
WALWESTERN ALLIANCE BANCORPNEW+28.3K28.3K+$2M$2M
AVBHAVIDBANK HLDGS INCNEW+93.7K93.7K+$2M$2M
WBSWEBSTER FINL CORPNEW+35.4K35.4K+$2M$2M
SSBSOUTHSTATE BK CORPNEW+21.2K21.2K+$2M$2M
ABCBAMERIS BANCORPNEW+24.0K24.0K+$2M$2M
ABRARBOR REALTY TRUST INCNEW+141.4K141.4K+$2M$2M
UWMCUWM HOLDINGS CORPORATIONNEW+282.8K282.8K+$2M$2M

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

Holdings — Q3 2025

28 positions
#IssuerClass% PortfolioValueShares
1CNOBCONNECTONE BANCORP INChistory →COM8.82%$6M235.8K
2CCITIGROUP INChistory →COM NEW5.41%$4M35.4K
3FBKFB FINL CORPhistory →COM5.35%$4M63.6K
4SFSTIFEL FINL CORPhistory →COM5.32%$4M31.1K
5AXAXOS FINANCIAL INChistory →COM5.06%$3M39.6K
6CCBCOASTAL FINL CORP WAhistory →COM NEW4.61%$3M28.3K
7PGYPAGAYA TECHNOLOGIES LTDhistory →CL A NEW4.30%$3M95.9K
8MYFWFIRST WESTN FINL INChistory →COM4.17%$3M120.1K
9QCRHQCR HOLDINGS INChistory →COM4.03%$3M35.4K
10SBCFSEACOAST BKG CORP FLAhistory →COM NEW3.89%$3M84.8K
11LOBLIVE OAK BANCSHARES INChistory →COM3.76%$2M70.7K
12WALWESTERN ALLIANCE BANCORPhistory →COM3.70%$2M28.3K
13TOWNEBANK PORTSMOUTH VACOM3.69%$2M70.7K
14AVBHAVIDBANK HLDGS INChistory →COM3.60%$2M93.7K
15NPBNORTHPOINTE BANCSHARES INC.history →COM SHS3.36%$2M130.5K
16WBSWEBSTER FINL CORPhistory →COM3.17%$2M35.4K
17SSBSOUTHSTATE BK CORPhistory →COM3.16%$2M21.2K
18ABCBAMERIS BANCORPhistory →COM2.66%$2M24.0K
19ABRARBOR REALTY TRUST INChistory →COM2.60%$2M141.4K
20UWMCUWM HOLDINGS CORPORATIONhistory →COM CL A2.60%$2M282.8K
21BKUBANKUNITED INChistory →COM2.44%$2M42.4K
22TBBKBANCORP INC DELhistory →COM2.40%$2M21.2K
23CFGCITIZENS FINL GROUP INChistory →COM2.27%$2M28.3K
24BACBANK AMERICA CORPhistory →COM2.20%$1M28.3K
25AGNCAGNC INVT CORPhistory →COM1.88%$1M127.3K
26OSBCOLD SECOND BANCORP INC ILLhistory →COM1.47%$977,79556.6K
27LNKBLINKBANCORP INChistory →COM1.33%$882,444123.8K
28SMBKSMARTFINANCIAL INChistory →COM NEW1.25%$826,22123.1K

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 ↗.