Titelia

Holdings of GATOR CAPITAL LONG/SHORT FUND

Caldwell & Orkin Funds, Inc. · 59 declared positions · as of Apr 30, 2026

Original filing · Net assets 81.2M $ · Ten largest lines: 33 % of the equity sleeve

Sector breakdown

  • Financials 6.4 %
  • Communication 1.6 %
  • Unattributed 92.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 83.6 %
  • FR 6.4 %
  • PR 2.8 %
  • CA 2.7 %
  • CH 2.6 %
  • GB 1.9 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US5365.3M $83.58 %
FR25M $6.45 %
PR12.2M $2.84 %
CA12.1M $2.65 %
CH12M $2.59 %
GB11.5M $1.89 %

Positions

CompanySharesValue (USD)Weight
Interactive Brokers Group Inc 40,8003.2M $3.99 %
Societe Generale SA 165,0002.6M $3.26 %
Axos Financial Inc 27,0002.6M $3.21 %
Global Payments Inc 35,8002.6M $3.17 %
UMB Financial Corp 20,0002.5M $3.11 %
Customers Bancorp Inc 33,0002.5M $3.10 %
Ameriprise Financial Inc 5,3002.5M $3.10 %
Carlyle Group Inc/The 50,0002.5M $3.08 %
BNP Paribas SA 45,5002.4M $2.94 %
OFG Bancorp 48,2832.2M $2.73 %
Compass Inc 287,9252.2M $2.68 %
Fiserv Inc 34,0002.1M $2.62 %
Fairfax Financial Holdings Ltd 1,2002.1M $2.55 %
UBS Group AG 46,0002M $2.49 %
Western Alliance Bancorp 24,4002M $2.45 %
Jackson Financial Inc 17,0002M $2.42 %
ConnectOne Bancorp Inc 66,3601.9M $2.39 %
Synchrony Financial 25,0001.9M $2.35 %
Primerica Inc 6,3001.8M $2.18 %
Voya Financial Inc 21,0001.7M $2.12 %
First Financial Bancorp 53,0001.6M $1.98 %
SLM Corp 68,0001.6M $1.93 %
TFS Financial Corp 100,0001.5M $1.85 %
Barclays PLC 63,0001.5M $1.82 %
Stifel Financial Corp 18,0001.4M $1.75 %
Genworth Financial Inc 160,0001.4M $1.73 %
Raymond James Financial Inc 8,4001.3M $1.64 %
PROG Holdings Inc 37,1101.3M $1.64 %
Victory Capital Holdings Inc 16,0001.3M $1.55 %
Meta Platforms Inc 2,0001.2M $1.51 %
Banc of California Inc 63,0001.2M $1.45 %
Upstart Holdings Inc 37,0001.2M $1.44 %
Robinhood Markets Inc 14,7001.1M $1.32 %
Chain Bridge Bancorp Inc 24,900925.3K $1.14 %
Columbia Financial Inc 48,015923.3K $1.14 %
Old Second Bancorp Inc 43,900904.8K $1.11 %
WEX Inc 5,990900.5K $1.11 %
Commercial Bancgroup Inc 29,200845.6K $1.04 %
Dell Technologies Inc 4,000835.8K $1.03 %
WesBanco Inc 23,000790.7K $0.97 %
Kingstone Cos Inc 47,000783.5K $0.96 %
Pathward Financial Inc 8,369726.8K $0.90 %
Firstsun Capital Bancorp 20,467723.7K $0.89 %
First Citizens BancShares Inc/NC 350694.3K $0.86 %
Navient Corp 70,000646.8K $0.80 %
Dime Community Bancshares Inc 17,872641.4K $0.79 %
Capital Bancorp Inc 19,915627.1K $0.77 %
Visa Inc 1,900626.7K $0.77 %
Block Inc 7,200507.7K $0.63 %
Hippo Holdings Inc 17,700466K $0.57 %
OP Bancorp 30,958443.9K $0.55 %
First Business Financial Services Inc 7,500421.5K $0.52 %
Alerus Financial Corp 15,100406.8K $0.50 %
First Internet Bancorp 15,008344K $0.42 %
Unity Bancorp Inc 5,051264.1K $0.33 %
Viatris Inc 16,535247K $0.30 %
Bridgewater Bancshares Inc 13,107237.6K $0.29 %
BBX CAPITAL INC 32,32197.5K $0.12 %
WisdomTree Inc 4,81681.9K $0.10 %