Second Curve Capital LLC
- SEC CIK
- 0001136704
- Latest filing
- Feb 11, 2022
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 19
- No 13F data for Q4 2020
- Portfolio value
- $71.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CUROCURO Group Holdings Corp. | COM | 632,020 | $9.22M | 13.0% | – | – | History |
| TBBKBancorp, Inc. | COM | 413,074 | $8.56M | 12.0% | – | – | History |
| MVBFMVB Financial Corp | COM | 197,345 | $6.67M | 9.4% | – | – | History |
| ENVAEnova International, Inc. | COM | 180,000 | $6.39M | 9.0% | – | – | History |
| ALLYAlly Financial Inc. | Stock | 127,900 | $5.78M | 8.1% | – | – | History |
| OMFOneMain Holdings, Inc. | COM | 98,989 | $5.32M | 7.5% | – | – | History |
| TFINTriumph Financial, Inc. | COM | 68,500 | $5.30M | 7.5% | – | – | History |
| CASHPathward Financial, Inc. | COM | 70,032 | $3.17M | 4.5% | – | – | History |
| ECPGEncore Capital Group Inc | COM | 68,142 | $2.74M | 3.9% | – | – | History |
| TRTNTriton International Ltd | CL A | 47,000 | $2.58M | 3.6% | – | – | History |
| TSCTriState Capital Holdings, Inc. | COM | 111,498 | $2.57M | 3.6% | – | – | History |
| RMRegional Management Corp. | COM | 71,518 | $2.48M | 3.5% | – | – | History |
| COFCapital One Financial Corp | Stock | 18,500 | $2.35M | 3.3% | – | – | History |
| OCFCOceanfirst Financial Corp | COM | 83,000 | $1.99M | 2.8% | – | – | History |
| IIIVi3 Verticals, Inc. | COM CL A | 60,000 | $1.87M | 2.6% | – | – | History |
| VBTXVeritex Holdings, Inc. | COM | 45,000 | $1.47M | 2.1% | – | – | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 14,000 | $1.24M | 1.7% | – | – | History |
| Signature BK New York N Y82669G104 | COM | 5,000 | $1.13M | 1.6% | – | – | – |
| KEYKeycorp | COM | 10,000 | $200.0K | 0.3% | – | – | History |