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