GuruTrack

HoldCo Asset Management, LP

13F filer · CIK 1724246 · Fort Lauderdale, FL

Summary
HoldCo Asset Management, LP reported $1.56B across 29 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are FITB (13.8%), COLB (11.8%), KEY (11.0%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 2, trimmed 0 and sold out of 1.
Reported value$1.56B
Positions29
Report period2026 Q2
FiledAug 14, 2026
New positions1
Added2
Trimmed0
Sold out1

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 13.8%Value $214.34MPrice $51.57Shares 3.80MSince Jun 30 -8.52%
Weight 11.8%Value $183.42MPrice $29.06Shares 5.72MSince Jun 30 -9.33%
Weight 11.0%Value $171.87MPrice $20.40Shares 7.46MSince Jun 30 -11.50%
Weight 11.0%Value $171.28MPrice $42.55Shares 3.54MSince Jun 30 -12.18%
Weight 10.5%Value $164.19MPrice $21.13Shares 7.38MSince Jun 30 -4.99%
Weight 9.8%Value $152.32MPrice $36.33Shares 3.95MSince Jun 30 -5.78%
Weight 6.0%Value $92.73MPrice $36.36Shares 2.43MSince Jun 30 -4.82%
Weight 5.5%Value $85.67MPrice $13.64Shares 6.26MSince Jun 30 -0.29%
Weight 4.9%Value $76.62MPrice $22.19Shares 3.40M +45.04%Since Jun 30 -1.60%
Weight 4.4%Value $68.91MPrice $27.74Shares 2.26M +9.80%Since Jun 30 -8.90%
Weight 3.5%Value $55.03MPrice $8.37Shares 6.47MSince Jun 30 -1.65%
Weight 3.1%Value $47.92MPrice $55.35Shares 873KSince Jun 30 +0.80%
Weight 2.4%Value $36.61MPrice $63.89Shares 523KSince Jun 30 -8.82%
Weight 0.9%Value $13.97MPrice $27.25Shares 504KSince Jun 30 -1.62%
Weight 0.2%Value $3.61MPrice $34.88Shares 101KSince Jun 30 -2.81%
Weight 0.2%Value $3.55MPrice $39.86Shares 84KSince Jun 30 -6.30%
Weight 0.2%Value $3.12MPrice $22.80Shares 136KSince Jun 30 -0.65%
Weight 0.1%Value $1.83MPrice $19.04Shares 92KSince Jun 30 -4.70%
Weight 0.1%Value $1.83MPrice $3.20Shares 787KSince Jun 30 +37.85%
Weight 0.1%Value $1.60MPrice $49.39Shares 33KSince Jun 30 +2.70%
Weight 0.1%Value $1.56MPrice $74.94Shares 20KSince Jun 30 -3.23%
Weight 0.1%Value $1.09MPrice $43.15Shares 25KSince Jun 30 +0.14%
Weight 0.1%Value $917.7KPrice $43.84Shares 21KSince Jun 30 -0.61%
Weight 0.1%Value $844.7KPrice $21.41Shares 41KSince Jun 30 +2.74%
Weight 0.0%Value $771.9KPrice $21.36Shares 32KSince Jun 30 -10.74%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

HTBKHTBKHERITAGE COMM CORP≈ $20.26MSold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR