Long-term investor

Ategra Capital Management, LLC @ategracapitalmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001741369).

Record

  • Tracked since 2025-06-30 (457 days), 66 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +9.0% · 1 year +13.2% · all +13.2%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ_PUT · 9.9% · long · since 2025-09-30
  • FISI · 9.9% · long · since 2025-06-30
  • TFC · 8.9% · long · since 2025-06-30
  • CFG · 7.8% · long · since 2025-06-30
  • HWBK · 6.1% · long · since 2025-06-30
  • WFC · 5.4% · long · since 2025-12-31
  • PKBK · 5.1% · long · since 2025-06-30
  • AX · 5.0% · long · since 2025-06-30
  • TCBX · 4.7% · long · since 2025-06-30
  • 922908363 · 4.5% · long · since 2025-06-30
  • 02933K103 · 4.4% · long · since 2025-09-30
  • 46090E103 · 4.3% · long · since 2025-06-30

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