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Regional Banks
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Mid-Cap Value Fund George Davis
|
View | Value, Oil, Regional Banks | ADNT, AIG, APA, BPOP, BTE.TO, CFG, ERIC, FFIV, FLR, HLF, KOS, MGA, OLN | Banking, energy, financials, mid cap, multiples, oil, valuation, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Small-Cap Value Fund Vic Cunningham
|
View | Value, Pharmaceuticals, Regional Banks, Aluminum | ALG, BATRK, BXC, COLL, CTAS, ECPG, FPH, ICFI, KALU, LXU, MYRG, NYCB, OCSL, PB, PRA, SEB, SUPN, UMBF, UNF | Aluminum, Governance, Owner-Operator, Pharmaceuticals, Regional Banks, small caps, value |
| 2025 Q4 | Feb 4, 2026 |
Aristotle Small Cap Equity Fund Dave Adams
|
View | Healthcare, Value, Semiconductors, Energy Transition, Small Caps, Regional Banks | ACHC, AEIS, AER, ATR, AUB, CCRN, CNS, EHTH, GTLS, HAE, HURN, IDA, ITRI, LKQ, MTSI, NUS, PRGO, PTEN, TITN, WWW | Deregulation, Energy Transition, healthcare, M&A, Regional Banks, semiconductors, small caps, value |
| 2025 Q4 | Jan 23, 2026 |
American Century Small Cap Value Fund Rajesh Gandhi
|
View | Semiconductors, Industrials, Regional Banks, Consumer Discretionary | AMKR, ARCB, ARW, AVT, AXS, BBWI, BC, BIRK, COLB, EEFT, ENOV, EVTC, GPK, HZO, MARA, OKLO, ONB, PATK, SSB, TKR, UMBF | banks, consumer discretionary, healthcare, industrials, semiconductors, small cap, value |
| 2025 Q4 | Feb 5, 2026 |
Black Bear Value Partners Adam Schwartz
|
View | AI, Energy, Private Credit, Housing, Regional Banks, Metallurgical Coal | BLDR, FLG, HCC, PSK.TO, TDW | banks, Coal, energy, Housing, Shorts, turnaround, value |
| 2025 Q4 | Jan 20, 2026 |
Marram Investment Management Vivian Y. Chen
|
View | Energy, Payments, Biopharma, Regional Banks | AVDX, BILL, FITB, FOUR, OKE, PAA, PAGP, PAY, PSFE, PYPL | Banking, biopharma, cash flow, energy, payments, value |
| 2025 Q4 | Feb 3, 2026 |
Gator Capital Management Derek Pilecki
|
View | Capital Markets, Mortgage, Regional Banks | BCS, BNP.PA, C, COMP, CUBI, FCNCA, GLE.PA, GPN, HOOD, HOUS, JPM, JXN, PYPL, SOHO, TD, TFSL, UMBF, VRTS | Banking, Capital markets, financials, real estate, Regional Banks, small caps, value |
| 2025 Q4 | Jan 26, 2026 |
Harris Associates Concentrated Strategy Tony Coniaris
|
View | AI, Media, Midstream, Regional Banks | CHTR, EFX, FCNCA, GOOGL, LBRDK, PAYC, TRGP, WBD | AI, Banking, Buybacks, energy, Media, Midstream, technology, value |