0001420506-22-000283.txt : 20220211 0001420506-22-000283.hdr.sgml : 20220211 20220211113019 ACCESSION NUMBER: 0001420506-22-000283 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FJ Capital Management LLC CENTRAL INDEX KEY: 0001599170 IRS NUMBER: 261588525 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15840 FILM NUMBER: 22618014 BUSINESS ADDRESS: STREET 1: 7901 JONES BRANCH DR. STREET 2: SUITE 210 CITY: MCLEAN STATE: VA ZIP: 22102 BUSINESS PHONE: (703) 875-8378 MAIL ADDRESS: STREET 1: 7901 JONES BRANCH DR. STREET 2: SUITE 210 CITY: MCLEAN STATE: VA ZIP: 22102 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001599170 XXXXXXXX 12-31-2021 12-31-2021 false FJ Capital Management LLC

7901 Jones Branch Dr. Suite 210 MCLEAN VA 22102

13F HOLDINGS REPORT 028-15840 N Andrew Jose (703) 875-8378 Andrew Jose, Co-Founder and Managing Partner MCLEAN VA 02-09-2022 0 103 1201260 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR FJ CAPITAL MANAGEMENT LLC AFFINITY BANCSHARES INC COM 00832E103 2899 188000 SH SOLE 188000 0 0 ALIGHT INC COM CL A 01626W101 1509 140000 SH SOLE 140000 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 995 26000 SH SOLE 26000 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 1575 11000 SH SOLE 11000 0 0 AMERICAN NATL BANKSHARES INC COM 027745108 15133 402000 SH SOLE 402000 0 0 ARBOR REALTY TRUST INC COM 038923108 1481 81000 SH SOLE 81000 0 0 ARES CAPITAL CORP COM 04010L103 1065 50000 SH SOLE 50000 0 0 ARGO GROUP INTL HLDGS LTD COM G0464B107 1019 18000 SH SOLE 18000 0 0 ATLANTIC UN BANKSHARES CORP COM 04911A107 11095 298000 SH SOLE 298000 0 0 AXIS CAP HLDGS LTD SHS G0692U109 903 17000 SH SOLE 17000 0 0 BANC OF CALIFORNIA INC COM 05990K106 35835 1826000 SH SOLE 1826000 0 0 BANK7 CORP COM 06652N107 10069 438000 SH SOLE 438000 0 0 BANKFINANCIAL CORP COM 06643P104 9262 868000 SH SOLE 868000 0 0 BAYCOM CORP COM 07272M107 3908 208000 SH SOLE 208000 0 0 BERKLEY W R CORP COM 084423102 892 11000 SH SOLE 11000 0 0 BROOKLINE BANCORP INC DEL COM 11373M107 36353 2245000 SH SOLE 2245000 0 0 CAMBRIDGE BANCORP COM 132152109 20123 215000 SH SOLE 215000 0 0 CAPSTAR FINL HLDGS INC COM 14070T102 2114 101000 SH SOLE 101000 0 0 CBTX INC COM 12481V104 37856 1305000 SH SOLE 1305000 0 0 CHEMUNG FINL CORP COM 164024101 16393 353000 SH SOLE 353000 0 0 CHICAGO ATLANTIC REAL ESTATE COM 167239102 917 55000 SH SOLE 55000 0 0 CITIZENS CMNTY BANCORP INC M COM 174903104 13103 952000 SH SOLE 952000 0 0 CIVISTA BANCSHARES INC COM NO PAR 178867107 4332 178000 SH SOLE 178000 0 0 COASTAL FINL CORP WA COM NEW 19046P209 2531 50000 SH SOLE 50000 0 0 COMMUNITY WEST BANCSHARES COM 204157101 1252 93000 SH SOLE 93000 0 0 CRYPTO 1 ACQUISITION CORP UNIT 04/30/2028 G3168A128 3030 300000 SH SOLE 300000 0 0 EASTERN BANKSHARES INC COM 27627N105 56457 2799000 SH SOLE 2799000 0 0 EQUITY BANCSHARES INC COM CL A 29460X109 35731 1053000 SH SOLE 1053000 0 0 ESSA BANCORP INC COM 29667D104 17368 1002000 SH SOLE 1002000 0 0 EVANS BANCORP INC COM NEW 29911Q208 21476 533000 SH SOLE 533000 0 0 FARMERS NATIONAL BANC CORP COM 309627107 4734 255000 SH SOLE 255000 0 0 FEDERATED HERMES INC CL B 314211103 1182 31000 SH SOLE 31000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 1644 15000 SH SOLE 15000 0 0 FIRST MIDWEST BANCORP DEL COM 320867104 2478 121000 SH SOLE 121000 0 0 FIRST SVGS FINL GROUP INC COM 33621E109 8939 339000 SH SOLE 339000 0 0 FIRST WESTN FINL INC COM 33751L105 11211 369000 SH SOLE 369000 0 0 FLUSHING FINL CORP COM 343873105 5553 229000 SH SOLE 229000 0 0 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 1172 78000 SH SOLE 78000 0 0 GALLAGHER ARTHUR J & CO COM 363576109 1221 7000 SH SOLE 7000 0 0 GCM GROSVENOR INC COM CL A 36831E108 1314 125000 SH SOLE 125000 0 0 GENERATIONS BANCORP NY INC COM 37149G108 542 45000 SH SOLE 45000 0 0 GREAT SOUTHN BANCORP INC COM 390905107 11383 192000 SH SOLE 192000 0 0 GUARANTY FED BANCSHARES INC COM 40108P101 13978 430000 SH SOLE 430000 0 0 HAGERTY INC CL A COM 405166109 4219 300000 SH SOLE 300000 0 0 HAWTHORN BANCSHARES INC COM 420476103 1724 66000 SH SOLE 66000 0 0 HERITAGE COMM CORP COM 426927109 19108 1600000 SH SOLE 1600000 0 0 HMN FINL INC COM 40424G108 7061 286000 SH SOLE 286000 0 0 HOME BANCORP INC COM 43689E107 26335 634000 SH SOLE 634000 0 0 HOME FED BANCORP INC LA NEW COM 43708L108 4480 223000 SH SOLE 223000 0 0 HOMETRUST BANCSHARES INC COM 437872104 31519 1017000 SH SOLE 1017000 0 0 INDEPENDENT BK CORP MICH COM NEW 453838609 35800 1500000 SH SOLE 1500000 0 0 JPMORGAN CHASE & CO COM 46625H100 1175 7000 SH SOLE 7000 0 0 LAKELAND BANCORP INC COM 511637100 59591 3138000 SH SOLE 3138000 0 0 LENNAR CORP CL A 526057104 1529 13000 SH SOLE 13000 0 0 LIMESTONE BANCORP INC COM 53262L105 4620 248000 SH SOLE 248000 0 0 M/I HOMES INC COM 55305B101 1238 20000 SH SOLE 20000 0 0 METROPOLITAN BK HLDG CORP COM 591774104 16181 152000 SH SOLE 152000 0 0 MFA FINL INC COM 55272X102 901 198000 SH SOLE 198000 0 0 MID PENN BANCORP INC COM 59540G107 18779 592000 SH SOLE 592000 0 0 MIDLAND STS BANCORP INC ILL COM 597742105 34558 1394000 SH SOLE 1394000 0 0 MIDWESTONE FINL GROUP INC NE COM 598511103 1169 36000 SH SOLE 36000 0 0 NATIONAL BK HLDGS CORP CL A 633707104 7122 162000 SH SOLE 162000 0 0 NEWMARK GROUP INC CL A 65158N102 1914 102000 SH SOLE 102000 0 0 OLD NATL BANCORP IND COM 680033107 10153 560000 SH SOLE 560000 0 0 OLD POINT FINL CORP COM 680194107 11968 512000 SH SOLE 512000 0 0 OLD SECOND BANCORP INC ILL COM 680277100 33045 2625000 SH SOLE 2625000 0 0 PACWEST BANCORP DEL COM 695263103 34869 772000 SH SOLE 772000 0 0 PAYPAL HLDGS INC COM 70450Y103 1396 7000 SH SOLE 7000 0 0 PEAPACK-GLADSTONE FINL CORP COM 704699107 21152 598000 SH SOLE 598000 0 0 PENNANTPARK INVT CORP COM 708062104 1289 186000 SH SOLE 186000 0 0 PENNYMAC FINL SVCS INC NEW COM 70932M107 1355 19000 SH SOLE 19000 0 0 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 843 26000 SH SOLE 26000 0 0 PIONEER BANCORP INC MD COM 723561106 22790 2013000 SH SOLE 2013000 0 0 PJT PARTNERS INC COM CL A 69343T107 1053 14000 SH SOLE 14000 0 0 POPULAR INC COM NEW 733174700 15584 190000 SH SOLE 190000 0 0 PREMIER FINANCIAL CORP COM 74052F108 12641 409000 SH SOLE 409000 0 0 PROFESSIONAL HLDG CORP CL A COM 743139107 5848 305000 SH SOLE 305000 0 0 PROGRESSIVE CORP COM 743315103 927 9000 SH SOLE 9000 0 0 PROLOGIS INC. COM 74340W103 825 5000 SH SOLE 5000 0 0 QCR HOLDINGS INC COM 74727A104 21665 387000 SH SOLE 387000 0 0 RANDOLPH BANCORP INC COM 752378109 13162 542000 SH SOLE 542000 0 0 RBB BANCORP COM 74930B105 30917 1180000 SH SOLE 1180000 0 0 REDWOOD TR INC COM 758075402 1309 99000 SH SOLE 99000 0 0 RENAISSANCERE HLDGS LTD COM G7496G103 800 5000 SH SOLE 5000 0 0 RICHMOND MUT BANCORPORATION COM 76525P100 172 11000 SH SOLE 11000 0 0 RIVERVIEW BANCORP INC COM 769397100 16715 2174000 SH SOLE 2174000 0 0 SALISBURY BANCORP INC COM 795226109 10055 183000 SH SOLE 183000 0 0 SHORE BANCSHARES INC COM 825107105 31776 1524000 SH SOLE 1524000 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 1330 4000 SH SOLE 4000 0 0 SOUND FINL BANCORP INC COM 83607A100 9610 218000 SH SOLE 218000 0 0 SOUTHERN FIRST BANCSHARES COM 842873101 37512 600000 SH SOLE 600000 0 0 SOUTHERN MO BANCORP INC COM 843380106 18328 351000 SH SOLE 351000 0 0 SPDR SER TR S&P REGL BKG 78464A698 9083 37000 PRN Put SOLE 37000 0 0 STARWOOD PPTY TR INC COM 85571B105 1199 49000 SH SOLE 49000 0 0 STERLING BANCORP INC COM 85917W102 15220 2647000 SH SOLE 2647000 0 0 TELOS CORP MD COM 87969B101 1395 90000 SH SOLE 90000 0 0 TOLL BROTHERS INC COM 889478103 793 11000 SH SOLE 11000 0 0 TRINITY CAP INC COM 896442308 1391 79000 SH SOLE 79000 0 0 UNITED SEC BANCSHARES CALIF COM 911460103 4994 615000 SH SOLE 615000 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 16006 535000 SH SOLE 535000 0 0 VERITEX HLDGS INC COM 923451108 57658 1449000 SH SOLE 1449000 0 0 WEBSTER FINL CORP CONN COM 947890109 2054 37000 SH SOLE 37000 0 0 WINTRUST FINL CORP COM 97650W108 11328 125000 SH SOLE 125000 0 0