M3f, Inc. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
M3f, Inc. disclosed 28 US equity positions worth $403.5m in its Q1 2026 13F filing. The largest position was WLFC at 28.6% of the reported book, followed by PDLB and AERCAP HOLDINGS NV SHS.
What did M3f, Inc. own in Q1 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WLFC Willis Lease Finance Corp | Industrials | 28.6% | $115.3m | 677,248 | – | |
| 2 | PDLB PONCE FINANCIAL GROUP INC | 8.3% | $33.5m | 2,003,960 | – | ||
| 3 | AERCAP HOLDINGS NV SHS | 8.1% | $32.6m | 238,000 | – | ||
| 4 | PBFS PIONEER BANCORP INC/NY | 7.1% | $28.8m | 2,071,973 | – | ||
| 5 | ASLE AERSALE CORP | 6.1% | $24.8m | 3,983,632 | – | ||
| 6 | NODK NI HOLDINGS INC | 5.3% | $21.3m | 1,652,020 | – | ||
| 7 | SNFCA SECURITY NATL FINL CORP CL A NEW | 5.2% | $20.8m | 2,198,648 | – | ||
| 8 | SWKHL SWK HLDGS CORP COM | 4.2% | $16.9m | 995,256 | – | ||
| 9 | BHF BRIGHTHOUSE FINANCIAL INC | Financial Services | 4.2% | $16.8m | 280,000 | – | |
| 10 | RBKB RHINEBECK BANCORP INC | 3.9% | $15.6m | 1,010,420 | – | ||
| 11 | NORTHFIELD BANCORP INC DEL COM | 2.6% | $10.5m | 776,630 | – | ||
| 12 | ALRS ALERUS FINANCIAL CORP | 2.5% | $9.9m | 417,108 | – | ||
| 13 | PKBK PARKE BANCORP INC | Financial Services | 2.3% | $9.5m | 332,876 | – | |
| 14 | GDOT Green Dot Corp | Financial Services | 2.1% | $8.4m | 748,806 | – | |
| 15 | CBFV CB FINL SVCS INC COM | 1.5% | $5.9m | 171,439 | – | ||
| 16 | WASH Washington Trust Bancorp Inc | Financial Services | 1.4% | $5.6m | 166,485 | – | |
| 17 | MGYR MAGYAR BANCORP INC COM | 1.2% | $4.9m | 283,894 | – | ||
| 18 | SSBI SUMMIT STATE BANK | 1.2% | $4.7m | 354,229 | – | ||
| 19 | PROV PROVIDENT FINL HLDGS INC COM | 1.1% | $4.6m | 284,594 | – | ||
| 20 | BSBK BOGOTA FINANCIAL CORP | 1.0% | $4.2m | 493,732 | – | ||
| 21 | BYFC BROADWAY FINANCIAL CORP/DE | 0.9% | $3.4m | 474,685 | – | ||
| 22 | Air Lease Corp | 0.6% | $2.5m | 39,051 | – | ||
| 23 | FBIZ FIRST BUS FINL SVCS INC WIS COM | 0.4% | $1.6m | 29,685 | – | ||
| 24 | WSBK WINCHESTER BANCORP INC | 0.1% | $312.0k | 24,586 | – | ||
| 25 | NSTS NSTS BANCORP INC | 0.1% | $311.0k | 26,664 | – | ||
| 26 | SHF HOLDINGS INC | 0.1% | $256.0k | 308,000 | – | ||
| 27 | VABK VIRGINIA NATIONAL BANKSHARES | 0.1% | $220.0k | 5,769 | – | ||
| 28 | AUBN AUBURN NATL BANCORP COM | 0.1% | $218.0k | 9,151 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.