Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 74
- −4 vs. Q1 2025
- Portfolio value
- $158.6M
- −$5.13M (−3.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 777,065 | $36.8M | 23.2% | −66,038−7.8% | Reduced | History |
| WFCWells Fargo & Company | Stock | 104,707 | $8.39M | 5.3% | −25,526−19.6% | Reduced | History |
| FRSTPrimis Financial Corp. | COM | 758,851 | $8.23M | 5.2% | +1,020+0.1% | Added | History |
| SNVSynovus Financial Corp | COM NEW | 157,128 | $8.13M | 5.1% | −11,633−6.9% | Reduced | History |
| SMBKSmartfinancial Inc. | COM NEW | 225,903 | $7.63M | 4.8% | −13,236−5.5% | Reduced | History |
| BANCBanc of California, Inc. | COM | 458,534 | $6.44M | 4.1% | −31,666−6.5% | Reduced | History |
| CCitigroup Inc | Stock | 73,902 | $6.29M | 4.0% | +10,047+15.7% | Added | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 185,667 | $5.13M | 3.2% | +1,053+0.6% | Added | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 36,837 | $4.07M | 2.6% | −10,486−22.2% | Reduced | History |
| PGCPeapack Gladstone Financial Corp | COM | 142,126 | $4.02M | 2.5% | −19,676−12.2% | Reduced | History |
| WALWestern Alliance Bancorporation | COM | 44,663 | $3.48M | 2.2% | +22,973+105.9% | Added | History |
| FSUNFirstsun Capital Bancorp | COM | 86,553 | $3.01M | 1.9% | +29,749+52.4% | Added | History |
| SSBSouthState Bank Corp | COM | 31,581 | $2.91M | 1.8% | −1,331−4.0% | Reduced | History |
| MCBMetropolitan Bank Holding Corp. | COM | 40,568 | $2.84M | 1.8% | −4,603−10.2% | Reduced | History |
| COFCapital One Financial Corp | Stock | 13,304 | $2.83M | 1.8% | +5,565+71.9% | Added | History |
| FBKFB Financial Corp | COM | 58,694 | $2.66M | 1.7% | −2,826−4.6% | Reduced | History |
| TFCTruist Financial Corp | COM | 57,327 | $2.46M | 1.6% | −15,057−20.8% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 12,156 | $2.27M | 1.4% | −2,334−16.1% | Reduced | History |
| WBSWebster Financial Corp | COM | 40,289 | $2.20M | 1.4% | −1,436−3.4% | Reduced | History |
| HTBHomeTrust Bancshares, Inc. | COM | 51,088 | $1.91M | 1.2% | +5,323+11.6% | Added | History |
| CMAComerica Inc | COM | 30,599 | $1.83M | 1.2% | −11,772−27.8% | Reduced | History |
| VBTXVeritex Holdings, Inc. | COM | 65,161 | $1.70M | 1.1% | +5,800+9.8% | Added | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 62,202 | $1.68M | 1.1% | −10,165−14.0% | Reduced | History |
| RFRegions Financial Corp | COM | 67,950 | $1.60M | 1.0% | −2,883−4.1% | Reduced | History |
| CNOBConnectOne Bancorp, Inc. | COM | 66,696 | $1.54M | 1.0% | −10,000−13.0% | Reduced | History |
| VABKVirginia National Bankshares Corp | COM | 41,033 | $1.52M | 1.0% | −190.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 4,668 | $1.35M | 0.9% | −500−9.7% | Reduced | History |
| HWCHancock Whitney Corp | COM | 23,132 | $1.33M | 0.8% | −1,064−4.4% | Reduced | History |
| TCBXThird Coast Bancshares, Inc. | COM | 37,675 | $1.23M | 0.8% | 00.0% | Unchanged | History |
| SHBIShore Bancshares Inc | COM | 72,057 | $1.13M | 0.7% | 00.0% | Unchanged | History |
| PFSProvident Financial Services Inc | COM | 64,449 | $1.13M | 0.7% | −5,752−8.2% | Reduced | History |
| HAFCHanmi Financial Corp | COM NEW | 45,546 | $1.12M | 0.7% | −22,597−33.2% | Reduced | History |
| WSFSWSFS Financial Corp | COM | 19,329 | $1.06M | 0.7% | −1,980−9.3% | Reduced | History |
| Summit St BK Santa Rosa Cali866264203 | COM | 92,499 | $1.00M | 0.6% | −3,547−3.7% | Reduced | – |
| Townebank Portsmouth Va89214P109 | COM | 29,071 | $993.6K | 0.6% | −1,462−4.8% | Reduced | – |
| KEYKeycorp | COM | 55,614 | $968.8K | 0.6% | +263+0.5% | Added | History |
| FHNFirst Horizon Corp | COM | 44,996 | $953.9K | 0.6% | +5,877+15.0% | Added | History |
| CFGCitizens Financial Group Inc | COM | 18,591 | $831.9K | 0.5% | −710−3.7% | Reduced | History |
| AAPLApple Inc. | Stock | 3,418 | $701.3K | 0.4% | 00.0% | Unchanged | History |
| SPFISouth Plains Financial, Inc. | COM | 18,708 | $674.2K | 0.4% | 00.0% | Unchanged | History |
| CFBKCF Bankshares Inc. | COM | 26,764 | $641.5K | 0.4% | 00.0% | Unchanged | History |
| BPOPPopular, Inc. | COM NEW | 5,481 | $604.1K | 0.4% | −11,713−68.1% | Reduced | History |
| BAFNBayFirst Financial Corp. | COM | 42,431 | $594.0K | 0.4% | −2,501−5.6% | Reduced | History |
| MSMorgan Stanley | Stock | 4,131 | $581.9K | 0.4% | −94−2.2% | Reduced | History |
| METMetlife Inc | Stock | 6,886 | $553.8K | 0.3% | 00.0% | Unchanged | History |
| CBFVCB Financial Services, Inc. | COM | 19,203 | $547.3K | 0.3% | 00.0% | Unchanged | History |
| COLBColumbia Banking System, Inc. | COM | 22,686 | $530.4K | 0.3% | 00.0% | Unchanged | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 31,729 | $524.8K | 0.3% | +2,460+8.4% | Added | History |
| AUBAtlantic Union Bankshares Corp | COM | 16,578 | $518.6K | 0.3% | −6,135−27.0% | Reduced | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $507.4K | 0.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 4,500 | $485.1K | 0.3% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 7,376 | $477.2K | 0.3% | −5,000−40.4% | Reduced | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $450.5K | 0.3% | 00.0% | Unchanged | History |
| ORRFOrrstown Financial Services Inc | COM | 13,734 | $437.2K | 0.3% | −1,266−8.4% | Reduced | History |
| QCRHQCR Holdings Inc | COM | 6,428 | $436.4K | 0.3% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 14,998 | $434.0K | 0.3% | +2,600+21.0% | Added | History |
| HBANHuntington Bancshares Inc | COM | 19,037 | $319.1K | 0.2% | +4,700+32.8% | Added | History |
| UWMCUWM Holdings Corp | COM CL A | 70,000 | $289.8K | 0.2% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $284.9K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 800 | $284.0K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 6,117 | $283.2K | 0.2% | 00.0% | Unchanged | History |
| AFBIAffinity Bancshares, Inc. | COM | 15,027 | $276.2K | 0.2% | +15,027 | New | History |
| ZIONZions Bancorporation, National Association | COM | 5,200 | $270.1K | 0.2% | 00.0% | Unchanged | History |
| BOTJBank of the James Financial Group Inc | COM | 18,690 | $262.8K | 0.2% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 2,306 | $259.8K | 0.2% | +2,306 | New | History |
| ALLAllstate Corp | Stock | 1,287 | $259.1K | 0.2% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 5,628 | $243.5K | 0.2% | +5,628 | New | History |
| CBChubb Ltd | Stock | 824 | $238.7K | 0.2% | 00.0% | Unchanged | History |
| INDBIndependent Bank Corp | COM | 3,529 | $221.9K | 0.1% | 00.0% | Unchanged | History |
| OPBKOP Bancorp | COM | 15,084 | $195.9K | 0.1% | −3,126−17.2% | Reduced | History |
| VBNKVersaBank | COM | 16,843 | $192.5K | 0.1% | +6,843+68.4% | Added | History |
| CARECarter Bankshares, Inc. | COM NEW | 10,744 | $186.3K | 0.1% | +10,744 | New | History |
| UBFOUnited Security Bancshares | COM | 18,181 | $157.3K | 0.1% | 00.0% | Unchanged | History |
| CUECue Biopharma, Inc. | COM | 16,000 | $10.9K | <0.1% | +16,000 | New | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (9)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ARAntero Resources Corp | COM | 13,000 | $758.7K | 0.5% | History |
| MNSBMainStreet Bancshares, Inc. | COM | 33,448 | $559.3K | 0.3% | History |
| AMTBAmerant Bancorp Inc. | CL A | 24,988 | $515.8K | 0.3% | History |
| DVNDevon Energy Corp | Stock | 10,700 | $400.2K | 0.2% | History |
| CBNKCapital Bancorp Inc | COM | 9,208 | $260.9K | 0.2% | History |
| ONBOld National Bancorp | Stock | 10,000 | $211.9K | 0.1% | History |
| First Tr Exchange-Traded FD336917109 | SHS | 4,675 | $203.1K | 0.1% | – |
| FVCBFVCBankcorp, Inc. | COM | 10,000 | $105.7K | 0.1% | History |
| QSQuantumScape Corp | COM CL A | 21,700 | $91.1K | 0.1% | History |