Stock Taper 
NORTH REEF CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 International Bancshares Corporation | IBOC | 25K | $1.9M |
 UWM Holdings Corporation | UWMC | 100K | $229K |
 Prosperity Bancshares, Inc. | PB | 130K | $9.49M |
 SmartFinancial, Inc. | SMBK | 137.09K | $6.43M |
 Simmons First National Corporation | SFNC | 150K | $3.4M |
 NewtekOne, Inc. | NEWT | 155.68K | $2.31M |
 The Charles Schwab Corporation | SCHW | 175K | $16.15M |
 Miami International Holdings, Inc. | MIAX | 251.35K | $9.34M |
 Banner Corporation | BANR | 260.16K | $17.28M |
 Northern Trust Corporation | NTRS | 345K | $59.97M |
 National Bank Holdings Corporation | NBHC | 437.24K | $19.43M |
 Flywire Corp | FLYW | 450K | $7.91M |
 Global Payments Inc. | GPN | 580K | $42.08M |
 Paymentus Holdings, Inc. | PAY | 600K | $14.5M |
 GCM Grosvenor Inc. | GCMG | 630.18K | $7.75M |
 TriCo Bancshares | TCBK | 667.06K | $35.92M |
 Pinnacle Financial Partners, Inc. | PNFP | 731.54K | $73.8M |
 First Western Financial, Inc. | MYFW | 742.63K | $23.85M |
 i3 Verticals, Inc. | IIIV | 1.07M | $22.96M |
 Primis Financial Corp | FRST | 1.23M | $20.07M |