STIEVEN CAPITAL ADVISORS, L.P. Information

12412 POWERSCOURT DR., ST. LOUIS, Missouri, 63131, (314) 779-2450

Report Date: 12/31/2014

Position Statistics

Total Positions 65
New Positions 4
Increased Positions 55
Decreased Positions 10
Positions with Activity 65
Sold Out Positions 5
Total Mkt Value (in $ millions) 296

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 91.68%
Healthcare
Services
Technology
Transportation
Utilities

65 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TFS FINL CORP COM 28,262 -2,790 (8.98) 1,945,078
PREFERRED BK LOS ANGELES CA COM NEW 13,066 255 1.99 456,048
ANCHOR BANCORP WIS INC DEL COM 12,032 12,032 New 350,875
YADKIN FINL CORP COM 11,880 231 1.98 601,831
SYNOVUS FINL CORP COM NEW 10,601 -2,556 (19.43) 383,671
PEAPACK-GLADSTONE FINL CORP COM 9,799 4,345 79.67 471,348
FIFTH THIRD BANCORP COM 9,566 280 3.01 506,000
FIRST BANCORP P R COM NEW 9,246 2,652 40.22 1,424,618
BANK AMER CORP COM 8,045 156 1.97 517,000
SERVISFIRST BANCSHARES INC COM 7,598 150 2.01 223,000
FIRSTMERIT CORP COM 6,990 136 1.98 365,390
CITIGROUP INC COM NEW 6,830 133 1.98 128,700
CAPITAL ONE FINL CORP COM 6,781 131 1.97 82,700
M & T BK CORP WT EXP 122318 6,680 130 1.99 138,300
INDEPENDENT BANK CORP MICH COM NEW 6,341 124 1.99 487,737
WELLS FARGO & CO NEW COM 5,994 114 1.93 110,900
BNC BANCORP COM 5,519 107 1.97 304,900
ANCHOR BANCORP WA COM 5,441 108 2.02 247,903
CONNECTONE BANCORP INC NEW COM 5,417 106 1.99 276,399
HANMI FINL CORP COM NEW 5,322 104 1.99 256,603