UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 03/31/2013
Check here if Amendment [ ]; Amendment Number:
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This Amendment (Check only one): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Stieven Capital Advisors, L.P.
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Address: 12412 Powerscourt Drive, Suite 250
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St. Louis, MO 63131
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13F File Number: 028-12969
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this submission.
Person Signing this Report on Behalf of Reporting Manager:
Name: Daniel M. Ellefson
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Title: Officer - Managing Director
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Phone: 314-779-2450
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Signature, Place, and Date of Signing:
/s/ Daniel M. Ellefson St. Louis, MO May 13, 2013
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[Signature] [City, State] [Date]
Report Type (Check only one):
[x] 13F HOLDINGS REPORT.(Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager: NONE
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 57
Form 13F Information Table Value Total: $ 185,215
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(In Thousands)
List of Other Included Managers: NONE
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
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TITLE OF VALUE SHRS OR SHR/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
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AMERICAN CAP MTG INVT CORP COM 02504A104 904 35,000 SH SOLE 35,000 0 0
ANCHOR BANCORP WA COM 032838104 3,866 245,431 SH SOLE 245,431 0 0
BANCORPSOUTH INC COM 059692103 170 10,400 SH SOLE 10,400 0 0
BANK COMM HLDGS COM 06424J103 991 193,389 SH SOLE 193,389 0 0
BANK OF AMERICA CORPORATION COM 060505104 6,963 571,700 SH SOLE 571,700 0 0
BANK OF MARIN BANCORP COM 063425102 3,482 86,858 SH SOLE 86,858 0 0
BBCN BANCORP INC COM 073295107 2,228 170,604 SH SOLE 170,604 0 0
BNC BANCORP COM 05566T101 3,682 367,445 SH SOLE 367,445 0 0
BSB BANCORP INC MD COM 05573H108 3,276 237,206 SH SOLE 237,206 0 0
CAPITAL ONE FINL CORP COM 14040H105 7,347 133,700 SH SOLE 133,700 0 0
CAROLINA BK HLDGS INC GREENS COM 143785103 1,701 146,910 SH SOLE 146,910 0 0
CHARTER FINL CORP WEST PT GA COM 16122M100 1,940 151,649 SH SOLE 151,649 0 0
CITIGROUP INC COM NEW 172967424 5,729 129,500 SH SOLE 129,500 0 0
CITIZENS REPUBLIC BANCORP IN COM NEW 174420307 6,052 268,388 SH SOLE 268,388 0 0
COMMERCE BANCSHARES INC COM 200525103 551 13,501 SH SOLE 13,501 0 0
COMMUNITY WEST BANCSHARES COM 204157101 2,040 429,382 SH SOLE 429,382 0 0
CU BANCORP CALIF COM 126534106 1,330 102,439 SH SOLE 102,439 0 0
ELLINGTON FINANCIAL LLC COM 288522303 676 27,300 SH SOLE 27,300 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 1,544 107,700 SH SOLE 107,700 0 0
EVANS BANCORP INC COM NEW 29911Q208 996 55,144 SH SOLE 55,144 0 0
FIDELITY SOUTHERN CORP NEW COM 316394105 3,364 292,489 SH SOLE 292,489 0 0
FIFTH THIRD BANCORP COM 316773100 6,809 417,500 SH SOLE 417,500 0 0
FIRST CMNTY BANCSHARES INC N COM 31983A103 2,363 149,100 SH SOLE 149,100 0 0
FIRST FINL BANCORP OH COM 320209109 3,540 220,586 SH SOLE 220,586 0 0
FIRST FINL HLDGS INC COM 320239106 2,622 125,100 SH SOLE 125,100 0 0
FIRST M & F CORP COM 320744105 1,558 110,100 SH SOLE 110,100 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 2,162 162,800 SH SOLE 162,800 0 0
HANMI FINL CORP COM NEW 410495204 7,056 440,983 SH SOLE 440,983 0 0
HERITAGE FINL CORP WASH COM 42722X106 2,379 164,074 SH SOLE 164,074 0 0
JPMORGAN CHASE & CO COM 46625H100 3,047 64,200 SH SOLE 64,200 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 2,738 176,500 SH SOLE 176,500 0 0
M & T BK CORP *W EXP12/18 55261F112 4,209 139,100 SH SOLE 139,100 0 0
MALVERN BANCORP INC COM 561409103 132 10,850 SH SOLE 10,850 0 0
MERIDIAN INTERSTAT BANCORP I COM 58964Q104 3,115 166,145 SH SOLE 166,145 0 0
NEWCASTLE INVT CORP COM 65105M108 2,470 221,100 SH SOLE 221,100 0 0
NORTH VALLEY BANCORP COM NEW 66304M204 1,745 98,612 SH SOLE 98,612 0 0
ORIENTAL FINL GROUP INC COM 68618W100 5,835 376,200 SH SOLE 376,200 0 0
PACIFIC CONTINENTAL CORP COM 69412V108 1,397 125,100 SH SOLE 125,100 0 0
PACIFIC PREMIER BANCORP COM 69478X105 2,013 153,100 SH SOLE 153,100 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,855 73,000 SH SOLE 73,000 0 0
PORTER BANCORP INC COM 736233107 255 283,614 SH SOLE 283,614 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,885 372,915 SH SOLE 372,915 0 0
REGIONS FINL CORP NEW COM 7591EP100 4,907 599,200 SH SOLE 599,200 0 0
RENASANT CORP COM 75970E107 624 27,900 SH SOLE 27,900 0 0
RIVERVIEW BANCORP INC COM 769397100 1,587 601,275 SH SOLE 601,275 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 258 10,200 SH SOLE 10,200 0 0
SOUTHWEST BANCORP INC OKLA COM 844767103 2,858 227,552 SH SOLE 227,552 0 0
STERLING BANCORP COM 859158107 3,122 307,300 SH SOLE 307,300 0 0
SUFFOLK BANCORP COM 864739107 4,465 313,559 SH SOLE 313,559 0 0
SYNOVUS FINL CORP COM 87161C105 4,329 1,562,918 SH SOLE 1,562,918 0 0
TFS FINL CORP COM 87240R107 12,619 1,164,125 SH SOLE 1,164,125 0 0
TOWER FINANCIAL CORP COM 891769101 3,095 230,813 SH SOLE 230,813 0 0
WEBSTER FINL CORP CONN COM 947890109 3,047 125,600 SH SOLE 125,600 0 0
WELLS FARGO & CO NEW COM 949746101 5,989 161,900 SH SOLE 161,900 0 0
WILSHIRE BANCORP INC COM 97186T108 3,013 444,400 SH SOLE 444,400 0 0
WINTRUST FINANCIAL CORP COM 97650W108 2,079 56,122 SH SOLE 56,122 0 0
YADKIN VALLEY FINANCIAL CORP COM 984314104 8,203 2,045,698 SH SOLE 2,045,698 0 0