Jacobs Asset Management, LLC holds a focused book of 28 stocks worth $167.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Commerce Bancshares Inc and trimmed Sprott Inc. Their largest long position is Sprott Inc at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1351063/holdings"
Use Arkolith to show JACOBS ASSET MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sprott Inc COM NEW | $22.9M | 160.0K | 13.7% | ▼−3.3% Reduced · −5K sh | |
| 2 | Quinstreet Inc COM | $13.6M | 1.13M | 8.2% | ▲+22% Added · +202K sh | |
| 3 | Servisfirst Bancshares Inc COM | $10.9M | 150.0K | 6.5% | ▲+50% Added · +50K sh | |
| 4 | Gold Com Inc COM | $10.3M | 257.5K | 6.2% | ▼−14% Reduced · −43K sh | |
| 5 | Mediaalpha Inc CL A | $8.6M | 924.4K | 5.1% | ▲+31% Added · +219K sh | |
| 6 | QCR Hldgs Inc COM | $8.5M | 100.0K | 5.1% | ▼−8.8% Reduced · −10K sh | |
| 7 | Northpointe Bancshares Inc. COM SHS | $7.3M | 425.0K | 4.4% | ▼−11% Reduced · −50K sh | |
| 8 | Commercial Bancgroup Inc COM | $7.2M | 278.5K | 4.3% | ▼−13% Reduced · −42K sh | |
| 9 | Triumph Financial Inc COM | $7.0M | 117.5K | 4.2% | ▲10× Added · +106K sh | |
| 10 | Coastal Finl Corp Wa COM NEW | $6.8M | 89.1K | 4.1% | ▲+0.8% Added · +697 sh | |
| 11 | Popular Inc COM NEW | $6.7M | 50.0K | 4.0% | —Held | |
| 12 | First Westn Finl Inc COM | $6.3M | 257.8K | 3.8% | ▼−3.7% Reduced · −10K sh | |
| 13 | Everquote Inc COM CL A | $6.2M | 403.3K | 3.7% | ▲+200% Added · +269K sh | |
| 14 | Choiceone Financia COM | $5.5M | 196.2K | 3.3% | ▲+20% Added · +32K sh | |
| 15 | National BK Hldgs Corp CL A | $4.7M | 120.0K | 2.8% | ▼−35% Reduced · −65K sh | |
| 16 | Horizon Bancorp Ind COM | $4.4M | 265.0K | 2.6% | —Held | |
| 17 | Ofg Bancorp COM | $3.6M | 90.0K | 2.2% | ▲+13% Added · +11K sh | |
| 18 | Trico Bancshares COM | $3.6M | 75.0K | 2.1% | ▲+11% Added · +8K sh | |
| 19 | Heritage Comm Corp COM | $3.3M | 262.5K | 2.0% | ▲+31% Added · +63K sh | |
| 20 | Angel Oak Mortgage REIT Inc COM | $3.1M | 375.0K | 1.8% | ▲+30% Added · +88K sh | |
| 21 | Commerce Bancshares Inc COM | $3.1M | 62.5K | 1.8% | ▲New New position | |
| 22 | Old Second Bancorp Inc Del COM | $3.0M | 150.0K | 1.8% | ▼−47% Reduced · −131K sh | |
| 23 | FB Finl Corp COM | $2.6M | 50.0K | 1.6% | —Held | |
| 24 | Avidbank Hldgs Inc COM | $2.5M | 88.9K | 1.5% | ▼−34% Reduced · −46K sh | |
| 25 | Green Dot Corp CL A | $2.5M | 225.0K | 1.5% | ▲+115% Added · +120K sh | |
| 26 | CVB Finl Corp COM | $1.2M | 60.0K | 0.7% | ▲+10% Added · +5K sh | |
| 27 | Blue Ridge Bankshares Inc Va COM | $839K | 199.9K | 0.5% | ▼−30% Reduced · −88K sh | |
| 28 | Lendingtree Inc COM | $643K | 15.0K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.