RAFFLES ASSOCIATES LP

Fundamental concentrated ★Highest signal CIK 1169581
League rank
#793
in Fundamental concentrated · #6575 overall
Long book
$115.3M
Q1 2026
Positions
49
Top-10 weight
61%
concentration
Last quarter
+7.5%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

RAFFLES ASSOCIATES LP is a concentrated fundamental stock-picker, running a $115.3M US long book across 49 positions.

The portfolio is concentrated: the top 10 names carry 61% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SOUTHERN MISSOURI BANCORP, LINEAGE CELL THERAPEUTICS IN, EASTERN BANKSHARES INC, COMMERCIAL BANCGROUP INC, PROVIDENT FINANCIAL HLDGS.

Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-2.1%
Q2 2024
+10.6%
Q3 2024
-4.9%
Q4 2024
-5.5%
Q1 2025
+13.3%
Q2 2025
+17.2%
Q3 2025
+6.3%
Q4 2025
+0.2%
Q1 2026
+7.5%

Sector allocation

Financials
57%
Materials
13%
Healthcare
12%
Communications
6%
Services media
3%
Consumer discretionary
3%
Technology
3%
Industrials
2%

Long book by quarter

$86.1M
Q1 2024
$88.8M
Q2 2024
$97.4M
Q3 2024
$92.8M
Q4 2024
$82.1M
Q1 2025
$96.0M
Q2 2025
$107.4M
Q3 2025
$133.3M
Q4 2025
$115.3M
Q1 2026

What does RAFFLES ASSOCIATES own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SMBC SOUTHERN MISSOURI BANCORPFinancials222.9K$14.3M12.4%-1.1%
LCTX LINEAGE CELL THERAPEUTICS INHealthcare5.4M$8.5M7.4%Held
EBC EASTERN BANKSHARES INCFinancials394.8K$7.7M6.7%+9.7%
CBK COMMERCIAL BANCGROUP INCFinancials248.3K$6.5M5.6%-0.7%
PROV PROVIDENT FINANCIAL HLDGSFinancials391.1K$6.3M5.5%0.0%
IE IVANHOE ELECTRIC INC / USMaterials532.1K$6.3M5.5%-7.2%
OFG OFG BANCORPFinancials140.1K$5.7M4.9%+16.7%
GLIBK LIBERTY CAPITAL CORP-CL CCommunications146.2K$5.4M4.7%+5.8%
VZLA VIZSLA SILVER CORPMaterials1.5M$5.0M4.3%-9.1%
AFBI AFFINITY BANCSHARES INCFinancials198.8K$4.4M3.8%Held
VMD VIEMED HEALTHCARE INCHealthcare413.7K$3.8M3.3%-1.0%
COSO COASTAL SOUTH BANCSHARES INCFinancials121.3K$3.0M2.6%Held
ASLE AERSALE CORPConsumer discretionary460.0K$2.9M2.5%-4.2%
JOB GEE GROUP INCServices media9.4M$2.3M2.0%-0.6%
ESOA ENERGY SERVICES OF AMERICAIndustrials170.4K$2.2M1.9%-14.5%
MAYS MAYS (J.W.) INCReal estate44.4K$1.8M1.5%Held
PERI PERION NETWORK LTDTechnology170.3K$1.7M1.5%+79.2%
MBBC MARATHON BANCORP INCFinancials107.7K$1.5M1.3%Held
NECB NORTHEAST COMMUNITY BANCORPFinancials59.5K$1.4M1.2%Held
CTGO CONTANGO SILVER & GOLD INCMaterials71.4K$1.3M1.2%Held
FBLA FB BANCORP INCFinancials97.1K$1.3M1.2%Held
NSTS NSTS BANCORP INCFinancials93.8K$1.1M0.9%Held
FNWD FINWARD BANCORPFinancials26.6K$965K0.8%Held
NSSC NAPCO SECURITY TECHNOLOGIESTechnology24.4K$962K0.8%Held
TIPT TIPTREE INCFinancials55.8K$944K0.8%+36.8%
VABK VIRGINIA NATIONAL BANKSHARESFinancials18.8K$719K0.6%-0.1%
FBP FIRST BANCORP PUERTO RICOFinancials31.9K$681K0.6%-76.0%
NXE NEXGEN ENERGY LTDMaterials50.0K$580K0.5%-71.4%
ABTC AMERICAN BITCOIN CORP-AFinancials555.0K$513K0.4%-20.7%
SIRI SIRIUS XM HOLDINGS INCCommunications19.2K$443K0.4%Held
KELYA KELLY SERVICES INC -AServices media50.0K$443K0.4%-42.4%
NWFL NORWOOD FINANCIAL CORPFinancials12.4K$366K0.3%Held
HYNE HOYNE BANCORP INCFinancials23.9K$346K0.3%Held
NBBK NB BANCORP INCFinancials14.9K$313K0.3%-47.6%
IAUX I-80 GOLD CORPMaterials195.0K$296K0.3%Held
UBCP UNITED BANCORP INC/OHIOFinancials17.7K$269K0.2%Held
ECBK ECB BANCORP INCFinancials13.4K$224K0.2%-6.0%
HHS HARTE-HANKS INCServices media87.8K$199K0.2%0.0%
FMNB FARMERS NATL BANC CORPFinancials15.0K$197K0.2%New
CLST CATALYST BANCORP INCFinancials10.6K$175K0.2%Held
AP AMPCO-PITTSBURGH CORPIndustrials15.0K$101K0.1%New
AWX AVALON HOLDINGS CORP-AUtilities25.2K$65K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202649$115.3M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202654$133.3M canonicalSEC ↗
Q3 202513F-HRNov 14, 202549$107.4M canonicalSEC ↗
Q2 202513F-HRAug 15, 202548$96.0M canonicalSEC ↗
Q1 202513F-HRMay 15, 202543$82.1M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202549$92.8M canonicalSEC ↗
Q3 202413F-HRNov 14, 202448$97.4M canonicalSEC ↗
Q2 202413F-HRAug 14, 202452$88.8M canonicalSEC ↗
Q1 202413F-HRMay 15, 202451$86.1M canonicalSEC ↗