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Livermore
Livermore
ZHEN

Salzhauer Michael

SEC CIK
0001059543
Latest filing
Jul 20, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 2, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
78
−4 vs. Q3 2025
Portfolio value
$225.5M
+$54.5M (+31.9%) vs. Q3 2025
Filed
Feb 2, 2026
SEC
Holdings of Salzhauer Michael in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BACBank of America CorpStock1,411,319$77.6M34.4%+157,054+12.5%AddedHistory
FRSTPrimis Financial Corp.COM744,614$10.4M4.6%−14,237−1.9%ReducedHistory
CCitigroup IncStock77,302$9.02M4.0%−18,831−19.6%ReducedHistory
BANCBanc of California, Inc.COM452,145$8.72M3.9%+20,341+4.7%AddedHistory
SMBKSmartfinancial Inc.COM NEW225,903$8.36M3.7%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock82,460$7.69M3.4%−6,247−7.0%ReducedHistory
SNVSynovus Financial CorpCOM NEW151,523$7.58M3.4%+188+0.1%AddedHistory
PGCPeapack Gladstone Financial CorpCOM269,242$7.50M3.3%+14,612+5.7%AddedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW194,667$6.12M2.7%−1,000−0.5%ReducedHistory
FSUNFirstsun Capital BancorpCOM140,960$5.31M2.4%+15,359+12.2%AddedHistory
WALWestern Alliance BancorporationCOM46,671$3.92M1.7%+1,856+4.1%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM36,837$3.51M1.6%00.0%UnchangedHistory
HTBHomeTrust Bancshares, Inc.COM78,525$3.37M1.5%+8,020+11.4%AddedHistory
FBKFB Financial CorpCOM58,694$3.28M1.5%00.0%UnchangedHistory
COFCapital One Financial CorpStock12,868$3.12M1.4%−1,636−11.3%ReducedHistory
FHNFirst Horizon CorpCOM125,773$3.01M1.3%+80,777+179.5%AddedHistory
SSBSouthState Bank CorpCOM31,581$2.97M1.3%00.0%UnchangedHistory
TFCTruist Financial CorpCOM54,327$2.67M1.2%−3,000−5.2%ReducedHistory
WBSWebster Financial CorpCOM40,289$2.54M1.1%00.0%UnchangedHistory
PFSProvident Financial Services IncCOM128,203$2.53M1.1%+42,805+50.1%AddedHistory
CMAComerica IncCOM26,602$2.31M1.0%−3,918−12.8%ReducedHistory
HBANHuntington Bancshares IncCOM116,107$2.01M0.9%+97,070+509.9%AddedHistory
PNCPNC Financial Services Group, Inc.Stock9,598$2.00M0.9%00.0%UnchangedHistory
DCOMDime Commercial Bancshares, Inc.COM62,202$1.87M0.8%00.0%UnchangedHistory
MCBMetropolitan Bank Holding Corp.COM23,955$1.83M0.8%−16,500−40.8%ReducedHistory
RFRegions Financial CorpCOM66,450$1.80M0.8%00.0%UnchangedHistory
CNOBConnectOne Bancorp, Inc.COM67,091$1.76M0.8%+200+0.3%AddedHistory
VABKVirginia National Bankshares CorpCOM41,033$1.64M0.7%00.0%UnchangedHistory
TCBXThird Coast Bancshares, Inc.COM40,275$1.53M0.7%00.0%UnchangedHistory
HWCHancock Whitney CorpCOM23,132$1.47M0.7%00.0%UnchangedHistory
SHBIShore Bancshares IncCOM72,057$1.27M0.6%00.0%UnchangedHistory
HAFCHanmi Financial CorpCOM NEW46,932$1.27M0.6%−15,231−24.5%ReducedHistory
CFGCitizens Financial Group IncCOM21,391$1.25M0.6%00.0%UnchangedHistory
KEYKeycorpCOM55,614$1.15M0.5%00.0%UnchangedHistory
Summit St BK Santa Rosa Cali866264203COM92,499$1.08M0.5%00.0%Unchanged–
WSFSWSFS Financial CorpCOM19,329$1.07M0.5%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock3,215$1.04M0.5%00.0%UnchangedHistory
QCRHQCR Holdings IncCOM12,197$1.02M0.5%+1,350+12.4%AddedHistory
Townebank Portsmouth Va89214P109COM29,071$970.1K0.4%00.0%Unchanged–
AAPLApple Inc.Stock3,418$929.2K0.4%00.0%UnchangedHistory
SPFISouth Plains Financial, Inc.COM22,546$874.8K0.4%+3,838+20.5%AddedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM45,729$842.3K0.4%+14,000+44.1%AddedHistory
COSOCoastalSouth Bancshares, Inc.COM NEW32,746$761.3K0.3%00.0%UnchangedHistory
MSMorgan StanleyStock4,131$733.4K0.3%00.0%UnchangedHistory
BPOPPopular, Inc.COM NEW5,394$671.7K0.3%00.0%UnchangedHistory
CFBKCF Bankshares Inc.COM26,764$667.8K0.3%00.0%UnchangedHistory
CBFVCB Financial Services, Inc.COM18,903$659.0K0.3%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM22,686$634.1K0.3%00.0%UnchangedHistory
AUBAtlantic Union Bankshares CorpCOM16,578$585.2K0.3%00.0%UnchangedHistory
ABCBAmeris BancorpCOM7,376$547.8K0.2%00.0%UnchangedHistory
CARECarter Bankshares, Inc.COM NEW27,744$545.4K0.2%00.0%UnchangedHistory
METMetlife IncStock6,886$543.6K0.2%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM4,500$541.5K0.2%00.0%UnchangedHistory
UCBUnited Community Banks IncCOM17,032$531.7K0.2%00.0%UnchangedHistory
SCHLScholastic CorpCOM17,700$524.5K0.2%+17,700NewHistory
UNTYUnity Bancorp IncCOM9,424$487.4K0.2%+9,424NewHistory
ORRFOrrstown Financial Services IncCOM13,734$486.5K0.2%00.0%UnchangedHistory
TAT&T Inc.Stock19,498$484.3K0.2%00.0%UnchangedHistory
LNKBLINKBANCORP, Inc.COMMON STOCK54,385$449.2K0.2%+54,385NewHistory
CIVBCivista Bancshares, Inc.COM NO PAR19,420$431.5K0.2%00.0%UnchangedHistory
BAFNBayFirst Financial Corp.COM53,906$423.2K0.2%−14,970−21.7%ReducedHistory
AMTBAmerant Bancorp Inc.CL A20,000$390.2K0.2%+20,000NewHistory
UWMCUWM Holdings CorpCOM CL A77,244$338.3K0.2%+77,244NewHistory
BMYBristol Myers Squibb CoStock6,053$326.5K0.1%00.0%UnchangedHistory
VBNKVersaBankCOM21,443$320.7K0.1%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock2,246$309.5K0.1%00.0%UnchangedHistory
AFBIAffinity Bancshares, Inc.COM15,027$306.7K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock7,528$306.6K0.1%00.0%UnchangedHistory
ZIONZions Bancorporation, National AssociationCOM5,200$304.4K0.1%00.0%UnchangedHistory
VVisa Inc.Stock800$280.6K0.1%00.0%UnchangedHistory
ALLAllstate CorpStock1,287$267.9K0.1%00.0%UnchangedHistory
INDBIndependent Bank CorpCOM3,529$257.9K0.1%00.0%UnchangedHistory
CBChubb LtdStock824$257.2K0.1%00.0%UnchangedHistory
MSGSMadison Square Garden Sports Corp.CL A992$256.6K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD336917109SHS4,753$210.7K0.1%00.0%Unchanged–
TRVTravelers Companies, Inc.Stock700$203.0K0.1%00.0%UnchangedHistory
BMNRBitmine Immersion Technologies, Inc.COM NEW5,300$143.9K0.1%00.0%UnchangedHistory
CRESYCresud IncSPONSORED ADR10,000$126.3K0.1%+10,000NewHistory

Options (15)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Salzhauer Michael in Q4 2025
SecurityClassPutsCalls
CCitigroup IncStock–$9.96M
BACBank of America CorpStock$47.5K$5.89M
CMAComerica IncCOM–$1.18M
CFGCitizens Financial Group IncCOM–$451.0K
KEYKeycorpCOM–$290.4K
BANCBanc of California, Inc.COM–$220.0K
FHNFirst Horizon CorpCOM–$195.0K
VLYValley National BancorpCOM–$187.5K
UWMCUWM Holdings CorpCOM CL A–$148.0K
GLDSPDR Gold TrustETF$52.5K–
ARAntero Resources CorpCOM–$42.0K
BMNRBitmine Immersion Technologies, Inc.COM NEW–$38.9K
BMYBristol Myers Squibb CoStock–$38.0K
WFCWells Fargo & CompanyStock–$31.0K
EGBNEagle Bancorp IncCOM–$6.00K

Sold out since Q3 2025 (10)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Salzhauer Michael sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
BOTJBank of the James Financial Group IncCOM18,690$291.6K0.2%History
VBTXVeritex Holdings, Inc.COM61,680$64.7K<0.1%History
UBFOUnited Security BancsharesCOM27,985$38.9K<0.1%History
UPSUnited Parcel Service IncStock369––History
ZTSZoetis Inc.Stock12––History
Vanguard Dividend Appreciation ETF921908844ETF300–––
VODVodafone Group Public Ltd CoADR118––History
SPDR Series Trust78468R556SP O&G EXPL PRO774–––
TXNMTXNM Energy IncCOM2,250––History
VIRVir Biotechnology, Inc.COM4,300––History