StockDriftsStockDriftsTop 50 North Reef Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | 11.32% | 14.45M | $329.0M | +25.50%(+2.94M) | $15.63(+50.80%) | 2026-03-31 | |
| MKTX | MARKETAXESS HLDGS INC | 10.65% | 1.88M | $309.3M | +16.51%(+265.67K) | $193.99(-28.63%) | 2026-03-31 | |
| ABCB | AMERIS BANCORP | 9.19% | 3.42M | $267.0M | +25.07%(+686.22K) | $57.83(+42.76%) | 2026-03-31 | |
| KEY | KEYCORP | 8.73% | 12.65M | $253.6M | new | $20.17(+4.34%) | 2026-03-31 | |
| SBCF | SEACOAST BKG CORP FLA | 6.07% | 5.83M | $176.4M | -0.12%(-7.08K) | $27.91(+6.78%) | 2026-03-31 | |
| AUB | ATLANTIC UN BANKSHARES CORP | 5.27% | 4.29M | $153.1M | -6.28%(-287.09K) | $34.68(+4.77%) | 2026-03-31 | |
| ALKT | ALKAMI TECHNOLOGY INC | 4.13% | 7.65M | $119.9M | +264.29%(+5.55M) | $20.71(-19.78%) | 2026-03-31 | |
| V | VISA INC | 3.74% | 360.0K | $108.8M | +33.33%(+90.00K) | $330.00(-1.29%) | 2026-03-31 | |
| CBC | CENTRAL BANCOMPANY | 3.36% | 4.08M | $97.6M | +210.91%(+2.76M) | $24.06(+10.55%) | 2026-03-31 | |
| ACIW | ACI WORLDWIDE INC | 3.15% | 2.23M | $91.5M | +13.20%(+260.00K) | $35.55(+17.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.99% | +68.46% |
| Top 20 Holdings Unweighted | +18.54% | +66.57% |
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