North Reef Capital Management LP FLG β€” FLAGSTAR BANK NATIONAL ASSOC

Ownership history in North Reef Capital Management LP  Β·  1 quarter on record

AI Ownership Summary

North Reef Capital Management LP reported FLAGSTAR BANK NATIONAL ASSOC (FLG) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.26% in 2026 Q1. The latest visible filing shows FLG at 1.26% 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.

What this FLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Reef Capital Management LP's position in FLAGSTAR BANK NATIONAL ASSOC, 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
2026 Q1

FLG was reported at 1.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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.

How North Reef Capital Management LP held FLG β€” position size vs. price
% of Fund (quarterly)    FLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 2,790,000 β€” β€” 1.26% $36.7M 2026-05-15 $13.23

FAQ About North Reef Capital Management LP and FLG

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

How long has North Reef Capital Management LP reported owning FLG?

North Reef Capital Management LP reported FLG across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported FLG position in North Reef Capital Management LP's portfolio?

The largest reported portfolio weight for FLG was 1.26% in 2026 Q1.

What is the latest reported FLG position on this page?

The most recent filing on this page is 2026 Q1, when North Reef Capital Management LP reported 2,790,000 shares, equal to 1.26% of portfolio, with an estimated market value of $36.7M.

What does the chart on this FLG ownership page compare?

The chart compares North Reef Capital Management LP's quarterly FLG 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.

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