Strategic Value Bank Partners LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Strategic Value Bank Partners LLC reported 13 stock positions worth $156.2 million. Its top holding was First Foundation (FFWM) at 22.5% of the portfolio, followed by Southern States Bancshares (SSBK, 19.4%) and Beacon Financial (BBT, 8.9%). Compared with Q4 2024, it opened 1 new position, sold out of 2 and added to 1. The biggest buy was Beacon Financial (BBT, shares +135%) and the biggest sale an exit from First Community (FCCO).

Most Recent 13F
Q2 2026
Location
CLEVELAND, OH
CIK
0001904067
Portfolio Value
$156.2M (Q1 2025)
SEC Filing
0001942548-25-000002 ↗ filed May 1, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $153.0M Q1 2024 Q2 2024: $150.9M Q2 2024 Q3 2024: $162.9M Q3 2024 Q4 2024: $155.0M Q4 2024 Q1 2025: $156.2M $156.2M Q1 2025 Q2 2025: $174.9M Q2 2025 Q3 2025: $140.6M Q3 2025 Q4 2025: $146.1M Q4 2025 Q1 2026: $186.1M Q1 2026 Q2 2026: $142.8M Q2 2026

Holdings 13 stocks · $156.2M
FFWM First Foundation Inc. 22.49% 6,768,343 $35.1M No change
SSBK Southern States Bancshares 19.42% 848,502 $30.3M No change
BBT Beacon Financial Corp. filed as BERKSHIRE HILLS BANCORP INC 8.86% 530,489 $13.8M Add +134.6%
CFG Citizens Financial Group 7.23% 275,500 $11.3M No change
PGC Peapack Gladstone Finl Corp. 6.88% 378,416 $10.7M No change
MRBK Meridian Corp. 6.00% 651,298 $9.4M No change
BFIN Bankfinancial Corp. 5.22% 645,000 $8.2M No change
FBMS First Bancshares Inc. 5.18% 239,493 $8.1M No change
WNEB Western New England Bancorp 5.15% 865,565 $8.0M No change
SBFG SB Financial Group Inc. filed as SB FINL GROUP INC 4.70% 352,815 $7.3M No change
GABC German American Bancorp 3.93% 163,864 $6.1M New
VABK Virginia National Bankshares 2.98% 128,953 $4.7M No change
LNKB Linkbancorp Inc. 1.95% 449,000 $3.0M No change

Portfolio Sells Q4 2024 → Q1 2025
FCCO First Community Corp. Sold out 0.00% −1.75
CFBK CF Bankshares Inc. Sold out 0.00% −1.44

Portfolio Buys Q4 2024 → Q1 2025
BBT Beacon Financial Corp. Add +134.6% 8.86% +4.71
GABC German American Bancorp New 3.93% +3.93

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$142.8MFSUN, BBT, PGC, MRBK, WNEB
Q1 2026 14$186.1MFFWM, CBSH, BBT, CFG, PGC
Q4 2025 12$146.1MFFWM, BBT, CFG, MRBK, WNEB
Q3 2025 14$140.6MFFWM, BBT, CFG, PGC, WNEB
Q2 2025 15$174.9MFFWM, SSBK, GBCI, BBT, CFG
Q1 2025 13$156.2MFFWM, SSBK, BBT, CFG, PGC
Q4 2024 14$155.0MFFWM, SSBK, PGC, CFG, MRBK
Q3 2024 18$162.9MSSBK, FFWM, FFNW, CFG, USB
Q2 2024 22$150.9MSSBK, FFNW, CFG, USB, FFWM
Q1 2024 22$153.0MSSBK, USB, FFNW, FFWM, CFG