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) 265

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 94.55%
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 29,234 895 3.16 2,141,678
YADKIN FINL CORP COM 11,401 -46 (0.4) 591,632
SYNOVUS FINL CORP COM NEW 11,242 286 2.61 477,171
PREFERRED BK LOS ANGELES CA COM NEW 10,661 -45 (0.42) 448,148
FIFTH THIRD BANCORP COM 8,831 956 12.15 442,300
SIGNATURE BK NEW YORK N Y COM 8,696 8,696 New 75,000
BANK OF AMERICA CORPORATION COM 7,850 -3,889 (33.13) 508,100
CAPITAL ONE FINL CORP COM 6,543 -24 (0.37) 81,300
SERVISFIRST BANCSHARES INC COM 6,526 6,526 New 219,000
M & T BK CORP WT EXP 122318 6,507 -48 (0.73) 135,900
FIRSTMERIT CORP COM 6,297 -28 (0.44) 358,990
CITIGROUP INC COM NEW 6,282 -60 (0.94) 126,400
INDEPENDENT BANK CORP MICH COM NEW 5,856 -26 (0.44) 479,237
WELLS FARGO & CO NEW COM 5,544 -2,533 (31.36) 109,000
HANMI FINL CORP COM NEW 5,178 -23 (0.43) 252,203
BNC BANCORP COM 5,174 -24 (0.47) 299,600
FIRST NBC BK HLDG CO COM 5,087 619 13.85 159,461
REGIONS FINL CORP NEW COM 4,811 -22 (0.45) 486,900
ANCHOR BANCORP WA COM 4,702 -19 (0.41) 243,603
AMERIS BANCORP COM 4,543 -18 (0.4) 199,800