$179 Million is the total value of Stilwell Value LLC's 39 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PVBC | Buy | PROVIDENT BANCORP INC | $13,931,862 | +173.1% | 1,682,592 | +125.6% | 7.78% | +173.1% |
| SFBC | Buy | SOUND FINL BANCORP INC | $12,713,899 | +7.0% | 358,138 | +11.6% | 7.10% | +7.1% |
| ICCH | Buy | ICC HLDGS INC | $4,827,063 | +2.2% | 304,837 | +0.0% | 2.69% | +2.2% |
| WHLRD | Buy | WHEELER REAL ESTATE INVT TRpfd cnv ser d | $2,596,413 | +140.1% | 207,713 | +141.1% | 1.45% | +140.3% |
| IROQ | Buy | IF BANCORP INC | $1,704,353 | +125.2% | 118,030 | +142.4% | 0.95% | +125.4% |
| FUSB | New | FIRST US BANCSHARES INC | $1,055,925 | – | 123,500 | +100.0% | 0.59% | – |
| ESSA | Buy | ESSA BANCORP INC | $540,876 | +37.6% | 36,179 | +44.7% | 0.30% | +37.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KINGSWAY FINL SVCS INC | 35 | Q3 2023 | 45.3% |
| SOUND FINL BANCORP INC | 35 | Q3 2023 | 9.5% |
| FS BANCORP INC | 35 | Q3 2023 | 5.1% |
| IF BANCORP INC | 35 | Q3 2023 | 7.2% |
| LAKE SHORE BANCORP INC | 35 | Q3 2023 | 4.1% |
| HOME FED BANCORP INC LA NEW | 35 | Q3 2023 | 2.0% |
| FIRST SVGS FINL GROUP INC | 35 | Q3 2023 | 4.0% |
| ESSA BANCORP INC | 35 | Q3 2023 | 0.4% |
| PRINCIPAL FINL GROUP INC | 35 | Q3 2023 | 0.0% |
| METLIFE INC | 35 | Q3 2023 | 0.0% |
View Stilwell Value LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 4 | 2024-03-18 |
| 4 | 2024-03-12 |
| 4 | 2024-03-11 |
| 13F-HR | 2024-02-12 |
| 4 | 2024-02-07 |
| 4 | 2024-02-02 |
| 4 | 2024-01-04 |
| 4 | 2024-01-04 |
| 4 | 2024-01-03 |
View Stilwell Value LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.