account_balance
Investment manager · 13F filer · SEC CIK 1351063
Jacobs Asset Management, LLC
Reported value$133Mas of Jun 30, 2026
Positions21 1 new, 8 sold out
Top 10 weight71.8%SII alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SIISprott Inc
11.0%Trimmed −19%
QNSTQuinstreet Inc
10.5%Trimmed −16%
MAXMediaalpha Inc
8.7%
GOLDGold Com Inc
8.3%Added +3%
SFBSServisfirst Bancshares Inc
7.5%Trimmed −23%
CCBCoastal Finl Corp Wa
5.9%Added +14%
TFINTriumph Financial Inc
5.4%Trimmed −21%
QCRHQCR Hldgs Inc
5.1%Trimmed −30%
NPBNorthpointe Bancshares Inc.
5.1%Trimmed −18%
EVEREverquote Inc
4.3%Trimmed −41%
NBHCNational Bk Hldgs Corp
4.0%
MYFWFirst Westn Finl Inc
3.4%Trimmed −46%
SIISprott Inc
11.0%Trimmed −19%
QNSTQuinstreet Inc
10.5%Trimmed −16%
MAXMediaalpha Inc
8.7%
GOLDGold Com Inc
8.3%Added +3%
SFBSServisfirst Bancshares Inc
7.5%Trimmed −23%
CCB5.9%TFIN5.4%QCRH5.1%NPB5.1%EVER4.3%NBHC4.0%MYFW3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SII Sprott Inc 11.0% Trimmed −19%QNST Quinstreet Inc 10.5% Trimmed −16%MAX Mediaalpha Inc 8.7% HeldGOLD Gold Com Inc 8.3% Added +3%SFBS Servisfirst Bancshares Inc 7.5% Trimmed −23%CCB Coastal Finl Corp Wa 5.9% Added +14%TFIN Triumph Financial Inc 5.4% Trimmed −21%QCRH QCR Hldgs Inc 5.1% Trimmed −30%NPB Northpointe Bancshares Inc. 5.1% Trimmed −18%EVER Everquote Inc 4.3% Trimmed −41%NBHC National Bk Hldgs Corp 4.0% HeldMYFW First Westn Finl Inc 3.4% Trimmed −46%
What changed