StockDriftsStockDriftsTop 45 Mendon Capital Advisors CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABX | ABACUS GLOBAL MGMT INC | 6.82% | 1.80M | $19.3M | -7.66%(-149.32K) | $8.42(+11.30%) | 2026-06-30 | |
| VBNK | VERSABANK NEW | 6.41% | 781.0K | $18.1M | -17.38%(-164.26K) | $12.32(+55.96%) | 2026-06-30 | |
| EQBK | EQUITY BANCSHARES INC | 5.62% | 324.6K | $15.9M | -15.05%(-57.48K) | $36.01(+41.59%) | 2026-06-30 | |
| FRST | PRIMIS FINANCIAL CORP | 5.38% | 929.7K | $15.2M | -24.07%(-294.81K) | $11.18(+46.30%) | 2026-06-30 | |
| FSUN | FIRSTSUN CAP BANCORP | 4.77% | 347.7K | $13.5M | +155.09%(+211.42K) | $37.77(+5.78%) | 2026-06-30 | |
| USCB | USCB FINANCIAL HOLDINGS INC | 4.32% | 597.8K | $12.2M | +4.13%(+23.69K) | $13.67(+62.88%) | 2026-06-30 | |
| RNST | RENASANT CORP | 3.91% | 260.0K | $11.1M | -15.45%(-47.50K) | $33.81(+26.96%) | 2026-06-30 | |
| FHN | FIRST HORIZON CORPORATION | 3.72% | 410.0K | $10.5M | -4.34%(-18.59K) | $19.15(+32.19%) | 2026-06-30 | |
| OBK | ORIGIN BANCORP INC | 3.62% | 200.0K | $10.2M | +0.00%(+0) | $32.30(+65.65%) | 2026-06-30 | |
| BFST | BUSINESS FIRST BANCSHARES INC | 3.19% | 293.9K | $9.0M | +17.56%(+43.89K) | $23.13(+37.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.79% | +28.77% | +15.59% | +106.39% |
| Top 20 Holdings Unweighted | +10.60% | +35.30% | +15.78% | +108.07% |
Mendon Capital Advisors CORP reports $282.87M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are ABX (6.8%), VBNK (6.4%) and EQBK (5.6%). The top 20 holdings account for 72.85% of reported assets. Its disclosed equity book has returned +28.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mendon Capital Advisors CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1177043). View Mendon Capital Advisors CORP’s 13F filings on SEC