DOSSIER · 13F-HR · Q1 2026

North Reef Capital Management LP

North Reef's pension fund based in Stamford, CT $2.9B in tracked AUM across 60 positions as of Q1 2026.

NR
North Reef·Stamford, CT·Pension Fund
CIK 0001867831 · last filed Mar 31, 2026
Total AUM
$2.9B
0.7%
vs prior
Holdings
60
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of North Reef Capital Management LP 13F Filing
1. Portfolio Overview

North Reef Capital Management LP manages a concentrated portfolio valued at approximately $1.13 billion as of the report date September 30, 2025. The firm employs a high-conviction investment strategy, evidenced by the relatively low number of holdings (27) and the heavy weighting allocated to top positions. The portfolio experienced solid growth of 7.1% during the quarter, increasing in value from ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FHN
FIRST HORIZON CORPORATION
$329M14.5M11.3%
02
MKTX
MARKETAXESS HLDGS INC
$309M1.9M10.6%
03
ABCB
AMERIS BANCORP
$267M3.4M9.2%
04
KEY
KEYCORP
$254M12.7M8.7%
05
SBCF
SEACOAST BKG CORP FLA
$176M5.8M6.1%
06
AUB
ATLANTIC UN BANKSHARES CORP
$153M4.3M5.3%
07
ALKT
ALKAMI TECHNOLOGY INC
$120M7.7M4.1%
08
V
VISA INC
$109M360K3.7%
09
CBC
CENTRAL BANCOMPANY
$98M4.1M3.4%
10
ACIW
ACI WORLDWIDE INC
$91M2.2M3.1%

Filing history

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