Holdco Asset Management, LP
HoldCo Asset Management, LP is an SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by Vik Ghei and Misha Zaitzeff. As of October 2025, HoldCo manages approximately $2.6 billion of regulatory assets and operates with a small team, focusing primarily on serving institutional and sophisticated investors through long/short equity funds and special situations investing.
Investment Strategy
HoldCo Asset Management, LP pursues an opportunistic, research-driven investment approach with an emphasis on long/short equity strategies as well as event-driven and special situations investing. The firm seeks to identify value in publicly traded companies, occasionally taking activist positions, and primarily targets opportunities within the U.S. equity markets. The firm is known for deep due diligence and position concentration when conviction is high, and is open to adapting investment positions rapidly in response to market developments.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COLB | COLUMBIA BKG SYS INC | 16.41% | $104.82B | 4,483,297 | $23.38 | $23.38 | +$104.82B |
F FIBK | FIRST INTST BANCSYSTEM INC | 16.11% | $102.89B | 3,570,107 | $28.82 | $28.82 | +$102.89B |
C CFG | CITIZENS FINL GROUP INC | 14.62% | $93.36B | 2,086,288 | $44.75 | $44.75 | +$93.36B |
K KEY | KEYCORP | 13.62% | $87.00B | 4,994,000 | $17.42 | $17.42 | +$87.00B |
E EBC | EASTERN BANKSHARES INC | 12.45% | $79.53B | 5,208,500 | $15.27 | $15.27 | +$79.53B |