Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 4, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 111
- +5 vs. Q3 2021
- Portfolio value
- $263.7M
- +$42.3M (+19.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 2,466,474 | $97.1M | 36.8% | +461,989+23.0% | Added | History |
| COWNCowen Inc. | CL A NEW | 457,702 | $16.5M | 6.3% | −9,427−2.0% | Reduced | History |
| FRSTPrimis Financial Corp. | COM | 734,262 | $11.0M | 4.2% | 00.0% | Unchanged | History |
| SNVSynovus Financial Corp | COM NEW | 213,229 | $9.96M | 3.8% | +1,500+0.7% | Added | History |
| WFCWells Fargo & Company | Stock | 526,457 | $7.11M | 2.7% | +453,171+618.4% | Added | History |
| BKUBankUnited, Inc. | COM | 150,624 | $6.37M | 2.4% | +328+0.2% | Added | History |
| PGCPeapack Gladstone Financial Corp | COM | 167,098 | $5.92M | 2.2% | +14,435+9.5% | Added | History |
| FITBFifth Third Bancorp | COM | 337,051 | $5.28M | 2.0% | +246,500+272.2% | Added | History |
| CCitigroup Inc | Stock | 404,208 | $4.95M | 1.9% | +400,943+12,280.0% | Added | History |
| COFCapital One Financial Corp | Stock | 40,192 | $4.38M | 1.7% | +32,200+402.9% | Added | History |
| FBKFB Financial Corp | COM | 97,839 | $4.29M | 1.6% | 00.0% | Unchanged | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 44,829 | $4.28M | 1.6% | 00.0% | Unchanged | History |
| SMBKSmartfinancial Inc. | COM NEW | 138,613 | $3.79M | 1.4% | +27,897+25.2% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 19,562 | $3.78M | 1.4% | −1,000−4.9% | Reduced | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 103,830 | $3.67M | 1.4% | +9,700+10.3% | Added | History |
| FCCY1st Constitution Bancorp | COM | 131,812 | $3.38M | 1.3% | 00.0% | Unchanged | History |
| FBNCFirst Bancorp | COM | 68,974 | $3.15M | 1.2% | +68,974 | New | History |
| STLSterling Bancorp | COM | 138,564 | $3.12M | 1.2% | +19,500+16.4% | Added | History |
| INDBIndependent Bank Corp | COM | 37,079 | $3.02M | 1.1% | +37,079 | New | History |
| AUBAtlantic Union Bankshares Corp | COM | 64,841 | $2.42M | 0.9% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 45,837 | $2.41M | 0.9% | +6,200+15.6% | Added | History |
| RFRegions Financial Corp | COM | 257,281 | $2.30M | 0.9% | +165,800+181.2% | Added | History |
| SSBSouthState Bank Corp | COM | 28,232 | $2.26M | 0.9% | 00.0% | Unchanged | History |
| CERSCerus Corp | COM | 314,444 | $2.14M | 0.8% | −15,500−4.7% | Reduced | History |
| AIGAmerican International Group, Inc. | Stock | 147,102 | $2.06M | 0.8% | +146,500+24,335.5% | Added | History |
| VABKVirginia National Bankshares Corp | COM | 49,787 | $1.89M | 0.7% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 113,016 | $1.59M | 0.6% | +110,915+5,279.2% | Added | History |
| FGBIFirst Guaranty Bancshares, Inc. | COM | 77,692 | $1.58M | 0.6% | +7,075+10.0% | Added | History |
| SHBIShore Bancshares Inc | COM | 73,739 | $1.54M | 0.6% | +54,018+273.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 11,460 | $1.43M | 0.5% | +2,800+32.3% | Added | History |
| CNOBConnectOne Bancorp, Inc. | COM | 42,421 | $1.39M | 0.5% | 00.0% | Unchanged | History |
| EFSCEnterprise Financial Services Corp | COM | 28,203 | $1.33M | 0.5% | 00.0% | Unchanged | History |
| OSGOctave Specialty Group Inc | COM NEW | 80,684 | $1.29M | 0.5% | +10,684+15.3% | Added | History |
| BAFNBayFirst Financial Corp. | COM | 55,077 | $1.25M | 0.5% | +55,077 | New | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 33,881 | $1.19M | 0.5% | 00.0% | Unchanged | History |
| KEYKeycorp | COM | 126,286 | $1.16M | 0.4% | +99,400+369.7% | Added | History |
| WSFSWSFS Financial Corp | COM | 22,977 | $1.15M | 0.4% | 00.0% | Unchanged | History |
| PFSProvident Financial Services Inc | COM | 46,787 | $1.13M | 0.4% | 00.0% | Unchanged | History |
| BANCBanc of California, Inc. | COM | 52,051 | $1.02M | 0.4% | +52,051 | New | History |
| MNSBMainStreet Bancshares, Inc. | COM | 40,062 | $985.0K | 0.4% | +1,252+3.2% | Added | History |
| CNOCNO Financial Group, Inc. | COM | 40,390 | $963.0K | 0.4% | −500−1.2% | Reduced | History |
| FFWMFirst Foundation Inc. | COM | 37,313 | $928.0K | 0.4% | +37,313 | New | History |
| PFCPremier Financial Corp | COM | 28,807 | $890.0K | 0.3% | 00.0% | Unchanged | History |
| LMSTLimestone Bancorp, Inc. | COM | 47,643 | $889.0K | 0.3% | 00.0% | Unchanged | History |
| CBFVCB Financial Services, Inc. | COM | 36,573 | $880.0K | 0.3% | 00.0% | Unchanged | History |
| Townebank Portsmouth Va89214P109 | COM | 27,065 | $855.0K | 0.3% | 00.0% | Unchanged | – |
| HWCHancock Whitney Corp | COM | 70,549 | $851.0K | 0.3% | +70,000+12,750.5% | Added | History |
| BPOPPopular, Inc. | COM NEW | 10,173 | $835.0K | 0.3% | +1,625+19.0% | Added | History |
| HBANHuntington Bancshares Inc | COM | 266,934 | $831.0K | 0.3% | +244,400+1,084.6% | Added | History |
| MSMorgan Stanley | Stock | 21,140 | $819.0K | 0.3% | +14,000+196.1% | Added | History |
| THGHanover Insurance Group, Inc. | COM | 5,826 | $764.0K | 0.3% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 50,000 | $750.0K | 0.3% | +50,000 | New | History |
| ABCBAmeris Bancorp | COM | 14,719 | $731.0K | 0.3% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 12,889 | $724.0K | 0.3% | −600−4.4% | Reduced | History |
| HTBHomeTrust Bancshares, Inc. | COM | 23,114 | $716.0K | 0.3% | 00.0% | Unchanged | History |
| AMTBAmerant Bancorp Inc. | CL A | 19,188 | $663.0K | 0.3% | +19,188 | New | History |
| BOTJBank of the James Financial Group Inc | COM | 40,130 | $620.0K | 0.2% | 00.0% | Unchanged | History |
| MACMacerich Co | COM | 150,000 | $620.0K | 0.2% | +150,000 | New | History |
| DVNDevon Energy Corp | Stock | 13,968 | $615.0K | 0.2% | +4,468+47.0% | Added | History |
| FCCOFirst Community Corp | COM | 29,456 | $615.0K | 0.2% | +5,556+23.2% | Added | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $612.0K | 0.2% | +5,709+50.4% | Added | History |
| AAPLApple Inc. | Stock | 3,397 | $603.0K | 0.2% | +67+2.0% | Added | History |
| CVLYCodorus Valley Bancorp Inc | COM | 23,902 | $514.0K | 0.2% | 00.0% | Unchanged | History |
| KINSKingstone Companies, Inc. | COM | 101,866 | $509.0K | 0.2% | +16,061+18.7% | Added | History |
| COLBColumbia Banking System, Inc. | COM | 15,432 | $505.0K | 0.2% | +8,168+112.4% | Added | History |
| GFEDGuaranty Federal Bancshares Inc | COM | 15,000 | $488.0K | 0.2% | 00.0% | Unchanged | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,920 | $486.0K | 0.2% | −3,085−13.4% | Reduced | History |
| MPBMid Penn Bancorp Inc | COM | 14,437 | $458.0K | 0.2% | −5,000−25.7% | Reduced | History |
| WSBCWesbanco Inc | COM | 12,905 | $452.0K | 0.2% | 00.0% | Unchanged | History |
| OPBKOP Bancorp | COM | 32,107 | $410.0K | 0.2% | −10,000−23.7% | Reduced | History |
| Summit St BK Santa Rosa Cali866264203 | COM | 23,549 | $405.0K | 0.2% | +4,349+22.7% | Added | – |
| AMNBAmerican National Bankshares Inc. | COM | 10,358 | $390.0K | 0.1% | 00.0% | Unchanged | History |
| CBANColony Bankcorp Inc | COM | 22,696 | $387.0K | 0.1% | 00.0% | Unchanged | History |
| TCFCCommunity Financial Corp | COM | 9,657 | $380.0K | 0.1% | +3,000+45.1% | Added | History |
| TBNKTerritorial Bancorp Inc. | COM | 14,751 | $372.0K | 0.1% | −3,383−18.7% | Reduced | History |
| Professional Hldg Corp743139107 | CL A COM | 19,275 | $369.0K | 0.1% | +19,275 | New | – |
| PXDPioneer Natural Resources Co | COM | 1,974 | $359.0K | 0.1% | 00.0% | Unchanged | History |
| APAAPA Corp | Stock | 55,100 | $357.0K | 0.1% | +55,100 | New | History |
| METMetlife Inc | Stock | 14,446 | $352.0K | 0.1% | +10,000+224.9% | Added | History |
| PPBIPacific Premier Bancorp Inc | COM | 8,540 | $342.0K | 0.1% | 00.0% | Unchanged | History |
| ONCSOncosec Medical Inc | COM | 321,354 | $308.0K | 0.1% | +44,042+15.9% | Added | History |
| CFGCitizens Financial Group Inc | COM | 8,801 | $302.0K | 0.1% | +600+7.3% | Added | History |
| CMAComerica Inc | COM | 3,473 | $302.0K | 0.1% | 00.0% | Unchanged | History |
| CFBKCF Bankshares Inc. | COM | 14,400 | $296.0K | 0.1% | 00.0% | Unchanged | History |
| PTRSPartners Bancorp | COM | 27,569 | $270.0K | 0.1% | 00.0% | Unchanged | History |
| OFGOfg Bancorp | COM | 10,121 | $269.0K | 0.1% | 00.0% | Unchanged | History |
| RBBRBB Bancorp | COM | 9,850 | $258.0K | 0.1% | 00.0% | Unchanged | History |
| SFSTSouthern First Bancshares Inc | COM | 4,000 | $250.0K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 592 | $246.0K | 0.1% | +592 | New | History |
| UNVRUnivar Solutions Inc. | COM | 8,200 | $232.0K | 0.1% | +8,200 | New | History |
| Ambac Finl Group Inc023139116 | *W EXP 04/30/202 | 55,300 | $231.0K | 0.1% | +30,300+121.2% | Added | – |
| BDXBecton Dickinson & Co | Stock | 894 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| FXNCFirst National Corp | COM | 9,223 | $212.0K | 0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 1,203 | $209.0K | 0.1% | +1,203 | New | History |
| ZIONZions Bancorporation, National Association | COM | 14,100 | $200.0K | 0.1% | +14,100 | New | History |
| ONBOld National Bancorp | Stock | 10,000 | $181.0K | 0.1% | 00.0% | Unchanged | History |
| AFBIAffinity Bancshares, Inc. | COM | 10,365 | $160.0K | 0.1% | 00.0% | Unchanged | History |
| VICIVici Properties Inc. | COM | 50,000 | $150.0K | 0.1% | +50,000 | New | History |
| SFESSafeguard Scientifics Inc | COM NEW | 20,405 | $150.0K | 0.1% | 00.0% | Unchanged | History |
| IMHImpac Mortgage Holdings Inc | COM NEW | 67,977 | $76.0K | <0.1% | −46,014−40.4% | Reduced | History |
Sold out since Q3 2021 (11)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| SLCTSelect Bancorp, Inc. | COM | 168,518 | $2.91M | 1.3% | History |
| EBSBMeridian Bancorp, Inc. | COM | 134,880 | $2.80M | 1.3% | History |
| SVBISevern Bancorp Inc | COM | 87,033 | $1.09M | 0.5% | History |
| Pacific Mercantile Bancorp694552100 | COM | 95,309 | $878.0K | 0.4% | – |
| Amerant Bancorp Inc.023576200 | CL B | 20,200 | $469.0K | 0.2% | – |
| SPHRSphere Entertainment Co. | CL A | 2,836 | $343.0K | 0.2% | History |
| BOCHBank of Commerce Holdings | COM | 20,421 | $310.0K | 0.1% | History |
| SALSalisbury Bancorp, Inc. | COM | 4,383 | $223.0K | 0.1% | History |
| HBIHanesbrands Inc. | COM | 10,000 | $172.0K | 0.1% | History |
| TAT&T Inc. | Stock | 1,700 | $46.0K | <0.1% | History |
| PFEPfizer Inc | Stock | 10 | $0 | 0.0% | History |