Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 80
- +2 vs. Q3 2024
- Portfolio value
- $195.4M
- +$38.1M (+24.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 1,752,003 | $61.9M | 31.7% | +700,900+66.7% | Added | History |
| SNVSynovus Financial Corp | COM NEW | 203,926 | $10.4M | 5.3% | −14,067−6.5% | Reduced | History |
| FRSTPrimis Financial Corp. | COM | 756,258 | $8.82M | 4.5% | +926+0.1% | Added | History |
| CCitigroup Inc | Stock | 393,650 | $8.39M | 4.3% | +347,005+743.9% | Added | History |
| WFCWells Fargo & Company | Stock | 133,733 | $8.15M | 4.2% | +10,700+8.7% | Added | History |
| SMBKSmartfinancial Inc. | COM NEW | 238,789 | $7.40M | 3.8% | 00.0% | Unchanged | History |
| BANCBanc of California, Inc. | COM | 377,576 | $5.84M | 3.0% | +87,037+30.0% | Added | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 206,681 | $5.69M | 2.9% | −18,000−8.0% | Reduced | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 47,323 | $5.41M | 2.8% | −9,006−16.0% | Reduced | History |
| PGCPeapack Gladstone Financial Corp | COM | 148,094 | $4.75M | 2.4% | −4,444−2.9% | Reduced | History |
| CMAComerica Inc | COM | 165,971 | $3.35M | 1.7% | +121,700+274.9% | Added | History |
| SSBSouthState Bank Corp | COM | 32,912 | $3.27M | 1.7% | 00.0% | Unchanged | History |
| FBKFB Financial Corp | COM | 61,520 | $3.17M | 1.6% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 72,242 | $3.13M | 1.6% | +70+0.1% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 14,490 | $2.79M | 1.4% | 00.0% | Unchanged | History |
| MCBMetropolitan Bank Holding Corp. | COM | 41,703 | $2.44M | 1.2% | +5,598+15.5% | Added | History |
| WBSWebster Financial Corp | COM | 37,964 | $2.10M | 1.1% | −1,733−4.4% | Reduced | History |
| FSUNFirstsun Capital Bancorp | COM | 50,525 | $2.02M | 1.0% | +50,525 | New | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 61,834 | $1.90M | 1.0% | 00.0% | Unchanged | History |
| CFGCitizens Financial Group Inc | COM | 179,301 | $1.85M | 0.9% | +163,500+1,034.7% | Added | History |
| CNOBConnectOne Bancorp, Inc. | COM | 76,496 | $1.75M | 0.9% | +10,236+15.4% | Added | History |
| RFRegions Financial Corp | COM | 70,833 | $1.67M | 0.9% | −1,000−1.4% | Reduced | History |
| BPOPPopular, Inc. | COM NEW | 17,194 | $1.62M | 0.8% | −1,400−7.5% | Reduced | History |
| HAFCHanmi Financial Corp | COM NEW | 68,143 | $1.61M | 0.8% | −5,466−7.4% | Reduced | History |
| VABKVirginia National Bankshares Corp | COM | 41,052 | $1.57M | 0.8% | 00.0% | Unchanged | History |
| WALWestern Alliance Bancorporation | COM | 17,895 | $1.49M | 0.8% | −8,297−31.7% | Reduced | History |
| HTBHomeTrust Bancshares, Inc. | COM | 40,950 | $1.38M | 0.7% | 00.0% | Unchanged | History |
| VBTXVeritex Holdings, Inc. | COM | 49,177 | $1.34M | 0.7% | +15,779+47.2% | Added | History |
| FHNFirst Horizon Corp | COM | 258,618 | $1.33M | 0.7% | +220,000+569.7% | Added | History |
| HWCHancock Whitney Corp | COM | 23,796 | $1.30M | 0.7% | +6,000+33.7% | Added | History |
| TCBXThird Coast Bancshares, Inc. | COM | 37,675 | $1.28M | 0.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,168 | $1.24M | 0.6% | −1,552−23.1% | Reduced | History |
| SHBIShore Bancshares Inc | COM | 72,057 | $1.14M | 0.6% | 00.0% | Unchanged | History |
| WSFSWSFS Financial Corp | COM | 21,309 | $1.13M | 0.6% | 00.0% | Unchanged | History |
| PFSProvident Financial Services Inc | COM | 59,843 | $1.13M | 0.6% | 00.0% | Unchanged | History |
| Townebank Portsmouth Va89214P109 | COM | 30,533 | $1.04M | 0.5% | 00.0% | Unchanged | – |
| KEYKeycorp | COM | 74,848 | $981.6K | 0.5% | +19,500+35.2% | Added | History |
| CBFVCB Financial Services, Inc. | COM | 34,203 | $977.5K | 0.5% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 5,427 | $967.7K | 0.5% | +5,000+1,171.0% | Added | History |
| ARAntero Resources Corp | COM | 26,000 | $911.3K | 0.5% | +13,000+100.0% | Added | History |
| AUBAtlantic Union Bankshares Corp | COM | 22,713 | $860.4K | 0.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 3,418 | $855.9K | 0.4% | 00.0% | Unchanged | History |
| AMTBAmerant Bancorp Inc. | CL A | 34,988 | $784.1K | 0.4% | 00.0% | Unchanged | History |
| Summit St BK Santa Rosa Cali866264203 | COM | 102,046 | $780.7K | 0.4% | +23,594+30.1% | Added | – |
| ABCBAmeris Bancorp | COM | 12,376 | $774.4K | 0.4% | 00.0% | Unchanged | History |
| MNSBMainStreet Bancshares, Inc. | COM | 41,995 | $760.1K | 0.4% | +4,213+11.2% | Added | History |
| BAFNBayFirst Financial Corp. | COM | 55,077 | $732.5K | 0.4% | 00.0% | Unchanged | History |
| CFBKCF Bankshares Inc. | COM | 26,764 | $683.6K | 0.3% | +1,189+4.6% | Added | History |
| SPFISouth Plains Financial, Inc. | COM | 18,708 | $650.1K | 0.3% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 6,886 | $563.8K | 0.3% | 00.0% | Unchanged | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $550.3K | 0.3% | 00.0% | Unchanged | History |
| ORRFOrrstown Financial Services Inc | COM | 15,000 | $549.1K | 0.3% | −10,900−42.1% | Reduced | History |
| MSMorgan Stanley | Stock | 4,225 | $531.2K | 0.3% | 00.0% | Unchanged | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 29,269 | $519.5K | 0.3% | −1,731−5.6% | Reduced | History |
| QCRHQCR Holdings Inc | COM | 6,328 | $510.3K | 0.3% | 00.0% | Unchanged | History |
| CBNKCapital Bancorp Inc | COM | 17,208 | $490.4K | 0.3% | +17,208 | New | History |
| XOMExxonMobil Holdings Corp | COM | 4,500 | $484.1K | 0.2% | 00.0% | Unchanged | History |
| COLBColumbia Banking System, Inc. | COM | 15,286 | $412.9K | 0.2% | 00.0% | Unchanged | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $408.6K | 0.2% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 10,700 | $350.2K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 6,117 | $346.0K | 0.2% | +10+0.2% | Added | History |
| BOTJBank of the James Financial Group Inc | COM | 18,990 | $301.4K | 0.2% | 00.0% | Unchanged | History |
| OPBKOP Bancorp | COM | 18,210 | $287.9K | 0.1% | 00.0% | Unchanged | History |
| ZIONZions Bancorporation, National Association | COM | 5,200 | $282.1K | 0.1% | 00.0% | Unchanged | History |
| HBANHuntington Bancshares Inc | COM | 16,337 | $265.8K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 800 | $252.8K | 0.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 1,287 | $248.1K | 0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $245.7K | 0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 824 | $227.7K | 0.1% | 00.0% | Unchanged | History |
| INDBIndependent Bank Corp | COM | 3,529 | $226.5K | 0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 992 | $223.9K | 0.1% | 00.0% | Unchanged | History |
| ONBOld National Bancorp | Stock | 10,000 | $217.1K | 0.1% | 00.0% | Unchanged | History |
| PPBIPacific Premier Bancorp Inc | COM | 8,540 | $212.8K | 0.1% | 00.0% | Unchanged | History |
| FXNCFirst National Corp | COM | 8,776 | $201.9K | 0.1% | +8,776 | New | History |
| UWMCUWM Holdings Corp | COM CL A | 150,000 | $187.5K | 0.1% | +150,000 | New | History |
| UBFOUnited Security Bancshares | COM | 18,181 | $183.6K | 0.1% | −8,890−32.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 60,000 | $180.0K | 0.1% | +60,000 | New | History |
| VBNKVersaBank | COM | 10,000 | $137.3K | 0.1% | +10,000 | New | History |
| FVCBFVCBankcorp, Inc. | COM | 10,000 | $125.7K | 0.1% | 00.0% | Unchanged | History |
| QSQuantumScape Corp | COM CL A | 49,700 | $125.5K | 0.1% | +28,000+129.0% | Added | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| TCBITexas Capital Bancshares Inc | COM | 3,948 | $282.1K | 0.2% | History |
| PPLIPeople Inc | COM NEW | 4,234 | $227.9K | 0.1% | History |
| BDXBecton Dickinson & Co | Stock | 862 | $207.8K | 0.1% | History |
| BRBSBlue Ridge Bankshares, Inc. | COM | 44,090 | $123.5K | 0.1% | History |