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CIK: 0001397076
Total reported value
$174.4M
$174.4M
30 檔
96.5%
As reported in its official Q1 2025 Form 13F filing, Stilwell Value LLC's tracked investment portfolio stood at $174.4M with 30 total positions.
In Q1 2025, Stilwell Value LLC displayed an active expansion posture, initiating 30 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including WHLR 7 12-31-31, KWY, SFBC) accounted for 96.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WHLR 7 12-31-31Bond | Wheeler Reit Inc | Bond | 39.00% | -1.47% | — | |
| 2 | KWY | Kingsway CORP | Stock-Other | 23.20% | -0.92% | -14.92% | |
| 3 | SFBC | Sound Financial Bancorp Inc | Stock-Other | 10.57% | -0.60% | — | |
| 4 | PFS | Provident Financial Services, Inc. | Stock-Other | 10.07% | — | — | |
| 5 | IROQ | If Bancorp Inc | Stock-Other | 3.63% | — | +0.61% | |
| 6 | CPBI | Central Plains Bancshares In | Stock-Other | 2.39% | +0.68% | +1.50% | |
| 7 | WHLR 9 PERP BBond | Wheeler Reit Inc | Bond | 1.65% | +1.01% | -1.07% | |
| 8 | FSBW | Fs Bancorp Inc | Stock-Other | 1.52% | +0.07% | — | |
| 9 | NECB | Northeast Community Bancorp | Stock-Other | 1.33% | +0.02% | — | |
| 10 | ✓ | Stock-Other | 0.99% | — | — | ||
| 11 | BVFL | BV Financial Inc | Stock-Other | 0.78% | -0.06% | — | |
| 12 | NBBK | Nb Bancorp Inc | Stock-Other | 0.74% | -0.21% | — | |
| 13 | FSFG | First Savings Financial Grp | Stock-Other | 0.70% | — | — | |
| 14 | HFBL | Home Federal Bancorp Inc/la | Stock-Other | 0.54% | +0.13% | — | |
| 15 | FDSB | Fifth District Bancorp Inc | Stock-Other | 0.50% | +0.03% | — | |
| 16 | MGYR | Magyar Bancorp Inc | Stock-Other | 0.29% | -0.02% | — | |
| 17 | BCOW | 1895 Bancorp Of Wisconsin In | Stock-Other | 0.26% | — | — | |
| 18 | SRBK | Sr Bancorp Inc | Stock-Other | 0.25% | -0.20% | EXIT | |
| 19 | ✓ | Essa Bancorp Inc | Stock-Other | 0.24% | — | — | |
| 20 | CLST | Catalyst Bancorp Inc | Stock-Other | 0.24% | +0.65% | — | |
| 21 | PBBK | Pb Bankshares Inc | Stock-Other | 0.23% | — | — | |
| 22 | RMBI | Richmond Mutual Bancorporati | Stock-Other | 0.20% | — | — | |
| 23 | PDLB | Ponce Financial Group Inc | Stock-Other | 0.20% | +0.03% | — | |
| 24 | ECBK | Ecb Bancorp Inc | Stock-Other | 0.16% | +0.03% | — | |
| 25 | 1S4 | Harborone Bancorp Inc | Stock-Other | 0.15% | — | — | |
| 26 | FBLA | Fb Bancorp Inc | Stock-Other | 0.12% | +0.01% | — | |
| 27 | ✓ | Cfsb Bancorp Inc Com | Stock-Other | 0.04% | — | — | |
| 28 | PFG | Principal Financial Group | Stock-Financials | 0.02% | — | — | |
| 29 | ✓ | Wheeler Real Estate Invt Tr | Stock-Other | — | — | — | |
| 30 | MET | Metlife Inc | Stock-Financials | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WHLR 7 12-31-31Bond | Wheeler Reit Inc | — | NEW | New buy |
| 2 | KWY | Kingsway CORP | — | NEW | New buy |
| 3 | SFBC | Sound Financial Bancorp Inc | — | NEW | New buy |
| 4 | PFS | Provident Financial Services, Inc. | — | NEW | New buy |
| 5 | IROQ | If Bancorp Inc | — | NEW | New buy |
| 6 | CPBI | Central Plains Bancshares In | — | NEW | New buy |
| 7 | WHLR 9 PERP BBond | Wheeler Reit Inc | — | NEW | New buy |
| 8 | FSBW | Fs Bancorp Inc | — | NEW | New buy |
| 9 | NECB | Northeast Community Bancorp | — | NEW | New buy |
| 10 | ✓ | — | NEW | New buy | |
| 11 | BVFL | BV Financial Inc | — | NEW | New buy |
| 12 | NBBK | Nb Bancorp Inc | — | NEW | New buy |
| 13 | FSFG | First Savings Financial Grp | — | NEW | New buy |
| 14 | HFBL | Home Federal Bancorp Inc/la | — | NEW | New buy |
| 15 | FDSB | Fifth District Bancorp Inc | — | NEW | New buy |
| 16 | MGYR | Magyar Bancorp Inc | — | NEW | New buy |
| 17 | BCOW | 1895 Bancorp Of Wisconsin In | — | NEW | New buy |
| 18 | SRBK | Sr Bancorp Inc | — | NEW | New buy |
| 19 | ✓ | Essa Bancorp Inc | — | NEW | New buy |
| 20 | CLST | Catalyst Bancorp Inc | — | NEW | New buy |
| 21 | PBBK | Pb Bankshares Inc | — | NEW | New buy |
| 22 | RMBI | Richmond Mutual Bancorporati | — | NEW | New buy |
| 23 | PDLB | Ponce Financial Group Inc | — | NEW | New buy |
| 24 | ECBK | Ecb Bancorp Inc | — | NEW | New buy |
| 25 | 1S4 | Harborone Bancorp Inc | — | NEW | New buy |
| 26 | FBLA | Fb Bancorp Inc | — | NEW | New buy |
| 27 | ✓ | Cfsb Bancorp Inc Com | — | NEW | New buy |
| 28 | PFG | Principal Financial Group | — | NEW | New buy |
| 29 | ✓ | Wheeler Real Estate Invt Tr | — | NEW | New buy |
| 30 | MET | Metlife Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Stilwell Value LLC reported a total U.S. public equity portfolio value of $174.4M across 30 disclosed positions in Q1 2025.
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Top New Position Initiated
WHLR 7 12-31-31
市值: $75.9M
During Q1 2025, Stilwell Value LLC's top holdings by market value included WHLR 7 12-31-31 (39.0%)、KWY (23.2%)、SFBC (10.6%). The largest single position, WHLR 7 12-31-31, represented 39.0% of total portfolio value.
In Q1 2025, Stilwell Value LLC made 30 total portfolio adjustments, initiating 30 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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