FJ Capital Management Amends SMBC Stake Filing

TL;DR

**FJ Capital Management still holds SMBC shares, filing an update.**

AI Summary

FJ Capital Management LLC, an investment firm, filed an amended SC 13G/A on February 8, 2024, indicating their ownership of Southern Missouri Bancorp, Inc. (SMBC) common stock as of December 31, 2023. This filing, an amendment to a previous one, shows their continued interest in SMBC. For investors, this signals that a professional investment firm maintains a position in SMBC, which could be seen as a vote of confidence in the company's future performance.

Why It Matters

This filing confirms FJ Capital Management's ongoing investment in Southern Missouri Bancorp, Inc., providing transparency into significant shareholder activity.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, indicating no immediate new risks or significant changes.

Analyst Insight

An investor should note that FJ Capital Management LLC continues to hold a position in SMBC, suggesting ongoing institutional interest. This filing doesn't reveal changes in ownership percentage or intent, so further investigation into FJ Capital's investment thesis or any subsequent filings would be prudent for a deeper understanding.

Key Players & Entities

• FJ Capital Management LLC (company) — the entity filing the SC 13G/A amendment
• Southern Missouri Bancorp, Inc. (company) — the subject company whose stock is being reported
• BRIDGE EQUITIES III LLC (company) — a group member associated with the filing
• MARTIN S. FRIEDMAN (person) — a group member associated with the filing
• December 31, 2023 (date) — the date of the event which required the filing

FAQ

Filing Documents

• eps11128_smbc.htm (SC 13G/A) — 236KB
• 0001171520-24-000099.txt ( ) — 238KB

(a)

Item 1(a). Name of Issuer: Southern Missouri Bancorp, Inc. (SMBC)

(b)

Item 1(b). Address of Issuer’s Principal Executive Offices: 2991 Oak Grove Road Poplar Bluff, MO 63901

(a)

Item 2(a). Name of Person Filing: This Schedule 13G is being filed on behalf of the following Reporting Persons: FJ Capital Management LLC Financial Opportunity Fund LLC Martin Friedman Bridge Equities III, LLC Bridge Equities VIII, LLC Bridge Equities IX, LLC Bridge Equities X, LLC Bridge Equities XI, LLC SunBridge Manager, LLC SunBridge Holdings, LLC White Oak Enterprises, Inc.

(b)

Item 2(b). Address of Principal Business Office or, if None, Residence: FJ Capital Management LLC 7901 Jones Branch Drive, Suite 210 McLean, VA 22102 Financial Opportunity Fund LLC 7901 Jones Branch Drive, Suite 210 McLean, VA 22102 Martin Friedman 7901 Jones Branch Drive, Suite 210 McLean, VA 22102 Bridge Equities III, LLC 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759 Bridge Equities VIII, LLC 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759 Bridge Equities IX, LLC 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759 Bridge Equities X, LLC 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759 CUSIP No. 843380 10 6 Page 14 of 22 Bridge Equities XI, LLC 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759 SunBridge Manager LLC 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759 SunBridge Holdings LLC 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759 White Oak Enterprises, Inc. 8171 Maple Lawn Blvd, Suite 375 Fulton, MD 20759

(c)

Item 2(c). Citizenship: Financial Opportunity Fund LLC, Bridge Equities III, LLC, Bridge Equities VIII, LLC, Bridge Equities IX, LLC, Bridge Equities X, LLC, Bridge Equities XI, LLC, and FJ Capital Management LLC, SunBridge Manager, LLC, SunBridge Holdings, LLC – Delaware limited liability companies Martin Friedman – United States citizen White Oak Enterprises, Inc. – Maryland corporation

(d)

Item 2(d). Title of Class of Securities: Common Stock

(e)

Item 2(e). CUSIP Number: 843380 10 6 Item 3. If This Statement is Filed Pursuant to §§240.13d-1(b), or 240.13d-2(b) or (c), Check Whether the Person Filing is a: (a) Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); CUSIP No. 843380 10 6 Page 15 of 22 (g) A parent holding company or control person in accordance with §240.13d-1(b)(ii)(G); (h) A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act (15 U.S.C. 80a-3); (j) Group, in accordance with §240.13d-1(b)(1)(ii)(J). Item 4. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: FJ Capital Management LLC – 608,264 shares Financial Opportunity Fund LLC – 372,695 shares Martin Friedman – 608,264 shares Bridge Equities III, LLC – 74,436 shares Bridge Equities VIII, LLC – 20,613 shares Bridge Equities IX, LLC – 42,711 shares Bridge Equities X, LLC – 51,509 shares Bridge Equities XI, LLC – 46,300 shares SunBridge Manager, LLC – 235,569 shares SunBridge Holdings, LLC - 235,569 shares White Oak Enterprises, Inc. – 235,569 shares (b) Percent of class: FJ Capital Management LLC – 5.37% Financial Opportunity Fund LLC &

View Full Filing

View this SC 13G/A filing on SEC EDGAR