OSBC β€” OLD SECOND BANCORP INC ILL

Ownership history in JCSD Capital, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which JCSD Capital, LLC reported a position in OLD SECOND BANCORP INC ILL (OSBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.71% (2025 Q4)
πŸ“Š Avg. % of fund
1.08%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

JCSD Capital, LLC Γ— OSBC AI Analytics

πŸ“ˆ JCSD Capital, LLC outperformed the S&P 500 by +21.1% annually on this OSBC position. Average cost basis: $18.02. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+21.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 21.1% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$18.02
+7.8% vs current ($19.43)

Best entry: $17.16 (2025 Q3)  Β·  Worst: $19.43 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ JCSD Capital, LLC has been actively increasing its OSBC allocation β€” a bullish signal from insiders.
Currently 1.71% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    OSBC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 74,100 +45,900 +162.8% 1.71% $1.4M $19.43
2025 Q3 REDUCED 28,200 -46,900 -62.5% 0.42% $488K $17.16
2025 Q3 INITIATED 75,100 β€” β€” 1.11% $1.3M $17.16

🏒 Other funds also holding OSBC

As of 2025 Q4 β€” sorted by position size

FJ Capital Management LLC 3Y 7Y 3.94% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 3.06% Stieven Capital Advisors, L.P. 3Y 7Y 2.81% River Street Advisors LLC 3Y 2.67% Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 2.55% EJF Capital LP 3Y 7Y 1.65% Gator Capital Management, LLC 3Y 7Y 1.34% Davis Asset Management, L.P. 3Y 1.22% Siena Capital Partners GP, LLC 3Y 7Y 0.85% Black Maple Capital Management LP 3Y 7Y 0.67%
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