BAYVIEW ASSET MANAGEMENT, LLC: 13F holdings
CIK 17673662026Q2
| Positions | 50 |
|---|
| Reported value | $496.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 50 (+4 vs prior quarter) |
|---|
| Reported value | $496.3m (+91.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FORBRIGHT INC | 1,284,999 | $23.5m | 4.7% |
| BBT BEACON FINANCIAL CORP. | 364,828 | $11.1m | 2.2% |
| RITM RITHM CAPITAL CORP | 590,459 | $5.5m | 1.1% |
| SSB SOUTHSTATE BK CORP | 55,000 | $5.5m | 1.1% |
| CBRE CBRE GROUP INC | 39,820 | $5.4m | 1.1% |
| BANR BANNER CORP | 77,500 | $5.1m | 1.0% |
| KIE SPDR SERIES TRUST | 81,600 | $5.0m | 1.0% |
| FNF FIDELITY NATL FINL INC | 103,700 | $4.9m | 1.0% |
| QQQ INVESCO QQQ TR | 6,441 | $4.7m | 1.0% |
| ONB OLD NATL BANCORP IND | 160,000 | $4.1m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767366")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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