Latest SALZHAUER MICHAEL Stock Portfolio

$292Million | No. of Holdings #79

SALZHAUER MICHAEL Performance

2026 Q2+56.53%

YTD+7.69%

2025+31.12%

About SALZHAUER MICHAEL and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, SALZHAUER MICHAEL reported an equity portfolio of $292.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SALZHAUER MICHAEL are BAC, C, . The fund has invested 29.1% of it's portfolio in BANK OF AMER CORP and 7.6% of portfolio in CITIGROUP INC. <br><br> The fund managers got completely rid off LINKBANCORP INC (LNKB), SCHOLASTIC CORP (SCHL) and BAYFIRST FINANCIAL CORP (BAFN) stocks. They significantly reduced their stock positions in KEYCORP (KEY), CITIZENS FINL GROUP INC (CFG) and VALLEY NATL BANCORP (VLY). SALZHAUER MICHAEL opened new stock positions in PINNACLE FINL PARTNERS INC, GREEN DOT CORP (GDOT) and BLACK HILLS CORP (BKH). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL ONE FINL CORP (COF), BURKE HERBERT FINL SVCS CORP and AMERANT BANCORP INC (AMTB).

SALZHAUER MICHAEL Equity Portfolio Value

Last Reported on: 20 Jul, 2026

$292Million

as of Jul 20, 2026

SALZHAUER MICHAEL Annual Return Estimates Vs S&P 500

Our best estimate is that SALZHAUER MICHAEL made a return of 56.53% in the last quarter. In trailing 12 months, it's portfolio return was 20.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pinnacle finl partners inc	14,987,400
green dot corp	313,500
black hills corp	290,160
kinetik holdings inc	256,202
cisco sys inc	234,920
sphere entertainment co	227,361
colony bankcorp inc	200,900
blue ridge bankshares inc va	197,680

New stocks bought by SALZHAUER MICHAEL

Additions

Ticker	% Inc.
capital one finl corp	256
burke herbert finl svcs corp	249
amerant bancorp inc	150
third coast bancshares inc	51.89
unity bancorp inc	32.18
uscb financial holdings inc	19.00
south plains financial inc	17.23
fifth third bancorp	2.43

Additions to existing portfolio by SALZHAUER MICHAEL

Reductions

Ticker	% Reduced
keycorp	-89.34
citizens finl group inc	-82.38
valley natl bancorp	-78.62
citigroup inc	-78.23
uwm holdings corporation	-67.51
first horizon corporation	-53.4
bristol-myers squibb co	-48.93
wells fargo & co	-41.00

SALZHAUER MICHAEL reduced stake in above stock

Sold off

Ticker	$ Sold
linkbancorp inc	-681,253
bayfirst financial corp	-219,748
bitmine immersion tecnologie	-525
scholastic corp	-342,205
pfizer inc	-200,351

SALZHAUER MICHAEL got rid off the above stocks

Sector Distribution

SALZHAUER MICHAEL has about 88.1% of it's holdings in Financial Services sector.

Financial Services
Others

Sector	%
Financial Services	88.1
Others	10.7

Market Cap. Distribution

SALZHAUER MICHAEL has about 56.1% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
SMALL-CAP
UNALLOCATED
MID-CAP
LARGE-CAP
MICRO-CAP

Category	%
MEGA-CAP	43.6
SMALL-CAP	16.3
UNALLOCATED	13.5
MID-CAP	12.7
LARGE-CAP	12.5
MICRO-CAP	1.5

Stocks belong to which Index?

About 84% of the stocks held by SALZHAUER MICHAEL either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
RUSSELL 2000
Others

Index	%
S&P 500	53.4
RUSSELL 2000	30.6
Others	16.1

Top 5 Winners (%)		%
VLY	valley natl bancorp	331.4 %
KEY	keycorp	252.0 %
CFG	citizens finl group inc	249.4 %
UWMC	uwm holdings corporation	212.1 %
C	citigroup inc	150.2 %

Top 5 Winners ($)		$
BAC	bank of amer corp	54.2 M
C	citigroup inc	44.1 M
BANC	banc of california inc	4.5 M
CFG	citizens finl group inc	4.0 M
WFC	wells fargo & co	3.6 M

Top 5 Losers (%)		%
T	at&t inc	-28.6 %
VZ	verizon communications inc	-15.7 %
CRESY	cresud s a c i f y a	-11.9 %
FDL	first tr exchange-traded fd	-4.2 %
HIG	hartford insurance group inc	-2.0 %

Top 5 Losers ($)		$
T	at&t inc	-0.2 M
VZ	verizon communications inc	-0.1 M
CRESY	cresud s a c i f y a	0.0 M
FDL	first tr exchange-traded fd	0.0 M
HIG	hartford insurance group inc	0.0 M

SALZHAUER MICHAEL Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SALZHAUER MICHAEL

SALZHAUER MICHAEL has 79 stocks in it's portfolio. About 62.6% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. BAC was the most profitable stock for SALZHAUER MICHAEL last quarter.

$271.89MTotal Value

84.00Positions

20 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of SALZHAUER MICHAEL, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL SALZHAUER MICHAEL's holding in Apple Inc over time	0.34%	3,418	$989.0K 0.34%	unchanged 0 percentunchanged

ABCB Ameris Bancorp Ameris BancorpABCB SALZHAUER MICHAEL's holding in Ameris Bancorp over time	0.23%	7,376	$665.8K 0.23%	unchanged 0 percentunchanged

AIG American Intl Group Inc American Intl Group IncAIG SALZHAUER MICHAEL's holding in American Intl Group Inc over time	0%	130	$9.7K 0%	new position

ALL Allstate Corp Allstate CorpALL SALZHAUER MICHAEL's holding in Allstate Corp over time	0.1%	1,287	$306.2K 0.1%	unchanged 0 percentunchanged

AMTB Amerant Bancorp Inc Amerant Bancorp IncAMTB SALZHAUER MICHAEL's holding in Amerant Bancorp Inc over time	0.44%	50,000	$1.28M 0.44%	increased 150 percentadded

AUB Atlantic Un Bankshares Corp Atlantic Un Bankshares CorpAUB SALZHAUER MICHAEL's holding in Atlantic Un Bankshares Corp over time	0.24%	16,578	$701.4K 0.24%	unchanged 0 percentunchanged

BAC Bank Of Amer Corp Bank Of Amer CorpBAC SALZHAUER MICHAEL's holding in Bank Of Amer Corp over time	29.14%	1,495,610	$85.22M 29.14%	decreased 29.15 percentreduced

BAFN Bayfirst Financial Corp Bayfirst Financial CorpBAFN SALZHAUER MICHAEL's holding in Bayfirst Financial Corp over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

BANC Banc Of California Inc Banc Of California IncBANC SALZHAUER MICHAEL's holding in Banc Of California Inc over time	3.27%	468,559	$9.57M 3.27%	decreased 20.42 percentreduced

BKH Black Hills Corp Black Hills CorpBKH SALZHAUER MICHAEL's holding in Black Hills Corp over time	0.1%	3,900	$290.2K 0.1%	new position

BMNR Bitmine Immersion Tecnologie Bitmine Immersion Tecnologie BMNR SALZHAUER MICHAEL's holding in Bitmine Immersion Tecnologie over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

BMY Bristol-Myers Squibb Co Bristol-Myers Squibb CoBMY SALZHAUER MICHAEL's holding in Bristol-Myers Squibb Co over time	0.12%	6,053	$348.8K 0.12%	decreased 48.93 percentreduced

BPOP Popular Inc Popular IncBPOP SALZHAUER MICHAEL's holding in Popular Inc over time	0.29%	5,215	$856.1K 0.29%	unchanged 0 percentunchanged

BRBS Blue Ridge Bankshares Inc Va Blue Ridge Bankshares Inc VaBRBS SALZHAUER MICHAEL's holding in Blue Ridge Bankshares Inc Va over time	0.07%	56,000	$197.7K 0.07%	new position

C Citigroup Inc Citigroup IncC SALZHAUER MICHAEL's holding in Citigroup Inc over time	7.58%	158,427	$22.17M 7.58%	decreased 78.23 percentreduced

CB Chubb Limited Chubb LimitedCB SALZHAUER MICHAEL's holding in Chubb Limited over time	0.1%	824	$280.8K 0.1%	unchanged 0 percentunchanged

CBAN Colony Bankcorp Inc Colony Bankcorp IncCBAN SALZHAUER MICHAEL's holding in Colony Bankcorp Inc over time	0.07%	10,000	$200.9K 0.07%	new position

CBFV Cb Finl Svcs Inc Cb Finl Svcs IncCBFV SALZHAUER MICHAEL's holding in Cb Finl Svcs Inc over time	0.24%	18,903	$716.4K 0.24%	unchanged 0 percentunchanged

CBSH Commerce Bancshares Inc Commerce Bancshares IncCBSH SALZHAUER MICHAEL's holding in Commerce Bancshares Inc over time	0.85%	42,916	$2.48M 0.85%	increased 0.23 percentadded

CFBK Cf Bankshares Inc Cf Bankshares IncCFBK SALZHAUER MICHAEL's holding in Cf Bankshares Inc over time	0.44%	39,003	$1.28M 0.44%	unchanged 0 percentunchanged