Second Curve Capital Llc Buys Meta Financial Group Inc, Regional Management Corp, Live Oak Bancshare

New York, NY, based Investment company Second Curve Capital Llc buys Meta Financial Group Inc, Regional Management Corp, Live Oak Bancshares Inc, Banc of California Inc, PayPal Holdings Inc, sells Triton International, Capital One Financial Corp, Charles Schwab Corp, OneMain Holdings Inc, Encore Capital Group Inc during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, Second Curve Capital Llc. As of 2017-09-30, Second Curve Capital Llc owns 27 stocks with a total value of $249 million. These are the details of the buys and sells.

New Purchases: BANC, PYPL, Added Positions: CASH, RM, NWHM, LOB, Reduced Positions: TRTN, COF, SCHW, OMF, ECPG, TSC, WLH, TBBK, ZIONW, QCRH, Sold Out: AMG,

For the details of SECOND CURVE CAPITAL LLC’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=SECOND+CURVE+CAPITAL+LLC

These are the top 5 holdings of SECOND CURVE CAPITAL LLCMeta Financial Group Inc (CASH) – 424,132 shares, 13.33% of the total portfolio. Shares added by 37.38%TriState Capital Holdings Inc (TSC) – 1,258,322 shares, 11.55% of the total portfolio. Shares reduced by 9.69%The Bancorp Inc (TBBK) – 3,339,770 shares, 11.07% of the total portfolio. Shares reduced by 7.15%The New Home Company Inc (NWHM) – 1,994,059 shares, 8.92% of the total portfolio. Shares added by 6.29%OneMain Holdings Inc (OMF) – 633,953 shares, 7.17% of the total portfolio. Shares reduced by 24.07%New Purchase: Banc of California Inc (BANC)

Second Curve Capital Llc initiated holdings in Banc of California Inc. The purchase prices were between $17.15 and $22.1, with an estimated average price of $19.74. The stock is now traded at around $21.05. The impact to the portfolio due to this purchase was 0.29%. The holdings were 35,000 shares as of 2017-09-30.

New Purchase: PayPal Holdings Inc (PYPL)

Second Curve Capital Llc initiated holdings in PayPal Holdings Inc. The purchase prices were between $52.87 and $65.08, with an estimated average price of $59.73. The stock is now traded at around $74.00. The impact to the portfolio due to this purchase was 0.13%. The holdings were 5,000 shares as of 2017-09-30.

Added: Meta Financial Group Inc (CASH)

Second Curve Capital Llc added to the holdings in Meta Financial Group Inc by 37.38%. The purchase prices were between $64.6 and $93.65, with an estimated average price of $77.65. The stock is now traded at around $94.90. The impact to the portfolio due to this purchase was 3.63%. The holdings were 424,132 shares as of 2017-09-30.

Added: Regional Management Corp (RM)

Second Curve Capital Llc added to the holdings in Regional Management Corp by 67.45%. The purchase prices were between $21.67 and $25.05, with an estimated average price of $23.28. The stock is now traded at around $26.04. The impact to the portfolio due to this purchase was 2.47%. The holdings were 633,034 shares as of 2017-09-30.

Added: Live Oak Bancshares Inc (LOB)

Second Curve Capital Llc added to the holdings in Live Oak Bancshares Inc by 175.00%. The purchase prices were between $20.95 and $25.75, with an estimated average price of $23.4. The stock is now traded at around $24.30. The impact to the portfolio due to this purchase was 0.33%. The holdings were 55,000 shares as of 2017-09-30.

Sold Out: Affiliated Managers Group Inc (AMG)

Second Curve Capital Llc sold out the holdings in Affiliated Managers Group Inc. The sale prices were between $166.18 and $189.83, with an estimated average price of $177.74.

Reduced: Triton International Ltd (TRTN)

Second Curve Capital Llc reduced to the holdings in Triton International Ltd by 86.8%. The sale prices were between $31.34 and $37.91, with an estimated average price of $34.45. The stock is now traded at around $39.54. The impact to the portfolio due to this sale was -3.78%. Second Curve Capital Llc still held 48,008 shares as of 2017-09-30.

Reduced: Capital One Financial Corp (COF)

Second Curve Capital Llc reduced to the holdings in Capital One Financial Corp by 48.87%. The sale prices were between $78.21 and $87.94, with an estimated average price of $82.42. The stock is now traded at around $98.59. The impact to the portfolio due to this sale was -2.33%. Second Curve Capital Llc still held 82,350 shares as of 2017-09-30.

Reduced: Charles Schwab Corp (SCHW)

Second Curve Capital Llc reduced to the holdings in Charles Schwab Corp by 76.68%. The sale prices were between $38.11 and $44.04, with an estimated average price of $41.53. The stock is now traded at around $51.81. The impact to the portfolio due to this sale was -1.8%. Second Curve Capital Llc still held 35,667 shares as of 2017-09-30.

Reduced: OneMain Holdings Inc (OMF)

Second Curve Capital Llc reduced to the holdings in OneMain Holdings Inc by 24.07%. The sale prices were between $24.58 and $28.85, with an estimated average price of $26.74. The stock is now traded at around $25.29. The impact to the portfolio due to this sale was -1.77%. Second Curve Capital Llc still held 633,953 shares as of 2017-09-30.

Reduced: Encore Capital Group Inc (ECPG)

Second Curve Capital Llc reduced to the holdings in Encore Capital Group Inc by 27.38%. The sale prices were between $38.35 and $44.35, with an estimated average price of $40.44. The stock is now traded at around $42.90. The impact to the portfolio due to this sale was -1.65%. Second Curve Capital Llc still held 305,000 shares as of 2017-09-30.

Reduced: QCR Holdings Inc (QCRH)

Second Curve Capital Llc reduced to the holdings in QCR Holdings Inc by 25.22%. The sale prices were between $41.5 and $48.5, with an estimated average price of $45.16. The stock is now traded at around $44.65. The impact to the portfolio due to this sale was -0.42%. Second Curve Capital Llc still held 74,136 shares as of 2017-09-30.

Here is the complete portfolio of SECOND CURVE CAPITAL LLC. Also check out:

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