Q3 2020 Holdings
Filed 2020-11-16 | 156 holdings | $9.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lennar Corp(LEN/B) | CL B | 526057302 | $24.5K | 373,000 | 0.2% |
| Bogota Finl Corp(BSBK) | COM | 097235105 | $457.0K | 60,000 | 4.6% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $595.0K | 9,300 | 6.0% |
| Communities First Financial Corporation(FFBB) | Not 13-F Security | 20344D104 | $2.0M | 85,100 | 20.3% |
| Connectone Bancorp Inc(CNOB) | COM | 20786W107 | $2.6M | 182,792 | 26.1% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $3.6M | 93,500 | 37.0% |