Arkolith/Funds/Jacobs Asset Management, LLC

Jacobs Asset Management, LLC

CIK 1351063
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Jacobs Asset Management, LLC holds a focused book of 21 stocks worth $132.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Wex Inc and trimmed Sprott Inc. Their largest long position is Sprott Inc at 11% of the equity book. They also disclosed $26.2M in put options (a bearish bet), shown separately below and excluded from the equity book.

Opened
7
bought for the first time
Added to
5
already held, bought more
Trimmed
14
sold some, still holds it
Sold out
8
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
72%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
62%
Industrials
31%
Information Technology
4%
Real Estate
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Jacobs Asset Management, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.34 / 21$21.5B
VANGUARD CAPITAL MANAGEMENT LLC34 / 21$13.9B
MORGAN STANLEY34 / 21$3.7B
JPMORGAN CHASE & CO34 / 21$3.5B
FMR LLC34 / 21$3.2B
GOLDMAN SACHS GROUP INC34 / 21$2.2B
CHARLES SCHWAB INVESTMENT MANAGEMENT INC34 / 21$2.0B
VANGUARD FIDUCIARY TRUST CO34 / 21$1.4B

Ranked by the share of each fund's own book sitting in the names it shares with Jacobs Asset Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

21 positions
#SecurityValueShares% PortLast moveHistory
1Sprott Inc
COM NEW
$14.6M130.3K
11.0%
−19%
Reduced · −30K sh
2Quinstreet Inc
COM
$13.9M950.0K
10.5%
−16%
Reduced · −184K sh
3Mediaalpha Inc
CL A
$11.6M919.8K
8.7%
−0.5%
Reduced · −5K sh
4Gold Com Inc
COM
$11.0M265.0K
8.3%
+2.9%
Added · +8K sh
5Servisfirst Bancshares Inc
COM
$10.0M115.0K
7.5%
−23%
Reduced · −35K sh
6Coastal Finl Corp Wa
COM NEW
$7.9M101.5K
5.9%
+14%
Added · +12K sh
7Triumph Financial Inc
COM
$7.1M93.2K
5.4%
−21%
Reduced · −24K sh
8QCR Hldgs Inc
COM
$6.8M70.0K
5.1%
−30%
Reduced · −30K sh
9Northpointe Bancshares Inc.
COM SHS
$6.7M350.0K
5.1%
−18%
Reduced · −75K sh
10Everquote Inc
COM CL A
$5.7M239.4K
4.3%
−41%
Reduced · −164K sh
11National BK Hldgs Corp
CL A
$5.3M120.0K
4.0%
Held
12First Westn Finl Inc
COM
$4.5M140.0K
3.4%
−46%
Reduced · −118K sh
13Commercial Bancgroup Inc
COM
$4.4M135.0K
3.3%
−52%
Reduced · −143K sh
14Wex Inc
COM
$4.2M30.0K
3.2%
New
New position
15Angel Oak Mortgage REIT Inc
COM
$4.0M444.6K
3.0%
+19%
Added · +70K sh
16Trico Bancshares
COM
$3.7M68.4K
2.8%
−8.8%
Reduced · −7K sh
17Ofg Bancorp
COM
$3.4M70.0K
2.6%
−22%
Reduced · −20K sh
18FB Finl Corp
COM
$3.3M60.0K
2.5%
+20%
Added · +10K sh
19Avidbank Hldgs Inc
COM
$2.4M71.9K
1.8%
−19%
Reduced · −17K sh
20Blue Ridge Bankshares Inc Va
COM
$1.8M501.1K
1.3%
+151%
Added · +301K sh
21Lendingtree Inc
COM
$443K10.0K
0.3%
−33%
Reduced · −5K sh
Showing all 21 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$26.2M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P REGIONAL BANKKRE$18.7M250K
PUT · bearishINVESCO KBW BANK ETFKBWB$7.4M80K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202623$159.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202628$167.1M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202632$179.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202532$182.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202529$175.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.