Bayview Asset Management, LLC — 13F Holdings & Portfolio

CIK 1767366 · latest 13F-HR filed 2026-05-15

Bayview Asset Management, LLC manages $259.9M in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RSP (21.05%), KRE (9.15%), BANC (4.90%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 19, added to 10, and trimmed 11.

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

$259.9M

Long-equity book

Holdings

58

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+16 / −19 / ↑10 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$7.4M +392.9%
  • APOLLO GLOBAL MGMT INC$1.9M +71.0%
  • UMB FINL CORP$1.2M +105.6%
  • S&P GLOBAL INC$1.2M +69.1%
  • OLD NATL BANCORP IND$964.0K +29.8%
Show all 10

Top Trims

  • BEACON FINANCIAL CORP.-$2.5M -17.6%
  • WESBANCO INC-$2.4M -90.3%
  • SOUTHSIDE BANCSHARES INC-$2.1M -82.0%
  • ARES CAPITAL CORP-$2.1M -38.9%
  • CITIGROUP INC-$1.3M -82.0%
Show all 11

New Positions

  • FIDELITY NATL FINL INC$8.5M
  • COMMERCE BANCSHARES INC$4.2M
  • INVESCO QQQ TR$4.1M
  • ASSOCIATED BANC-CORP$3.9M
  • BANNER CORP$3.6M
Show all 16

Exited Positions

  • VANECK ETF TRUST$3.9M
  • BLACKSTONE SECD LENDING FD$2.8M
  • US BANCORP DEL$2.7M
  • MFA FINL INC$2.4M
  • BROWN & BROWN INC$2.2M
Show all 19
All Holdings

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 INVESCO EXCHANGE TRADED FD T Put RSP 46137V357 $54.7M 21.05% 285,000 SH
2 SPDR SERIES TRUST Put KRE 78464A698 $23.8M 9.15% 365,000 SH
3 BANC OF CALIFORNIA INC BANC 05990K106 $12.7M 4.90% 725,000 SH
4 SELECT SECTOR SPDR TR Put XLF 81369Y605 $12.3M 4.75% 250,000 SH
5 BEACON FINANCIAL CORP. BBT 084680107 $11.8M 4.56% 394,828 SH
6 SELECT SECTOR SPDR TR XLF 81369Y605 $9.2M 3.55% 187,000 SH
7 FIDELITY NATL FINL INC Put FNF 31620R303 $8.8M 3.39% 190,000 SH
8 FIDELITY NATL FINL INC FNF 31620R303 $8.5M 3.27% 183,100 SH
9 JPMORGAN CHASE & CO Put JPM 46625H100 $5.9M 2.26% 20,000 SH
10 INVESCO QQQ TR Put QQQ 46090E103 $5.8M 2.22% 10,000 SH
11 APOLLO GLOBAL MGMT INC APO 03769M106 $4.5M 1.72% 40,000 SH
12 APOLLO GLOBAL MGMT INC Put APO 03769M106 $4.5M 1.72% 40,000 SH
13 RITHM CAPITAL CORP Put RITM 64828T201 $4.3M 1.64% 450,000 SH
14 OLD NATL BANCORP IND ONB 680033107 $4.2M 1.62% 190,000 SH
15 COMMERCE BANCSHARES INC CBSH 200525103 $4.2M 1.61% 85,000 SH
16 INVESCO QQQ TR QQQ 46090E103 $4.1M 1.59% 7,140 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $4.0M 1.53% 13,500 SH
18 ASSOCIATED BANC-CORP ASB 045487105 $3.9M 1.49% 150,000 SH
19 RITHM CAPITAL CORP RITM 64828T201 $3.8M 1.48% 405,707 SH
20 BANNER CORP BANR 06652V208 $3.6M 1.40% 60,000 SH
21 ARES CAPITAL CORP Put ARCC 04010L103 $3.6M 1.39% 200,000 SH
22 ARES CAPITAL CORP ARCC 04010L103 $3.3M 1.28% 185,258 SH
23 S&P GLOBAL INC Put SPGI 78409V104 $3.2M 1.23% 7,500 SH
24 BANK AMERICA CORP Put BAC 060505104 $3.2M 1.22% 65,000 SH
25 COLUMBIA BKG SYS INC COLB 197236102 $3.1M 1.18% 111,586 SH
26 SCHWAB CHARLES CORP Put SCHW 808513105 $3.1M 1.18% 32,500 SH
27 S&P GLOBAL INC SPGI 78409V104 $2.8M 1.09% 6,650 SH
28 SCHWAB CHARLES CORP SCHW 808513105 $2.7M 1.05% 28,977 SH
29 CBRE GROUP INC Put CBRE 12504L109 $2.7M 1.04% 20,000 SH
30 OFG BANCORP OFG 67103X102 $2.5M 0.96% 61,794 SH
31 F N B CORP FNB 302520101 $2.4M 0.94% 145,979 SH
32 UMB FINL CORP UMBF 902788108 $2.4M 0.91% 20,968 SH
33 CBRE GROUP INC CBRE 12504L109 $2.4M 0.90% 17,350 SH
34 FLAGSTAR BANK NATIONAL ASSOC FLG 649445400 $2.2M 0.84% 166,666 SH
35 BANK AMERICA CORP BAC 060505104 $2.2M 0.84% 45,000 SH
36 ISHARES TR Put REM 46435G342 $2.1M 0.83% 100,000 SH
37 1ST FINL BANCORP FFBC 320209109 $2.1M 0.82% 76,611 SH
38 TOWNEBANK PORTSMOUTH VA TOWN 89214P109 $2.1M 0.82% 63,302 SH
39 ELLINGTON FINANCIAL INC EFC 28852N109 $2.1M 0.80% 176,500 SH
40 HORIZON BANCORP IND HBNC 440407104 $2.0M 0.75% 118,372 SH
41 NORTHWEST BANCSHARES INC NWBI 667340103 $1.9M 0.74% 151,965 SH
42 SPDR SERIES TRUST Call KRE 78464A698 $1.6M 0.63% 25,000 SH
43 FINANCIAL INSTITUTIONS INC FISI 317585404 $1.6M 0.61% 50,000 SH
44 FIRST BANCORP CORPORATION FBP 318672706 $1.4M 0.53% 64,646 SH
45 NORTHRIM BANCORP INC NRIM 666762109 $1.2M 0.44% 50,540 SH
46 FULTON FINL CORP PA FULT 360271100 $956.0K 0.37% 47,000 SH
47 SPDR SERIES TRUST Put KIE 78464A789 $550.0K 0.21% 10,000 SH
48 JONES LANG LASALLE INC JLL 48020Q107 $527.4K 0.20% 1,733 SH
49 FIRST BUSEY CORP BUSE 319383204 $505.4K 0.19% 20,000 SH
50 SOUTHSIDE BANCSHARES INC SBSI 84470P109 $466.4K 0.18% 15,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $259.9M 58 0001767366-26-000002
2025-12-31 2026-02-13 $432.5M 73 0001767366-26-000001
2025-09-30 2025-11-13 $409.2M 72 0001767366-25-000009