Rosenthal {-} Henry Capital Advisors, Inc.

Est. AUM

$102.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Bancorp Inc	COM	$8.8M	163126	8.58%	SOLE
2	S&P Regional Banks	ETF	$8.6M	131610	8.39%	SOLE
3	Wintrust Finacial Corp	COM	$5.0M	35803	4.87%	SOLE
4	Meta Finl Group Inc	COM	$4.7M	52576	4.59%	SOLE
5	Esquire Finacial Hoildings Inc	COM	$4.1M	38037	4.00%	SOLE
6	South Plains Financial Inc	COM	$3.4M	81373	3.34%	SOLE
7	CommerceWest Bank	COM	$3.3M	88377	3.22%	SOLE
8	Stock Yds Bancorp Inc	COM	$3.0M	44923	2.91%	SOLE
9	BancFirst Corp	COM	$2.8M	26105	2.77%	SOLE
10	First Merchants Corp	COM	$2.8M	72064	2.73%	SOLE
11	Unity Bancorp Inc	COM	$2.7M	52000	2.64%	SOLE
12	Lakeland Finl Corp	COM	$2.5M	42854	2.41%	SOLE
13	German Amern Bancorp Inc	COM	$2.4M	58199	2.38%	SOLE
14	First Bus Finl Svcs Inc Wis	COM	$2.4M	45000	2.37%	SOLE
15	Heritage Commerce Corp	COM	$2.4M	190055	2.32%	SOLE
16	Northrim Bancorp Inc	COM	$2.3M	99870	2.24%	SOLE
17	Mercantile Bank Corp	COM	$2.3M	45000	2.22%	SOLE
18	First Financial Bankshares Inc	COM	$2.2M	75054	2.16%	SOLE
19	Coastal Financial Corp	COM	$2.2M	29013	2.16%	SOLE
20	ConnectOne Bancorp Inc	COM	$2.2M	81893	2.14%	SOLE
21	Versabank New	COM	$2.2M	131426	2.12%	SOLE
22	Hometrust Bancshares Inc	COM	$2.1M	50047	2.09%	SOLE
23	TowneBank Portsmouth VA	COM	$2.1M	62000	2.04%	SOLE
24	Seacost BKG Corporation	COM	$2.1M	67704	2.01%	SOLE
25	Third Coast Bancshares	COM	$2.0M	51000	1.98%	SOLE
26	FB Financial Corp	COM	$2.0M	38433	1.95%	SOLE
27	Banner Corporation	COM	$1.9M	30877	1.83%	SOLE
28	Orrstown Financial Services	COM	$1.8M	49100	1.73%	SOLE
29	1st Source Corp	COM	$1.7M	25000	1.69%	SOLE
30	Bridgewater Bancshares Inc.	COM	$1.7M	90614	1.62%	SOLE
31	Commercial Bancgroup Inc	COM	$1.6M	62500	1.59%	SOLE
32	Provident Financial Services	COM	$1.5M	68962	1.43%	SOLE
33	Triumph Bancorp Inc	COM	$1.4M	24000	1.40%	SOLE
34	Bank First Corp	COM	$1.4M	10400	1.37%	SOLE
35	First Western Financial	COM	$1.4M	55113	1.33%	SOLE
36	Chain Bridge Bancorp	COM	$1.4M	39200	1.32%	SOLE
37	HBT Financial	COM	$1.1M	42500	1.12%	SOLE
38	National Bank Holdings Corp	COM	$1.0M	26075	1.00%	SOLE
39	First Community Corporation	COM	$1.0M	35326	1.00%	SOLE
40	Texas Capital Bancshares Inc	COM	$953K	10000	0.93%	SOLE
41	Origin Bancorp	COM	$3K	79	0.00%	SOLE
42	Northeast Community Bancorp Inc	COM	$1K	47	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.