Maltese Capital Management (Terry Maltese)

Maltese Capital Management (Terry Maltese) has filed 13F reports from Q1 2013 through Q2 2026. In the most recent quarter, the fund reported $548.6M across 100 positions. The portfolio has returned 9.0% annualized over five years, with 17.2% volatility and a maximum drawdown of 25.3%. Top holdings include SSB, USB, FSUN, FRST, NBHC. 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.