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HoldCo Asset Management, LP - Portfolio Stock Holdings

HoldCo Asset Management, LP disclosed 29 stock positions in a recent SEC 13F filing. $1,343,600,551 of stock holdings were filed, with the largest holdings including FITB, BKU, and COLB. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $2,757,768,000 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

29

Est. Stock Holding Value:

$1,343,600,551

Top Stock Holdings By Sector

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Portfolio Stock Holdings - HoldCo Asset Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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