EJF Capital LP — 13F Holdings & Portfolio
CIK 1353254 · latest 13F-HR filed 2026-08-13
EJF Capital LP manages $149.5M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are COSO (3.46%), SFNC (3.41%), BUSE (2.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 2; 35 existing positions rose in reported value and 17 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$149.5M
Long-equity book
Holdings
72
Distinct positions
Period
2026-06-30
Filed 2026-08-13
Q/Q Activity
+5 / −2 / ↑35 / ↓17
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26COSO3.5% · 0%SFNC3.4% · -8%BUSE2.9% · -4%MCB2.9% · -4%VLY2.8% · -12%BANC2.8% · -15%GNW2.7% · -10%WSBC2.7% · -9%BBT2.6% · -13%CBK2.6% · -25%FSUN2.5% · newFRST2.5% · +20%CCNE2.5% · -4%AVBH2.4% · -4%CNNE2.4% · +25%ECPG2.4% · -16%OSBC2.4% · +0%FFBC2.3% · -10%BWB2.3% · -9%NPB2.3% · -28%SFST2.2% · newRBB2.0% · +0%FHN2.0% · -20%COF2.0% · -10%JCAP1.9% · -15%BKU1.9% · -4%ONB1.9% · -9%NP1.8% · +12%OBT1.7% · -13%CRBG1.7% · 0%BCS1.7% · 0%FCNCA1.7% · -32%PFS1.7% · -21%COKE1.6% · 0%OPY1.4% · 0%OSPN1.2% · 0%BRBS1.1% · -10%EQH1.1% · 0%WEX1.0% · +16%KBH1.0% · 0%CUBI0.9% · -26%CARE0.8% · -64%GDOT0.8% · -46%WIX0.7% · 0%HTH0.7% · 0%BPOP0.6% · -2%CCB0.6% · -3%HCKT0.6% · 0%CNOB0.6% · -2%RKT0.6% · newNBBK0.6% · -2%HTB0.6% · -71%RRR0.6% · 0%OPTU0.5% · newEFSI0.5% · -31%WFG0.5% · 0%ASB0.4% · newWTFC0.4% · -2%FSBC0.4% · -80%TFC0.4% · -4%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 28.8%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Sep 4, 2026.
Assets Under Management
$6.10B
Discretionary
$6.04B
Employees
44
Accounts
44
Address
2107 WILSON BOULEVARD
SUITE 410
ARLINGTON, VA 22201
SUITE 410
ARLINGTON, VA 22201
Phone
(703) 997-5728
This firm reports 5 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DAVISON, THOMAS, MICHAEL Control | GENERAL COUNSEL since Mar 2022 | Less than 5% | Individual |
| FRIEDMAN, EMANUEL, JOSHUA Control | CO-CHIEF EXECUTIVE OFFICER since Sep 2019 | 50–75% | Individual |
| LAFRANKIE, ALEXANDRA, CECILIA Control | CHIEF COMPLIANCE OFFICER since Mar 2025 | Less than 5% | Individual |
| RUGGIERO, JASON, MICHAEL Control | MEMBER, GENERAL PARTNERSHIP since Jan 2026 | Less than 5% | Individual |
| WILSON, NEAL, JAMES Control | CO-CHIEF EXECUTIVE OFFICER/ CHIEF FINANCIAL OFFICER since Sep 2019 | 10–25% | Individual |
| EJF CAPITAL GP LLC | LEGAL OWNERSHIP ENTITY since Jan 2026 | Less than 5% | Domestic Entity |
| KUDU INVESTMENT HOLDINGS, LLC | MEMBER CLASS I INTERESTS since Aug 2019 | Less than 5% | Domestic Entity |
| WHITE MOUNTAINS CAPITAL, INC. Control Indirect owner via KUDU INVESTMENT HOLDINGS, LLC | OWNER (KUDU INVESTMENT MANAGEMENT, LLC) since Feb 2018 | 75% or more | Domestic Entity |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY Indirect owner via KUDU INVESTMENT HOLDINGS, LLC | PARTIAL OWNER OF KUDU INVESTMENT MANAGEMENT LLC since May 2022 | 25–50% | Domestic Entity |
Ownership & leadership changes · 23 filings with changes since Mar 29, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Apr 30, 2026 filing
- AddedRUGGIERO, JASON, MICHAEL · MEMBER, GENERAL PARTNERSHIP · Less than 5% · control person
Mar 30, 2026 filing
- No longer listedMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · PARTIAL OWNER OF KUDU INVESTMENT MANAGEMENT LLC · 25–50% · indirect via KUDU INVESTMENT MANAGEMENT LLC · listed since May 2022
- No longer listedWHITE MOUNTAINS CAPITAL, INC. · OWNER (KUDU INVESTMENT MANAGEMENT, LLC) · 75% or more · indirect via KUDU INVESTMENT MANAGEMENT LLC · control person · listed since Feb 2018
- AddedDAVISON, THOMAS, MICHAEL · GENERAL COUNSEL · Less than 5% · control person
- AddedEJF CAPITAL GP LLC · LEGAL OWNERSHIP ENTITY · Less than 5%
- AddedMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · PARTIAL OWNER OF KUDU INVESTMENT MANAGEMENT LLC · 25–50% · indirect via KUDU INVESTMENT HOLDINGS, LLC
- AddedWHITE MOUNTAINS CAPITAL, INC. · OWNER (KUDU INVESTMENT MANAGEMENT, LLC) · 75% or more · indirect via KUDU INVESTMENT HOLDINGS, LLC · control person
Jan 27, 2026 filing
- No longer listedEJF CAPITAL LLC · OWNER (EJF INVESTMENTS MANAGER LLC) · 75% or more · indirect via EJF INVESTMENTS MANAGER LLC · control person · listed since Jan 2017
Mar 20, 2025 filing
- No longer listedDAVISON, THOMAS MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2024
- AddedLAFRANKIE, ALEXANDRA, CECILIA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · PARTIAL OWNER OF KUDU INVESTMENT MANAGEMENT LLC · 25–50% · indirect via KUDU INVESTMENT MANAGEMENT LLC
Mar 20, 2024 filing
- No longer listedPOLLARD, JOHN, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2021
- No longer listedgray, erika, lynn · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jan 2022
- AddedDAVISON, THOMAS MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedWILSON, NEAL, JAMES · title CO-CHIEF EXECUTIVE OFFICER → CO-CHIEF EXECUTIVE OFFICER/ CHIEF FINANCIAL OFFICER
Jun 12, 2023 filing
- No longer listedMayrhofer, Thomas, Brandon · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Sep 2019
Mar 31, 2022 filing
- No longer listedEJF SFO DEBT HOLDINGS OFFSHORE LP · OWNER (FINS ABS MANAGER INC) · 75% or more · indirect via FINS ABS MANAGER INC · control person · listed since May 2015
- No longer listedEJF SFO OFFSHORE DS LP · OWNER (EJF SFO DEBT HOLDINGS OFFSHORE LP) · 75% or more · indirect via EJF SFO DEBT HOLDINGS OFFSHORE LP · control person · listed since Aug 2013
- No longer listedEJF SPECIALTY FINANCE OPPORTUNITIES OFFSHORE FUND LP · OWNER (SFO OFFSHORE DS LP) · 50–75% · indirect via EJF SFO OFFSHORE DS LP · control person · listed since Jul 2013
- Addedgray, erika, lynn · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedMayrhofer, Thomas, Brandon · title CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER
Jan 15, 2021 filing
- No longer listedWALKER, FRANK, RAYMOND · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2010
- AddedPOLLARD, JOHN, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 30, 2020 filing
- AddedKUDU INVESTMENT HOLDINGS, LLC · MEMBER CLASS I INTERESTS · Less than 5%
- AddedWHITE MOUNTAINS CAPITAL, INC. · OWNER (KUDU INVESTMENT MANAGEMENT, LLC) · 75% or more · indirect via KUDU INVESTMENT MANAGEMENT LLC · control person
Feb 4, 2020 filing
- AddedMayrhofer, Thomas, Brandon · CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedFRIEDMAN, EMANUEL, JOSHUA · title CHIEF EXECUTIVE OFFICER → CO-CHIEF EXECUTIVE OFFICER
- ChangedWILSON, NEAL, JAMES · title CHIEF OPERATING OFFICER → CO-CHIEF EXECUTIVE OFFICER
Older changes (14 more filings)
Mar 29, 2019 filing
- No longer listedBELTWAY STRATEGIC OPPORTUNITIES FUND LP · OWNER (TFINS MANAGER LLC) · 10–25% · listed since May 2016
- No longer listedEJF DEBT OPPORTUNITIES MASTER FUND II LP · OWNER (TFINS MANAGER LLC) · 25–50% · control person · listed since May 2016
- No longer listedEJF DEBT OPPORTUNITIES MASTER FUND LP · OWNER (TFINS MANAGER LLC) · 50–75% · control person · listed since May 2016
- No longer listedEJF IB FINANCING LP · OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC) · Less than 5% · listed since Sep 2015
- No longer listedHURLEY, ROBERT, MICHAEL · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Mar 2009
Mar 29, 2018 filing
- No longer listedEJF CAPITAL LLC · OWNER/MANAGING MEMBER (ARMADILLO FINANCIAL PARTNERS LLC/ EJF INVESTMENTS MANAGER LLC) · 50–75% · control person · listed since Mar 2014
- No longer listedEJF INVESTMENTS LIMITED · OWNER (EJF CDO MANAGER LLC) · 25–50% · control person · listed since Jan 2017
- No longer listedEJF INVESTMENTS MANAGER LLC · OWNER (EJF CDO MANAGER LLC) · 50–75% · control person · listed since Jan 2017
- No longer listedEJF SPECIALTY FINANCE OPPORTUNITIES FUND LP · OWNER (FINS MANAGER LLC) · 25–50% · control person · listed since May 2015
- No longer listedFINS ABS MANAGER INC · OWNER (FINS MANAGER LLC) · 50–75% · control person · listed since May 2015
- No longer listedJOHNSON, NICK HUNTLEY · OWNER/CHIEF EXECUTIVE OFFICER (ARMDILLO FINANCIAL PARTNERS LLC) · 50–75% · control person · listed since Mar 2014
- No longer listedMANLEY, JEFF, MICHAEL · CHIEF OPERATING OFFICER (ARMADILLO FINANCIAL PARTNERS LLC) · Less than 5% · control person · listed since Apr 2014
- No longer listedSTAGE, PETER ADRIAN · CHIEF FINANCIAL OFFICER (EJF INVESTMENTS MANAGER LLC) · Less than 5% · control person · listed since Jan 2017
- ChangedBELTWAY STRATEGIC OPPORTUNITIES FUND LP · title OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC) → OWNER (TFINS MANAGER LLC)
- ChangedEJF DEBT OPPORTUNITIES MASTER FUND II LP · title OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC) → OWNER (TFINS MANAGER LLC)
- ChangedEJF DEBT OPPORTUNITIES MASTER FUND LP · title OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC) → OWNER (TFINS MANAGER LLC)
- ChangedFRIEDMAN, EMANUEL, JOSHUA · title CHIEF EXECUTIVE OFFICER/MANAGING MEMBER (EJF CAPITAL/ EJF INVESTMENTS MANAGER LLC/ FINS MANAGER/ TPINS MANAGER) → CHIEF EXECUTIVE OFFICER
- ChangedHURLEY, ROBERT, MICHAEL · title CHIEF FINANCIAL OFFICER (EJF CAPITAL/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ ARMADILLO FINANCIAL PARTNERS/ TPINS MANAGER) → CHIEF FINANCIAL OFFICER
- ChangedWALKER, FRANK, RAYMOND · title CHIEF COMPLIANCE OFFICER (EJF CAPITAL/ ARMADILLO FINANCIAL PARTNERS/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ TPINS MANAGER ) → CHIEF COMPLIANCE OFFICER
- ChangedWILSON, NEAL, JAMES · title CHIEF OPERATING OFFICER/CHIEF EXECUTIVE OFFICER (EJF CAPITAL/ FINS MANAGER/ TPINS MANAGER/ EJF INVESTMENTS MANAGER LLC) → CHIEF OPERATING OFFICER
Sep 29, 2017 filing
- AddedSTAGE, PETER ADRIAN · CHIEF FINANCIAL OFFICER (EJF INVESTMENTS MANAGER LLC) · Less than 5% · control person
- ChangedEJF CAPITAL LLC · title OWNER/MANAGING MEMBER (ARMADILLO FINANCIAL PARTNERS LLC) → OWNER/MANAGING MEMBER (ARMADILLO FINANCIAL PARTNERS LLC/ EJF INVESTMENTS MANAGER LLC)
- ChangedFRIEDMAN, EMANUEL, JOSHUA · title CHIEF EXECUTIVE OFFICER/MANAGING MEMBER (EJF CAPITAL/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ TPINS MANAGER) → CHIEF EXECUTIVE OFFICER/MANAGING MEMBER (EJF CAPITAL/ EJF INVESTMENTS MANAGER LLC/ FINS MANAGER/ TPINS MANAGER)
- ChangedWILSON, NEAL, JAMES · title CHIEF OPERATING OFFICER (EJF CAPITAL/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ TPINS MANAGER) → CHIEF OPERATING OFFICER/CHIEF EXECUTIVE OFFICER (EJF CAPITAL/ FINS MANAGER/ TPINS MANAGER/ EJF INVESTMENTS MANAGER LLC)
Jun 15, 2017 filing
- No longer listedBHATT, BHARAT, B · OWNER (EJF CAPITAL LLC) · 5–10% · listed since Dec 2008
Mar 30, 2017 filing
- No longer listedTHE BEAR COMPANIES, LLC · OWNER (TBC KODIAK, LLC) · 75% or more · indirect via OWNER (TBC KODIAK, LLC) · control person · listed since Dec 2005
Mar 27, 2017 filing
- No longer listedEJF CAPITAL LLC · OWNER (HARBOR ASSET MANAGEMENT COMPANY LLC) · 75% or more · indirect via HARBOR ASSET MANGEMENT COMPANY LLC · control person · listed since Dec 2005
- No longer listedHARBOR ASSET MANGEMENT COMPANY LLC · OWNER/MANAGING MEMBER (KODIAK CAPITAL MANAGEMENT COMPANY LLC) · 75% or more · control person · listed since Dec 2005
- No longer listedTBC KODIAK LLC · OWNER (KODIAK CAPITAL MANAGEMENT COMPANY LLC) · 10–25% · listed since Dec 2005
- AddedEJF CAPITAL LLC · OWNER (EJF INVESTMENTS MANAGER LLC) · 75% or more · indirect via EJF INVESTMENTS MANAGER LLC · control person
- AddedEJF INVESTMENTS LIMITED · OWNER (EJF CDO MANAGER LLC) · 25–50% · control person
- AddedEJF INVESTMENTS MANAGER LLC · OWNER (EJF CDO MANAGER LLC) · 50–75% · control person
Aug 12, 2016 filing
- ChangedBELTWAY STRATEGIC OPPORTUNITIES FUND LP · title OWNER (TPINS MANAGER LLC) → OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC)
- ChangedEJF DEBT OPPORTUNITIES MASTER FUND II LP · title OWNER (TPINS MANAGER LLC) → OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC)
- ChangedEJF DEBT OPPORTUNITIES MASTER FUND LP · title OWNER (TPINS MANAGER LLC) → OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC)
- ChangedEJF IB FINANCING LP · title OWNER (TPINS MANAGER LLC) → OWNER (TFINS MANAGER LLC) / OWNER (TPINS MANAGER LLC)
Mar 23, 2016 filing
- AddedBELTWAY STRATEGIC OPPORTUNITIES FUND LP · OWNER (TPINS MANAGER LLC) · 10–25%
- AddedEJF DEBT OPPORTUNITIES MASTER FUND II LP · OWNER (TPINS MANAGER LLC) · 25–50% · control person
- AddedEJF DEBT OPPORTUNITIES MASTER FUND LP · OWNER (TPINS MANAGER LLC) · 50–75% · control person
- AddedEJF IB FINANCING LP · OWNER (TPINS MANAGER LLC) · Less than 5%
- ChangedFRIEDMAN, EMANUEL, JOSHUA · title CHIEF EXECUTIVE OFFICER/MANAGING MEMBER (EJF CAPITAL LLC) → CHIEF EXECUTIVE OFFICER/MANAGING MEMBER (EJF CAPITAL/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ TPINS MANAGER)
- ChangedHURLEY, ROBERT, MICHAEL · title CHIEF FINANCIAL OFFICER (EJF CAPITAL LLC) → CHIEF FINANCIAL OFFICER (EJF CAPITAL/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ ARMADILLO FINANCIAL PARTNERS/ TPINS MANAGER)
- ChangedWALKER, FRANK, RAYMOND · title CHIEF COMPLIANCE OFFICER (EJF CAPITAL LLC/ARMADILLO FINANCIAL PARTNERS LLC/KODIAK CAPITAL MANAGEMENT COMPANY LLC/ FINS MANAGER) → CHIEF COMPLIANCE OFFICER (EJF CAPITAL/ ARMADILLO FINANCIAL PARTNERS/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ TPINS MANAGER )
- ChangedWILSON, NEAL, JAMES · title CHIEF OPERATING OFFICER (EJF CAPITAL LLC) → CHIEF OPERATING OFFICER (EJF CAPITAL/ KODIAK CAPITAL MANAGEMENT CO/ FINS MANAGER/ TPINS MANAGER)
Nov 4, 2015 filing
- AddedEJF SFO DEBT HOLDINGS OFFSHORE LP · OWNER (FINS ABS MANAGER INC) · 75% or more · indirect via FINS ABS MANAGER INC · control person
- AddedEJF SFO OFFSHORE DS LP · OWNER (EJF SFO DEBT HOLDINGS OFFSHORE LP) · 75% or more · indirect via EJF SFO DEBT HOLDINGS OFFSHORE LP · control person
- AddedEJF SPECIALTY FINANCE OPPORTUNITIES FUND LP · OWNER (FINS MANAGER LLC) · 25–50% · control person
- AddedEJF SPECIALTY FINANCE OPPORTUNITIES OFFSHORE FUND LP · OWNER (SFO OFFSHORE DS LP) · 50–75% · indirect via EJF SFO OFFSHORE DS LP · control person
- AddedFINS ABS MANAGER INC · OWNER (FINS MANAGER LLC) · 50–75% · control person
- ChangedWALKER, FRANK, RAYMOND · title CHIEF COMPLIANCE OFFICER (EJF CAPITAL LLC/ARMADILLO FINANCIAL PARTNERS LLC/KODIAK CAPITAL MANAGEMENT COMPANY LLC) → CHIEF COMPLIANCE OFFICER (EJF CAPITAL LLC/ARMADILLO FINANCIAL PARTNERS LLC/KODIAK CAPITAL MANAGEMENT COMPANY LLC/ FINS MANAGER)
Nov 25, 2014 filing
- ChangedWALKER, FRANK, RAYMOND · title CHIEF COMPLIANCE OFFICER (EJF CAPITAL LLC/ARMADILLO FINANCIAL PARTNERS LLC) → CHIEF COMPLIANCE OFFICER (EJF CAPITAL LLC/ARMADILLO FINANCIAL PARTNERS LLC/KODIAK CAPITAL MANAGEMENT COMPANY LLC)
May 8, 2014 filing
- No longer listedJOHNSON, NICK H · OWNER (ARMDILLO FINANCIAL PARTNERS LLC) · 50–75% · control person · listed since Mar 2014
- AddedJOHNSON, NICK HUNTLEY · OWNER/CHIEF EXECUTIVE OFFICER (ARMDILLO FINANCIAL PARTNERS LLC) · 50–75% · control person
- AddedMANLEY, JEFF, MICHAEL · CHIEF OPERATING OFFICER (ARMADILLO FINANCIAL PARTNERS LLC) · Less than 5% · control person
- ChangedEJF CAPITAL LLC · title OWNER (ARMADILLO FINANCIAL PARTNERS LLC) → OWNER/MANAGING MEMBER (ARMADILLO FINANCIAL PARTNERS LLC)
- ChangedFRIEDMAN, EMANUEL, JOSHUA · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER/MANAGING MEMBER (EJF CAPITAL LLC)
- ChangedHARBOR ASSET MANGEMENT COMPANY LLC · title OWNER (KODIAK CAPITAL MANAGEMENT COMPANY LLC) → OWNER/MANAGING MEMBER (KODIAK CAPITAL MANAGEMENT COMPANY LLC)
- ChangedHURLEY, ROBERT, MICHAEL · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER (EJF CAPITAL LLC)
- ChangedWALKER, FRANK, RAYMOND · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER (EJF CAPITAL LLC/ARMADILLO FINANCIAL PARTNERS LLC)
- ChangedWILSON, NEAL, JAMES · title CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER (EJF CAPITAL LLC)
Mar 18, 2014 filing
- AddedBHATT, BHARAT, B · OWNER (EJF CAPITAL LLC) · 5–10%
- AddedEJF CAPITAL LLC · OWNER (HARBOR ASSET MANAGEMENT COMPANY LLC) · 75% or more · indirect via HARBOR ASSET MANGEMENT COMPANY LLC · control person
- AddedHARBOR ASSET MANGEMENT COMPANY LLC · OWNER (KODIAK CAPITAL MANAGEMENT COMPANY LLC) · 75% or more · control person
- AddedTBC KODIAK LLC · OWNER (KODIAK CAPITAL MANAGEMENT COMPANY LLC) · 10–25%
- AddedTHE BEAR COMPANIES, LLC · OWNER (TBC KODIAK, LLC) · 75% or more · indirect via OWNER (TBC KODIAK, LLC) · control person
Mar 7, 2014 filing
- AddedEJF CAPITAL LLC · OWNER (ARMADILLO FINANCIAL PARTNERS LLC) · 50–75% · control person
- AddedJOHNSON, NICK H · OWNER (ARMDILLO FINANCIAL PARTNERS LLC) · 50–75% · control person
Mar 29, 2012 filing (earliest on record)
- ListedFRIEDMAN, EMANUEL, JOSHUA · CHIEF EXECUTIVE OFFICER · 50–75% · control person
- ListedHURLEY, ROBERT, MICHAEL · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedWALKER, FRANK, RAYMOND · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedWILSON, NEAL, JAMES · CHIEF OPERATING OFFICER · 10–25% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- CANNAE HLDGS INC$1.3M +58.3%
- PRIMIS FINANCIAL CORP$1.2M +48.4%
- NEPTUNE INS HLDGS INC$830.9K +46.1%
- RBB BANCORP$669.0K +28.8%
- BARCLAYS PLC$536.9K +26.9%
Top Trims
- HOMETRUST BANCSHARES INC-$1.7M -66.2%
- FIVE STAR BANCORP-$1.7M -74.1%
- CARTER BANKSHARES INC-$1.1M -46.8%
- WIX COM LTD-$1.1M -49.6%
- FIRST CTZNS BANCSHARES INC D-$866.1K -25.5%
New Positions
- FIRSTSUN CAP BANCORP$3.8M
- SOUTHERN FIRST BANCSHARES$3.3M
- ROCKET COS INC$866.2K
- OPTIMUM COMMUNICATIONS INC$725.0K
- ASSOCIATED BANC-CORP$615.4K
EJF Capital LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COASTALSOUTH BANCSHARES INC | COSO | 19058X207 | $5.2M | 3.46% | 192,676 | SH |
| 2 | SIMMONS FIRST NATL CORP | SFNC | 828730200 | $5.1M | 3.41% | 224,842 | SH |
| 3 | FIRST BUSEY CORP | BUSE | 319383204 | $4.4M | 2.95% | 149,404 | SH |
| 4 | METROPOLITAN BK HLDG CORP | MCB | 591774104 | $4.3M | 2.87% | 43,477 | SH |
| 5 | VALLEY NATL BANCORP | VLY | 919794107 | $4.1M | 2.77% | 283,082 | SH |
| 6 | BANC OF CALIFORNIA INC | BANC | 05990K106 | $4.1M | 2.77% | 202,967 | SH |
| 7 | GENWORTH FINL INC | GNW | 37247D106 | $4.1M | 2.71% | 428,000 | SH |
| 8 | WESBANCO INC | WSBC | 950810101 | $4.0M | 2.67% | 102,453 | SH |
| 9 | BEACON FINANCIAL CORP. | BBT | 084680107 | $3.9M | 2.62% | 128,480 | SH |
| 10 | COMMERCIAL BANCGROUP INC | CBK | 20112C106 | $3.9M | 2.59% | 119,725 | SH |
| 11 | FIRSTSUN CAP BANCORP | FSUN | 33767U107 | $3.8M | 2.51% | 96,926 | SH |
| 12 | PRIMIS FINANCIAL CORP | FRST | 74167B109 | $3.7M | 2.50% | 228,204 | SH |
| 13 | CNB FINL CORP PA | CCNE | 126128107 | $3.7M | 2.46% | 109,058 | SH |
| 14 | AVIDBANK HLDGS INC | AVBH | 05368J103 | $3.6M | 2.42% | 109,350 | SH |
| 15 | CANNAE HLDGS INC | CNNE | 13765N107 | $3.6M | 2.41% | 250,000 | SH |
| 16 | ENCORE CAP GROUP INC | ECPG | 292554102 | $3.5M | 2.37% | 38,000 | SH |
| 17 | OLD SECOND BANCORP INC DEL | OSBC | 680277100 | $3.5M | 2.36% | 151,358 | SH |
| 18 | 1ST FINL BANCORP | FFBC | 320209109 | $3.5M | 2.32% | 102,637 | SH |
| 19 | BRIDGEWATER BANCSHARES INC | BWB | 108621103 | $3.5M | 2.32% | 164,752 | SH |
| 20 | NORTHPOINTE BANCSHARES INC. | NPB | 66661N886 | $3.4M | 2.27% | 177,121 | SH |
| 21 | SOUTHERN FIRST BANCSHARES | SFST | 842873101 | $3.3M | 2.22% | 54,318 | SH |
| 22 | RBB BANCORP | RBB | 74930B105 | $3.0M | 2.00% | 109,258 | SH |
| 23 | FIRST HORIZON CORPORATION | FHN | 320517105 | $3.0M | 1.98% | 115,389 | SH |
| 24 | CAPITAL ONE FINL CORP | COF | 14040H105 | $2.9M | 1.97% | 14,690 | SH |
| 25 | JEFFERSON CAPITAL INC | JCAP | 47248R103 | $2.8M | 1.89% | 145,387 | SH |
| 26 | BANKUNITED INC | BKU | 06652K103 | $2.8M | 1.87% | 57,806 | SH |
| 27 | OLD NATL BANCORP IND | ONB | 680033107 | $2.8M | 1.85% | 106,817 | SH |
| 28 | NEPTUNE INS HLDGS INC | NP | 64073B103 | $2.6M | 1.76% | 83,554 | SH |
| 29 | ORANGE CNTY BANCORP INC | OBT | 68417L107 | $2.6M | 1.74% | 70,543 | SH |
| 30 | COREBRIDGE FINL INC | CRBG | 21871X109 | $2.6M | 1.72% | 89,937 | SH |
| 31 | BARCLAYS PLC | BCS | 06738E204 | $2.5M | 1.69% | 94,200 | SH |
| 32 | FIRST CTZNS BANCSHARES INC D | FCNCA | 31946M103 | $2.5M | 1.69% | 1,215 | SH |
| 33 | PROVIDENT FINL SVCS INC | PFS | 74386T105 | $2.5M | 1.67% | 105,418 | SH |
| 34 | COCA COLA CONS INC | COKE | 191098102 | $2.3M | 1.56% | 12,250 | SH |
| 35 | OPPENHEIMER HLDGS INC | OPY | 683797104 | $2.1M | 1.41% | 20,000 | SH |
| 36 | ONESPAN INC | OSPN | 68287N100 | $1.9M | 1.25% | 130,001 | SH |
| 37 | BLUE RIDGE BANKSHARES INC VA | BRBS | 095825105 | $1.7M | 1.12% | 473,353 | SH |
| 38 | EQUITABLE HLDGS INC | EQH | 29452E101 | $1.6M | 1.10% | 37,400 | SH |
| 39 | WEX INC | WEX | 96208T104 | $1.5M | 1.02% | 10,800 | SH |
| 40 | KB HOME | KBH | 48666K109 | $1.5M | 1.00% | 24,000 | SH |
| 41 | CUSTOMERS BANCORP INC | CUBI | 23204G100 | $1.3M | 0.86% | 16,331 | SH |
| 42 | CARTER BANKSHARES INC | CARE | 146103106 | $1.2M | 0.82% | 36,001 | SH |
| 43 | GREEN DOT CORP | GDOT | 39304D102 | $1.2M | 0.79% | 87,913 | SH |
| 44 | WIX COM LTD | WIX | M98068105 | $1.1M | 0.73% | 24,000 | SH |
| 45 | HILLTOP HLDGS INC | HTH | 432748101 | $985.0K | 0.66% | 25,400 | SH |
| 46 | POPULAR INC | BPOP | 733174700 | $923.8K | 0.62% | 5,627 | SH |
| 47 | COASTAL FINL CORP WA | CCB | 19046P209 | $918.7K | 0.61% | 11,853 | SH |
| 48 | HACKETT GROUP INC | HCKT | 404609109 | $915.5K | 0.61% | 85,000 | SH |
| 49 | CONNECTONE BANCORP INC | CNOB | 20786W107 | $893.7K | 0.60% | 26,726 | SH |
| 50 | ROCKET COS INC | RKT | 77311W101 | $866.2K | 0.58% | 55,000 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $149.5M | 72 | 0000895345-26-000360 |
| 2026-03-31 | 2026-05-13 | $141.9M | 69 | 0000895345-26-000221 |
| 2025-12-31 | 2026-02-17 | $176.1M | 76 | 0000895345-26-000034 |
| 2025-09-30 | 2025-11-12 | $172.2M | 73 | 0000895345-25-000350 |
Filer Information
Address
2107 WILSON BOULEVARDSUITE 410
ARLINGTON, VA 22201
Phone
(703) 875-0591
Filing Manager
EJF Capital LP
Arlington, VA
Signatory
Thomas Davison
General Counsel