SEC 13F Intelligence

Managers / Q4 2025 · view latest →

PMC FIG Opportunities LLC

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

Reported Value
$64M
Q4 2025
Positions
31
Filings on Record
18
2025–present window
Filed
Feb 17, 2026
original filing

Summary

Pmc Fig Opportunities LLC reported $64M in U.S.-listed holdings across 31 positions for Q4 2025.

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

Compared with Q3 2025, the fund opened 13 new positions and exited 13.

Portfolio Metrics

Turnover
+48.2%
vs prior filed quarter
Top-10 Concentration
+53.4%
share of reported value
Largest Position
+7.8%
Coastal Finl Corp Wa
New / Exited
13 / 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: 100.0%
  • Common Stock · 100.0% · $64M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NBNNORTHEAST BK PORTLAND MENEW+32.7K32.7K+$3M$3M
COLBCOLUMBIA BKG SYS INCNEW+98.2K98.2K+$3M$3M
TFCTRUIST FINL CORPNEW+52.4K52.4K+$3M$3M
CASHPATHWARD FINANCIAL INCNEW+28.8K28.8K+$2M$2M
AMTBAMERANT BANCORP INCNEW+101.0K101.0K+$2M$2M
FCNCAFIRST CTZNS BANCSHARES INC DNEW+917917+$2M$2M
SIISPROTT INCNEW+19.6K19.6K+$2M$2M
CVBFCVB FINL CORPNEW+78.6K78.6K+$1M$1M

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

Holdings — Q4 2025

31 positions
#IssuerClass% PortfolioValueShares
1CCBCOASTAL FINL CORP WAhistory →COM NEW7.78%$5M43.2K
2TBBKBANCORP INC DELhistory →COM7.50%$5M70.7K
3SFSTIFEL FINL CORPhistory →COM6.18%$4M31.4K
4NBNNORTHEAST BK PORTLAND MEhistory →CL A5.35%$3M32.7K
5BACBANK AMERICA CORPhistory →COM5.09%$3M58.9K
6CCITIGROUP INChistory →COM NEW4.80%$3M26.2K
7MYFWFIRST WESTN FINL INChistory →COM4.51%$3M107.2K
8COLBCOLUMBIA BKG SYS INChistory →COM4.31%$3M98.2K
9TFCTRUIST FINL CORPhistory →COM4.05%$3M52.4K
10CNOBCONNECTONE BANCORP INChistory →COM3.79%$2M92.1K
11ABCBAMERIS BANCORPhistory →COM3.36%$2M28.8K
12FBKFB FINL CORPhistory →COM3.33%$2M38.0K
13CASHPATHWARD FINANCIAL INChistory →COM3.21%$2M28.8K
14AMTBAMERANT BANCORP INChistory →CL A3.10%$2M101.0K
15FCNCAFIRST CTZNS BANCSHARES INC Dhistory →CL A3.09%$2M917
16QCRHQCR HOLDINGS INChistory →COM3.09%$2M23.6K
17SIISPROTT INChistory →COM NEW3.02%$2M19.6K
18CFGCITIZENS FINL GROUP INChistory →COM3.00%$2M32.7K
19SSBSOUTHSTATE BK CORPhistory →COM2.90%$2M19.6K
20LNKBLINKBANCORP INChistory →COM2.75%$2M211.9K
21CVBFCVB FINL CORPhistory →COM2.30%$1M78.6K
22SBCFSEACOAST BKG CORP FLAhistory →COM NEW2.26%$1M45.8K
23LPLALPL FINL HLDGS INChistory →COM2.20%$1M3.9K
24GDOTGREEN DOT CORPhistory →CL A1.85%$1M91.7K
25AVBHAVIDBANK HLDGS INChistory →COM1.64%$1M39.3K
26NPBNORTHPOINTE BANCSHARES INC.history →COM SHS1.38%$879,12152.4K
27PFSIPENNYMAC FINL SVCS INC NEWhistory →COM1.36%$863,2886.5K
28AXAXOS FINANCIAL INCCOM0.89%$564,1766.5K
29AFRMAFFIRM HLDGS INCCOM CL A0.77%$487,3686.5K
30LOBLIVE OAK BANCSHARES INCCOM0.71%$449,91613.1K
31ENVAENOVA INTL INCCOM0.42%$268,0261.7K

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 ↗.