Latest Stilwell Value LLC Stock Portfolio
Stilwell Value LLC Performance:
2025 Q4: -19.53%YTD: -94.69%2024: -96.98%
Performance for 2025 Q4 is -19.53%, and YTD is -94.69%, and 2024 is -96.98%.
About Stilwell Value LLC and 13F Hedge Fund Stock Holdings
STILWELL VALUE LLC is a hedge fund based in New York, NY. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, STILWELL VALUE LLC reported an equity portfolio of $181.4 Millions as of 31 Dec, 2025.
The top stock holdings of STILWELL VALUE LLC are WHLR, KFS, SFBC. The fund has invested 39% of it's portfolio in WHEELER REAL ESTATE INVT TR and 24.9% of portfolio in KINGSWAY FINL SVCS INC.
The fund managers got completely rid off FIRST SVGS FINL GROUP INC (FSFG), WHEELER REAL ESTATE INVT TR (WHLR) and PB BANKSHARES INC (PBBK) stocks. They significantly reduced their stock positions in KINGSWAY FINL SVCS INC (KFS), NB BANCORP INC and IF BANCORP INC (IROQ). STILWELL VALUE LLC opened new stock positions in WHEELER REAL ESTATE INVT TR (WHLR). The fund showed a lot of confidence in some stocks as they added substantially to CATALYST BANCORP INC (CLST), WHEELER REAL ESTATE INVT TR (WHLR) and LAKE SHORE BANCORP INC.
The top stock holdings of STILWELL VALUE LLC are WHLR, KFS, SFBC. The fund has invested 39% of it's portfolio in WHEELER REAL ESTATE INVT TR and 24.9% of portfolio in KINGSWAY FINL SVCS INC.
The fund managers got completely rid off FIRST SVGS FINL GROUP INC (FSFG), WHEELER REAL ESTATE INVT TR (WHLR) and PB BANKSHARES INC (PBBK) stocks. They significantly reduced their stock positions in KINGSWAY FINL SVCS INC (KFS), NB BANCORP INC and IF BANCORP INC (IROQ). STILWELL VALUE LLC opened new stock positions in WHEELER REAL ESTATE INVT TR (WHLR). The fund showed a lot of confidence in some stocks as they added substantially to CATALYST BANCORP INC (CLST), WHEELER REAL ESTATE INVT TR (WHLR) and LAKE SHORE BANCORP INC.
Stilwell Value LLC Annual Return Estimates Vs S&P 500
Our best estimate is that STILWELL VALUE LLC made a return of -19.53% in the last quarter. In trailing 12 months, it's portfolio return was -94.69%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| wheeler real estate invt tr | 97,068 |
New stocks bought by Stilwell Value LLC
Additions
| Ticker | % Inc. |
|---|---|
| catalyst bancorp inc | 116 |
| wheeler real estate invt tr | 92.91 |
| wheeler real estate invt tr | 85.8 |
| lake shore bancorp inc | 4.74 |
Additions to existing portfolio by Stilwell Value LLC
Reductions
| Ticker | % Reduced |
|---|---|
| kingsway finl svcs inc | -36.54 |
| nb bancorp inc | -18.75 |
| if bancorp inc | -7.47 |
| bv finl inc | -5.00 |
| fs bancorp inc | -3.88 |
Stilwell Value LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first svgs finl group inc | -1,004,910 |
| richmond mut bancorporation | -426,300 |
| pb bankshares inc | -526,127 |
| winchester bancorp inc | -238,750 |
| wheeler real estate invt tr | -673,081 |
| cfsb bancorp inc | -141,889 |
| proshares tr ii | -381,200 |
Stilwell Value LLC got rid off the above stocks
Sector Distribution
STILWELL VALUE LLC has about 39.9% of it's holdings in Real Estate sector.
- Real Estate
- Consumer Cyclical
- Financial Services
- Others
| Sector | % |
|---|---|
| Real Estate | 39.9 |
| Consumer Cyclical | 25.5 |
| Financial Services | 22.2 |
| Others | 12.3 |
Market Cap. Distribution
STILWELL VALUE LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- MICRO-CAP
- NANO-CAP
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| MICRO-CAP | 43.8 |
| NANO-CAP | 40.8 |
| UNALLOCATED | 12.3 |
| SMALL-CAP | 3.1 |
Stocks belong to which Index?
About 28.8% of the stocks held by STILWELL VALUE LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 71.1 |
| RUSSELL 2000 | 28.8 |
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 23 stocks in it's portfolio. About 93.8% 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.
Last Reported on: 29 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGQ | proshares tr ii | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BVFL | bv finl inc | 0.95 | 95,000 | 1,723,300 | reduced | -5.00 | ||
| CFSB | cfsb bancorp inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CLST | catalyst bancorp inc | 2.21 | 254,697 | 4,011,480 | added | 116 | ||
| ECBK | ecb bancorp inc | 0.19 | 20,000 | 347,800 | unchanged | 0.00 | ||
| FSBW | fs bancorp inc | 1.70 | 74,976 | 3,086,760 | reduced | -3.88 | ||
| FSFG | first svgs finl group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HFBL | home fed bancorp inc la new | 0.79 | 80,000 | 1,440,000 | unchanged | 0.00 | ||
| IROQ | if bancorp inc | 4.09 | 275,180 | 7,418,850 | reduced | -7.47 | ||
| KFS | kingsway finl svcs inc | 24.94 | 3,363,450 | 45,238,400 | reduced | -36.54 | ||
| MBBC | marathon bancorp inc | 0.13 | 20,000 | 243,200 | unchanged | 0.00 | ||
| MET | metlife inc | 0.00 | 60.00 | 4,736 | unchanged | 0.00 | ||
| MGYR | magyar bancorp inc | 0.38 | 40,000 | 691,200 | unchanged | 0.00 | ||
| NECB | northeast cmnty bancorp inc | 1.37 | 110,000 | 2,487,100 | unchanged | 0.00 | ||
| PBBK | pb bankshares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PDLB | ponce financial group inc | 0.18 | 20,000 | 327,000 | unchanged | 0.00 | ||
| PFG | principal financial group in | 0.03 | 547 | 48,251 | unchanged | 0.00 | ||
| RMBI | richmond mut bancorporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| SFBC | sound finl bancorp inc | 9.86 | 410,019 | 17,889,100 | unchanged | 0.00 | ||
| WHLR | wheeler real estate invt tr | 39.03 | 294,407 | 70,790,200 | added | 85.8 | ||