North Reef Capital Management LP - Q12026 Holdings

North Reef Capital Management LP holds 60 stocks with a total portfolio value of $ 2.91B as of Q12026. In Q12026, North Reef Capital Management LP added 17 new positions, increased stakes in 23 stocks, reduced 20 holdings, and fully exited 13 positions. The largest holding is First Horizon Corporation (FHN), representing 11.32% of the total portfolio.