Stilwell Value LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Stilwell Value LLC disclosed 32 US equity positions worth $198.5m in its Q4 2024 13F filing. The largest position was WHEELER REAL ESTATE INVT TR at 33.9% of the reported book, followed by KWY and SFBC. Against the Q3 2024 filing, it opened 3 new positions, added to 3 and reduced 7 among the top 32 holdings.
What did Stilwell Value LLC own in Q4 2024? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WHEELER REAL ESTATE INVT TR | 33.9% | $67.2m | 1,011,690 | 0% | held | |
| 2 | KWY KINGSWAY FINL SVCS INC | 28.3% | $56.1m | 6,700,527 | -9% | reduced | |
| 3 | SFBC SOUND FINL BANCORP INC | 10.9% | $21.6m | 410,019 | 0% | held | |
| 4 | PROVIDENT BANCORP INC | 9.8% | $19.5m | 1,706,467 | -3% | reduced | |
| 5 | IF BANCORP INC | 3.4% | $6.8m | 291,150 | 11% | added | |
| 6 | CPBI CENTRAL PLAINS BANCSHARES IN | 2.3% | $4.6m | 307,301 | 1437% | added | |
| 7 | FSBW FS BANCORP INC | 1.6% | $3.2m | 78,000 | -32% | reduced | |
| 8 | NECB NORTHEAST CMNTY BANCORP INC | 1.4% | $2.7m | 110,000 | -21% | reduced | |
| 9 | WHEELER REAL ESTATE INVT TR | 1.3% | $2.5m | 817,085 | – | new | |
| 10 | BV FINL INC | 0.9% | $1.7m | 100,000 | -35% | reduced | |
| 11 | LAKE SHORE BANCORP INC | 0.8% | $1.7m | 121,893 | 0% | held | |
| 12 | NBBK NB BANCORP INC | 0.7% | $1.4m | 80,000 | 0% | held | |
| 13 | FSFG FIRST SVGS FINL GROUP INC | 0.7% | $1.4m | 52,500 | -12% | reduced | |
| 14 | GENERATIONS BANCORP NY INC | 0.6% | $1.2m | 80,000 | -64% | reduced | |
| 15 | FDSB FIFTH DIST BANCORP INC | 0.5% | $1.0m | 80,000 | 88% | added | |
| 16 | HOME FED BANCORP INC LA NEW | 0.5% | $1.0m | 80,000 | 0% | held | |
| 17 | MGYR MAGYAR BANCORP INC | 0.3% | $584.0k | 40,000 | 0% | held | |
| 18 | BCOW 1895 BANCORP OF WIS INC | 0.3% | $500.0k | 50,000 | 0% | held | |
| 19 | ESSA BANCORP INC | 0.2% | $487.5k | 25,000 | 0% | held | |
| 20 | SRBK SR BANCORP INC | 0.2% | $476.4k | 40,000 | 0% | held | |
| 21 | CLST CATALYST BANCORP INC | 0.2% | $470.7k | 39,991 | 0% | held | |
| 22 | RMBI RICHMOND MUT BANCORPORATION | 0.2% | $424.5k | 30,000 | 0% | held | |
| 23 | PBBK PB BANKSHARES INC | 0.2% | $419.1k | 27,431 | 0% | held | |
| 24 | PDLB PONCE FINANCIAL GROUP INC | 0.2% | $390.0k | 30,000 | 0% | held | |
| 25 | 1S4 HARBORONE BANCORP INC NEW | 0.2% | $329.9k | 27,883 | 0% | held | |
| 26 | ECBK ECB BANCORP INC | 0.1% | $296.8k | 20,000 | 0% | held | |
| 27 | FBLA FB BANCORP INC | 0.1% | $238.4k | 20,000 | – | new | |
| 28 | WHEELER REAL ESTATE INVT TR | 0.1% | $158.7k | 47,093 | – | new | |
| 29 | CFSB BANCORP INC | 0.0% | $67.6k | 10,000 | 0% | held | |
| 30 | PFG PRINCIPAL FINANCIAL GROUP IN | Financial Services | 0.0% | $42.3k | 547 | 0% | held |
| 31 | MET METLIFE INC | Financial Services | 0.0% | $4.9k | 60 | 0% | held |
| 32 | ICC HLDGS INC | 0.0% | $2.3k | 100 | 0% | held |
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.