North Reef Capital Management
$2.6B 13F equity value
64 Holdings
Quarter ended June 30, 2026
The latest 13F on file for North Reef Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MKTX | MARKETAXESS HLDGS INC | 3,395,000 | $385M | 14.8% |
| ABCB | AMERIS BANCORP | 2,732,243 | $247M | 9.5% |
| FHN | FIRST HORIZON CORPORATION | 9,201,256 | $236M | 9.0% |
| KEY | KEYCORP | 8,250,000 | $190M | 7.3% |
| ALKT | ALKAMI TECHNOLOGY INC | 9,225,000 | $167M | 6.4% |
| SBCF | SEACOAST BKG CORP FLA | 4,775,000 | $159M | 6.1% |
| AUB | ATLANTIC UN BANKSHARES CORP | 3,565,000 | $151M | 5.8% |
| CBC | CENTRAL BANCOMPANY | 4,600,000 | $140M | 5.4% |
| ACIW | ACI WORLDWIDE INC | 2,617,000 | $132M | 5.0% |
| PIPR | PIPER SANDLER COMPANIES | 1,350,000 | $98M | 3.7% |
Track North Reef Capital Management's 13F portfolio: $2.6B in reported holdings, 64 positions. Top holdings and quarterly changes on SentiSense.
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