KENNEDY CAPITAL MANAGEMENT LLC TCBX — THIRD COAST BANCSHARES INC

Ownership history in KENNEDY CAPITAL MANAGEMENT LLC  ·  14 quarters on record

AI Ownership Summary

KENNEDY CAPITAL MANAGEMENT LLC reported THIRD COAST BANCSHARES INC (TCBX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.38% in 2025 Q3. The latest visible filing shows TCBX at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TCBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KENNEDY CAPITAL MANAGEMENT LLC's position in THIRD COAST BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TCBX was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TCBX stock page KENNEDY CAPITAL MANAGEMENT LLC fund profile KENNEDY CAPITAL MANAGEMENT LLC full holdings
How KENNEDY CAPITAL MANAGEMENT LLC held TCBX — position size vs. price
% of Fund (quarterly)    TCBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 458,617 +570 +0.1% 0.37% $17.4M 2026-02-14 (Est.) $42.44
2025 Q3 ADDED — — — 458,047 +54,713 +13.6% 0.38% $17.4M 2025-11-13 $37.56
2025 Q2 ADDED — — — 403,334 +24,298 +6.4% 0.31% $13.2M 2025-08-13 $39.22
2025 Q1 ADDED — — — 379,036 +67,242 +21.6% 0.30% $12.6M 2025-05-13 $32.20
2024 Q4 REDUCED — — — 311,794 -1,401 -0.4% 0.24% $10.6M 2025-02-13 $37.84
2024 Q3 REDUCED 5.5% +28.4% ❌ 313,195 -18,072 -5.5% 0.19% $8.4M 2024-11-14 $34.67
2024 Q2 ADDED — — — 331,267 +2,204 +0.7% 0.15% $7.0M 2024-08-14 $21.77
2024 Q1 ADDED — — — 329,063 +111,915 +51.5% 0.14% $6.6M 2024-05-15 $21.09
2023 Q4 REDUCED — — — 217,148 -205 -0.1% 0.09% $4.3M 2024-02-14 $19.40
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TCBX

As of 2026 Q1 — sorted by position size

Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 1.98% 1492 Capital Management LLC 3Y 7Y 1.91% Daytona Street Capital LLC 1.0% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 0.22% NOTTINGHAM ADVISORS, INC. 3Y 7Y 0.18% DOLIVER ADVISORS, LP 3Y 7Y 0.17% Beaumont Asset Management, L.L.C. 3Y 0.1% Blue Trust, Inc. 3Y 0.06% Inscription Capital, LLC 3Y 0.06% Waterway Wealth Management, LLC 0.05%

FAQ About KENNEDY CAPITAL MANAGEMENT LLC and TCBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KENNEDY CAPITAL MANAGEMENT LLC reported owning TCBX?

KENNEDY CAPITAL MANAGEMENT LLC reported TCBX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TCBX position in KENNEDY CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for TCBX was 0.38% in 2025 Q3.

What is the latest reported TCBX position on this page?

The most recent filing on this page is 2025 Q4, when KENNEDY CAPITAL MANAGEMENT LLC reported 458,617 shares, equal to 0.37% of portfolio, with an estimated market value of $17.4M.

What does the chart on this TCBX ownership page compare?

The chart compares KENNEDY CAPITAL MANAGEMENT LLC's quarterly TCBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KENNEDY CAPITAL MANAGEMENT LLC time their TCBX position?

Based on 13F filing dates vs. subsequent TCBX price moves, KENNEDY CAPITAL MANAGEMENT LLC correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on TCBX relative to SPY over the holding period was +8.4%.

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