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Derek Pilecki — Institutional Investor Profile | Buyside Digest

Derek Pilecki

Institutional Investor • Gator Capital Management

Value

$3.7B

Stocks

49 Stocks (1 new)

Turnover

2.2%

CIK

0001570284EDGAR ↗

Website ↗

Top Holdings

COMP(7.82%) FCNCA(4.38%) UMBF(4.34%) UBSG(4.03%) AX(3.81%)

About Investor

The firm targets less efficient small and mid-cap companies in the Financials sector through intensive bottom-up fundamental research. The long portfolio is typically comprised of 40-60 stocks the manager believes are undervalued and possess favorable asymmetrical risk, while incorporating 20-40 short positions expected to underperform. The approach emphasizes buying high-quality, understandable, growing businesses with a margin of safety, influenced by Warren Buffett's investment philosophy. The strategy focuses on companies with limited sell-side research coverage, seeking to capitalize on market inefficiencies in the financial sector.

Investor Philosophy

Investment philosophy details pending verification.

Derek Pilecki Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
COMP	None	Compass, Inc.	Real Estate	$33.3M	7.8%	No Change
FCNCA	None	First Citizens BancShares, Inc.	Financials	$18.6M	4.4%	No Change
UMBF	None	UMB Financial Corp.	Financials	$18.5M	4.3%	No Change
UBSG	None	UBS Group AG	General	$17.2M	4.0%	No Change
AX	None	Axos Financial	Financials	$16.2M	3.8%	No Change
AMP	None	Ameriprise Financial, Inc.	Financials	$16.0M	3.8%	No Change
GPN	None	Global Payments Inc.	Industrials	$14.6M	3.4%	No Change
VOYA	None	VOYA FINANCIAL INC	General	$14.2M	3.3%	No Change
LONDON STOCK EXCHANGE-BARC.L	None	Barclays PLC	General	$13.8M	3.2%	No Change
NAVI	None	Navient	Financial Services	$13.5M	3.2%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
WAL-PAWestern Alliance Bancorp Pfd A	$9.5M	+100.0%	2.2%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
WALWestern Alliance Bancorp	$9.5M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General41.1%

Financials39.6%

Real Estate7.8%

Industrials6.2%

Financial Services3.5%

Sector	Stocks	Value	Exposure
General	24	$174.9M	41.1%
Financials	17	$168.8M	39.6%
Real Estate	1	$33.3M	7.8%
Industrials	3	$26.5M	6.2%
Financial Services	2	$14.8M	3.5%
Information Technology	2	$7.7M	1.8%