Second Curve Capital Llc Buys MVB Financial Corp, Eagle Bancorp Inc, Ally Financial Inc, Sells Citigroup Inc, Flagstar Bancorp Inc, Bank of America Corp

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Feb 14, 2020
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New York, NY, based Investment company Second Curve Capital Llc (Current Portfolio) buys MVB Financial Corp, Eagle Bancorp Inc, Ally Financial Inc, CURO Group Holdings Corp, OneMain Holdings Inc, sells Citigroup Inc, Flagstar Bancorp Inc, Bank of America Corp, PacWest Bancorp, William Lyon Homes during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Second Curve Capital Llc. As of 2019Q4, Second Curve Capital Llc owns 17 stocks with a total value of $189 million. These are the details of the buys and sells.

For the details of SECOND CURVE CAPITAL LLC's stock buys and sells, go to https://www.gurufocus.com/guru/second+curve+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of SECOND CURVE CAPITAL LLC
  1. CURO Group Holdings Corp (CURO) - 1,761,493 shares, 11.38% of the total portfolio. Shares added by 30.89%
  2. The Bancorp Inc (TBBK) - 1,556,761 shares, 10.71% of the total portfolio. Shares added by 7.31%
  3. Ally Financial Inc (ALLY) - 590,500 shares, 9.57% of the total portfolio. Shares added by 69.93%
  4. Meta Financial Group Inc (CASH) - 468,772 shares, 9.08% of the total portfolio. Shares added by 2.62%
  5. Encore Capital Group Inc (ECPG) - 471,712 shares, 8.85% of the total portfolio. Shares reduced by 5.03%
New Purchase: Bank OZK (OZK)

Second Curve Capital Llc initiated holding in Bank OZK. The purchase prices were between $25.39 and $31.54, with an estimated average price of $29.41. The stock is now traded at around $28.26. The impact to a portfolio due to this purchase was 0.16%. The holding were 10,000 shares as of .

Added: MVB Financial Corp (MVBF)

Second Curve Capital Llc added to a holding in MVB Financial Corp by 492.29%. The purchase prices were between $19.7 and $24.92, with an estimated average price of $21.21. The stock is now traded at around $20.64. The impact to a portfolio due to this purchase was 6.94%. The holding were 631,645 shares as of .

Added: Eagle Bancorp Inc (EGBN)

Second Curve Capital Llc added to a holding in Eagle Bancorp Inc by 172.22%. The purchase prices were between $41.24 and $49.62, with an estimated average price of $45.33. The stock is now traded at around $44.48. The impact to a portfolio due to this purchase was 4%. The holding were 245,000 shares as of .

Added: Ally Financial Inc (ALLY)

Second Curve Capital Llc added to a holding in Ally Financial Inc by 69.93%. The purchase prices were between $30.12 and $32.52, with an estimated average price of $31.21. The stock is now traded at around $32.94. The impact to a portfolio due to this purchase was 3.94%. The holding were 590,500 shares as of .

Added: CURO Group Holdings Corp (CURO)

Second Curve Capital Llc added to a holding in CURO Group Holdings Corp by 30.89%. The purchase prices were between $11.57 and $16.24, with an estimated average price of $13.39. The stock is now traded at around $14.46. The impact to a portfolio due to this purchase was 2.69%. The holding were 1,761,493 shares as of .

Added: OneMain Holdings Inc (OMF)

Second Curve Capital Llc added to a holding in OneMain Holdings Inc by 28.23%. The purchase prices were between $34.01 and $44.25, with an estimated average price of $40.59. The stock is now traded at around $47.71. The impact to a portfolio due to this purchase was 1.68%. The holding were 340,643 shares as of .

Sold Out: Citigroup Inc (C)

Second Curve Capital Llc sold out a holding in Citigroup Inc. The sale prices were between $66.26 and $79.89, with an estimated average price of $74.07.

Sold Out: Flagstar Bancorp Inc (FBC)

Second Curve Capital Llc sold out a holding in Flagstar Bancorp Inc. The sale prices were between $35.98 and $39.08, with an estimated average price of $37.4.

Sold Out: Bank of America Corp (BAC)

Second Curve Capital Llc sold out a holding in Bank of America Corp. The sale prices were between $27.63 and $35.52, with an estimated average price of $32.44.

Sold Out: William Lyon Homes (WLH)

Second Curve Capital Llc sold out a holding in William Lyon Homes. The sale prices were between $18.4 and $21.51, with an estimated average price of $20.44.

Sold Out: LendingTree Inc (TREE)

Second Curve Capital Llc sold out a holding in LendingTree Inc. The sale prices were between $283.87 and $386.23, with an estimated average price of $331.25.

Sold Out: OFG Bancorp (OFG)

Second Curve Capital Llc sold out a holding in OFG Bancorp. The sale prices were between $20 and $23.61, with an estimated average price of $21.84.



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