North Reef Capital Management LP
Position in PB — Prosperity Bancshares Inc
CIK 1867831
LAGUNA BEACH, CA
Position in PB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,427,176
+$43,673,226 QoQ
Shares Held
1,107,877
+149.0% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PB 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. PB ranks #8 (4.2% 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/
|
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
This page
|
1,107,877 | $74,427,176 |
All Filings in PB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,427,176 | 1,107,877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,753,950 | 445,000 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $29,210,934 | 387,670 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||