JACOBS ASSET MANAGEMENT, LLC — 13F holdings

JACOBS ASSET MANAGEMENT, LLC reported 23 holdings worth $159M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. KRE SPDR SERIES TRUST — $18.7M (11.8%)
2. SII SPROTT INC — $14.6M (9.2%)
3. QNST QUINSTREET INC — $13.9M (8.8%)
4. MAX MEDIAALPHA INC — $11.6M (7.3%)
5. GOLD A-MARK PRECIOUS METALS INC — $11.0M (6.9%)
6. SFBS SERVISFIRST BANCSHARES INC — $9.98M (6.3%)
7. CCB COASTAL FINL CORP WA — $7.87M (4.9%)
8. KBWB INVESCO EXCH TRADED FD TR II — $7.44M (4.7%)
9. TFIN TRIUMPH FINANCIAL INC — $7.11M (4.5%)
10. QCRH QCR Holdings Inc — $6.81M (4.3%)