Top Funds / RAFFLES ASSOCIATES LP


Paul O'Leary

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
POPULAR INC 205,000 $11,546,000 13.40% +25,000 +$5,017,000
EASTERN BANKSHARES INC 687,760 $11,217,000 13.02% New +$11,217,000
SOUTHERN MISSOURI BANCORP, INC. 232,292 $7,071,000 8.21% No Change +$1,594,000
GOODRICH PETROLEUM CORP PAR 688,634 $6,948,000 8.07% No Change +$1,652,000
Standard AVB Financial Corp. 204,108 $6,652,000 7.72% No Change -$12,000
BANK OF AMERICA CORP /DE/ 200,000 $6,062,000 7.04% No Change +$1,244,000
PROVIDENT FINANCIAL HOLDINGS INC 356,349 $5,598,000 6.50% No Change +$1,357,000
SPDR S&P MIDCAP 400 ETF TRUST S&P BK ETF 100,000 $4,182,000 4.85% -50,000 -$236,000
FIRST BANCORP /PR/ 332,874 $3,069,000 3.56% +50,000 +$1,592,000
VIEMED HEALTHCARE, INC. 321,518 $2,495,000 2.90% No Change -$283,000
Osisko Gold Royalties LTD 190,000 $2,409,000 2.80% +65,000 +$930,000
HYCROFT MINING HOLDING CORP CL A 300,000 $2,356,000 2.74% New +$2,356,000
VanEck Vectors ETF Trust GOLD MINERS ETF 50,000 $1,801,000 2.09% New +$1,801,000
Synacor, Inc. 1,307,261 $1,778,000 2.06% No Change -$196,000
NAPCO SECURITY TECHNOLOGIES, INC 46,959 $1,231,000 1.43% +10,000 +$362,000
VOXX International Corp CL A 95,500 $1,219,000 1.42% No Change +$485,000
COMSTOCK RESOURCES INC 238,712 $1,043,000 1.21% -25,000 -$112,000
FAUQUIER BANKSHARES, INC. 59,770 $1,039,000 1.21% New +$1,039,000
MAYS J W INC 44,939 $1,012,000 1.17% No Change +$113,000
Liberty Media Corp A SIRIUSXM 17,878 $772,000 0.90% No Change +$179,000
SILVERCORP METALS INC 100,000 $669,000 0.78% New +$669,000
MACKINAC FINANCIAL CORP /MI/ 48,474 $619,000 0.72% No Change +$151,000
YAMANA GOLD INC. 100,000 $571,000 0.66% New +$571,000
Liberty Latin America Ltd. CL A 50,000 $556,000 0.65% No Change +$144,000
Liberty Latin America Ltd. CL C 50,000 $554,000 0.64% No Change +$147,000