North Reef Capital Management LP - Portfolio Stock Holdings
North Reef Capital Management LP disclosed 73 stock positions in a recent SEC 13F filing. $2,903,651,960 of stock holdings were filed, with the largest holdings including FHN, MKTX, and ABCB. 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 $4,141,234,742 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
March 31, 2026No. of Stocks:
73Est. Stock Holding Value:
$2,903,651,960Top Stock Holdings By Sector
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Portfolio Stock Holdings - North Reef Capital Management LP
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