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HoldCo Asset Management, LP

HoldCo Asset Management, LP is an Investment Adviser institutional filer with the SEC under CIK 1724246, reporting 29 portfolio positions, with 18 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in HoldCo Asset Management, LP's most recent 13F filing, ranked by reported market value.

  1. FIFTH THIRD BANCORP (FITB)
  2. COLUMBIA BKG SYS INC (COLB)
  3. KEYCORP (KEY)
  4. BANKUNITED INC (BKU)
  5. EASTERN BANKSHARES INC (EBC)
  6. FIRST INTST BANCSYSTEM INC (FIBK)
  7. CENTRAL PAC FINL CORP (CPF)
  8. HOPE BANCORP INC (HOPE)
  9. CVB FINL CORP (CVBF)
  10. BEACON FINANCIAL CORP. (BBT)
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