Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 75
- −3 vs. Q4 2025
- Portfolio value
- $212.2M
- −$13.3M (−5.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 2,110,909 | $56.9M | 26.8% | +699,590+49.6% | Added | History |
| CCitigroup Inc | Stock | 727,806 | $29.4M | 13.8% | +650,504+841.5% | Added | History |
| FRSTPrimis Financial Corp. | COM | 689,921 | $9.16M | 4.3% | −54,693−7.3% | Reduced | History |
| PGCPeapack Gladstone Financial Corp | COM | 255,739 | $9.00M | 4.2% | −13,503−5.0% | Reduced | History |
| SMBKSmartfinancial Inc. | COM NEW | 212,670 | $8.31M | 3.9% | −13,233−5.9% | Reduced | History |
| WFCWells Fargo & Company | Stock | 142,860 | $7.30M | 3.4% | +60,400+73.2% | Added | History |
| BANCBanc of California, Inc. | COM | 588,756 | $7.05M | 3.3% | +136,611+30.2% | Added | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 194,867 | $5.90M | 2.8% | +200+0.1% | Added | History |
| FSUNFirstsun Capital Bancorp | COM | 140,960 | $5.14M | 2.4% | 00.0% | Unchanged | History |
| WALWestern Alliance Bancorporation | COM | 54,209 | $3.84M | 1.8% | +7,538+16.2% | Added | History |
| HTBHomeTrust Bancshares, Inc. | COM | 78,725 | $3.36M | 1.6% | +200+0.3% | Added | History |
| PFSProvident Financial Services Inc | COM | 152,203 | $3.22M | 1.5% | +24,000+18.7% | Added | History |
| FHNFirst Horizon Corp | COM | 282,058 | $3.17M | 1.5% | +156,285+124.3% | Added | History |
| SSBSouthState Bank Corp | COM | 31,581 | $2.92M | 1.4% | 00.0% | Unchanged | History |
| FBKFB Financial Corp | COM | 55,694 | $2.89M | 1.4% | −3,000−5.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 14,038 | $2.56M | 1.2% | +1,170+9.1% | Added | History |
| TFCTruist Financial Corp | COM | 53,937 | $2.48M | 1.2% | −390−0.7% | Reduced | History |
| FITBFifth Third Bancorp | COM | 49,003 | $2.28M | 1.1% | +49,003 | New | History |
| CBSHCommerce Bancshares Inc | Stock | 42,816 | $2.11M | 1.0% | +42,816 | New | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 62,202 | $2.10M | 1.0% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 9,598 | $2.00M | 0.9% | 00.0% | Unchanged | History |
| HBANHuntington Bancshares Inc | COM | 119,107 | $1.86M | 0.9% | +3,000+2.6% | Added | History |
| CNOBConnectOne Bancorp, Inc. | COM | 67,430 | $1.81M | 0.9% | +339+0.5% | Added | History |
| VABKVirginia National Bankshares Corp | COM | 45,672 | $1.74M | 0.8% | +4,639+11.3% | Added | History |
| RFRegions Financial Corp | COM | 66,450 | $1.74M | 0.8% | 00.0% | Unchanged | History |
| CFGCitizens Financial Group Inc | COM | 121,391 | $1.62M | 0.8% | +100,000+467.5% | Added | History |
| Townebank Portsmouth Va89214P109 | COM | 47,121 | $1.59M | 0.7% | +18,050+62.1% | Added | – |
| TCBXThird Coast Bancshares, Inc. | COM | 40,753 | $1.54M | 0.7% | +478+1.2% | Added | History |
| HWCHancock Whitney Corp | COM | 24,232 | $1.54M | 0.7% | +1,100+4.8% | Added | History |
| MCBMetropolitan Bank Holding Corp. | COM | 17,893 | $1.49M | 0.7% | −6,062−25.3% | Reduced | History |
| HAFCHanmi Financial Corp | COM NEW | 54,171 | $1.43M | 0.7% | +7,239+15.4% | Added | History |
| SHBIShore Bancshares Inc | COM | 72,357 | $1.35M | 0.6% | +300+0.4% | Added | History |
| WSFSWSFS Financial Corp | COM | 19,329 | $1.27M | 0.6% | 00.0% | Unchanged | History |
| CFBKCF Bankshares Inc. | COM | 39,003 | $1.09M | 0.5% | +12,239+45.7% | Added | History |
| QCRHQCR Holdings Inc | COM | 12,250 | $1.05M | 0.5% | +53+0.4% | Added | History |
| UNTYUnity Bancorp Inc | COM | 19,424 | $1.01M | 0.5% | +10,000+106.1% | Added | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 52,629 | $975.7K | 0.5% | +6,900+15.1% | Added | History |
| Summit St BK Santa Rosa Cali866264203 | COM | 72,575 | $970.3K | 0.5% | −19,924−21.5% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 3,215 | $945.7K | 0.4% | 00.0% | Unchanged | History |
| SPFISouth Plains Financial, Inc. | COM | 22,546 | $944.7K | 0.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 3,418 | $867.5K | 0.4% | 00.0% | Unchanged | History |
| KEYKeycorp | COM | 201,914 | $837.8K | 0.4% | +146,300+263.1% | Added | History |
| COSOCoastalSouth Bancshares, Inc. | COM NEW | 33,046 | $812.6K | 0.4% | +300+0.9% | Added | History |
| BPOPPopular, Inc. | COM NEW | 5,215 | $699.6K | 0.3% | −179−3.3% | Reduced | History |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 81,685 | $681.3K | 0.3% | +27,300+50.2% | Added | History |
| MSMorgan Stanley | Stock | 4,131 | $679.8K | 0.3% | 00.0% | Unchanged | History |
| CBFVCB Financial Services, Inc. | COM | 18,903 | $646.1K | 0.3% | 00.0% | Unchanged | History |
| COLBColumbia Banking System, Inc. | COM | 22,686 | $622.3K | 0.3% | 00.0% | Unchanged | History |
| AUBAtlantic Union Bankshares Corp | COM | 16,578 | $592.5K | 0.3% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 7,376 | $575.3K | 0.3% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 19,498 | $565.2K | 0.3% | 00.0% | Unchanged | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $536.3K | 0.3% | 00.0% | Unchanged | History |
| ORRFOrrstown Financial Services Inc | COM | 13,734 | $495.5K | 0.2% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 6,886 | $487.0K | 0.2% | 00.0% | Unchanged | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $442.6K | 0.2% | 00.0% | Unchanged | History |
| AMTBAmerant Bancorp Inc. | CL A | 20,000 | $440.8K | 0.2% | 00.0% | Unchanged | History |
| ZIONZions Bancorporation, National Association | COM | 7,200 | $414.9K | 0.2% | +2,000+38.5% | Added | History |
| VZVerizon Communications Inc | Stock | 7,528 | $377.9K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 11,853 | $375.7K | 0.2% | +5,800+95.8% | Added | History |
| VLYValley National Bancorp | COM | 160,000 | $362.8K | 0.2% | +160,000 | New | History |
| BHRBBurke & Herbert Financial Services Corp. | COM | 5,783 | $360.2K | 0.2% | +5,783 | New | History |
| SCHLScholastic Corp | COM | 8,761 | $342.2K | 0.2% | −8,939−50.5% | Reduced | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 992 | $318.8K | 0.2% | 00.0% | Unchanged | History |
| UWMCUWM Holdings Corp | COM CL A | 564,388 | $307.6K | 0.1% | +487,144+630.7% | Added | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $303.7K | 0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 824 | $268.6K | 0.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 1,287 | $266.8K | 0.1% | 00.0% | Unchanged | History |
| INDBIndependent Bank Corp | COM | 3,529 | $265.4K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 800 | $241.8K | 0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD336917109 | SHS | 4,753 | $241.5K | 0.1% | 00.0% | Unchanged | – |
| BAFNBayFirst Financial Corp. | COM | 34,606 | $219.7K | 0.1% | −19,300−35.8% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 700 | $204.2K | 0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 7,135 | $200.4K | 0.1% | +7,135 | New | History |
| CRESYCresud Inc | SPONSORED ADR | 10,000 | $127.2K | 0.1% | 00.0% | Unchanged | History |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 10,500 | $525 | <0.1% | +5,200+98.1% | Added | History |
Sold out since Q4 2025 (8)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| SNVSynovus Financial Corp | COM NEW | 151,523 | $7.58M | 3.4% | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 36,837 | $3.51M | 1.6% | History |
| WBSWebster Financial Corp | COM | 40,289 | $2.54M | 1.1% | History |
| CMAComerica Inc | COM | 26,602 | $2.31M | 1.0% | History |
| CARECarter Bankshares, Inc. | COM NEW | 27,744 | $545.4K | 0.2% | History |
| XOMExxonMobil Holdings Corp | COM | 4,500 | $541.5K | 0.2% | History |
| VBNKVersaBank | COM | 21,443 | $320.7K | 0.1% | History |
| AFBIAffinity Bancshares, Inc. | COM | 15,027 | $306.7K | 0.1% | History |