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Portfolio (Quarterly) Guide ↗

SALZHAUER MICHAEL

· CIK 0001059543
13F Portfolio $212M AUM 75 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 26 Added 10 Reduced 24 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BAC BANK AMERICA CORP Financial Services 2,110,909.0 $56.9M 26.80% +700K +49.6% $26.93 +89.7%
2 C CITIGROUP INC Financial Services 727,806.0 $29.4M 13.85% +651K +841.5% $40.37 +210.5%
3 WFC WELLS FARGO & CO Financial Services 142,860.0 $7.3M 3.44% +60K +73.2% $51.11 +51.7%
4 BANC BANC OF CALIFORNIA INC Financial Services 588,756.0 $7.1M 3.33% +137K +30.2% $11.98 +58.7%
5 WAL WESTERN ALLIANCE BANCORP Financial Services 54,209.0 $3.8M 1.81% +8K +16.1% $70.85 +10.7%
6 PFS PROVIDENT FINL SVCS INC Financial Services 152,203.0 $3.2M 1.52% +24K +18.7% $21.16 +4.8%
7 FHN FIRST HORIZON CORPORATION Financial Services 282,058.0 $3.2M 1.49% +156K +124.3% $11.24 +115.3%
8 COF CAPITAL ONE FINL CORP Financial Services 14,038.0 $2.6M 1.21% +1K +9.1% $182.43 +3.5%
9 HBAN HUNTINGTON BANCSHARES INC Financial Services 119,107.0 $1.9M 0.88% +3K +2.6% $15.65 +2.4%
10 CNOB CONNECTONE BANCORP INC Financial Services 67,430.0 $1.8M 0.85% +339.0 +0.5% $26.77 +11.5%
11 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 45,672.0 $1.7M 0.82% +5K +11.3% $38.20 +12.3%
12 CFG CITIZENS FINL GROUP INC Financial Services 121,391.0 $1.6M 0.77% +100K +467.5% $13.37 +371.9%
13 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 47,121.0 $1.6M 0.75% +18K +62.1% $33.67 +1.1%
14 TCBX THIRD COAST BANCSHARES INC Financial Services 40,753.0 $1.5M 0.73% +478.0 +1.2% $37.83 +1.5%
15 HWC HANCOCK WHITNEY CORPORATION Financial Services 24,232.0 $1.5M 0.73% +1K +4.8% $63.59 +6.6%
16 HAFC HANMI FINL CORP Financial Services 54,171.0 $1.4M 0.67% +7K +15.4% $26.36 +15.6%
17 CF BANKSHARES INC 39,003.0 $1.1M 0.51% +12K +45.7% $27.91
18 UNTY UNITY BANCORP INC Financial Services 19,424.0 $1.0M 0.47% +10K +106.1% $51.83 +6.9%
19 USCB USCB FINANCIAL HOLDINGS INC Financial Services 52,629.0 $976K 0.46% +7K +15.1% $18.54 -0.1%
20 KEY KEYCORP Financial Services 201,914.0 $838K 0.40% +146K +263.1% $4.15 +418.1%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 98.5%
Communication Services 0.8%
Technology 0.4%
Healthcare 0.3%