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

$66.2m reported value -0.6% vs Q1 2024

30positions

54.2%in top 10

11 new 13 added 6 reduced 13 sold out vs Q1 2024

Holdings, Q2 2024

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	COASTAL FINL CORP WA COM NEW CCB	CCB	96,911	$4.5m6.76%	6.76%	Added +26.8k	+26,807 38.2%
2	TRUIST FINL CORP COM TFC	TFC	113,636	$4.4m6.67%	6.67%	Added +29.9k	+29,877 35.7%
3	CITIGROUP INC COM NEW C	C	66,506	$4.2m6.38%	6.38%	Reduced -8.0k	-7,970 -10.7%
4	FIRST HORIZON CORPORATION COM FHN	FHN	266,029	$4.2m6.34%	6.34%	Added +79.9k	+79,899 42.9%
5	CITIZENS FINL GROUP INC COM CFG	CFG	104,165	$3.8m5.67%	5.67%	Added +29.7k	+29,705 39.9%
6	GOLDMAN SACHS GROUP INC COM GS	GS	7,576	$3.4m5.18%	5.18%	New
7	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	1,900	$3.2m4.83%	4.83%	Reduced -583	-583 -23.5%
8	LENDINGCLUB CORP COM NEW HAPN	HAPN	359,839	$3.0m4.60%	4.60%	Added +216.2k	+216,183 150.5%
9	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	24,672	$2.6m3.91%	3.91%	Reduced -1.0k	-1,042 -4.0%
10	TOWNEBANK PORTSMOUTH VA COM TOWN	TOWN	94,695	$2.6m3.90%	3.90%	Added +37.4k	+37,369 65.2%
11	EASTERN BANKSHARES INC COM EBC	EBC	170,455	$2.4m3.60%	3.60%	New
12	COMERICA INC COM CMA	CMA	45,454	$2.3m3.51%	3.51%	New
13	HANCOCK WHITNEY CORPORATION COM HWC	HWC	45,456	$2.2m3.29%	3.29%	New
14	PINNACLE FINL PARTNERS INC COM COM		26,514	$2.1m3.21%	3.21%	Added +7.5k	+7,477 39.3%
15	VERITEX HLDGS INC COM VBTX	VBTX	94,694	$2.0m3.02%	3.02%	Added +55.3k	+55,319 140.5%
16	PROSPERITY BANCSHARES INC COM PB	PB	28,409	$1.7m2.62%	2.62%	Added +10.5k	+10,516 58.8%
17	OLD SECOND BANCORP INC ILL COM OSBC	OSBC	114,012	$1.7m2.55%	2.55%	New
18	POPULAR INC COM NEW BPOP	BPOP	18,940	$1.7m2.53%	2.53%	New
19	WEBSTER FINL CORP COM WBS	WBS	38,001	$1.7m2.50%	2.50%	Added +19.6k	+19,647 107.0%
20	PACIFIC PREMIER BANCORP COM PPBI	PPBI	66,503	$1.5m2.31%	2.31%	Added +29.3k	+29,273 78.6%
21	COLUMBIA BKG SYS INC COM COLB	COLB	75,992	$1.5m2.28%	2.28%	New
22	FIRST FNDTN INC COM FFWM	FFWM	215,903	$1.4m2.14%	2.14%	New
23	COINBASE GLOBAL INC COM CL A COIN	COIN	5,681	$1.3m1.91%	1.91%	Added +3.8k	+3,818 204.9%
24	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	19,002	$1.2m1.81%	1.81%	New
25	WESTERN ALLIANCE BANCORP COM WAL	WAL	18,941	$1.2m1.80%	1.80%	Reduced -27.6k	-27,596 -59.3%
26	SOUTHERN FIRST BANCSHARES COM SFST	SFST	37,879	$1.1m1.67%	1.67%	Added +3.9k	+3,879 11.4%
27	SL GREEN RLTY CORP COM SLG	SLG	19,002	$1.1m1.63%	1.63%	Reduced -27.5k	-27,537 -59.2%
28	ESQUIRE FINL HLDGS INC COM ESQ	ESQ	18,939	$901.5k1.36%	1.36%	Reduced -11.6k	-11,578 -37.9%
29	REPAY HLDGS CORP COM CL A RPAY	RPAY	76,008	$802.6k1.21%	1.21%	New
30	SMARTFINANCIAL INC COM NEW SMBK	SMBK	22,727	$537.9k0.81%	0.81%	New

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
SANDY SPRING BANCORP INC SASR	SASR	111,862	$2.6m111.9k shares
TOLL BROTHERS INC TOL	TOL	18,612	$2.4m18.6k shares
BANKUNITED INC BKU	BKU	83,766	$2.3m83.8k shares
ALERUS FINL CORP ALRS	ALRS	105,734	$2.3m105.7k shares
UMB FINL CORP UMBF	UMBF	26,058	$2.3m26.1k shares
LENNAR CORP LEN	LEN	13,028	$2.2m13.0k shares
TRIUMPH FINANCIAL INC TFIN	TFIN	27,677	$2.2m27.7k shares
ALLY FINL INC ALLY	ALLY	50,261	$2.0m50.3k shares
CALIFORNIA BANCORP BCAL	BCAL	131,733	$2.0m131.7k shares
NBT BANCORP INC NBTB	NBTB	52,500	$1.9m52.5k shares
WESTAMERICA BANCORPORATION WABC	WABC	33,751	$1.6m33.8k shares
EAST WEST BANCORP INC EWBC	EWBC	18,554	$1.5m18.6k shares
CALIFORNIA BANCORP INC		29,575	$650.6k29.6k shares