Siena Capital Partners GP, LLC

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
102
Total value ($000)
$349,398
Net value change ($000)
+7,306 (2.1%)
New positions
7
Sold out positions
5
Turnover %
3.7%
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 4,705 NEW
PLBC 2,598 26.6%
HBNC 2,093 NEW
ORPB 1,721 33.6%
BWFG 1,164 29.3%
ALPIB 1,030 29.8%
FXNC 1,016 16.5%
SBNC 996 10.8%
WCCB 975 8.5%
CFG 945 18.8%
Top Reduces (Value $000, Stocks/ETFs)
FHN -5,647 -100.0%
SNV -5,599 -100.0%
Cornerstone Community Bancorp -4,767 -100.0%
MECHANICS BANK RICHMOND CA -4,155 -100.0%
FCNCA -3,897 -28.5%
ENTERPRISE BANCORP INC /MA/ -2,897 -100.0%
WTFC -2,768 -46.3%
WSFS -2,410 -100.0%
FCOB -927 -61.9%
SMBC -176 -4.1%
Instrument mix + QoQ Δ (ex-options)
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