Raffles Associates Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 17, 2026, Raffles Associates Lp disclosed 41 stock positions valued at approximately $117.34M as of quarter-end June 30, 2026. The largest holdings include SOUTHERN MO BANCORP INC, EASTERN BANKSHARES INC, and LINEAGE CELL THERAPEUTICS IN.

Report Period
June 30, 2026
No. of Stocks
41
Portfolio Value
$117.34M
Holdings by Sector
Raffles Associates Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SOUTHERN MO BANCORP INCSMBCFinancial Services13.71%211,153-11,732-5.26%$16,091,970
EASTERN BANKSHARES INCEBCFinancial Services7.10%374,788-20,000-5.07%$8,335,285
LINEAGE CELL THERAPEUTICS INLCTXHealthcare5.80%5,197,788-165,000-3.08%$6,809,102
PROVIDENT FINL HLDGS INCPROVFinancial Services5.73%391,118--$6,727,230
OFG BANCORPOFGFinancial Services4.27%102,067-38,000-27.13%$5,008,428
VIZSLA SILVER CORPVZLABasic Materials4.09%1,454,010-50,000-3.32%$4,798,233
VIEMED HEALTHCARE INCVMDHealthcare3.92%403,691-10,000-2.42%$4,602,077
IVANHOE ELECTRIC INCIEBasic Materials3.91%477,077-55,000-10.34%$4,584,710
COASTALSOUTH BANCSHARES INCCOSOOther2.57%112,138-9,143-7.54%$3,010,905
AERSALE CORPORATIONASLEIndustrials2.48%460,000--$2,907,200
ENERGY SERVICES OF AMER CORPESOAIndustrials2.38%144,392-26,000-15.26%$2,792,541
PERION NETWORK LTDPERIOther1.95%235,779+65,500+38.47%$2,289,414
GEE GROUP INCJOBIndustrials1.68%9,399,696-50,000-0.53%$1,973,936
CONTANGO SILVER & GOLD INCCTGOBasic Materials1.52%113,056+41,650+58.33%$1,785,154
MAYS J W INCMAYSReal Estate1.48%44,431--$1,732,809
NORTHEAST CMNTY BANCORP INCNECBFinancial Services1.41%59,500--$1,650,530
ADVISORSHARES TRMSOSOther1.28%295,000-345,000-53.91%$1,498,600
FB BANCORP INCFBLAOther1.25%97,099--$1,462,311
JAPAN SMALLER CAPITALIZATIONJOFFinancial Services1.11%110,967--$1,307,191
TIPTREE INCTIPTFinancial Services0.85%55,801--$999,954
FINWARD BANCORPFNWDFinancial Services0.83%26,580--$977,612
NEXGEN ENERGY LTDNXEEnergy0.80%100,000+50,000+100.00%$939,000
AFFINITY BANCSHARES INCAFBIFinancial Services0.79%41,230-157,612-79.26%$931,798
NAPCO SEC TECHNOLOGIES INCNSSCIndustrials0.79%24,424--$927,624
VIRGINIA NATL BK CHRLOTSVLEVABKFinancial Services0.71%18,792-20-0.11%$833,989
NB BANCORP INCNBBKFinancial Services0.57%31,874+17,000+114.29%$673,498
KELLY SVCS INCKELYAIndustrials0.52%50,000--$614,000
SIRIUSXM HOLDINGS INCSIRIConsumer Discretionary0.48%19,194--$566,991
TRULIEVE CANNABIS CORPTRLVOther0.42%50,000+50,000+100.00%$491,500
NORWOOD FINANCIAL CORPNWFLFinancial Services0.30%10,949-1,500-12.05%$352,010
Showing 30 of 41 holdings in the latest reporting period.