Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 20, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 82
- +8 vs. Q2 2025
- Portfolio value
- $171.0M
- +$12.4M (+7.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 1,254,265 | $64.7M | 37.8% | +477,200+61.4% | Added | History |
| CCitigroup Inc | Stock | 96,133 | $9.76M | 5.7% | +22,231+30.1% | Added | History |
| FRSTPrimis Financial Corp. | COM | 758,851 | $7.98M | 4.7% | 00.0% | Unchanged | History |
| WALWestern Alliance Bancorporation | COM | 44,815 | $7.50M | 4.4% | +152+0.3% | Added | History |
| BANCBanc of California, Inc. | COM | 431,804 | $7.15M | 4.2% | −26,730−5.8% | Reduced | History |
| PGCPeapack Gladstone Financial Corp | COM | 254,630 | $7.03M | 4.1% | +112,504+79.2% | Added | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 195,667 | $5.95M | 3.5% | +10,000+5.4% | Added | History |
| FSUNFirstsun Capital Bancorp | COM | 125,601 | $4.87M | 2.8% | +39,048+45.1% | Added | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 36,837 | $3.45M | 2.0% | 00.0% | Unchanged | History |
| FBKFB Financial Corp | COM | 58,694 | $3.27M | 1.9% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 14,504 | $3.08M | 1.8% | +1,200+9.0% | Added | History |
| MCBMetropolitan Bank Holding Corp. | COM | 40,455 | $3.03M | 1.8% | −113−0.3% | Reduced | History |
| HTBHomeTrust Bancshares, Inc. | COM | 70,505 | $2.89M | 1.7% | +19,417+38.0% | Added | History |
| WFCWells Fargo & Company | Stock | 88,707 | $2.44M | 1.4% | −16,000−15.3% | Reduced | History |
| CMAComerica Inc | COM | 30,520 | $2.09M | 1.2% | −79−0.3% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 9,598 | $1.93M | 1.1% | −2,558−21.0% | Reduced | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 62,202 | $1.86M | 1.1% | 00.0% | Unchanged | History |
| RFRegions Financial Corp | COM | 66,450 | $1.75M | 1.0% | −1,500−2.2% | Reduced | History |
| CNOBConnectOne Bancorp, Inc. | COM | 66,891 | $1.66M | 1.0% | +195+0.3% | Added | History |
| PFSProvident Financial Services Inc | COM | 85,398 | $1.65M | 1.0% | +20,949+32.5% | Added | History |
| HAFCHanmi Financial Corp | COM NEW | 62,163 | $1.53M | 0.9% | +16,617+36.5% | Added | History |
| Townebank Portsmouth Va89214P109 | COM | 29,071 | $1.52M | 0.9% | 00.0% | Unchanged | – |
| HWCHancock Whitney Corp | COM | 23,132 | $1.45M | 0.8% | 00.0% | Unchanged | History |
| SNVSynovus Financial Corp | COM NEW | 151,335 | $1.21M | 0.7% | −5,793−3.7% | Reduced | History |
| CFGCitizens Financial Group Inc | COM | 21,391 | $1.14M | 0.7% | +2,800+15.1% | Added | History |
| KEYKeycorp | COM | 55,614 | $1.04M | 0.6% | 00.0% | Unchanged | History |
| FHNFirst Horizon Corp | COM | 44,996 | $1.02M | 0.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 3,215 | $1.01M | 0.6% | −1,453−31.1% | Reduced | History |
| AAPLApple Inc. | Stock | 3,418 | $870.3K | 0.5% | 00.0% | Unchanged | History |
| QCRHQCR Holdings Inc | COM | 10,847 | $820.5K | 0.5% | +4,419+68.7% | Added | History |
| BAFNBayFirst Financial Corp. | COM | 68,876 | $720.4K | 0.4% | +26,445+62.3% | Added | History |
| COSOCoastalSouth Bancshares, Inc. | COM NEW | 32,746 | $714.2K | 0.4% | +32,746 | New | History |
| SSBSouthState Bank Corp | COM | 31,581 | $699.5K | 0.4% | 00.0% | Unchanged | History |
| BPOPPopular, Inc. | COM NEW | 5,394 | $685.1K | 0.4% | −87−1.6% | Reduced | History |
| MSMorgan Stanley | Stock | 4,131 | $656.7K | 0.4% | 00.0% | Unchanged | History |
| CFBKCF Bankshares Inc. | COM | 26,764 | $641.0K | 0.4% | 00.0% | Unchanged | History |
| CBFVCB Financial Services, Inc. | COM | 18,903 | $627.8K | 0.4% | −300−1.6% | Reduced | History |
| SMBKSmartfinancial Inc. | COM NEW | 225,903 | $608.4K | 0.4% | 00.0% | Unchanged | History |
| AUBAtlantic Union Bankshares Corp | COM | 16,578 | $585.0K | 0.3% | 00.0% | Unchanged | History |
| COLBColumbia Banking System, Inc. | COM | 22,686 | $583.9K | 0.3% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 6,886 | $567.2K | 0.3% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 19,498 | $550.6K | 0.3% | +4,500+30.0% | Added | History |
| ABCBAmeris Bancorp | COM | 7,376 | $540.7K | 0.3% | 00.0% | Unchanged | History |
| CARECarter Bankshares, Inc. | COM NEW | 27,744 | $538.5K | 0.3% | +17,000+158.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 4,500 | $507.4K | 0.3% | 00.0% | Unchanged | History |
| ORRFOrrstown Financial Services Inc | COM | 13,734 | $466.7K | 0.3% | 00.0% | Unchanged | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 31,729 | $465.6K | 0.3% | 00.0% | Unchanged | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $394.4K | 0.2% | 00.0% | Unchanged | History |
| SPFISouth Plains Financial, Inc. | COM | 18,708 | $376.6K | 0.2% | 00.0% | Unchanged | History |
| VBNKVersaBank | COM | 21,443 | $330.9K | 0.2% | +4,600+27.3% | Added | History |
| HBANHuntington Bancshares Inc | COM | 19,037 | $328.8K | 0.2% | 00.0% | Unchanged | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $304.0K | 0.2% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $299.6K | 0.2% | 00.0% | Unchanged | History |
| AFBIAffinity Bancshares, Inc. | COM | 15,027 | $296.3K | 0.2% | 00.0% | Unchanged | History |
| BOTJBank of the James Financial Group Inc | COM | 18,690 | $291.6K | 0.2% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 1,287 | $276.3K | 0.2% | 00.0% | Unchanged | History |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 5,300 | $275.2K | 0.2% | +5,300 | New | History |
| TFCTruist Financial Corp | COM | 57,327 | $273.6K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 800 | $273.1K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 6,053 | $273.0K | 0.2% | −64−1.0% | Reduced | History |
| INDBIndependent Bank Corp | COM | 3,529 | $244.1K | 0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 824 | $232.6K | 0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 992 | $225.2K | 0.1% | −1,314−57.0% | Reduced | History |
| First Tr Exchange-Traded FD336917109 | SHS | 4,753 | $206.3K | 0.1% | +4,753 | New | – |
| Summit St BK Santa Rosa Cali866264203 | COM | 92,499 | $94.5K | 0.1% | 00.0% | Unchanged | – |
| VBTXVeritex Holdings, Inc. | COM | 61,680 | $64.7K | <0.1% | −3,481−5.3% | Reduced | History |
| WBSWebster Financial Corp | COM | 40,289 | $48.9K | <0.1% | 00.0% | Unchanged | History |
| UBFOUnited Security Bancshares | COM | 27,985 | $38.9K | <0.1% | +9,804+53.9% | Added | History |
| VABKVirginia National Bankshares Corp | COM | 41,033 | $37.6K | <0.1% | 00.0% | Unchanged | History |
| SHBIShore Bancshares Inc | COM | 72,057 | $5.63K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 369 | – | – | +369 | New | History |
| VZVerizon Communications Inc | Stock | 7,528 | – | – | +1,900+33.8% | Added | History |
| ZTSZoetis Inc. | Stock | 12 | – | – | +12 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 300 | – | – | +300 | New | – |
| TRVTravelers Companies, Inc. | Stock | 700 | – | – | +700 | New | History |
| VODVodafone Group Public Ltd Co | ADR | 118 | – | – | +118 | New | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 774 | – | – | +774 | New | – |
| WSFSWSFS Financial Corp | COM | 19,329 | – | – | 00.0% | Unchanged | History |
| ZIONZions Bancorporation, National Association | COM | 5,200 | – | – | 00.0% | Unchanged | History |
| TXNMTXNM Energy Inc | COM | 2,250 | – | – | +2,250 | New | History |
| TCBXThird Coast Bancshares, Inc. | COM | 40,275 | – | – | +2,600+6.9% | Added | History |
| VIRVir Biotechnology, Inc. | COM | 4,300 | – | – | +4,300 | New | History |
Options (11)
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 |
|---|---|---|---|
| CCitigroup Inc | Stock | – | $6.40M |
| BACBank of America Corp | Stock | – | $4.99M |
| CMAComerica Inc | COM | – | $577.4K |
| UWMCUWM Holdings Corp | COM CL A | – | $541.0K |
| FHNFirst Horizon Corp | COM | – | $457.0K |
| WFCWells Fargo & Company | Stock | – | $145.5K |
| VLYValley National Bancorp | COM | – | $120.0K |
| ARAntero Resources Corp | COM | – | $71.8K |
| EGBNEagle Bancorp Inc | COM | – | $21.0K |
| FLGFlagstar Bank, National Association | Stock | – | $16.0K |
| VIRVir Biotechnology, Inc. | COM | – | $2.49K |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.