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Holdco Asset Management - Q4 2025 13F Filings

HO

Holdco Asset Management, Lp

CIK: 0001724246
Address: Florida New York 515 E. Las Olas Blvd. Suite 1010
$1.33 B
Portfolio Value
29
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BKU Bankunited
+$115.81 M
2. KEY Key
+$85.71 M
3. BHLB Berkshire Hills Bancorp
+$54.35 M
4. CVBF Cvb Financial
+$41.12 M
5. HOPE Hope Bancorp
+$32.84 M

Top Sells

Q4 2025
1. CFG Citizens Financial Group
−$52.83 M
2. CMA Comerica Incorporated
−$22 M
3. XBP Xbp Global Holdings
−$6.35 M
4. SHBI Shore Bancshares
−$2.51 M
5. XBP Xbp Global Holdings
−$6.81

Asset Allocation

Stocks/ETFs
+40.30%
$1.33 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Holdco Asset Management Q4 2025 Filing Summary

Holdco Asset Management, Lp filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 1.33 B reflecting a +40.30% change from the prior quarter, spanning 29 assets. The top 10 holdings comprised 87.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 0 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Holdco Asset Management’s Q4 2025 Filing

Holdco Asset Management submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Holdco Asset Management reported a managed portfolio value of 1.33 B, consisting of 29 individual positions.

This page displays the raw filing documents. To see which stocks Holdco Asset Management bought or sold during Q4 2025, please visit Holdco Asset Management's Portfolio Analysis page.