STIEVEN CAPITAL ADVISORS, L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 70
New Positions 8
Increased Positions 17
Decreased Positions 53
Positions with Activity 70
Sold Out Positions 7
Total Mkt Value (in $ millions) 273

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 94.49%
Healthcare
Services 0%
Technology
Transportation
Utilities

70 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TFS FINL CORP COM 31,461 964 3.16 2,141,678
SYNOVUS FINL CORP COM NEW 11,905 303 2.61 477,171
PREFERRED BK LOS ANGELES CA COM NEW 11,522 -49 (0.42) 448,148
YADKIN FINL CORP COM 11,324 -46 (0.4) 591,632
SIGNATURE BK NEW YORK N Y COM 8,976 8,976 New 75,000
FIFTH THIRD BANCORP COM 8,634 935 12.15 442,300
BANK AMER CORP COM 8,536 -4,229 (33.13) 508,100
CITIGROUP INC COM NEW 6,628 -63 (0.94) 126,400
CAPITAL ONE FINL CORP COM 6,560 -24 (0.37) 81,300
SERVISFIRST BANCSHARES INC COM 6,555 6,555 New 219,000
FIRSTMERIT CORP COM 6,338 -28 (0.44) 358,990
M & T BK CORP WT EXP 122318 5,712 -42 (0.73) 135,900
INDEPENDENT BANK CORP MICH COM NEW 5,703 -25 (0.44) 479,237
WELLS FARGO & CO NEW COM 5,644 -2,579 (31.36) 109,000
FIRST NBC BK HLDG CO COM 5,527 672 13.85 159,461
HANMI FINL CORP COM NEW 5,203 -23 (0.43) 252,203
BNC BANCORP COM 5,123 -24 (0.47) 299,600
ANCHOR BANCORP WA COM 5,033 -21 (0.41) 243,603
AMERIS BANCORP COM 4,893 -20 (0.4) 199,800
REGIONS FINL CORP NEW COM 4,689 -21 (0.45) 486,900