Second Curve Capital as of Dec. 31, 2019
Portfolio Holdings for Second Curve Capital
Second Curve Capital holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Curo Group Holdings Corp (CUROQ) | 11.4 | $22M | 1.8M | 12.18 | |
| Ban (TBBK) | 10.7 | $20M | 1.6M | 12.97 | |
| Ally Financial (ALLY) | 9.6 | $18M | 591k | 30.56 | |
| Meta Financial (CASH) | 9.1 | $17M | 469k | 36.51 | |
| Encore Capital (ECPG) | 8.8 | $17M | 472k | 35.36 | |
| Mvb Financial (MVBF) | 8.3 | $16M | 632k | 24.92 | |
| Tristate Capital Hldgs | 8.1 | $15M | 586k | 26.12 | |
| Onemain Holdings (OMF) | 7.6 | $14M | 341k | 42.15 | |
| Eagle Ban (EGBN) | 6.3 | $12M | 245k | 48.63 | |
| Banc Of California (BANC) | 5.0 | $9.5M | 552k | 17.18 | |
| New Home | 4.8 | $9.1M | 2.0M | 4.66 | |
| Capital One Financial (COF) | 4.8 | $9.0M | 87k | 102.91 | |
| Sterling Bancorp | 2.9 | $5.5M | 261k | 21.08 | |
| Charles Schwab Corporation (SCHW) | 1.9 | $3.6M | 76k | 47.56 | |
| PacWest Ban | 0.2 | $383k | 10k | 38.30 | |
| Bank Ozk (OZK) | 0.2 | $305k | 10k | 30.50 | |
| OceanFirst Financial (OCFC) | 0.1 | $255k | 10k | 25.50 |
