Rosenthal {-} Henry Capital Advisors, Inc. Diversified Active

Location: Mishawaka, IN

CIK: 0001697539 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $102M (100.0% shares, 0.0% debt)

Holdings (42)

TBBK Bancorp Inc 8.6%
Value $8.765M Shares 163,126 Est. Cost $11.60 Unrealized +451.3%
KRE S&P Regional Banks 8.4%
Value $8.574M Shares 131,610 Est. Cost $56.60 Unrealized
WTFC Wintrust Finacial Corp 4.9%
Value $4.974M Shares 35,803 Est. Cost $44.16 Unrealized +239.8%
CASH Meta Finl Group Inc 4.6%
Value $4.691M Shares 52,576 Est. Cost $25.32 Unrealized +236.5%
ESQ Esquire Finacial Hoildings Inc 4.0%
Value $4.089M Shares 38,037 Est. Cost $48.21 Unrealized +124.8%
SPFI South Plains Financial Inc 3.3%
Value $3.41M Shares 81,373 Est. Cost $27.64 Unrealized +49.6%
CommerceWest Bank 3.2%
Value $3.294M Shares 88,377 Est. Cost $17.57 Unrealized
SYBT Stock Yds Bancorp Inc 2.9%
Value $2.978M Shares 44,923 Est. Cost $39.67 Unrealized +71.8%
BANF BancFirst Corp 2.8%
Value $2.832M Shares 26,105 Est. Cost $39.43 Unrealized +186.3%
FRME First Merchants Corp 2.7%
Value $2.791M Shares 72,064 Est. Cost $30.62 Unrealized +30.2%
UNTY Unity Bancorp Inc 2.6%
Value $2.695M Shares 52,000 Est. Cost $21.77 Unrealized +146.8%
LKFN Lakeland Finl Corp 2.4%
Value $2.459M Shares 42,854 Est. Cost $33.50 Unrealized +77.7%
GABC German Amern Bancorp Inc 2.4%
Value $2.432M Shares 58,199 Est. Cost $25.09 Unrealized +65.7%
FBIZ First Bus Finl Svcs Inc Wis 2.4%
Value $2.427M Shares 45,000 Est. Cost $17.36 Unrealized +227.1%
HTBK Heritage Commerce Corp 2.3%
Value $2.372M Shares 190,055 Est. Cost $8.91 Unrealized +45.2%
NRIM Northrim Bancorp Inc 2.2%
Value $2.285M Shares 99,870 Est. Cost $19.27 Unrealized +35.0%
MBWM Mercantile Bank Corp 2.2%
Value $2.272M Shares 45,000 Est. Cost $22.44 Unrealized +131.6%
FFIN First Financial Bankshares Inc 2.2%
Value $2.21M Shares 75,054 Est. Cost $27.44 Unrealized +18.8%
CCB Coastal Financial Corp 2.2%
Value $2.208M Shares 29,013 Est. Cost $47.56 Unrealized +108.0%
CNOB ConnectOne Bancorp Inc 2.1%
Value $2.192M Shares 81,893 Est. Cost $17.36 Unrealized +56.6%
VBNK Versabank New 2.1%
Value $2.169M Shares 131,426 Est. Cost $6796.15 Unrealized
HTB Hometrust Bancshares Inc 2.1%
Value $2.135M Shares 50,047 Est. Cost $43.59 Unrealized 0.0%
TOWN TowneBank Portsmouth VA 2.0%
Value $2.088M Shares 62,000 Est. Cost $28.94 Unrealized +22.9%
Seacost BKG Corporation 2.0%
Value $2.051M Shares 67,704 Est. Cost $12908.61 Unrealized
TCBX Third Coast Bancshares 2.0%
Value $2.02M Shares 51,000 Est. Cost $18.68 Unrealized +116.4%
FBK FB Financial Corp 2.0%
Value $1.996M Shares 38,433 Est. Cost $43.87 Unrealized +33.5%
BANR Banner Corporation 1.8%
Value $1.874M Shares 30,877 Est. Cost $36.23 Unrealized +74.5%
ORRF Orrstown Financial Services 1.7%
Value $1.772M Shares 49,100 Est. Cost $33.35 Unrealized +9.9%
SRCE 1st Source Corp 1.7%
Value $1.73M Shares 25,000 Est. Cost $41764.49 Unrealized
BWB Bridgewater Bancshares Inc. 1.6%
Value $1.656M Shares 90,614 Est. Cost $12.90 Unrealized +45.8%
CBK Commercial Bancgroup Inc 1.6%
Value $1.626M Shares 62,500 Est. Cost $24.55 Unrealized +4.9%
PFS Provident Financial Services 1.4%
Value $1.459M Shares 68,962 Est. Cost $18.52 Unrealized +16.2%
Triumph Bancorp Inc 1.4%
Value $1.432M Shares 24,000 Est. Cost $78304.36 Unrealized
BFC Bank First Corp 1.4%
Value $1.405M Shares 10,400 Est. Cost $94.13 Unrealized +45.9%
MYFW First Western Financial 1.3%
Value $1.355M Shares 55,113 Est. Cost $20.45 Unrealized +26.7%
Chain Bridge Bancorp 1.3%
Value $1.352M Shares 39,200 Est. Cost $34.33 Unrealized
HBT HBT Financial 1.1%
Value $1.146M Shares 42,500 Est. Cost $24.34 Unrealized +13.5%
NBHC National Bank Holdings Corp 1.0%
Value $1.021M Shares 26,075 Est. Cost $42.66 Unrealized -4.6%
FCCO First Community Corporation 1.0%
Value $1.018M Shares 35,326 Est. Cost $26.09 Unrealized +13.7%
TCBI Texas Capital Bancshares Inc 0.9%
Value $953K Shares 10,000 Est. Cost $100.08 Unrealized 0.0%
OBK Origin Bancorp 0.0%
Value $3,275 Shares 79 Est. Cost $31.76 Unrealized +32.2%
Northeast Community Bancorp Inc 0.0%
Value $1,118 Shares 47 Est. Cost $12320.26 Unrealized