MENDON CAPITAL ADVISORS CORP

Q3 2025 13F-HR Holdings

Location
Key Largo, FL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
68
Total value ($000)
$260,710
Net value change ($000)
+54,445 (26.4%)
New positions
12
Sold out positions
8
Turnover %
25.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MCHB 11,429 437.2%
SFNC 7,794 NEW
AVBH 7,596 NEW
COSO 7,243 NEW
CCB 3,152 NEW
ABX 2,671 32.1%
NIC 2,646 NEW
SNV 2,420 NEW
AUB 1,765 NEW
LOB 1,685 NEW
Top Reduces (Value $000, Stocks/ETFs)
VBTX -7,811 -100.0%
BUSE -4,238 -78.5%
USCB -2,933 -25.7%
Southern States Bancshares, Inc. -2,728 -100.0%
BROOKLINE BANCORP INC -2,374 -100.0%
PFS -1,973 -45.0%
AGNC -1,838 -100.0%
EFSI -1,653 -100.0%
BBT -1,507 -76.1%
FRME -1,471 -34.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 41,013 (15.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type