Salzhauer Michael
- SEC CIK
- 0001059543
- Latest filing
- Jul 20, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 20, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 79
- +4 vs. Q1 2026
- Portfolio value
- $271.9M
- +$59.7M (+28.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 1,495,610 | $85.2M | 31.3% | −615,299−29.1% | Reduced | History |
| CCitigroup Inc | Stock | 158,427 | $22.2M | 8.2% | −569,379−78.2% | Reduced | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 148,566 | $15.0M | 5.5% | +148,566 | New | History |
| PGCPeapack Gladstone Financial Corp | COM | 216,632 | $10.3M | 3.8% | −39,107−15.3% | Reduced | History |
| COFCapital One Financial Corp | Stock | 49,996 | $10.0M | 3.7% | +35,958+256.1% | Added | History |
| SMBKSmartfinancial Inc. | COM NEW | 211,013 | $9.90M | 3.6% | −1,657−0.8% | Reduced | History |
| BANCBanc of California, Inc. | COM | 468,559 | $9.57M | 3.5% | −120,197−20.4% | Reduced | History |
| FRSTPrimis Financial Corp. | COM | 471,795 | $7.72M | 2.8% | −218,126−31.6% | Reduced | History |
| WFCWells Fargo & Company | Stock | 84,289 | $6.97M | 2.6% | −58,571−41.0% | Reduced | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 191,867 | $6.38M | 2.3% | −3,000−1.5% | Reduced | History |
| FSUNFirstsun Capital Bancorp | COM | 140,987 | $5.47M | 2.0% | +270.0% | Added | History |
| WALWestern Alliance Bancorporation | COM | 54,721 | $4.50M | 1.7% | +512+0.9% | Added | History |
| HTBHomeTrust Bancshares, Inc. | COM | 78,725 | $3.93M | 1.4% | 00.0% | Unchanged | History |
| PFSProvident Financial Services Inc | COM | 152,203 | $3.60M | 1.3% | 00.0% | Unchanged | History |
| FHNFirst Horizon Corp | COM | 131,446 | $3.37M | 1.2% | −150,612−53.4% | Reduced | History |
| SSBSouthState Bank Corp | COM | 31,581 | $3.15M | 1.2% | 00.0% | Unchanged | History |
| FBKFB Financial Corp | COM | 55,665 | $3.08M | 1.1% | −29−0.1% | Reduced | History |
| FITBFifth Third Bancorp | COM | 50,194 | $2.83M | 1.0% | +1,191+2.4% | Added | History |
| TFCTruist Financial Corp | COM | 53,937 | $2.69M | 1.0% | 00.0% | Unchanged | History |
| TCBXThird Coast Bancshares, Inc. | COM | 61,899 | $2.50M | 0.9% | +21,146+51.9% | Added | History |
| CBSHCommerce Bancshares Inc | Stock | 42,916 | $2.48M | 0.9% | +100+0.2% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 9,598 | $2.36M | 0.9% | 00.0% | Unchanged | History |
| CNOBConnectOne Bancorp, Inc. | COM | 66,680 | $2.23M | 0.8% | −750−1.1% | Reduced | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 54,202 | $2.20M | 0.8% | −8,000−12.9% | Reduced | History |
| HBANHuntington Bancshares Inc | COM | 119,107 | $2.11M | 0.8% | 00.0% | Unchanged | History |
| VABKVirginia National Bankshares Corp | COM | 45,672 | $2.03M | 0.7% | 00.0% | Unchanged | History |
| RFRegions Financial Corp | COM | 66,450 | $2.01M | 0.7% | 00.0% | Unchanged | History |
| HWCHancock Whitney Corp | COM | 24,232 | $1.81M | 0.7% | 00.0% | Unchanged | History |
| MCBMetropolitan Bank Holding Corp. | COM | 17,974 | $1.78M | 0.7% | +81+0.5% | Added | History |
| Townebank Portsmouth Va89214P109 | COM | 47,121 | $1.71M | 0.6% | 00.0% | Unchanged | – |
| SHBIShore Bancshares Inc | COM | 72,357 | $1.66M | 0.6% | 00.0% | Unchanged | History |
| UNTYUnity Bancorp Inc | COM | 25,674 | $1.51M | 0.6% | +6,250+32.2% | Added | History |
| CFGCitizens Financial Group Inc | COM | 21,391 | $1.50M | 0.6% | −100,000−82.4% | Reduced | History |
| WSFSWSFS Financial Corp | COM | 19,329 | $1.48M | 0.5% | 00.0% | Unchanged | History |
| BHRBBurke & Herbert Financial Services Corp. | COM | 20,219 | $1.45M | 0.5% | +14,436+249.6% | Added | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 62,629 | $1.28M | 0.5% | +10,000+19.0% | Added | History |
| CFBKCF Bankshares Inc. | COM | 39,003 | $1.28M | 0.5% | 00.0% | Unchanged | History |
| AMTBAmerant Bancorp Inc. | CL A | 50,000 | $1.28M | 0.5% | +30,000+150.0% | Added | History |
| HAFCHanmi Financial Corp | COM NEW | 38,201 | $1.24M | 0.5% | −15,970−29.5% | Reduced | History |
| QCRHQCR Holdings Inc | COM | 12,083 | $1.18M | 0.4% | −167−1.4% | Reduced | History |
| SPFISouth Plains Financial, Inc. | COM | 26,431 | $1.14M | 0.4% | +3,885+17.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 3,215 | $1.05M | 0.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 3,418 | $989.0K | 0.4% | 00.0% | Unchanged | History |
| Summit St BK Santa Rosa Cali866264203 | COM | 72,575 | $984.1K | 0.4% | 00.0% | Unchanged | – |
| COSOCoastalSouth Bancshares, Inc. | COM NEW | 33,046 | $887.3K | 0.3% | 00.0% | Unchanged | History |
| BPOPPopular, Inc. | COM NEW | 5,215 | $856.1K | 0.3% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 4,081 | $853.1K | 0.3% | −50−1.2% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 22,686 | $727.1K | 0.3% | 00.0% | Unchanged | History |
| CBFVCB Financial Services, Inc. | COM | 18,903 | $716.4K | 0.3% | 00.0% | Unchanged | History |
| AUBAtlantic Union Bankshares Corp | COM | 16,578 | $701.4K | 0.3% | 00.0% | Unchanged | History |
| ABCBAmeris Bancorp | COM | 7,376 | $665.8K | 0.2% | 00.0% | Unchanged | History |
| UCBUnited Community Banks Inc | COM | 17,032 | $597.7K | 0.2% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 6,886 | $582.6K | 0.2% | 00.0% | Unchanged | History |
| ORRFOrrstown Financial Services Inc | COM | 13,734 | $560.8K | 0.2% | 00.0% | Unchanged | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $548.0K | 0.2% | 00.0% | Unchanged | History |
| VLYValley National Bancorp | COM | 34,200 | $501.0K | 0.2% | −125,800−78.6% | Reduced | History |
| ZIONZions Bancorporation, National Association | COM | 7,200 | $498.2K | 0.2% | 00.0% | Unchanged | History |
| KEYKeycorp | COM | 21,514 | $495.9K | 0.2% | −180,400−89.3% | Reduced | History |
| UWMCUWM Holdings Corp | COM CL A | 183,375 | $419.9K | 0.2% | −381,013−67.5% | Reduced | History |
| TAT&T Inc. | Stock | 19,498 | $403.6K | 0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 992 | $398.6K | 0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 6,053 | $348.8K | 0.1% | −5,800−48.9% | Reduced | History |
| VZVerizon Communications Inc | Stock | 7,528 | $318.7K | 0.1% | 00.0% | Unchanged | History |
| GDOTGreen Dot Corp | CL A | 23,205 | $313.5K | 0.1% | +23,205 | New | History |
| ALLAllstate Corp | Stock | 1,287 | $306.2K | 0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $297.6K | 0.1% | 00.0% | Unchanged | History |
| BKHBlack Hills Corp | COM | 3,900 | $290.2K | 0.1% | +3,900 | New | History |
| INDBIndependent Bank Corp | COM | 3,462 | $289.8K | 0.1% | −67−1.9% | Reduced | History |
| CBChubb Ltd | Stock | 824 | $280.8K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 800 | $274.5K | 0.1% | 00.0% | Unchanged | History |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 5,300 | $256.2K | 0.1% | +5,300 | New | History |
| CSCOCisco Systems, Inc. | Stock | 2,000 | $234.9K | 0.1% | +2,000 | New | History |
| First Tr Exchange-Traded FD336917109 | SHS | 4,753 | $231.3K | 0.1% | 00.0% | Unchanged | – |
| TRVTravelers Companies, Inc. | Stock | 700 | $231.1K | 0.1% | 00.0% | Unchanged | History |
| SPHRSphere Entertainment Co. | CL A | 1,314 | $227.4K | 0.1% | +1,314 | New | History |
| CBANColony Bankcorp Inc | COM | 10,000 | $200.9K | 0.1% | +10,000 | New | History |
| BRBSBlue Ridge Bankshares, Inc. | COM | 56,000 | $197.7K | 0.1% | +56,000 | New | History |
| CRESYCresud Inc | SPONSORED ADR | 10,000 | $112.1K | <0.1% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 130 | $9.72K | <0.1% | +130 | New | History |
Options (10)
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 | – | $13.1M |
| BACBank of America Corp | Stock | – | $4.46M |
| CFGCitizens Financial Group Inc | COM | – | $780.0K |
| WFCWells Fargo & Company | Stock | – | $756.0K |
| KEYKeycorp | COM | – | $617.6K |
| BANCBanc of California, Inc. | COM | – | $350.0K |
| FHNFirst Horizon Corp | COM | – | $240.0K |
| UWMCUWM Holdings Corp | COM CL A | – | $139.3K |
| AIGAmerican International Group, Inc. | Stock | – | $108.0K |
| VLYValley National Bancorp | COM | – | $52.5K |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 81,685 | $681.3K | 0.3% | History |
| SCHLScholastic Corp | COM | 8,761 | $342.2K | 0.2% | History |
| BAFNBayFirst Financial Corp. | COM | 34,606 | $219.7K | 0.1% | History |
| PFEPfizer Inc | Stock | 7,135 | $200.4K | 0.1% | History |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 10,500 | $525 | <0.1% | History |