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	Home > Second Curve Capital
	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 12/31/2021 06/30/2021 03/31/2021 12/31/2020 09/30/2020 06/30/2020 03/31/2020 12/31/2019 09/30/2019 06/30/2019 03/31/2019 12/31/2018 09/30/2018 06/30/2018 03/31/2018 12/31/2017 09/30/2017 06/30/2017 03/31/2017 12/31/2016 09/30/2016 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 12/31/2000
	Name Ticker Class Shares Change Value Change Date CURO Group Holdings Corp. CURO COM 614,125 -37,895 9,832,000 -1,252,000 12/31/2021 MVB FINANCIAL CORP MVBF Common 162,403 -29,330 6,743,000 -1,436,000 12/31/2021 Ally Financial Inc. ALLY Common 135,650 11,750 6,458,000 283,000 12/31/2021 COASTAL FINANCIAL CORP CCB Common 113,753 113,753 5,758,000 5,758,000 12/31/2021 Enova International, Inc. ENVA COM 130,000 -67,000 5,325,000 -1,414,000 12/31/2021 ENCORE CAPITAL GROUP INC ECPG Common 83,042 21,700 5,158,000 2,251,000 12/31/2021 PATHWARD FINANCIAL, INC. CASH COM 85,837 25,000 5,121,000 2,041,000 12/31/2021 BANCORP INC TBBK Common 201,074 -125,000 5,089,000 -2,414,000 12/31/2021 OneMain Holdings, Inc. OMF COM 100,089 -1,900 5,008,000 -1,102,000 12/31/2021 Veritex Holdings, Inc. VBTX COM 121,178 28,000 4,820,000 1,520,000 12/31/2021 Triumph Financial, Inc. TBK COM 39,752 -8,000 4,734,000 1,188,000 12/31/2021 CAPITAL ONE FINANCIAL CORP COF Common 31,019 7,800 4,500,000 908,000 12/31/2021 Metropolitan Bank Holding Corp. MCB Common 37,600 37,600 4,005,000 4,005,000 12/31/2021 Atlanticus Holdings Corp ATLC COM 49,000 49,000 3,495,000 3,495,000 12/31/2021 ConnectOne Bancorp, Inc. CNOB COM 90,000 5,000 2,944,000 720,000 12/31/2021 QCR HOLDINGS INC QCRH COMMON STOCK 45,000 -5,000 2,520,000 115,000 12/31/2021 SVB FINANCIAL GROUP SIVB Common 3,500 1,500 2,374,000 1,261,000 12/31/2021 Regional Management Corp. RM COM 27,403 -35,386 1,575,000 -1,347,000 12/31/2021 i3 Verticals, Inc. IIIV COM CL A 60,000 0 1,367,000 -446,000 12/31/2021 Signature Bank Corp SBNY Common 3,500 3,500 1,132,000 1,132,000 12/31/2021 ARCHIPELAGO HOLDINGS INC AX Common Stock 20,000 20,000 1,118,000 1,118,000 12/31/2021 First Western Financial Inc MYFW COM 36,818 36,818 1,118,000 1,118,000 12/31/2021 First Internet Bancorp INBK COM 20,000 20,000 941,000 941,000 12/31/2021 FIRST BANK WILLIAMSTOWN NJ FRBA COM 60,000 60,000 871,000 871,000 12/31/2021 CITIGROUP INC C COM 10,000 0 604,000 -104,000 12/31/2021 CHICOPEE BANCORP, INC. CBNK COM 18,000 18,000 472,000 472,000 12/31/2021 Coinbase Global, Inc. COIN COM CL A 0 -8,000 0 -2,026,000 12/31/2021 RBB Bancorp RBB COM 0 -40,000 0 -969,000 12/31/2021 Stock Yards Bancorp, Inc. SYBT COM 0 -40,000 0 -2,036,000 12/31/2021

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