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Asset Manager ← All Institutions

SALZHAUER MICHAEL

Q2 2025 · Filed 2025-08-14
Market Value
$158M
-3.2%
Holdings
81
New Purchases
4
Added To
11
Closed
9
Reduced
37
Top 10 Concentration
60.2%
Turnover
16.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WAL 2.21% 1.02% +1.18% $3M
COF 1.79% 0.85% +0.94% $3M
FRST 5.21% 4.54% +0.67% $8M
FSUN 1.90% 1.26% +0.65% $3M
SBCF 3.25% 2.91% +0.34% $5M
SNV 5.15% 4.84% +0.31% $8M
SMBK 4.83% 4.56% +0.28% $8M
HTB 1.21% 0.96% +0.25% $2M
MCB 1.80% 1.55% +0.25% $3M
AFBI 0.17% 0.00% +0.17% $276K
VBTX 1.08% 0.91% +0.17% $2M
MSGS 0.16% 0.00% +0.16% $260K
VZ 0.15% 0.00% +0.15% $244K
SHBI 0.72% 0.60% +0.12% $1M
CARE 0.12% 0.00% +0.12% $186K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WFC 5.31% 5.99% -0.68% $8M
CMA 1.16% 1.82% -0.66% $2M
BPOP 0.38% 0.97% -0.59% $604K
PNFP 2.58% 3.08% -0.50% $4M
AR 0.00% 0.47% -0.47% $0
C 3.98% 4.38% -0.40% $6M
MNSB 0.00% 0.34% -0.34% $0
AMTB 0.00% 0.32% -0.32% $0
PGC 2.54% 2.82% -0.27% $4M
TFC 1.56% 1.83% -0.27% $2M
DVN 0.00% 0.25% -0.25% $0
HAFC 0.71% 0.95% -0.23% $1M
BANC 4.08% 4.26% -0.18% $6M
DCOM 1.06% 1.24% -0.18% $2M
CNOB 0.98% 1.14% -0.16% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 98.5%
Communication Services 0.8%
Technology 0.4%
Healthcare 0.3%
Industrials 0.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 9 $55M 34.9%
Large Cap 18 $18M 11.6%
Mid Cap 23 $41M 26.0%
Small Cap 21 $39M 24.7%
Micro Cap 10 $5M 2.9%

Portfolio Analytics

Avg Market Cap
$112.7B
Median Market Cap
$5.0B
Avg P/E
13.6
Median P/E
12.0
Avg Dividend Yield
0.02%
Avg Beta
0.77
# Stocks
80
# ETFs / Funds
1

Top Holdings (81 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BAC 23.28% 777,065 $37M $47.32 -$1M -1,162,938 -60.0%
2 WFC 5.31% 104,707 $8M $80.12 -$1M -99,226 -48.7%
3 FRST 5.21% 758,851 $8M $10.85 $830K +1,020 +0.1%
4 SNV 5.15% 157,128 $8M $51.75 $244K -11,633 -6.9%
5 SMBK 4.83% 225,903 $8M $33.78 $199K -13,236 -5.5%
6 BANC 4.08% 458,534 $6M $14.05 -$514K -31,666 -6.5%
7 C 3.98% 73,902 $6M $85.12 -$855K -397,053 -84.3%
8 SBCF 3.25% 185,667 $5M $27.62 $378K +1,053 +0.6%
9 PNFP 2.58% 36,837 $4M $110.41 -$951K -10,486 -22.2%
10 PGC 2.54% 142,126 $4M $28.25 -$580K -19,676 -12.2%
11 WAL 2.21% 44,663 $3M $77.98 $2M +22,973 +105.9%
12 FSUN 1.90% 86,553 $3M $34.75 $954K +29,749 +52.4%
13 SSB 1.84% 31,581 $3M $92.03 -$148K -1,331 -4.0%
14 MCB 1.80% 40,568 $3M $70.00 $311K -4,603 -10.2%
15 COF 1.79% 13,304 $3M $212.76 $1M +5,565 +71.9%
16 FBK 1.68% 58,694 $3M $45.30 -$193K -2,826 -4.6%
17 TFC 1.56% 57,327 $2M $42.99 -$514K -15,057 -20.8%
18 PNC 1.43% 12,156 $2M $186.42 -$281K -2,334 -16.1%
19 WBS 1.39% 40,289 $2M $54.60 $49K -1,436 -3.4%
20 HTB 1.21% 51,088 $2M $37.41 $342K +5,323 +11.6%
21 CMA 1.16% 30,599 $2M $59.65 -$1M -135,472 -81.6%
22 VBTX 1.08% 65,161 $2M $26.10 $218K +5,800 +9.8%
23 DCOM 1.06% 62,202 $2M $26.94 -$342K -10,165 -14.1%
24 RF 1.01% 67,950 $2M $23.52 $59K -2,883 -4.1%
25 CNOB 0.98% 66,696 $2M $23.16 -$320K -10,000 -13.0%
26 VABK 0.96% 41,033 $2M $37.00 $37K -19 -0.1%
27 JPM 0.86% 4,668 $1M $289.91 $86K -500 -9.7%
28 HWC 0.84% 23,132 $1M $57.40 $59K -1,064 -4.4%
29 TCBX 0.78% 37,675 $1M $32.67 -$26K
30 SHBI 0.72% 72,057 $1M $15.72 $157K
31 PFS 0.72% 64,449 $1M $17.53 -$76K -5,752 -8.2%
32 HAFC 0.71% 45,546 $1M $24.68 -$420K -22,597 -33.2%
33 WSFS 0.67% 19,329 $1M $55.00 -$42K -1,980 -9.3%
34 SSBI 0.63% 92,499 $1M $10.84 $116K -3,547 -3.7%
35 TOWN 0.63% 29,071 $994K $34.18 -$50K -1,462 -4.8%
36 KEY 0.61% 55,614 $969K $17.42 $59K -40,237 -42.0%
37 FHN 0.60% 44,996 $954K $21.20 -$246K -214,123 -82.6%
38 CFG 0.53% 18,591 $832K $44.75 $41K -710 -3.7%
39 AAPL 0.44% 3,418 $701K $205.17 -$58K
40 SPFI 0.43% 18,708 $674K $36.04 $55K
41 BPOP 0.38% 5,481 $604K $110.22 -$984K -11,713 -68.1%
42 BAFN 0.38% 42,431 $594K $14.00 -$158K -2,501 -5.6%
43 MS 0.37% 4,131 $582K $140.86 $89K -94 -2.2%
44 MET 0.35% 6,886 $554K $80.42 $895
45 CBFV 0.35% 19,203 $547K $28.50 $961
46 COLB 0.34% 22,686 $530K $23.38 -$35K
47 USCB 0.33% 31,729 $525K $16.54 -$18K +2,460 +8.4%
48 AUB 0.33% 16,578 $519K $31.28 -$189K -6,135 -27.0%
49 UCB 0.32% 17,032 $507K $29.79 $28K
50 XOM 0.31% 4,500 $485K $107.80 -$50K
51 ABCB 0.30% 7,376 $477K $64.70 -$235K -5,000 -40.4%
52 CIVB 0.29% 19,420 $451K $23.20 $71K
53 ORRF 0.28% 13,734 $437K $31.83 -$13K -1,266 -8.4%
54 QCRH 0.28% 6,428 $436K $67.90 -$22K
55 T 0.27% 14,998 $434K $28.94 $83K +2,600 +21.0%
56 HBAN 0.20% 19,037 $319K $16.76 $104K +4,700 +32.8%
57 UWMC 0.18% 70,000 $290K $4.14 $162K -80,000 -53.3%
58 HIG 0.18% 2,246 $285K $126.87 $7K
59 V 0.18% 800 $284K $355.05 $4K
60 BMY 0.18% 6,117 $283K $46.29 -$90K
61 AFBI 0.17% 15,027 $276K $18.38 +15,027 NEW
62 ZION 0.17% 5,200 $270K $51.94 $11K
63 BOTJ 0.17% 18,690 $263K $14.06 -$13K
64 MSGS 0.16% 2,306 $260K $112.66 +2,306 NEW
65 ALL 0.16% 1,287 $259K $201.31 -$7K
66 VZ 0.15% 5,628 $244K $43.27 +5,628 NEW
67 CB 0.15% 824 $239K $289.72 -$10K
68 INDB 0.14% 3,529 $222K $62.88 $829
69 OPBK 0.12% 15,084 $196K $12.99 -$23K -3,126 -17.2%
70 VBNK 0.12% 16,843 $192K $11.43 $89K +6,843 +68.4%
71 CARE 0.12% 10,744 $186K $17.34 +10,744 NEW
72 UBFO 0.10% 18,181 $157K $8.65 -$6K
73 MNSB —% -$559K -33,448 -100.0% SOLD
74 DVN —% -$400K -10,700 -100.0% SOLD
75 FVCB —% -$106K -10,000 -100.0% SOLD
76 ONB —% -$212K -10,000 -100.0% SOLD
77 AMTB —% -$516K -24,988 -100.0% SOLD
78 CBNK —% -$261K -9,208 -100.0% SOLD
79 AR —% -$759K -63,000 -100.0% SOLD
80 FDL —% -$203K -4,675 -100.0% SOLD
81 QS —% -$91K -49,700 -100.0% SOLD

New Positions

SymbolValue% Port
AFBI $276K 0.17%
MSGS $260K 0.16%
VZ $244K 0.15%
CARE $186K 0.12%

Sold Out Positions

SymbolValue% Port
AR —%
DVN —%
AMTB —%
CBNK —%
MNSB —%
FVCB —%
QS —%
ONB —%
FDL —%
View SEC EDGAR Filings for SALZHAUER MICHAEL →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms