Position in KEY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$253,632,500
+$244,038,500 QoQ
Shares Held
12,650,000
+2008.3% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
8.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026North Reef Capital Management LP holds $1,773,870,651 across 30 Banks - Regional names. KEY ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
|
14,453,208 | $328,955,014 | |
| 2 | ABCB |
Ameris Bancorp
|
3,423,243 | $266,978,721 | |
| 3 | KEY |
Keycorp /New/
This page
|
12,650,000 | $253,632,500 | |
| 4 | SBCF |
Seacoast Banking Corp Of Florida
|
5,825,000 | $176,439,250 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
4,285,000 | $153,145,900 | |
| 6 | CBC |
Central Bancompany, Inc.
|
4,075,000 | $97,596,250 | |
| 7 | TRMK |
Trustmark Corp
|
1,952,930 | $82,296,470 | |
| 8 | PB |
Prosperity Bancshares Inc
|
1,107,877 | $74,427,176 |
All Filings in KEY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,632,500 | 12,650,000 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $9,594,000 | 600,000 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $13,259,400 | 1,435,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||