Second Curve Capital as of March 31, 2021
Portfolio Holdings for Second Curve Capital
Second Curve Capital holds 19 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Curo Group Holdings Corp (CUROQ) | 13.0 | $9.2M | 632k | 14.59 | |
| Ban (TBBK) | 12.0 | $8.6M | 413k | 20.72 | |
| Mvb Financial (MVBF) | 9.4 | $6.7M | 197k | 33.80 | |
| Enova Intl (ENVA) | 9.0 | $6.4M | 180k | 35.48 | |
| Ally Financial (ALLY) | 8.1 | $5.8M | 128k | 45.21 | |
| Onemain Holdings (OMF) | 7.5 | $5.3M | 99k | 53.72 | |
| Triumph Ban (TFIN) | 7.5 | $5.3M | 69k | 77.39 | |
| Meta Financial (CASH) | 4.5 | $3.2M | 70k | 45.31 | |
| Encore Capital (ECPG) | 3.9 | $2.7M | 68k | 40.22 | |
| Triton Intl Cl A | 3.6 | $2.6M | 47k | 55.00 | |
| Tristate Capital Hldgs | 3.6 | $2.6M | 112k | 23.06 | |
| Regional Management (RM) | 3.5 | $2.5M | 72k | 34.66 | |
| Capital One Financial (COF) | 3.3 | $2.4M | 19k | 127.24 | |
| OceanFirst Financial (OCFC) | 2.8 | $2.0M | 83k | 23.94 | |
| I3 Verticals Com Cl A (IIIV) | 2.6 | $1.9M | 60k | 31.13 | |
| Veritex Hldgs (VBTX) | 2.1 | $1.5M | 45k | 32.71 | |
| Pinnacle Financial Partners (PNFP) | 1.7 | $1.2M | 14k | 88.64 | |
| Signature Bank (SBNY) | 1.6 | $1.1M | 5.0k | 226.20 | |
| Key (KEY) | 0.3 | $200k | 10k | 20.00 |
