Stilwell Value LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Stilwell Value LLC disclosed 30 US equity positions worth $194.6m in its Q1 2025 13F filing. The largest position was WHEELER REAL ESTATE INVT TR at 39.0% of the reported book, followed by KWY and SFBC. Against the Q4 2024 filing, it opened 1 new position, added to 2 and reduced 2 among the top 30 holdings.
What did Stilwell Value LLC own in Q1 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WHEELER REAL ESTATE INVT TR | 39.0% | $75.9m | 1,011,690 | 0% | held | |
| 2 | KWY KINGSWAY FINL SVCS INC | 23.2% | $45.1m | 5,700,527 | -15% | reduced | |
| 3 | SFBC SOUND FINL BANCORP INC | 10.6% | $20.6m | 410,019 | 0% | held | |
| 4 | PROVIDENT BANCORP INC | 10.1% | $19.6m | 1,706,467 | 0% | held | |
| 5 | IF BANCORP INC | 3.6% | $7.1m | 292,925 | 1% | added | |
| 6 | CPBI CENTRAL PLAINS BANCSHARES IN | 2.4% | $4.7m | 311,899 | 1% | added | |
| 7 | WHEELER REAL ESTATE INVT TR | 1.7% | $3.2m | 808,377 | -1% | reduced | |
| 8 | FSBW FS BANCORP INC | 1.5% | $3.0m | 78,000 | 0% | held | |
| 9 | NECB NORTHEAST CMNTY BANCORP INC | 1.3% | $2.6m | 110,000 | 0% | held | |
| 10 | LAKE SHORE BANCORP INC | 1.0% | $1.9m | 121,893 | 0% | held | |
| 11 | BV FINL INC | 0.8% | $1.5m | 100,000 | 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 | 0% | held | |
| 14 | HOME FED BANCORP INC LA NEW | 0.5% | $1.0m | 80,000 | 0% | held | |
| 15 | FDSB FIFTH DIST BANCORP INC | 0.5% | $976.0k | 80,000 | 0% | held | |
| 16 | MGYR MAGYAR BANCORP INC | 0.3% | $556.0k | 40,000 | 0% | held | |
| 17 | BCOW 1895 BANCORP OF WIS INC | 0.3% | $515.0k | 50,000 | 0% | held | |
| 18 | SRBK SR BANCORP INC | 0.2% | $477.2k | 40,000 | 0% | held | |
| 19 | ESSA BANCORP INC | 0.2% | $471.2k | 25,000 | 0% | held | |
| 20 | CLST CATALYST BANCORP INC | 0.2% | $465.9k | 39,991 | 0% | held | |
| 21 | PBBK PB BANKSHARES INC | 0.2% | $451.2k | 27,431 | 0% | held | |
| 22 | RMBI RICHMOND MUT BANCORPORATION | 0.2% | $384.0k | 30,000 | 0% | held | |
| 23 | PDLB PONCE FINANCIAL GROUP INC | 0.2% | $380.1k | 30,000 | 0% | held | |
| 24 | ECBK ECB BANCORP INC | 0.2% | $303.0k | 20,000 | 0% | held | |
| 25 | 1S4 HARBORONE BANCORP INC NEW | 0.1% | $289.1k | 27,883 | 0% | held | |
| 26 | FBLA FB BANCORP INC | 0.1% | $225.2k | 20,000 | 0% | held | |
| 27 | CFSB BANCORP INC | 0.0% | $76.3k | 10,000 | 0% | held | |
| 28 | PFG PRINCIPAL FINANCIAL GROUP IN | Financial Services | 0.0% | $46.1k | 547 | 0% | held |
| 29 | WHEELER REAL ESTATE INVT TR | 0.0% | $7.4k | 2,351 | – | new | |
| 30 | MET METLIFE INC | Financial Services | 0.0% | $4.8k | 60 | 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.