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Stilwell Value LLC

SEC CIK
0001397076
Latest filing
Aug 7, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
40
+2 vs. Q3 2022
Portfolio value
$132.6M
−$6.82M (−4.9%) vs. Q3 2022
Filed
Feb 10, 2023
SEC
Holdings of Stilwell Value LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
KWYKINGSWAY CorpCOM NEW7,606,622$60.3M45.5%−6,650−0.1%ReducedHistory
OFGOfg BancorpCOM974,784$26.9M20.3%−765,014−44.0%ReducedHistory
SFBCSound Financial Bancorp, Inc.COM317,936$12.5M9.4%00.0%UnchangedHistory
ICCHICC Holdings, Inc.COM300,517$4.73M3.6%+3,212+1.1%AddedHistory
FSBWFS Bancorp, Inc.COM120,000$4.01M3.0%−15,418−11.4%ReducedHistory
GBNYGenerations Bancorp NY, Inc.COM222,849$2.41M1.8%00.0%UnchangedHistory
Cincinnati Bancorp Inc17187C102COM NEW140,000$2.12M1.6%00.0%Unchanged–
NECBNorthEast Community Bancorp, Inc.COM140,000$2.09M1.6%00.0%UnchangedHistory
WHLRWheeler Real Estate Investment Trust, Inc.COM NEW1,181,336$1.65M1.2%00.0%UnchangedHistory
HFBLHome Federal Bancorp, Inc. of LouisianaCOM80,000$1.37M1.0%00.0%UnchangedHistory
SICPSilvergate Capital CorpCL A71,000$1.24M0.9%+71,000NewHistory
LSBKLake Shore Bancorp, Inc.COM100,000$1.21M0.9%00.0%UnchangedHistory
FSFGFirst Savings Financial Group, Inc.COM60,000$1.20M0.9%00.0%UnchangedHistory
WHLRDWheeler Real Estate Investment Trust, Inc.CPR86,150$1.11M0.8%00.0%UnchangedHistory
AFBIAffinity Bancshares, Inc.COM64,840$979.1K0.7%00.0%UnchangedHistory
PVBCProvident Bancorp, Inc.COM NEW121,835$887.0K0.7%+71,835+143.7%AddedHistory
MSVBMid-Southern Bancorp, Inc.COM50,000$650.5K0.5%00.0%UnchangedHistory
LYFTLyft, Inc.CL A COM50,000$551.0K0.4%+50,000NewHistory
ESSAESSA Bancorp, Inc.COM25,000$521.8K0.4%00.0%UnchangedHistory
IROQIF Bancorp, Inc.COM29,897$515.7K0.4%+2,678+9.8%AddedHistory
MGYRMagyar Bancorp, Inc.COM40,000$512.8K0.4%00.0%UnchangedHistory
CLSTCatalyst Bancorp, Inc.COMMON STOCK39,991$507.9K0.4%00.0%UnchangedHistory
BCOW1895 Bancorp of Wisconsin, Inc.COM50,000$500.0K0.4%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A80,300$455.3K0.3%+80,300NewHistory
RMBIRichmond Mutual Bancorporation, Inc.COM30,000$390.3K0.3%00.0%UnchangedHistory
HONEHarborOne Bancorp, Inc.COM NEW27,883$387.6K0.3%00.0%UnchangedHistory
CVNACarvana Co.CL A80,000$379.2K0.3%+80,000NewHistory
PBBKPB Bankshares, Inc.COM27,431$372.5K0.3%00.0%UnchangedHistory
ECBKECB Bancorp, Inc.COM20,000$321.0K0.2%00.0%UnchangedHistory
BLFYBlue Foundry BancorpCOM23,677$304.2K0.2%00.0%UnchangedHistory
TCBCTC Bancshares, Inc.COM20,000$298.0K0.2%00.0%UnchangedHistory
CULLCullman Bancorp, Inc.COM25,000$287.3K0.2%00.0%UnchangedHistory
PDLBPonce Financial Group, Inc.COMMON STOCK30,000$279.6K0.2%00.0%UnchangedHistory
FSEAFirst Seacoast Bancorp, Inc.COM19,000$181.4K0.1%00.0%UnchangedHistory
FRAFFranklin Financial Services CorpCOM4,500$162.4K0.1%00.0%UnchangedHistory
RBKBRhinebeck Bancorp, Inc.COM15,000$136.7K0.1%00.0%UnchangedHistory
FFBWFFBW, Inc.COM7,038$81.7K0.1%00.0%UnchangedHistory
CFSBCFSB Bancorp, Inc.COM10,000$80.9K0.1%00.0%UnchangedHistory
PFGPrincipal Financial Group IncCOM547$45.9K<0.1%00.0%UnchangedHistory
METMetlife IncStock60$4.34K<0.1%00.0%UnchangedHistory

Options (1)

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

Option positions of Stilwell Value LLC in Q4 2022
SecurityClassPutsCalls
Carvana Co146869902CALL–$474.0K

Sold out since Q3 2022 (2)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Stilwell Value LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
DGPDeutsche Bank AktiengesellschaftDB GOLD DBL LNG50,000$370.0K0.3%History
CCLCarnival Corp Ltd.UNIT 99/99/999950,000$352.0K0.3%History