PMC FIG Opportunities LLC

JERUSALEM, L3 · CIK 1899896 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2021 · limited liability company

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

$62.2m reported value -3.6% vs Q1 2026

31positions

51.8%in top 10

18 new 1 added 12 reduced 14 sold out vs Q1 2026

Options: 1 call positions ($219.4k notional), 1 put positions ($211.2k notional) – listed below, not included above.

Holdings, Q2 2026

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	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	391,587	$5.9m9.40%	9.40%	New
2	CVB FINL CORP COM CVBF	CVBF	221,856	$5.0m8.04%	8.04%	Reduced -7.4k	-7,357 -3.2%
3	POPULAR INC COM NEW BPOP	BPOP	23,897	$3.9m6.30%	6.30%	New
4	WINTRUST FINL CORP COM WTFC	WTFC	17,070	$2.7m4.41%	4.41%	New
5	OFG BANCORP COM OFG	OFG	51,194	$2.5m4.04%	4.04%	New
6	MORGAN STANLEY COM NEW MS	MS	11,946	$2.5m4.01%	4.01%	New
7	AXOS FINANCIAL INC COM AX	AX	25,599	$2.5m4.00%	4.00%	Reduced -33.7k	-33,681 -56.8%
8	ROCKET COS INC COM CL A RKT	RKT	153,593	$2.4m3.89%	3.89%	Reduced -27.3k	-27,322 -15.1%
9	GOLDMAN SACHS GROUP INC COM GS	GS	2,388	$2.4m3.88%	3.88%	New
10	CITIGROUP INC COM NEW C	C	17,065	$2.4m3.84%	3.84%	Reduced -5.2k	-5,248 -23.5%
11	NORTHEAST BK PORTLAND ME COM NBN	NBN	17,730	$2.3m3.77%	3.77%	Reduced -2.9k	-2,888 -14.0%
12	BREAD FINANCIAL HOLDINGS INC COM BFH	BFH	20,479	$2.2m3.56%	3.56%	New
13	COLUMBIA BKG SYS INC COM COLB	COLB	68,263	$2.2m3.51%	3.51%	Reduced -49.6k	-49,616 -42.1%
14	BERKSHIRE HILLS BANCORP INC COM BBT	BBT	68,131	$2.1m3.33%	3.33%	Added +41.9k	+41,935 160.1%
15	COASTAL FINL CORP WA COM NEW CCB	CCB	26,612	$2.1m3.31%	3.31%	Reduced -37.0k	-37,005 -58.2%
16	BANK MARIN BANCORP COM BMRC	BMRC	70,959	$2.0m3.16%	3.16%	New
17	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	17,066	$1.7m2.75%	2.75%	New
18	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	18,772	$1.6m2.62%	2.62%	Reduced -26.8k	-26,821 -58.8%
19	BANC OF CALIFORNIA INC COM BANC	BANC	76,742	$1.6m2.52%	2.52%	New
20	SOUTHERN FIRST BANCSHARES COM SFST	SFST	25,000	$1.5m2.45%	2.45%	New
21	NATIONAL BK HLDGS CORP CL A NBHC	NBHC	34,132	$1.5m2.44%	2.44%	New
22	NORTHPOINTE BANCSHARES INC. COM SHS NPB	NPB	76,649	$1.5m2.36%	2.36%	Reduced -24.6k	-24,578 -24.3%
23	FIRST CAROLINA FINL SVCS INC COMMON STOCK FCBM	FCBM	100,000	$1.3m2.13%	2.13%	New
24	HUT 8 CORP COM HUT	HUT	8,533	$985.1k1.58%	1.58%	New
25	BITWISE HYPERLIQUID ETF COM SHS BEN INT BHYP	BHYP	25,595	$941.4k1.51%	1.51%	New
26	TERAWULF INC COM WULF	WULF	34,132	$843.1k1.35%	1.35%	New
27	QCR HOLDINGS INC COM QCRH	QCRH	8,533	$830.7k1.33%	1.33%	Reduced -24.2k	-24,212 -73.9%
28	ENOVA INTL INC COM ENVA	ENVA	3,413	$821.6k1.32%	1.32%	Reduced -23.8k	-23,841 -87.5%
29	FINWISE BANCORP COM FINW	FINW	50,000	$725.0k1.16%	1.16%	New
30	AMALGAMATED FINANCIAL CORP COM AMAL	AMAL	15,359	$705.0k1.13%	1.13%	New
31	FIRST WESTN FINL INC COM MYFW	MYFW	17,065	$548.0k0.88%	0.88%	Reduced -70.4k	-70,422 -80.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMERIS BANCORP ABCB	ABCB	39,289	$3.1m39.3k shares
NU HLDGS LTD NU	NU	170,149	$2.4m170.1k shares
SPROTT INC SII	SII	17,028	$2.4m17.0k shares
PATHWARD FINANCIAL INC CASH	CASH	26,195	$2.3m26.2k shares
TRIUMPH FINANCIAL INC TFIN	TFIN	37,988	$2.3m38.0k shares
SOUTHSTATE BK CORP SSB	SSB	24,307	$2.2m24.3k shares
STIFEL FINL CORP SF	SF	30,384	$2.2m30.4k shares
FIGURE TECHNOLOGY SOLUTIO FIGR	FIGR	48,614	$1.7m48.6k shares
INTERACTIVE BROKERS GROUP IN IBKR	IBKR	24,307	$1.6m24.3k shares
AMERANT BANCORP INC AMTB	AMTB	58,441	$1.3m58.4k shares
JEFFERSON CAPITAL INC JCAP	JCAP	49,771	$957.1k49.8k shares
CONNECTONE BANCORP INC CNOB	CNOB	32,744	$876.6k32.7k shares
UMB FINL CORP UMBF	UMBF	7,302	$823.6k7.3k shares
LIVE OAK BANCSHARES INC LOB	LOB	24,307	$803.8k24.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR AAXJ · Call	AAXJ	Call	426	$219.4k426 shares	New
COINBASE GLOBAL INC COIN · Put	COIN	Put	170	$211.2k170 shares	Added