North Reef Capital Management LP
Position in SBCF — Seacoast Banking Corp Of Florida
CIK 1867831
LAGUNA BEACH, CA
Position in SBCF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$158,768,750
-$17,670,500 QoQ
Shares Held
4,775,000
-18.0% QoQ
Ownership
4.93%
of shares outstanding
% of Portfolio
6.09%
of 13F equity value
Holder Rank
#3
of 304 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBCF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026North Reef Capital Management LP holds $1,562,681,055 across 24 Banks - Regional names. SBCF ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,732,243 | $246,612,253 | |
| 2 | FHN |
First Horizon Corp
|
9,201,256 | $235,920,203 | |
| 3 | KEY |
Keycorp /New/
|
8,250,000 | $190,162,500 | |
| 4 | SBCF |
Seacoast Banking Corp Of Florida
This page
|
4,775,000 | $158,768,750 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
3,565,000 | $150,835,150 | |
| 6 | CBC |
Central Bancompany, Inc.
|
4,600,000 | $139,748,000 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
731,537 | $73,797,452 | |
| 8 | TRMK |
Trustmark Corp
|
1,565,551 | $72,031,001 |
All Filings in SBCF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,768,750 | 4,775,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $176,439,250 | 5,825,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $183,243,796 | 5,832,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $151,997,850 | 4,995,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $158,815,000 | 5,750,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $134,411,564 | 5,223,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $116,451,900 | 4,230,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $108,732,000 | 4,080,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,325,043 | 4,201,567 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $104,987,650 | 4,135,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $117,539,800 | 4,130,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $83,997,000 | 3,825,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $86,751,119 | 3,925,390 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $64,883,798 | 2,737,713 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,375,388 | 1,647,175 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,267,800 | 935,091 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,475,704 | 468,393 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,202,400 | 120,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,967,806 | 479,452 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||