Petiole USA
New York, NYfiles as Petiole USA ltd
$139m in 31 US stocks at the end of 30 June 2026. The top 10 are 54.9% of the money. It changed about 12.0% of the portfolio this quarter.
Value
$139m
Stocks
31
Top 10 share
54.9%
Turnover
12.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Orrstown Financial ServicesORRF4.9% of the fund-2%
- Carter BanksharesCARE4.4% of the fund-53%
- Western Alliance BancorporationWAL3.9% of the fund-16%
- Citizens Financial GroupCFG1.9% of the fund-35%
- Pinnacle Financial PartnersPNFP1.9% of the fund-36%
- Hanmi FinancialHAFC1.6% of the fund-2%
- FNBFNB1.4% of the fund-34%
- Huntington BancsharesHBAN1.4% of the fund-37%
- Columbia Banking SystemCOLB1.2% of the fund-33%
- East West BancorpEWBC1.2% of the fund-32%
- SouthState BankSSB1.0% of the fund-34%
- BannerBANR0.9% of the fund-37%
- SB Financial GroupSBFG0.5% of the fund-84%
Sold out
Sold their entire stake.
- Webster FinancialWBS-100%
Holdings
- First BK Williamstown New JEFRBA
- Share
- 2.0%
- Value
- $3m
- Shares
- 154,660
Held
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 1.6% since 30 June 2025.
Where the money is
Financial services98.0%
Other2.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.