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View AllLatest Stilwell Value LLC Stock Portfolio
$191Million
Equity Portfolio Value
Last Reported on: 12 Feb, 2024
About Stilwell Value LLC and it’s 13F Hedge Fund Stock Holdings
Stilwell Value LLC is a hedge fund based in New York, NY. On 28-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $231.5 Millions. In it's latest 13F Holdings report, Stilwell Value LLC reported an equity portfolio of $191.5 Millions as of 31 Dec, 2023.
The top stock holdings of Stilwell Value LLC are KFS, WHLR, PVBC. The fund has invested 32.7% of it's portfolio in KINGSWAY FINL SVCS INC and 29.9% of portfolio in WHEELER REAL ESTATE INVT TR.
The fund managers got completely rid off FIRST US BANCSHARES INC (FUSB), MID-SOUTHERN BANCORP INC (MSVB) and WHEELER REAL ESTATE INVT TR (WHLR) stocks. They significantly reduced their stock positions in FS BANCORP INC (FSBW). Stilwell Value LLC opened new stock positions in WHEELER REAL ESTATE INVT TR (WHLR) and NB BANCORP INC. The fund showed a lot of confidence in some stocks as they added substantially to MEDALIST DIVERSIFIED REIT IN (MDRR), IF BANCORP INC (IROQ) and SOUND FINL BANCORP INC (SFBC).
The top stock holdings of Stilwell Value LLC are KFS, WHLR, PVBC. The fund has invested 32.7% of it's portfolio in KINGSWAY FINL SVCS INC and 29.9% of portfolio in WHEELER REAL ESTATE INVT TR.
The fund managers got completely rid off FIRST US BANCSHARES INC (FUSB), MID-SOUTHERN BANCORP INC (MSVB) and WHEELER REAL ESTATE INVT TR (WHLR) stocks. They significantly reduced their stock positions in FS BANCORP INC (FSBW). Stilwell Value LLC opened new stock positions in WHEELER REAL ESTATE INVT TR (WHLR) and NB BANCORP INC. The fund showed a lot of confidence in some stocks as they added substantially to MEDALIST DIVERSIFIED REIT IN (MDRR), IF BANCORP INC (IROQ) and SOUND FINL BANCORP INC (SFBC).
New Buys
| Ticker | $ Bought |
|---|---|
| WHEELER REAL ESTATE INVT TR | 6,367,800 |
| NB BANCORP INC | 1,076,000 |
| CENTRAL PLAINS BANCSHARES IN | 204,000 |
New stocks bought by Stilwell Value LLC
Additions
| Ticker | % Inc. |
|---|---|
| MEDALIST DIVERSIFIED REIT IN | 70.76 |
| IF BANCORP INC | 7.92 |
| SOUND FINL BANCORP INC | 7.61 |
| PROVIDENT BANCORP INC | 0.58 |
| WHEELER REAL ESTATE INVT TR | 0.1 |
Additions to existing portfolio by Stilwell Value LLC
Reductions
| Ticker | % Reduced |
|---|---|
| FS BANCORP INC | -4.17 |
Stilwell Value LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| WHEELER REAL ESTATE INVT TR | -2,180,990 |
| FIRST US BANCSHARES INC | -1,226,940 |
| WHEELER REAL ESTATE INVT TR | -387,463 |
| MID-SOUTHERN BANCORP INC | -495,500 |
| BLUE FOUNDRY BANCORP | -198,176 |
| TC BANCSHARES INC | -272,200 |
| RHINEBECK BANCORP INC | -101,577 |
Stilwell Value LLC got rid off the above stocks
Current Stock Holdings of Stilwell Value LLC
Last Reported on: 12 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AFBI | AFFINITY BANCSHARES INC | 0.54 | 64,840 | 1,035,500 | UNCHANGED | 0.00 | |
| BCOW | 1895 BANCORP OF WIS INC | 0.18 | 50,000 | 349,500 | UNCHANGED | 0.00 | |
| BLFY | BLUE FOUNDRY BANCORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BVFL | BV FINL INC | 1.13 | 153,090 | 2,170,820 | UNCHANGED | 0.00 | |
| CFSB | CFSB BANCORP INC | 0.03 | 10,000 | 64,516 | UNCHANGED | 0.00 | |
| CLST | CATALYST BANCORP INC | 0.23 | 39,991 | 433,502 | UNCHANGED | 0.00 | |
| CULL | CULLMAN BANCORP INC | 0.14 | 25,000 | 269,250 | UNCHANGED | 0.00 | |
| ECBK | ECB BANCORP INC | 0.13 | 20,000 | 251,200 | UNCHANGED | 0.00 | |
| ESSA | ESSA BANCORP INC | 0.26 | 25,000 | 500,500 | UNCHANGED | 0.00 | |
| FSBW | FS BANCORP INC | 2.22 | 115,000 | 4,250,400 | REDUCED | -4.17 | |
| FSEA | FIRST SEACOAST BANCORP INC | 0.14 | 35,880 | 275,917 | UNCHANGED | 0.00 | |
| FSFG | FIRST SVGS FINL GROUP INC | 0.53 | 60,000 | 1,008,000 | UNCHANGED | 0.00 | |
| FUSB | FIRST US BANCSHARES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GBNY | GENERATIONS BANCORP NY INC | 1.18 | 222,849 | 2,259,690 | UNCHANGED | 0.00 | |
| HFBL | HOME FED BANCORP INC LA NEW | 0.60 | 80,000 | 1,147,200 | UNCHANGED | 0.00 | |
| HONE | HARBORONE BANCORP INC NEW | 0.17 | 27,883 | 334,038 | UNCHANGED | 0.00 | |
| ICCH | ICC HLDGS INC | 2.44 | 304,837 | 4,664,010 | UNCHANGED | 0.00 | |
| IROQ | IF BANCORP INC | 2.00 | 239,297 | 3,835,930 | ADDED | 7.92 | |
| KFS | KINGSWAY FINL SVCS INC | 32.66 | 7,445,920 | 62,545,700 | UNCHANGED | 0.00 | |
| LSBK | LAKE SHORE BANCORP INC | 0.61 | 100,000 | 1,171,000 | UNCHANGED | 0.00 | |
| MDRR | MEDALIST DIVERSIFIED REIT IN | 0.11 | 38,992 | 204,708 | ADDED | 70.76 | |
| MET | METLIFE INC | 0.00 | 60.00 | 3,968 | UNCHANGED | 0.00 | |
| MGYR | MAGYAR BANCORP INC | 0.23 | 40,000 | 449,000 | UNCHANGED | 0.00 | |
| MSVB | MID-SOUTHERN BANCORP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NECB | NORTHEAST CMNTY BANCORP INC | 1.30 | 140,000 | 2,483,600 | UNCHANGED | 0.00 | |
| PBBK | PB BANKSHARES INC | 0.18 | 27,431 | 343,985 | UNCHANGED | 0.00 | |
| PDLB | PONCE FINANCIAL GROUP INC | 0.15 | 30,000 | 292,800 | UNCHANGED | 0.00 | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 0.02 | 547 | 43,032 | UNCHANGED | 0.00 | |
| PVBC | PROVIDENT BANCORP INC | 9.63 | 1,831,470 | 18,442,900 | ADDED | 0.58 | |
| RBKB | RHINEBECK BANCORP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RMBI | RICHMOND MUT BANCORPORATION | 0.18 | 30,000 | 345,300 | UNCHANGED | 0.00 | |
| SFBC | SOUND FINL BANCORP INC | 8.31 | 407,978 | 15,911,100 | ADDED | 7.61 | |
| TCBC | TC BANCSHARES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WHLR | WHEELER REAL ESTATE INVT TR | 29.93 | 1,004,430 | 57,313,000 | ADDED | 0.1 | |
| WHLR | WHEELER REAL ESTATE INVT TR | 3.33 | 20,871,200 | 6,367,800 | NEW | ||
| WHLR | WHEELER REAL ESTATE INVT TR | 0.56 | 817,085 | 1,062,210 | UNCHANGED | 0.00 | |
| WHLR | WHEELER REAL ESTATE INVT TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WHLR | WHEELER REAL ESTATE INVT TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NB BANCORP INC | 0.56 | 80,000 | 1,076,000 | NEW | |||
| SR BANCORP INC | 0.20 | 40,000 | 382,400 | UNCHANGED | 0.00 | ||
| CENTRAL PLAINS BANCSHARES IN | 0.11 | 20,000 | 204,000 | NEW |