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MCA
Mendon Capital Advisors Portfolio holdings
AUM
$283M
1-Year Est. Return
40.56%
This Fund
S&P 500
This Quarter
Est. Return
+3.38%
1 Year Est. Return
+40.56%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
95.19%
Top 10 Holdings %
Top 10 Hldgs %
40.02%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ISBC
Investors Bancorp, Inc.
ISBC
|
+$9.56M |
| 2 |
FUBC
1st United Bancorp (Florida)
FUBC
|
+$9.1M |
| 3 |
M&T Bank
MTB
|
+$8.25M |
| 4 |
GLCH
GLEACHER & CO INC COM NEW (NY)
GLCH
|
+$6.95M |
| 5 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
+$6.78M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 61.25% |
| 2 | Miscellaneous | 31.35% |
| 3 | Real Estate | 7.4% |
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Mendon Capital Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Mendon Capital Advisors, which disclosed 88 positions worth $175M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Investors Bancorp, Inc.: 1,233,716 shares worth $10.2M.
By sector, the portfolio is most concentrated in Financials at 61% of assets, followed by Miscellaneous and Real Estate.
- Mendon Capital Advisors's largest Q2 2013 buy was Investors Bancorp, Inc.: 1,233,716 shares worth $10.2M.
- Mendon Capital Advisors's ten largest holdings make up 40% of its $175M portfolio in Q2 2013.
- Mendon Capital Advisors disclosed 88 positions in Q2 2013, its first 13F filing on record.
Based on Mendon Capital Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.