Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 23, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 78
- −2 vs. Q4 2024
- Portfolio value
- $163.7M
- −$31.7M (−16.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 843,103 | $37.9M | 23.2% | −908,900−51.9% | Reduced | History |
| WFCWells Fargo & Company | Stock | 130,233 | $9.77M | 6.0% | −3,500−2.6% | Reduced | History |
| SNVSynovus Financial Corp | COM NEW | 168,761 | $7.89M | 4.8% | −35,165−17.2% | Reduced | History |
| SMBKSmartfinancial Inc. | COM NEW | 239,139 | $7.43M | 4.5% | +350+0.1% | Added | History |
| FRSTPrimis Financial Corp. | COM | 757,831 | $7.40M | 4.5% | +1,573+0.2% | Added | History |
| CCitigroup Inc | Stock | 63,855 | $7.15M | 4.4% | −329,795−83.8% | Reduced | History |
| BANCBanc of California, Inc. | COM | 490,200 | $6.96M | 4.2% | +112,624+29.8% | Added | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 47,323 | $5.02M | 3.1% | 00.0% | Unchanged | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 184,614 | $4.75M | 2.9% | −22,067−10.7% | Reduced | History |
| PGCPeapack Gladstone Financial Corp | COM | 161,802 | $4.60M | 2.8% | +13,708+9.3% | Added | History |
| SSBSouthState Bank Corp | COM | 32,912 | $3.05M | 1.9% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 72,384 | $2.98M | 1.8% | +142+0.2% | Added | History |
| CMAComerica Inc | COM | 42,371 | $2.96M | 1.8% | −123,600−74.5% | Reduced | History |
| FBKFB Financial Corp | COM | 61,520 | $2.85M | 1.7% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 14,490 | $2.55M | 1.6% | 00.0% | Unchanged | History |
| MCBMetropolitan Bank Holding Corp. | COM | 45,171 | $2.53M | 1.5% | +3,468+8.3% | Added | History |
| WBSWebster Financial Corp | COM | 41,725 | $2.15M | 1.3% | +3,761+9.9% | Added | History |
| FSUNFirstsun Capital Bancorp | COM | 56,804 | $2.05M | 1.3% | +6,279+12.4% | Added | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 72,367 | $2.02M | 1.2% | +10,533+17.0% | Added | History |
| CNOBConnectOne Bancorp, Inc. | COM | 76,696 | $1.86M | 1.1% | +200+0.3% | Added | History |
| WALWestern Alliance Bancorporation | COM | 21,690 | $1.67M | 1.0% | +3,795+21.2% | Added | History |
| BPOPPopular, Inc. | COM NEW | 17,194 | $1.59M | 1.0% | 00.0% | Unchanged | History |
| HTBHomeTrust Bancshares, Inc. | COM | 45,765 | $1.57M | 1.0% | +4,815+11.8% | Added | History |
| HAFCHanmi Financial Corp | COM NEW | 68,143 | $1.54M | 0.9% | 00.0% | Unchanged | History |
| RFRegions Financial Corp | COM | 70,833 | $1.54M | 0.9% | 00.0% | Unchanged | History |
| VBTXVeritex Holdings, Inc. | COM | 59,361 | $1.48M | 0.9% | +10,184+20.7% | Added | History |
| VABKVirginia National Bankshares Corp | COM | 41,052 | $1.48M | 0.9% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 7,739 | $1.39M | 0.8% | +2,312+42.6% | Added | History |
| HWCHancock Whitney Corp | COM | 24,196 | $1.27M | 0.8% | +400+1.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 5,168 | $1.27M | 0.8% | 00.0% | Unchanged | History |
| TCBXThird Coast Bancshares, Inc. | COM | 37,675 | $1.26M | 0.8% | 00.0% | Unchanged | History |
| PFSProvident Financial Services Inc | COM | 70,201 | $1.21M | 0.7% | +10,358+17.3% | Added | History |
| FHNFirst Horizon Corp | COM | 39,119 | $1.20M | 0.7% | −219,499−84.9% | Reduced | History |
| WSFSWSFS Financial Corp | COM | 21,309 | $1.11M | 0.7% | 00.0% | Unchanged | History |
| Townebank Portsmouth Va89214P109 | COM | 30,533 | $1.04M | 0.6% | 00.0% | Unchanged | – |
| SHBIShore Bancshares Inc | COM | 72,057 | $975.7K | 0.6% | 00.0% | Unchanged | History |
| KEYKeycorp | COM | 55,351 | $909.9K | 0.6% | −19,497−26.0% | Reduced | History |
| Summit St BK Santa Rosa Cali866264203 | COM | 96,046 | $886.5K | 0.5% | −6,000−5.9% | Reduced | – |
| CFGCitizens Financial Group Inc | COM | 19,301 | $790.8K | 0.5% | −160,000−89.2% | Reduced | History |
| AAPLApple Inc. | Stock | 3,418 | $759.2K | 0.5% | 00.0% | Unchanged | History |
| ARAntero Resources Corp | COM | 13,000 | $758.7K | 0.5% | −13,000−50.0% | Reduced | History |
| BAFNBayFirst Financial Corp. | COM | 44,932 | $751.7K | 0.5% | −10,145−18.4% | Reduced | History |
| ABCBAmeris Bancorp | COM | 12,376 | $712.5K | 0.4% | 00.0% | Unchanged | History |
| AUBAtlantic Union Bankshares Corp | COM | 22,713 | $707.3K | 0.4% | 00.0% | Unchanged | History |
| SPFISouth Plains Financial, Inc. | COM | 18,708 | $619.6K | 0.4% | 00.0% | Unchanged | History |
| CFBKCF Bankshares Inc. | COM | 26,764 | $589.9K | 0.4% | 00.0% | Unchanged | History |
| COLBColumbia Banking System, Inc. | COM | 22,686 | $565.8K | 0.3% | +7,400+48.4% | Added | History |
| MNSBMainStreet Bancshares, Inc. | COM | 33,448 | $559.3K | 0.3% | −8,547−20.4% | Reduced | History |
| METMetlife Inc | Stock | 6,886 | $552.9K | 0.3% | 00.0% | Unchanged | History |
| CBFVCB Financial Services, Inc. | COM | 19,203 | $546.3K | 0.3% | −15,000−43.9% | Reduced | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 29,269 | $543.2K | 0.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 4,500 | $535.2K | 0.3% | 00.0% | Unchanged | History |
| AMTBAmerant Bancorp Inc. | CL A | 24,988 | $515.8K | 0.3% | −10,000−28.6% | Reduced | History |
| MSMorgan Stanley | Stock | 4,225 | $492.9K | 0.3% | 00.0% | Unchanged | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $479.1K | 0.3% | 00.0% | Unchanged | History |
| QCRHQCR Holdings Inc | COM | 6,428 | $458.4K | 0.3% | +100+1.6% | Added | History |
| ORRFOrrstown Financial Services Inc | COM | 15,000 | $450.1K | 0.3% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 10,700 | $400.2K | 0.2% | 00.0% | Unchanged | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $379.5K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 6,117 | $373.1K | 0.2% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 12,398 | $350.6K | 0.2% | +12,398 | New | History |
| VVisa Inc. | Stock | 800 | $280.4K | 0.2% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $277.9K | 0.2% | 00.0% | Unchanged | History |
| BOTJBank of the James Financial Group Inc | COM | 18,690 | $276.2K | 0.2% | −300−1.6% | Reduced | History |
| ALLAllstate Corp | Stock | 1,287 | $266.5K | 0.2% | 00.0% | Unchanged | History |
| CBNKCapital Bancorp Inc | COM | 9,208 | $260.9K | 0.2% | −8,000−46.5% | Reduced | History |
| ZIONZions Bancorporation, National Association | COM | 5,200 | $259.3K | 0.2% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 824 | $248.8K | 0.2% | 00.0% | Unchanged | History |
| INDBIndependent Bank Corp | COM | 3,529 | $221.1K | 0.1% | 00.0% | Unchanged | History |
| OPBKOP Bancorp | COM | 18,210 | $218.9K | 0.1% | 00.0% | Unchanged | History |
| HBANHuntington Bancshares Inc | COM | 14,337 | $215.2K | 0.1% | −2,000−12.2% | Reduced | History |
| ONBOld National Bancorp | Stock | 10,000 | $211.9K | 0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD336917109 | SHS | 4,675 | $203.1K | 0.1% | +4,675 | New | – |
| UBFOUnited Security Bancshares | COM | 18,181 | $162.9K | 0.1% | 00.0% | Unchanged | History |
| UWMCUWM Holdings Corp | COM CL A | – | $127.5K | 0.1% | – | – | History |
| FVCBFVCBankcorp, Inc. | COM | 10,000 | $105.7K | 0.1% | 00.0% | Unchanged | History |
| VBNKVersaBank | COM | 10,000 | $103.0K | 0.1% | 00.0% | Unchanged | History |
| QSQuantumScape Corp | COM CL A | 21,700 | $91.1K | 0.1% | −28,000−56.3% | Reduced | History |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 992 | $223.9K | 0.1% | History |
| PPBIPacific Premier Bancorp Inc | COM | 8,540 | $212.8K | 0.1% | History |
| FXNCFirst National Corp | COM | 8,776 | $201.9K | 0.1% | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 60,000 | $180.0K | 0.1% | History |