JCSD Capital, LLC
Net seller this quarter
$68.6M
13
-$125K
52.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CCB | $11.2M | 16.39% | 0.95% | +3.6% | Q4 2020 |
 NTB | $4.63M | 6.75% | 0.19% | Not reported | Q1 2021 |
 EGBN | $4.48M | 6.53% | 0.52% | -13.7% | Q4 2025 |
 COF | $3.67M | 5.35% | 0.00% | -9.0% | Q3 2020 |
 EWBC | $2.73M | 3.97% | 0.02% | -19.1% | Q1 2022 |
 GDOT | $2.51M | 3.65% | 0.33% | -9.7% | Q4 2025 |
 BPOP | $2.4M | 3.49% | 0.02% | +46.0% | Q4 2014 |
 CHYM | $1.99M | 2.90% | 0.14% | +90.2% | Q3 2025 |
 OSBC | $1.73M | 2.52% | 0.15% | Not reported | Q3 2025 |
 FIGR | $832K | 1.21% | Not reported | +17.3% | Q1 2026 |
 NLY | $783K | 1.14% | 0.00% | Not reported | Q2 2025 |
 FOUR | $268K | 0.39% | 0.01% | +982.3% | Q2 2021 |
 HOPE | $2.93K | 0.00% | 0.00% | Not reported | Q3 2016 |
| Q1 2026 | |||||
| CCB | $10.7M | 11.28% | 0.92% | +8.6% | Q4 2020 |
| EGBN | $4.55M | 4.81% | 0.60% | +223.7% | Q4 2025 |
| NTB | $4.08M | 4.32% | 0.19% | -1.3% | Q1 2021 |
| COF | $3.67M | 3.88% | 0.00% | Not reported | Q3 2020 |
| EWBC | $2.79M | 2.95% | 0.02% | -34.9% | Q1 2022 |
| GDOT | $2.31M | 2.44% | 0.36% | +20450.0% | Q4 2025 |
| OSBC | $1.49M | 1.58% | 0.14% | Not reported | Q3 2025 |
| BPOP | $1.34M | 1.42% | 0.02% | -56.7% | Q4 2014 |
| CHYM | $955K | 1.01% | 0.08% | +13.8% | Q3 2025 |
| FIGR | $784K | 0.83% | Not reported | New | Q1 2026 |
| NLY | $740K | 0.78% | 0.00% | Not reported | Q2 2025 |
 FNB | $502K | 0.53% | 0.01% | Not reported | Q3 2025 |
| FOUR | $22.3K | 0.02% | 0.00% | -94.2% | Q2 2021 |
 UWMC | $6.51K | 0.01% | 0.00% | -99.2% | Q4 2022 |
 VLY | $6.14K | 0.01% | 0.00% | Not reported | Q2 2022 |
 TCBX | $5.83K | 0.01% | 0.00% | New | Q1 2026 |
 WSFS | $2.29K | 0.00% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| CCB | $14.8M | 17.46% | 0.85% | -0.8% | Q4 2020 |
| EWBC | $4.51M | 5.32% | 0.03% | +1.3% | Q1 2022 |
| NTB | $3.93M | 4.64% | 0.20% | Not reported | Q1 2021 |
| BPOP | $2.88M | 3.40% | 0.04% | Not reported | Q4 2014 |
 GBFH | $2.13M | 2.52% | 0.44% | +54.2% | Q3 2025 |
| OSBC | $1.44M | 1.71% | 0.14% | -1.3% | Q3 2025 |
| EGBN | $1.21M | 1.43% | 0.19% | New | Q4 2025 |
| CHYM | $1.13M | 1.33% | 0.07% | +5372.4% | Q3 2025 |
| UWMC | $945K | 1.12% | 0.21% | +115.8% | Q4 2022 |
| NLY | $783K | 0.92% | 0.01% | -30.0% | Q2 2025 |
| FOUR | $548K | 0.65% | 0.01% | -63.3% | Q2 2021 |
 WAL | $15.8K | 0.02% | 0.00% | Not reported | Q4 2018 |
| GDOT | $12.8K | 0.02% | 0.00% | New | Q4 2025 |
 MCHB | $6.74K | 0.01% | 0.00% | -99.3% | Q2 2025 |
 COLB | $2.8K | 0.00% | 0.00% | Not reported | Q4 2014 |
| Q3 2025 | |||||
| CCB | $14.1M | 12.04% | 0.86% | Not reported | Q4 2020 |
| EWBC | $4.22M | 3.61% | 0.03% | -11.2% | Q1 2022 |
| NTB | $3.38M | 2.89% | 0.18% | Not reported | Q1 2021 |
| BPOP | $2.93M | 2.51% | 0.03% | -19.2% | Q4 2014 |
 AMTB | $2.61M | 2.23% | 0.32% | Not reported | Q3 2022 |
| FOUR | $1.84M | 1.57% | 0.03% | +41.9% | Q2 2021 |
| GBFH | $1.6M | 1.37% | 0.29% | New | Q3 2025 |
| OSBC | $1.3M | 1.11% | 0.14% | New | Q3 2025 |
| NLY | $1.01M | 0.86% | 0.01% | Not reported | Q2 2025 |
| MCHB | $839K | 0.72% | 0.33% | +292.8% | Q2 2025 |
| FNB | $806K | 0.69% | 0.01% | New | Q3 2025 |
 FHN | $678K | 0.58% | 0.01% | Not reported | Q3 2023 |
| UWMC | $609K | 0.52% | 0.10% | +1000000.0% | Q4 2022 |
| CHYM | $16.5K | 0.01% | 0.00% | New | Q3 2025 |
 MQ | $528 | 0.00% | Not reported | Not reported | Q2 2022 |