HoldCo Asset Management, LP

3 filings 3 distinct issuers Active 2026-01-29 → 2026-10-28

Track Record

Total filings

2 SCHEDULE 13D · 1 SCHEDULE

Distinct issuers

100% issuer diversity

Median stake

6.43%

2,278,534 avg shares

AI briefs cached

0/3

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

+0.8%

across 1 filings · win rate 100%

Median 60d

-0.3%

across 1 filings · win rate 0%

Median 90d

+9.6%

across 1 filings · win rate 100%

Median 1y

—

across 0 filings · win rate —

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 3 total

Filed	Form	Issuer	Stake	Shares
2026-10-28	SCHEDULE 13D	BankUnited, Inc.BKU	5.00%	3,535,282	view →
2026-07-28	SCHEDULE 13D	TrustCo Bank Corp NYTRST	5.10%	872,744	view →
2026-01-29	SCHEDULE	CENTRAL PACIFIC FINANCIAL CORPCPF	9.20%	2,427,576	view →

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