PMC FIG Opportunities LLC

JERUSALEM, L3 · CIK 1899896 · 13F filing filed 2025-04-25

Exempt reporting adviser since 2021 · limited liability company

Websitepearlmanorcap.com
Form ADV · 2026-03-11SEC adviser record

$17.8m reported value +13.3% vs Q1 2023

22positions

58.5%in top 10

10 new 6 added 5 reduced 9 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WINTRUST FINL CORP COM WTFC	WTFC	20,000	$1.5m8.17%	8.17%	Added +3.0k	+3,000 17.6%
2	CITIGROUP INC COM NEW C	C	25,000	$1.2m6.48%	6.48%	New
3	COASTAL FINL CORP WA COM NEW CCB	CCB	30,000	$1.1m6.36%	6.36%	Reduced -7.5k	-7,500 -20.0%
4	AGNC INVT CORP COM AGNC	AGNC	100,000	$1.0m5.70%	5.70%	Reduced -10.0k	-10,000 -9.1%
5	ESQUIRE FINL HLDGS INC COM ESQ	ESQ	22,000	$1.0m5.66%	5.66%	Reduced -13.0k	-13,000 -37.1%
6	COLUMBIA BKG SYS INC COM COLB	COLB	47,500	$963.3k5.42%	5.42%	Added +25.0k	+25,000 111.1%
7	PACWEST BANCORP DEL COM PACW	PACW	115,000	$937.2k5.28%	5.28%	New
8	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	10,000	$933.3k5.25%	5.25%	New
9	WESTERN ALLIANCE BANCORP COM WAL	WAL	25,000	$911.8k5.13%	5.13%	Added +10.0k	+10,000 66.7%
10	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	700	$898.4k5.06%	5.06%	Unchanged
11	SCHWAB CHARLES CORP COM SCHW	SCHW	15,000	$850.2k4.79%	4.79%	New
12	ALLY FINL INC COM ALLY	ALLY	30,000	$810.3k4.56%	4.56%	New
13	MASTERCARD INCORPORATED CL A MA	MA	2,000	$786.6k4.43%	4.43%	Added +500	+500 33.3%
14	POPULAR INC COM NEW BPOP	BPOP	12,500	$756.5k4.26%	4.26%	Added +2.5k	+2,500 25.0%
15	VISA INC COM CL A V	V	3,000	$712.4k4.01%	4.01%	Reduced -1.0k	-1,000 -25.0%
16	CALIFORNIA BANCORP COM BCAL	BCAL	51,500	$706.6k3.98%	3.98%	New
17	BANCORP INC DEL COM TBBK	TBBK	20,000	$653.0k3.68%	3.68%	New
18	WEBSTER FINL CORP COM WBS	WBS	15,000	$566.2k3.19%	3.19%	New
19	SYNOVUS FINL CORP COM NEW COM NEW		17,500	$529.4k2.98%	2.98%	New
20	M & T BK CORP COM MTB	MTB	4,000	$495.0k2.79%	2.79%	Reduced -6.0k	-6,000 -60.0%
21	CONNECTONE BANCORP INC COM CNOB	CNOB	20,000	$331.8k1.87%	1.87%	Added +7.5k	+7,500 60.0%
22	SOUTHERN FIRST BANCSHARES COM SFST	SFST	7,000	$173.2k0.98%	0.98%	New

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
CALIFORNIA BANCORP INC		67,000	$968.1k67.0k shares
NEW YORK CMNTY BANCORP INC		100,000	$904.0k100.0k shares
AMERICAN EXPRESS CO AXP	AXP	5,000	$824.8k5.0k shares
AXOS FINANCIAL INC AX	AX	17,000	$627.6k17.0k shares
JPMORGAN CHASE & CO JPM	JPM	4,000	$521.2k4.0k shares
INTERACTIVE BROKERS GROUP IN IBKR	IBKR	6,000	$495.4k6.0k shares
CULLEN FROST BANKERS INC CFR	CFR	4,500	$474.0k4.5k shares
EAST WEST BANCORP INC EWBC	EWBC	6,000	$333.0k6.0k shares
PINNACLE FINL PARTNERS INC		6,000	$331.0k6.0k shares