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Latest Stilwell Value LLC Stock Portfolio

$166Million | No. of Holdings #24

Stilwell Value LLC Performance

2026 Q1-38.96%
YTD-38.96%
2025-94.69%

About Stilwell Value LLC and 13F Hedge Fund Stock Holdings

STILWELL VALUE LLC is a hedge fund based in New York, NY. On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, STILWELL VALUE LLC reported an equity portfolio of $166.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of STILWELL VALUE LLC are WHLR, KFS, SFBC. The fund has invested 42.4% of it's portfolio in WHEELER REAL ESTATE INVT TR and 21% of portfolio in KINGSWAY FINL SVCS INC. <br><br> The fund managers got completely rid off IF BANCORP INC (IROQ) and WHEELER REAL ESTATE INVT TR (WHLR) stocks. They significantly reduced their stock positions in SR BANCORP INC, BV FINL INC (BVFL) and FS BANCORP INC (FSBW). STILWELL VALUE LLC opened new stock positions in IMMUNITYBIO INC (IBRX), PROSHARES TR II (AGQ) and WHEELER REAL ESTATE INVT TR (WHLR). The fund showed a lot of confidence in some stocks as they added substantially to WHEELER REAL ESTATE INVT TR (WHLR) and CATALYST BANCORP INC (CLST).
Stilwell Value LLC Equity Portfolio Value
Last Reported on: 06 May, 2026
$166Million
  as of May 06, 2026

Stilwell Value LLC Annual Return Estimates Vs S&P 500

Our best estimate is that STILWELL VALUE LLC made a return of -38.96% in the last quarter. In trailing 12 months, it's portfolio return was -85.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
immunitybio inc613,600
proshares tr ii478,040
wheeler real estate invt tr17,615
New stocks bought by Stilwell Value LLC

Additions

Ticker% Inc.
wheeler real estate invt tr200
wheeler real estate invt tr189
catalyst bancorp inc10.89
Additions to existing portfolio by Stilwell Value LLC

Reductions

Ticker% Reduced
sr bancorp inc-50.00
bv finl inc-5.26
fs bancorp inc-3.97
Stilwell Value LLC reduced stake in above stock

Sold off

Ticker$ Sold
if bancorp inc-7,418,850
wheeler real estate invt tr-97,068
Stilwell Value LLC got rid off the above stocks

Sector Distribution

STILWELL VALUE LLC has about 43.8% of it's holdings in Real Estate sector.

  • Real Estate
  • Consumer Cyclical
  • Financial Services
  • Others
Sector%
Real Estate43.8
Consumer Cyclical21.7
Financial Services20.1
Others14.1

Market Cap. Distribution

STILWELL VALUE LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • NANO-CAP
  • SMALL-CAP
  • MICRO-CAP
  • UNALLOCATED
Category%
NANO-CAP43.8
SMALL-CAP25.2
MICRO-CAP16.5
UNALLOCATED14.1

Stocks belong to which Index?

About 25.6% of the stocks held by STILWELL VALUE LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others74.4
RUSSELL 200025.6
Top 5 Winners (%)%
avidia bancorp inc
17.0 %
MBBC
marathon bancorp inc
11.3 %
fb bancorp inc
6.9 %
nb bancorp inc
6.3 %
sr bancorp inc
5.4 %
Top 5 Winners ($)$
lake shore bancorp inc
0.4 M
CLST
catalyst bancorp inc
0.2 M
NECB
northeast cmnty bancorp inc
0.1 M
avidia bancorp inc
0.1 M
BVFL
bv finl inc
0.1 M
Top 5 Losers (%)%
WHLR
wheeler real estate invt tr
-57.1 %
KFS
kingsway finl svcs inc
-22.4 %
MET
metlife inc
-10.4 %
FSBW
fs bancorp inc
-6.1 %
HFBL
home fed bancorp inc la new
-3.9 %
Top 5 Losers ($)$
WHLR
wheeler real estate invt tr
-94.4 M
KFS
kingsway finl svcs inc
-10.2 M
FSBW
fs bancorp inc
-0.2 M
HFBL
home fed bancorp inc la new
-0.1 M
fifth dist bancorp inc
0.0 M

Stilwell Value LLC Holdings Map

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

Current Stock Holdings of Stilwell Value LLC

STILWELL VALUE LLC has 24 stocks in it's portfolio. About 92.9% of the portfolio is in top 10 stocks. WHLR proved to be the most loss making stock for the portfolio. was the most profitable stock for STILWELL VALUE LLC last quarter.

$166.86MTotal Value
27.00Positions
06 May, 2026Last Reported
Current holdings of Current Stock Holdings of Stilwell Value LLC, last reported on 06 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGQ
Proshares Tr Ii

Proshares Tr Ii

AGQ
Stilwell Value LLC's holding in Proshares Tr Ii over time
0.29%4,000
$478.0K
0.29%
new position
MBBC
Marathon Bancorp Inc

Marathon Bancorp Inc

MBBC
Stilwell Value LLC's holding in Marathon Bancorp Inc over time
0.16%20,000
$270.6K
0.16%
unchanged 0 percentunchanged