Stilwell Value LLC
- SEC CIK
- 0001397076
- Latest filing
- Aug 7, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 29, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 24
- −6 vs. Q3 2025
- Portfolio value
- $181.4M
- −$31.5M (−14.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WHLRLWheeler Real Estate Investment Trust, Inc. | 7% SR NT 31 | 883,221 | $70.8M | 39.0% | −67,500−7.1% | Reduced | History |
| KWYKINGSWAY Corp | COM NEW | 3,363,450 | $45.2M | 24.9% | −1,936,427−36.5% | Reduced | History |
| SFBCSound Financial Bancorp, Inc. | COM | 410,019 | $17.9M | 9.9% | 00.0% | Unchanged | History |
| LSBKLake Shore Bancorp, Inc. | COM | 773,675 | $11.3M | 6.3% | +35,000+4.7% | Added | History |
| IROQIF Bancorp, Inc. | COM | 275,180 | $7.42M | 4.1% | −22,219−7.5% | Reduced | History |
| CPBICentral Plains Bancshares, Inc. | COM | 366,901 | $6.21M | 3.4% | 00.0% | Unchanged | History |
| CLSTCatalyst Bancorp, Inc. | COMMON STOCK | 254,697 | $4.01M | 2.2% | +137,150+116.7% | Added | History |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 761,466 | $3.95M | 2.2% | −28,000−3.5% | Reduced | – |
| FSBWFS Bancorp, Inc. | COM | 74,976 | $3.09M | 1.7% | −3,024−3.9% | Reduced | History |
| NECBNorthEast Community Bancorp, Inc. | COM | 110,000 | $2.49M | 1.4% | 00.0% | Unchanged | History |
| BVFLBV Financial, Inc. | COM NEW | 95,000 | $1.72M | 1.0% | −5,000−5.0% | Reduced | History |
| HFBLHome Federal Bancorp, Inc. of Louisiana | COM | 80,000 | $1.44M | 0.8% | 00.0% | Unchanged | History |
| NBBKNB Bancorp, Inc. | COM | 65,000 | $1.29M | 0.7% | −15,000−18.8% | Reduced | History |
| FDSBFifth District Bancorp, Inc. | COM | 80,000 | $1.20M | 0.7% | 00.0% | Unchanged | History |
| MGYRMagyar Bancorp, Inc. | COM | 40,000 | $691.2K | 0.4% | 00.0% | Unchanged | History |
| AVBCAvidia Bancorp, Inc. | COMMON STOCK | 40,000 | $672.4K | 0.4% | 00.0% | Unchanged | History |
| SRBKSR Bancorp, Inc. | COM | 40,000 | $629.6K | 0.3% | 00.0% | Unchanged | History |
| ECBKECB Bancorp, Inc. | COM | 20,000 | $347.8K | 0.2% | 00.0% | Unchanged | History |
| PDLBPonce Financial Group, Inc. | COMMON STOCK | 20,000 | $327.0K | 0.2% | 00.0% | Unchanged | History |
| FBLAFB Bancorp, Inc. | COM | 20,000 | $257.0K | 0.1% | 00.0% | Unchanged | History |
| MBBCMarathon Bancorp, Inc. | COM NEW | 20,000 | $243.2K | 0.1% | 00.0% | Unchanged | History |
| WHLRWheeler Real Estate Investment Trust, Inc. | COM NEW | 57,099 | $97.1K | 0.1% | +57,099 | New | History |
| PFGPrincipal Financial Group Inc | COM | 547 | $48.3K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 60 | $4.74K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FSFGFirst Savings Financial Group, Inc. | COM | 31,973 | $1.00M | 0.5% | History |
| WHLRWheeler Real Estate Investment Trust, Inc. | COM NEW | 107,521 | $673.1K | 0.3% | History |
| PBBKPB Bankshares, Inc. | COM | 27,431 | $526.1K | 0.2% | History |
| RMBIRichmond Mutual Bancorporation, Inc. | COM | 30,000 | $426.3K | 0.2% | History |
| AGQProShares Trust II | ULTRA SILVER NEW | 5,000 | $381.2K | 0.2% | History |
| WSBKWinchester Bancorp, Inc. | COM | 25,000 | $238.8K | 0.1% | History |
| CFSBCFSB Bancorp, Inc. | COM | 10,000 | $141.9K | 0.1% | History |