Second Curve Capital

Second Curve Capital as of Dec. 31, 2010

Portfolio Holdings for Second Curve Capital

Second Curve Capital holds 20 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Primus Guaranty Ltd Com Stk 12.8 $33M 6.4M 5.08
CompuCredit Holdings 11.7 $30M 4.3M 6.98
Taylor Capital (TAYC) 10.5 $27M 2.0M 13.15
Banner Corporation 8.7 $22M 9.5M 2.32
Synovus Financial 8.7 $22M 8.4M 2.64
CoBiz Financial 8.0 $21M 3.4M 6.08
Western Alliance Bancorporation (WAL) 7.6 $19M 2.6M 7.36
Ocwen Financial Corporation 7.0 $18M 1.9M 9.54
NewStar Financial 6.0 $15M 1.5M 10.57
Hudson Valley Holding 3.9 $10M 406k 24.76
Sterling Financial Corporation 3.6 $9.3M 488k 18.97
Tree 2.7 $7.0M 737k 9.45
Altisource Portfolio Sol-w/i 2.6 $6.8M 236k 28.71
Tennessee Commerce Ban (TNCC) 2.4 $6.2M 1.3M 4.88
Ban (TBBK) 1.6 $4.0M 395k 10.17
Mercantile Bank (MBWM) 1.4 $3.6M 443k 8.20
MainSource Financial 0.3 $729k 70k 10.41
Enterprise Financial Services (EFSC) 0.1 $366k 35k 10.46
First Merchants Corporation (FRME) 0.1 $310k 35k 8.86
Sun Bancorp 0.1 $278k 60k 4.63