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Petiole USA LTD
CIK:0001600202
Investment Adviser
$142M AUM
37 holdings
New York, NY, USA
Petiole USA Ltd provides advisory services in private real estate, private equity investments, yielding strategies, and distressed financial assets.
Investment Strategy
Private real estate, private equity investments, yielding strategies, and distressed financial assets.
Latest 13F Filing Activity
Petiole USA LTD filed their most recent 13F report on Jun 30, 2025 disclosing 36 equity positions with a total 13F market value of $141M. The fund increased holdings in Renasant Corp., First CTZNS Bancshares Inc. N, Mid Penn Bancorp Inc. among other positions. Petiole USA LTD reduced exposure to First Bancshares Inc. Miss, CB Finl SVCS Inc., Eagle Bancorp Mont Inc. among others.
Top Buys
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| FIRST CTZNS BANCSHARES INC N | 6.11% | $8.6M | 4,415 | $660.53 | $1956.47 | +$451.9K | |
C CBAN | COLONY BANKCORP INC | 5.39% | $7.6M | 462,763 | $16.31 | $16.47 | +$148.1K |
R RNST | RENASANT CORP | 5.00% | $7.1M | 196,845 | $35.93 | $35.93 | +$7.1M |
C CARE | CARTER BANKSHARES INC | 4.75% | $6.7M | 386,873 | $15.50 | $17.34 | +$448.8K |
W WAL | WESTERN ALLIANCE BANCORP | 4.68% | $6.6M | 84,773 | $73.58 | $77.98 | +$97.5K |
Industry Allocation
STATE COMMERCIAL BANKS
+58.3%
NATIONAL COMMERCIAL BANKS
+38.5%
SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED
+1.4%
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