Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 8, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 70
- −17 vs. Q1 2023
- Portfolio value
- $92.6M
- −$17.1M (−15.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 455,489 | $13.1M | 14.1% | −38,501−7.8% | Reduced | History |
| SNVSynovus Financial Corp | COM NEW | 250,662 | $7.58M | 8.2% | −7,555−2.9% | Reduced | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 299,138 | $6.61M | 7.1% | +49,831+20.0% | Added | History |
| FRSTPrimis Financial Corp. | COM | 779,933 | $6.57M | 7.1% | −2,300−0.3% | Reduced | History |
| WFCWells Fargo & Company | Stock | 137,549 | $5.87M | 6.3% | +2,557+1.9% | Added | History |
| SMBKSmartfinancial Inc. | COM NEW | 233,022 | $5.01M | 5.4% | +2,100+0.9% | Added | History |
| PGCPeapack Gladstone Financial Corp | COM | 155,819 | $4.22M | 4.6% | −35,552−18.6% | Reduced | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 71,022 | $4.02M | 4.3% | +13,093+22.6% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 22,305 | $2.81M | 3.0% | −2,204−9.0% | Reduced | History |
| SSBSouthState Bank Corp | COM | 36,183 | $2.38M | 2.6% | +7,951+28.2% | Added | History |
| WBSWebster Financial Corp | COM | 54,966 | $2.07M | 2.2% | +1,400+2.6% | Added | History |
| FITBFifth Third Bancorp | COM | 73,553 | $1.93M | 2.1% | +10,000+15.7% | Added | History |
| FBKFB Financial Corp | COM | 68,620 | $1.92M | 2.1% | −25,000−26.7% | Reduced | History |
| VABKVirginia National Bankshares Corp | COM | 46,007 | $1.48M | 1.6% | −3,780−7.6% | Reduced | History |
| RFRegions Financial Corp | COM | 75,080 | $1.34M | 1.4% | −15,441−17.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 8,660 | $1.26M | 1.4% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 38,137 | $1.16M | 1.2% | −1,500−3.8% | Reduced | History |
| PFCPremier Financial Corp | COM | 62,856 | $1.01M | 1.1% | −1,721−2.7% | Reduced | History |
| CNOBConnectOne Bancorp, Inc. | COM | 52,522 | $871.3K | 0.9% | 00.0% | Unchanged | History |
| MNSBMainStreet Bancshares, Inc. | COM | 38,382 | $869.7K | 0.9% | −1,680−4.2% | Reduced | History |
| WSFSWSFS Financial Corp | COM | 22,977 | $866.7K | 0.9% | 00.0% | Unchanged | History |
| CBFVCB Financial Services, Inc. | COM | 35,923 | $743.6K | 0.8% | −650−1.8% | Reduced | History |
| BAFNBayFirst Financial Corp. | COM | 55,077 | $743.5K | 0.8% | 00.0% | Unchanged | History |
| AUBAtlantic Union Bankshares Corp | COM | 28,498 | $739.5K | 0.8% | +28,498 | New | History |
| Townebank Portsmouth Va89214P109 | COM | 31,465 | $731.2K | 0.8% | +4,400+16.3% | Added | – |
| COFCapital One Financial Corp | Stock | 6,612 | $723.2K | 0.8% | 00.0% | Unchanged | History |
| BPOPPopular, Inc. | COM NEW | 11,158 | $675.3K | 0.7% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 13,900 | $671.9K | 0.7% | +2,000+16.8% | Added | History |
| HWCHancock Whitney Corp | COM | 17,357 | $666.2K | 0.7% | −953−5.2% | Reduced | History |
| AAPLApple Inc. | Stock | 3,428 | $664.9K | 0.7% | 00.0% | Unchanged | History |
| Summit St BK Santa Rosa Cali866264203 | COM | 41,797 | $631.6K | 0.7% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 5,800 | $622.0K | 0.7% | 00.0% | Unchanged | History |
| SHBIShore Bancshares Inc | COM | 53,739 | $621.2K | 0.7% | −20,000−27.1% | Reduced | History |
| METMetlife Inc | Stock | 10,646 | $601.8K | 0.6% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 6,940 | $592.7K | 0.6% | −200−2.8% | Reduced | History |
| PFSProvident Financial Services Inc | COM | 35,710 | $583.5K | 0.6% | −10,000−21.9% | Reduced | History |
| CVLYCodorus Valley Bancorp Inc | COM | 29,602 | $580.5K | 0.6% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 14,719 | $503.5K | 0.5% | 00.0% | Unchanged | History |
| CNOCNO Financial Group, Inc. | COM | 20,505 | $485.4K | 0.5% | −5,000−19.6% | Reduced | History |
| HTBHomeTrust Bancshares, Inc. | COM | 23,114 | $482.9K | 0.5% | 00.0% | Unchanged | History |
| LBAILakeland Bancorp Inc | COM | 33,579 | $449.6K | 0.5% | −49,158−59.4% | Reduced | History |
| CFGCitizens Financial Group Inc | COM | 17,201 | $448.6K | 0.5% | 00.0% | Unchanged | History |
| BANCBanc of California, Inc. | COM | 37,051 | $429.1K | 0.5% | −15,000−28.8% | Reduced | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $425.6K | 0.5% | 00.0% | Unchanged | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 23,873 | $420.9K | 0.5% | −10,099−29.7% | Reduced | History |
| CCitigroup Inc | Stock | 8,788 | $404.6K | 0.4% | +3,300+60.1% | Added | History |
| CFBKCF Bankshares Inc. | COM | 26,132 | $392.0K | 0.4% | 00.0% | Unchanged | History |
| INDBIndependent Bank Corp | COM | 7,778 | $346.2K | 0.4% | −13,693−63.8% | Reduced | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $337.9K | 0.4% | −500−2.5% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 15,432 | $313.0K | 0.3% | 00.0% | Unchanged | History |
| AMNBAmerican National Bankshares Inc. | COM | 10,358 | $300.2K | 0.3% | 00.0% | Unchanged | History |
| KEYKeycorp | COM | 31,781 | $293.7K | 0.3% | +4,895+18.2% | Added | History |
| TCBXThird Coast Bancshares, Inc. | COM | 17,411 | $276.3K | 0.3% | −5,408−23.7% | Reduced | History |
| TCFCCommunity Financial Corp | COM | 9,657 | $261.6K | 0.3% | 00.0% | Unchanged | History |
| QCRHQCR Holdings Inc | COM | 6,260 | $256.8K | 0.3% | −2,242−26.4% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 894 | $236.0K | 0.3% | 00.0% | Unchanged | History |
| HBANHuntington Bancshares Inc | COM | 21,534 | $232.1K | 0.3% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 1,203 | $226.2K | 0.2% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 1,200 | $208.4K | 0.2% | 00.0% | Unchanged | History |
| ORRFOrrstown Financial Services Inc | COM | 10,400 | $199.2K | 0.2% | 00.0% | Unchanged | History |
| ZIONZions Bancorporation, National Association | COM | 7,283 | $195.6K | 0.2% | +7,283 | New | History |
| CBANColony Bankcorp Inc | COM | 19,528 | $184.0K | 0.2% | −3,168−14.0% | Reduced | History |
| BOTJBank of the James Financial Group Inc | COM | 18,990 | $172.8K | 0.2% | −21,140−52.7% | Reduced | History |
| UBFOUnited Security Bancshares | COM | 25,371 | $169.0K | 0.2% | +110+0.4% | Added | History |
| OPBKOP Bancorp | COM | 18,661 | $157.3K | 0.2% | −13,446−41.9% | Reduced | History |
| ONBOld National Bancorp | Stock | 10,000 | $139.4K | 0.2% | 00.0% | Unchanged | History |
| KINSKingstone Companies, Inc. | COM | 108,629 | $127.1K | 0.1% | −41,549−27.7% | Reduced | History |
| SFESSafeguard Scientifics Inc | COM NEW | 14,920 | $24.6K | <0.1% | −4,749−24.1% | Reduced | History |
| Payoneer Global Inc.70451X112 | *W EXP 06/25/202 | 10,000 | $5.00K | <0.1% | 00.0% | Unchanged | – |
| FHNFirst Horizon Corp | COM | 433 | $4.88K | <0.1% | +433 | New | History |
Options (15)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| WFCWells Fargo & Company | Stock | – | $2.01M |
| BACBank of America Corp | Stock | – | $655.6K |
| FFord Motor Co | Stock | – | $174.8K |
| CCitigroup Inc | Stock | – | $145.4K |
| FITBFifth Third Bancorp | COM | – | $65.3K |
| HBANHuntington Bancshares Inc | COM | – | $48.4K |
| KEYKeycorp | COM | – | $45.3K |
| SPYSPDR S&P 500 ETF Trust | ETF | – | $32.8K |
| FHNFirst Horizon Corp | COM | – | $32.5K |
| COFCapital One Financial Corp | Stock | – | $27.9K |
| OSGOctave Specialty Group Inc | COM NEW | – | $12.5K |
| TFCTruist Financial Corp | COM | – | $10.4K |
| METMetlife Inc | Stock | – | $2.50K |
| ZIONZions Bancorporation, National Association | COM | – | $1.36K |
| RFRegions Financial Corp | COM | – | $660 |
Sold out since Q1 2023 (20)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| FBNCFirst Bancorp | COM | 68,994 | $2.45M | 2.2% | History |
| EFSCEnterprise Financial Services Corp | COM | 20,614 | $919.2K | 0.8% | History |
| CERSCerus Corp | COM | 309,404 | $918.9K | 0.8% | History |
| COOPMaverick Merger Sub 2, LLC | COM | 20,557 | $842.2K | 0.8% | History |
| LMSTLimestone Bancorp, Inc. | COM | 30,907 | $689.5K | 0.6% | History |
| THGHanover Insurance Group, Inc. | COM | 5,236 | $672.8K | 0.6% | History |
| FGBIFirst Guaranty Bancshares, Inc. | COM | 40,504 | $634.7K | 0.6% | History |
| AERAerCap Holdings N.V. | SHS | 10,858 | $610.5K | 0.6% | History |
| MPBMid Penn Bancorp Inc | COM | 14,437 | $369.7K | 0.3% | History |
| WSBCWesbanco Inc | COM | 9,605 | $294.9K | 0.3% | History |
| TBNKTerritorial Bancorp Inc. | COM | 14,506 | $280.1K | 0.3% | History |
| FCCOFirst Community Corp | COM | 12,958 | $259.2K | 0.2% | History |
| FPIFarmland Partners Inc. | COM | 22,000 | $235.4K | 0.2% | History |
| AMTBAmerant Bancorp Inc. | CL A | 9,688 | $210.8K | 0.2% | History |
| PPBIPacific Premier Bancorp Inc | COM | 8,540 | $205.1K | 0.2% | History |
| MACMacerich Co | COM | 16,720 | $177.2K | 0.2% | History |
| CMAComerica Inc | COM | 3,473 | $150.8K | 0.1% | History |
| BYFCBroadway Financial Corp DE | COM | 75,000 | $78.8K | 0.1% | History |
| Oncosec Med Inc68234L405 | COM NOV 2022 | 20,799 | $53.7K | <0.1% | – |
| Senior Connect Acquisitn Cor81723H116 | *W EXP 12/31/202 | 22,500 | $878 | <0.1% | – |