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Asset Manager ← All Institutions

SALZHAUER MICHAEL

Q3 2025 · Filed 2025-10-20
Market Value
$194M
+22.7%
Holdings
83
+2
New Purchases
11
Added To
20
Closed
3
Reduced
13
Top 10 Concentration
65.0%
Turnover
16.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAC 33.40% 23.28% +10.12% $65M
TCBX 3.78% 0.78% +3.00% $7M
WAL 3.87% 2.21% +1.67% $7M
XOP 1.61% 0.00% +1.61% $3M
TXNM 1.32% 0.00% +1.32% $3M
WSFS 1.93% 0.67% +1.26% $4M
PGC 3.63% 2.54% +1.09% $7M
C 5.04% 3.98% +1.05% $10M
VZ 1.07% 0.15% +0.91% $2M
VOD 0.82% 0.00% +0.82% $2M
FSUN 2.51% 1.90% +0.61% $5M
TRV 0.52% 0.00% +0.52% $1M
COSO 0.37% 0.00% +0.37% $714K
ZION 0.53% 0.17% +0.36% $1M
VIG 0.29% 0.00% +0.29% $554K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SNV 0.62% 5.15% -4.52% $1M
SMBK 0.31% 4.83% -4.52% $608K
WFC 1.26% 5.31% -4.05% $2M
SSB 0.00% 1.84% -1.84% $0
TFC 0.14% 1.56% -1.42% $274K
WBS 0.03% 1.39% -1.37% $49K
FRST 4.12% 5.21% -1.10% $8M
VBTX 0.03% 1.08% -1.04% $65K
VABK 0.02% 0.96% -0.94% $38K
PNFP 1.78% 2.58% -0.79% $3M
SHBI 0.00% 0.72% -0.71% $6K
SSBI 0.05% 0.63% -0.59% $95K
PNC 1.00% 1.43% -0.44% $2M
BANC 3.69% 4.08% -0.39% $7M
JPM 0.52% 0.86% -0.33% $1M

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 $82M 42.5%
Large Cap 22 $19M 9.9%
Mid Cap 23 $47M 24.2%
Small Cap 21 $43M 22.3%
Micro Cap 8 $2M 1.1%

Portfolio Analytics

Avg Market Cap
$113.8B
Median Market Cap
$5.7B
Avg P/E
14.0
Median P/E
12.2
Avg Dividend Yield
0.02%
Avg Beta
0.76
# Stocks
80
# ETFs / Funds
3

Top Holdings (83 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BAC 33.40% 1,254,265 $65M $51.59 $28M +477,200 +61.4%
2 C 5.04% 96,133 $10M $101.50 $3M +22,231 +30.1%
3 FRST 4.12% 758,851 $8M $10.51 -$258K
4 WAL 3.87% 44,815 $7M $167.35 $4M +152 +0.3%
5 TCBX 3.78% 40,275 $7M $181.79 $6M +2,600 +6.9%
6 BANC 3.69% 431,804 $7M $16.55 $704K -26,730 -5.8%
7 PGC 3.63% 254,630 $7M $27.60 $3M +112,504 +79.2%
8 SBCF 3.07% 195,667 $6M $30.43 $826K +10,000 +5.4%
9 FSUN 2.51% 125,601 $5M $38.79 $2M +39,048 +45.1%
10 WSFS 1.93% 19,329 $4M $193.46 $3M
11 PNFP 1.78% 36,837 $3M $93.79 -$612K
12 FBK 1.69% 58,694 $3M $55.74 $613K
13 XOP 1.61% 774 $3M $4,034.13 +774 NEW
14 COF 1.59% 14,504 $3M $212.58 $253K +1,200 +9.0%
15 MCB 1.56% 40,455 $3M $74.82 $187K -113 -0.3%
16 HTB 1.49% 70,505 $3M $40.94 $975K +19,417 +38.0%
17 TXNM 1.32% 2,250 $3M $1,138.57 +2,250 NEW
18 WFC 1.26% 88,707 $2M $27.51 -$6M -16,000 -15.3%
19 CMA 1.08% 30,520 $2M $68.52 $266K -79 -0.3%
20 VZ 1.07% 7,528 $2M $274.73 $2M +1,900 +33.8%
21 PNC 1.00% 9,598 $2M $200.93 -$338K -2,558 -21.0%
22 DCOM 0.96% 62,202 $2M $29.83 $180K
23 RF 0.90% 66,450 $2M $26.37 $154K -1,500 -2.2%
24 CNOB 0.86% 66,891 $2M $24.81 $115K +195 +0.3%
25 PFS 0.85% 85,398 $2M $19.28 $517K +20,949 +32.5%
26 VOD 0.82% 118 $2M $13,384.85 +118 NEW
27 HAFC 0.79% 62,163 $2M $24.69 $411K +16,617 +36.5%
28 TOWN 0.78% 29,071 $2M $52.12 $521K
29 HWC 0.75% 23,132 $1M $62.61 $121K
30 SNV 0.62% 151,335 $1M $7.99 -$7M -5,793 -3.7%
31 CFG 0.59% 21,391 $1M $53.16 $305K +2,800 +15.1%
32 KEY 0.54% 55,614 $1M $18.69 $71K
33 ZION 0.53% 5,200 $1M $198.41 $762K
34 FHN 0.53% 44,996 $1M $22.61 $63K
35 JPM 0.52% 3,215 $1M $315.43 -$339K -1,453 -31.1%
36 TRV 0.52% 700 $1M $1,435.69 +700 NEW
37 AAPL 0.45% 3,418 $870K $254.63 $169K
38 QCRH 0.42% 10,847 $820K $75.64 $384K +4,419 +68.8%
39 BAFN 0.37% 68,876 $720K $10.46 $126K +26,445 +62.3%
40 COSO 0.37% 32,746 $714K $21.81 +32,746 NEW
41 BPOP 0.35% 5,394 $685K $127.01 $81K -87 -1.6%
42 MS 0.34% 4,131 $657K $158.96 $75K
43 CBFV 0.32% 18,903 $628K $33.21 $80K -300 -1.6%
44 SMBK 0.31% 225,903 $608K $2.69 -$7M
45 AUB 0.30% 16,578 $585K $35.29 $66K
46 COLB 0.30% 22,686 $584K $25.74 $54K
47 MET 0.29% 6,886 $567K $82.37 $13K
48 VIG 0.29% 300 $554K $1,845.57 +300 NEW
49 T 0.28% 19,498 $551K $28.24 $117K +4,500 +30.0%
50 ABCB 0.28% 7,376 $541K $73.31 $64K
51 CARE 0.28% 27,744 $539K $19.41 $352K +17,000 +158.2%
52 UPS 0.28% 369 $534K $1,447.03 +369 NEW
53 XOM 0.26% 4,500 $507K $112.75 $22K
54 ORRF 0.24% 13,734 $467K $33.98 $30K
55 USCB 0.24% 31,729 $466K $14.67 -$59K
56 CIVB 0.20% 19,420 $394K $20.31 -$56K
57 SPFI 0.19% 18,708 $377K $20.13 -$298K
58 VBNK 0.17% 21,443 $331K $15.43 $138K +4,600 +27.3%
59 HBAN 0.17% 19,037 $329K $17.27 $10K
60 UCB 0.16% 17,032 $304K $17.85 -$203K
61 HIG 0.15% 2,246 $300K $133.39 $15K
62 AFBI 0.15% 15,027 $296K $19.72 $20K
63 ZTS 0.15% 12 $294K $24,518.00 +12 NEW
64 BOTJ 0.15% 18,690 $292K $15.60 $29K
65 ALL 0.14% 1,287 $276K $214.65 $17K
66 BMNR 0.14% 5,300 $275K $51.93 +5,300 NEW
67 TFC 0.14% 57,327 $274K $4.77 -$2M
68 V 0.14% 800 $273K $341.38 -$11K
69 BMY 0.14% 6,053 $273K $45.10 -$10K -64 -1.1%
70 VIR 0.14% 4,300 $262K $60.94 +4,300 NEW
71 INDB 0.13% 3,529 $244K $69.17 $22K
72 CB 0.12% 824 $233K $282.25 -$6K
73 MSGS 0.12% 992 $225K $227.00 -$35K -1,314 -57.0%
74 FDL 0.11% 4,753 $206K $43.41 +4,753 NEW
75 SSBI 0.05% 92,499 $95K $1.02 -$908K
76 VBTX 0.03% 61,680 $65K $1.05 -$2M -3,481 -5.3%
77 WBS 0.03% 40,289 $49K $1.21 -$2M
78 UBFO 0.02% 27,985 $39K $1.39 -$118K +9,804 +53.9%
79 VABK 0.02% 41,033 $38K $0.92 -$1M
80 SHBI —% 72,057 $6K $0.08 -$1M
81 UWMC —% -$290K -70,000 -100.0% SOLD
82 SSB —% -$3M -31,581 -100.0% SOLD
83 OPBK —% -$196K -15,084 -100.0% SOLD

New Positions

SymbolValue% Port
XOP $3M 1.61%
TXNM $3M 1.32%
VOD $2M 0.82%
TRV $1M 0.52%
COSO $714K 0.37%
VIG $554K 0.29%
UPS $534K 0.28%
ZTS $294K 0.15%
BMNR $275K 0.14%
VIR $262K 0.14%
FDL $206K 0.11%

Sold Out Positions

SymbolValue% Port
UWMC —%
SSB —%
OPBK —%
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