North Reef Capital Management LP
Position in SBCF — Seacoast Banking Corp Of Florida
CIK 1867831
LAGUNA BEACH, CA
Position in SBCF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$176,439,250
-$6,804,546 QoQ
Shares Held
5,825,000
-0.1% QoQ
Ownership
5.99%
of shares outstanding
% of Portfolio
5.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026North Reef Capital Management LP holds $1,773,870,651 across 30 Banks - Regional names. SBCF ranks #4 (9.9% 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
This page
|
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 SBCF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-02-05 | $131,220,000 | 4,500,000 | Shares | Sole | 2025-02-06 | |
| 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. | ||||||