account_balance
Investment manager · 13F filer · SEC CIK 1767366
Bayview Asset Management, LLC
Reported value$134Mas of Jun 30, 2026
Positions44 14 new, 12 sold out
Top 10 weight56%FRBT alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FRBT
Forbright INC
17.6%New
BBT
Beacon Financial Corp.
8.3%Trimmed
RITM
Rithm Capital Corp
4.1%Added
SSB
Southstate Bk Corp
4.1%New
CBRE
Cbre Group INC
4.0%Added
BANR
Banner Corp
3.8%Added
KIE
Spdr Series Trust
3.7%New
FNF
Fidelity Natl Finl INC
3.7%Trimmed
QQQ
Invesco Qqq Tr
3.5%Trimmed
ONB
Old Natl Bancorp Ind
3.1%Trimmed
34 others
44.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed