Stilwell Value LLC
CIK: 0001397076Latest portfolio: $181.4M · Q4 2025
Holdings
24
Total Value
$181.4M
New Positions
1
Closed Positions
7
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | WHLR 7 12/31/31WHEELER REAL ESTATE INVT TR | 883,221 | $70.8M | 39.03% | -67,500 | |
| 2 | KFSKINGSWAY FINL SVCS INC | 3,363,450 | $45.2M | 24.94% | -1,936,427 | |
| 3 | SFBCSOUND FINL BANCORP INC | 410,019 | $17.9M | 9.86% | — | |
| 4 | LSBKLAKE SHORE BANCORP INC | 773,675 | $11.3M | 6.25% | +35K | |
| 5 | IROQIF BANCORP INC | 275,180 | $7.4M | 4.09% | -22,219 | |
| 6 | CPBICENTRAL PLAINS BANCSHARES IN | 366,901 | $6.2M | 3.42% | — | |
| 7 | CLSTCATALYST BANCORP INC | 254,697 | $4.0M | 2.21% | +137K | |
| 8 | WHLR 9 PERP BWHEELER REAL ESTATE INVT TR | 761,466 | $4.0M | 2.18% | -28,000 | |
| 9 | FSBWFS BANCORP INC | 74,976 | $3.1M | 1.70% | -3,024 | |
| 10 | NECBNORTHEAST CMNTY BANCORP INC | 110,000 | $2.5M | 1.37% | — | |
| 11 | BVFLBV FINL INC | 95,000 | $1.7M | 0.95% | -5,000 | |
| 12 | HFBLHOME FED BANCORP INC LA NEW | 80,000 | $1.4M | 0.79% | — | |
| 13 | NBBKNB BANCORP INC | 65,000 | $1.3M | 0.71% | -15,000 | |
| 14 | FDSBFIFTH DIST BANCORP INC | 80,000 | $1.2M | 0.66% | — | |
| 15 | MGYRMAGYAR BANCORP INC | 40,000 | $691K | 0.38% | — | |
| 16 | AVBCAVIDIA BANCORP INC | 40,000 | $672K | 0.37% | — | |
| 17 | SRBKSR BANCORP INC | 40,000 | $629K | 0.35% | — | |
| 18 | ECBKECB BANCORP INC | 20,000 | $347K | 0.19% | — | |
| 19 | PDLBPONCE FINANCIAL GROUP INC | 20,000 | $327K | 0.18% | — | |
| 20 | FBLAFB BANCORP INC | 20,000 | $257K | 0.14% | — | |
| 21 | MBBCMARATHON BANCORP INC | 20,000 | $243K | 0.13% | — | |
| 22 | WHLRWHEELER REAL ESTATE INVT TR | 57,099 | $97K | 0.05% | NEW | |
| 23 | PG4PRINCIPAL FINANCIAL GROUP IN | 547 | $48K | 0.03% | — | |
| 24 | METMETLIFE INC | 60 | $4K | 0.00% | — |
Quarterly Changes
New Positions
- WHLRNEW$97K
Decreased Positions
| Name | Shares | Change |
|---|---|---|
| KFS | 3.4M | -1936427 |
| WHLR 7 12/31/31 | 883K | -67500 |
| WHLR 9 PERP B | 761K | -28000 |
| IROQ | 275K | -22219 |
| NBBK | 65K | -15000 |
| FSBW | 75K | -3024 |
Sector Breakdown
Financial Services0.0% ($1.788911342741862e+58T)
Unknown0.0% ($70.8T)
Consumer Cyclical0.0% ($45.2M)
Real Estate0.0% ($97K)
Filing History
Fund Information
Stilwell Value LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $181.4M across 24 holdings. The largest position is WHEELER REAL ESTATE INVT TR (WHLR 7 12/31/31), representing 39.0% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.