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Latest SALZHAUER MICHAEL Stock Portfolio

$249Million | No. of Holdings #74

SALZHAUER MICHAEL Performance

2026 Q3-4.81%
YTD+2.51%
2025+31.12%

About SALZHAUER MICHAEL and 13F Hedge Fund Stock Holdings

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, SALZHAUER MICHAEL reported an equity portfolio of $249.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of SALZHAUER MICHAEL are BAC, C, . The fund has invested 27.2% of it's portfolio in BANK OF AMER CORP and 8.7% of portfolio in CITIGROUP INC. <br><br> The fund managers got completely rid off CIVISTA BANCSHARES INC (CIVB), GREEN DOT CORP (GDOT) and ALLSTATE CORP (ALL) stocks. They significantly reduced their stock positions in UWM HOLDINGS CORPORATION (UWMC), HANMI FINL CORP (HAFC) and SOUTH PLAINS FINANCIAL INC (SPFI). SALZHAUER MICHAEL opened new stock positions in PRIVATE BANCORP OF AMER INC. The fund showed a lot of confidence in some stocks as they added substantially to VALLEY NATL BANCORP (VLY), BURKE HERBERT FINL SVCS CORP and THIRD COAST BANCSHARES INC (TCBX).
SALZHAUER MICHAEL Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$249Million
  as of Oct 28, 2026

SALZHAUER MICHAEL Annual Return Estimates Vs S&P 500

Our best estimate is that SALZHAUER MICHAEL made a return of -4.81% in the last quarter. In trailing 12 months, it's portfolio return was 16.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
private bancorp of amer inc1,802,800
New stocks bought by SALZHAUER MICHAEL

Additions

Ticker% Inc.
valley natl bancorp19.59
burke herbert finl svcs corp19.3
third coast bancshares inc16.5
pinnacle finl partners inc10.57
unity bancorp inc8.18
citigroup inc5.09
capital one finl corp1.23
western alliance bancorp0.58
Additions to existing portfolio by SALZHAUER MICHAEL

Reductions

Ticker% Reduced
uwm holdings corporation-47.51
hanmi finl corp-43.7
south plains financial inc-37.3
smartfinancial inc-33.23
firstsun cap bancorp-29.89
atlantic un bankshares corp-28.39
commerce bancshares inc-23.3
metropolitan bk hldg corp-16.97
SALZHAUER MICHAEL reduced stake in above stock

Sold off

Ticker$ Sold
blue ridge bankshares inc va-197,680
green dot corp-313,500
civista bancshares inc-548,032
colony bankcorp inc-200,900
sphere entertainment co-227,361
allstate corp-306,229
SALZHAUER MICHAEL got rid off the above stocks

Sector Distribution

SALZHAUER MICHAEL has about 86.2% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
Sector%
Financial Services86.2
Others12.3

Market Cap. Distribution

SALZHAUER MICHAEL has about 54.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • SMALL-CAP
  • MID-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MICRO-CAP
Category%
MEGA-CAP41.9
SMALL-CAP18.3
MID-CAP13.5
UNALLOCATED12.3
LARGE-CAP12.2
MICRO-CAP1.7

Stocks belong to which Index?

About 82.4% 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 50052.6
RUSSELL 200029.8
Others17.6
Top 5 Winners (%)%
T
at&t inc
17.9 %
AAPL
apple inc
15.1 %
AMTB
amerant bancorp inc
12.3 %
MET
metlife inc
11.3 %
VZ
verizon communications inc
8.3 %
Top 5 Winners ($)$
SMBK
smartfinancial inc
0.5 M
AMTB
amerant bancorp inc
0.2 M
AAPL
apple inc
0.1 M
VABK
virginia natl bk chrlotsvle
0.1 M
TCBX
third coast bancshares inc
0.1 M
Top 5 Losers (%)%
UWMC
uwm holdings corporation
-37.0 %
BANC
banc of california inc
-14.7 %
HBAN
huntington bancshares inc
-13.8 %
VLY
valley natl bancorp
-12.9 %
KEY
keycorp
-12.9 %
Top 5 Losers ($)$
BAC
bank of amer corp
-3.5 M
C
citigroup inc
-1.7 M
BANC
banc of california inc
-1.4 M
pinnacle finl partners inc
-1.1 M
PGC
peapack-gladstone finl corp
-0.8 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 74 stocks in it's portfolio. About 62.9% of the portfolio is in top 10 stocks. BAC proved to be the most loss making stock for the portfolio. SMBK was the most profitable stock for SALZHAUER MICHAEL last quarter.

$237.32MTotal Value
80.00Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of SALZHAUER MICHAEL, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change