Maltese Capital Management (Terry Maltese)

Maltese Capital Management (Terry Maltese) has filed 13F reports from Q1 2013 through Q1 2026. The portfolio has returned 6.3% annualized over five years, with 16.0% volatility and a maximum drawdown of 25.3%. Across all filing periods, 0.0% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.