Ownership history in MENDON CAPITAL ADVISORS CORP Β· 12 quarters on record
This page tracks every 13F SEC filing in which MENDON CAPITAL ADVISORS CORP reported a position in Mercantile Bank com (MRBK). 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.
π MENDON CAPITAL ADVISORS CORP outperformed the S&P 500 by +1.3% annually on this MRBK position. Timing score: 29% (2/7 decisions correct). Average cost basis: $13.12. Maximum drawdown during holding period: β27.7%.
β
Outperformed SPY on this position by 1.3% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $12.73 (2023 Q4) Β· Worst: $13.16 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.14% of portfolio
β 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.
As of 2025 Q4 β sorted by position size