Holdings
North Reef Capital Management LP
As of Jun 30, 2026, North Reef Capital Management LP reported 43 positions worth US$2.61B. Largest: Marketaxess Holdings, Inc., Ameris Bancorp and First Horizon Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Marketaxess Holdings, Inc. | 3.4M | US$385M | +1.52M | Jun 30, 2026 |
| Ameris Bancorp | 2.73M | US$247M | −691K | Jun 30, 2026 |
| First Horizon Corporation | 9.2M | US$236M | −5.25M | Jun 30, 2026 |
| Keycorp | 8.25M | US$190M | −4.4M | Jun 30, 2026 |
| Alkami Technology, Inc. | 9.22M | US$167M | +1.57M | Jun 30, 2026 |
| Seacoast Banking Corporation Of Florida | 4.78M | US$159M | −1.05M | Jun 30, 2026 |
| Atlantic Union Bankshares Corporation | 3.56M | US$151M | −720K | Jun 30, 2026 |
| Central Bancompany, Inc. | 4.6M | US$140M | +525K | Jun 30, 2026 |
| Aci Worldwide, Inc. | 2.62M | US$132M | +387K | Jun 30, 2026 |
| Piper Sandler Companies | 1.35M | US$97.7M | +385K | Jun 30, 2026 |