Second Curve Capital

Second Curve Capital as of Dec. 31, 2020

Portfolio Holdings for Second Curve Capital

Second Curve Capital holds 16 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Curo Group Holdings Corp (CUROQ) 15.9 $7.6M 532k 14.33
Ban (TBBK) 11.9 $5.7M 419k 13.65
Onemain Holdings (OMF) 9.4 $4.5M 94k 48.17
Tristate Capital Hldgs 8.2 $3.9M 227k 17.40
Mvb Financial (MVBF) 8.2 $3.9M 174k 22.68
Ally Financial (ALLY) 8.0 $3.8M 108k 35.66
Triumph Ban (TFIN) 6.4 $3.1M 64k 48.55
Regional Management (RM) 6.4 $3.1M 102k 29.86
Meta Financial (CASH) 5.3 $2.6M 70k 36.55
OceanFirst Financial (OCFC) 4.2 $2.0M 107k 18.63
Encore Capital (ECPG) 3.9 $1.9M 48k 38.95
Capital One Financial (COF) 3.8 $1.8M 19k 98.86
Pinnacle Financial Partners (PNFP) 3.2 $1.5M 24k 64.42
Signature Bank (SBNY) 2.8 $1.4M 10k 135.30
Equity Bancshares Com Cl A (EQBK) 1.7 $831k 39k 21.58
First Internet Bancorp (INBK) 0.5 $230k 8.0k 28.75