Stilwell Value LLC 13F holdings
Stilwell Value LLC reported 22 positions with a total reported value of $174.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: WHEELER REAL ESTATE INVT TR (45.0%), KWY KINGSWAY CORP (20.1%), SFBC SOUND FINL BANCORP INC (10.1%), LSBK LAKE SHORE BANCORP INC (7.9%), CPBI CENTRAL PLAINS BANCSHARES IN (4.4%). Against 2026-03-31 it opened 1 new position and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
22 largest of 22 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| WHEELER REAL ESTATE INVT TR | 1,577,770 | $78.5M | 45.0% |
| KWY KINGSWAY CORP | 3,363,450 | $35.0M | 20.1% |
| SFBC SOUND FINL BANCORP INC | 410,019 | $17.7M | 10.1% |
| LSBK LAKE SHORE BANCORP INC | 773,675 | $13.8M | 7.9% |
| CPBI CENTRAL PLAINS BANCSHARES IN | 406,874 | $7.7M | 4.4% |
| CLST CATALYST BANCORP INC | 364,085 | $6.0M | 3.4% |
| FSBW FS BANCORP INC | 70,000 | $3.0M | 1.7% |
| NECB NORTHEAST CMNTY BANCORP INC | 100,000 | $2.8M | 1.6% |
| BV FINL INC | 80,000 | $1.7M | 1.0% |
| HOME FED BANCORP INC LA NEW | 80,000 | $1.7M | 1.0% |
| FDSB FIFTH DIST BANCORP INC | 80,000 | $1.3M | 0.7% |
| NBBK NB BANCORP INC | 50,000 | $1.1M | 0.6% |
| SPCX SPACE EXPLORATION TECHN CORP | 5,000 | $854.3K | 0.5% |
| AVBC AVIDIA BANCORP INC | 35,000 | $734.6K | 0.4% |
| MGYR MAGYAR BANCORP INC | 40,000 | $698.0K | 0.4% |
| ECBK ECB BANCORP INC | 20,000 | $401.6K | 0.2% |
| PDLB PONCE FINANCIAL GROUP INC | 20,000 | $398.8K | 0.2% |
| MBBC MARATHON BANCORP INC | 20,000 | $305.6K | 0.2% |
| FBLA FB BANCORP INC | 20,000 | $301.2K | 0.2% |
| PROSHARES TR II | 4,000 | $272.0K | 0.2% |
| PFG PRINCIPAL FINANCIAL GROUP IN | 547 | $59.0K | <0.1% |
| MET METLIFE INC | 60 | $5.1K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 5,000 | $854.3K | 0.5% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CLST CATALYST BANCORP INC | 282,434 | 364,085 | +28.9% | $6.0M |
| CPBI CENTRAL PLAINS BANCSHARES IN | 366,901 | 406,874 | +10.9% | $7.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WHEELER REAL ESTATE INVT TR | 1,637,716 | 1,577,770 | -3.7% | $78.5M |
| NBBK NB BANCORP INC | 65,000 | 50,000 | -23.1% | $1.1M |
| NECB NORTHEAST CMNTY BANCORP INC | 110,000 | 100,000 | -9.1% | $2.8M |
| BV FINL INC | 90,000 | 80,000 | -11.1% | $1.7M |
| AVBC AVIDIA BANCORP INC | 40,000 | 35,000 | -12.5% | $734.6K |
| FSBW FS BANCORP INC | 72,000 | 70,000 | -2.8% | $3.0M |
CIK 1397076 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
