Position in OZK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$562,051
+$298,964 QoQ
Shares Held
10,790
+88.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#289
of 523 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sagewood Asset Management LP holds $7,348,624 across 14 Banks - Regional names. OZK ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNB |
Fnb Corp/Pa/
|
59,410 | $1,133,542 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
13,012 | $911,750 | |
| 3 | BPOP |
Popular, Inc.
|
5,101 | $837,482 | |
| 4 | FHB |
First Hawaiian, Inc.
|
26,574 | $778,618 | |
| 5 | PB |
Prosperity Bancshares Inc
|
8,229 | $600,963 | |
| 6 | OZK |
Bank OZK
This page
|
10,790 | $562,051 | |
| 7 | USB |
US Bancorp \De\
|
9,298 | $561,599 | |
| 8 | SSB |
SouthState Bank Corp
|
3,738 | $373,426 |
All Filings in OZK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,051 | 10,790 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $263,087 | 5,733 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $366,135 | 7,956 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||