Investor
STILWELL VALUE LLC
CIK 0001397076 · filed 2026-05-06 · SEC filing
13F book
$166.9M
Positions
25
3 new · 2 sold
Largest name
42.4%
Wheeler Real Estate Invt Tr
Est. mark
−$7.93M
Price effect on 22 names still held. Flow −$6.61M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Wheeler Real Estate Invt Tr | — | 883.2K | $70.8M | 42.4% | $0 | Held |
| Kingsway Finl Svcs Inc | KWY | 3.36M | $35.1M | 21.0% | −$10.2M | Held |
| Sound Finl Bancorp Inc | — | 410K | $17.9M | 10.7% | $32.8K | Held |
| Lake Shore Bancorp Inc | — | 773.7K | $11.7M | 7.0% | $402.3K | Held |
| Central Plains Bancshares In | — | 366.9K | $6.28M | 3.8% | $69.7K | Held |
| Wheeler Real Estate Invt Tr | — | 735.5K | $5.11M | 3.1% | $1.29M | Cut$1.16M |
| Catalyst Bancorp, Inc. | CLST | 282.4K | $4.68M | 2.8% | $206.3K | Added$665.6K |
| FS Bancorp, Inc. | FSBW | 72K | $2.78M | 1.7% | −$185.8K | Cut−$308.3K |
| Northeast Cmnty Bancorp Inc | — | 110K | $2.62M | 1.6% | $130.9K | Held |
| Bv Finl Inc | — | 90K | $1.72M | 1.0% | $90K | Cut−$700 |
| Home Fed Bancorp Inc La New | — | 80K | $1.38M | 0.8% | −$56K | Held |
| NB Bancorp, Inc. | NBBK | 65K | $1.37M | 0.8% | $81.3K | Held |
| Fifth Dist Bancorp Inc | — | 80K | $1.19M | 0.7% | −$14.4K | Held |
| Avidia Bancorp, Inc. | AVBC | 40K | $786.8K | 0.5% | $114.4K | Held |
| Magyar Bancorp, Inc. | MGYR | 40K | $692.4K | 0.4% | $1.2K | Held |
| ImmunityBio, Inc. | IBRX | 80K | $613.6K | 0.4% | — | New |
| Proshares Tr Ii | — | 4K | $478K | 0.3% | — | New |
| SR Bancorp, Inc. | SRBK | 20K | $337.6K | 0.2% | $22.8K | Cut−$292K |
| Ecb Bancorp Inc | — | 20K | $334.6K | 0.2% | −$13.2K | Held |
| Ponce Financial Group, Inc. | PDLB | 20K | $334.2K | 0.2% | $7.2K | Held |
| Fb Bancorp Inc | — | 20K | $274.8K | 0.2% | $17.8K | Held |
| Marathon Bancorp Inc | — | 20K | $270.6K | 0.2% | $27.4K | Held |
| Principal Financial Group In | — | 547 | $49.3K | 0.0% | $1.04K | Held |
| Wheeler Real Estate Invt Tr | — | 19K | $17.6K | 0.0% | — | New |
| Metlife Inc | — | 60 | $4.24K | 0.0% | −$493 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.