Stilwell Value LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Stilwell Value LLC disclosed 30 US equity positions worth $205.3m in its Q2 2025 13F filing. The largest position was KWY at 36.5% of the reported book, followed by WHEELER REAL ESTATE INVT TR and SFBC. Against the Q1 2025 filing, it opened 3 new positions, added to 2 and reduced 5 among the top 30 holdings.
What did Stilwell Value LLC own in Q2 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | KWY KINGSWAY FINL SVCS INC | 36.5% | $75.0m | 5,539,306 | -3% | reduced | |
| 2 | WHEELER REAL ESTATE INVT TR | 34.7% | $71.3m | 951,190 | -6% | reduced | |
| 3 | SFBC SOUND FINL BANCORP INC | 9.2% | $18.9m | 410,019 | 0% | held | |
| 4 | IF BANCORP INC | 3.5% | $7.1m | 293,425 | 0% | held | |
| 5 | CPBI CENTRAL PLAINS BANCSHARES IN | 2.7% | $5.5m | 362,475 | 16% | added | |
| 6 | WHEELER REAL ESTATE INVT TR | 1.6% | $3.3m | 537,616 | – | new | |
| 7 | WHEELER REAL ESTATE INVT TR | 1.5% | $3.1m | 793,332 | -2% | reduced | |
| 8 | FSBW FS BANCORP INC | 1.5% | $3.1m | 78,000 | 0% | held | |
| 9 | NECB NORTHEAST CMNTY BANCORP INC | 1.2% | $2.6m | 110,000 | 0% | held | |
| 10 | PROVIDENT BANCORP INC | 1.1% | $2.2m | 177,891 | -90% | reduced | |
| 11 | LAKE SHORE BANCORP INC | 0.9% | $1.9m | 121,893 | 0% | held | |
| 12 | BV FINL INC | 0.7% | $1.5m | 100,000 | 0% | held | |
| 13 | NBBK NB BANCORP INC | 0.7% | $1.4m | 80,000 | 0% | held | |
| 14 | FSFG FIRST SVGS FINL GROUP INC | 0.6% | $1.3m | 52,500 | 0% | held | |
| 15 | HOME FED BANCORP INC LA NEW | 0.5% | $1.1m | 80,000 | 0% | held | |
| 16 | FDSB FIFTH DIST BANCORP INC | 0.5% | $988.0k | 80,000 | 0% | held | |
| 17 | CLST CATALYST BANCORP INC | 0.5% | $965.6k | 77,937 | 95% | added | |
| 18 | MGYR MAGYAR BANCORP INC | 0.3% | $666.8k | 40,000 | 0% | held | |
| 19 | SRBK SR BANCORP INC | 0.3% | $540.0k | 40,000 | 0% | held | |
| 20 | ESSA BANCORP INC | 0.2% | $485.0k | 25,000 | 0% | held | |
| 21 | PBBK PB BANKSHARES INC | 0.2% | $484.7k | 27,431 | 0% | held | |
| 22 | RMBI RICHMOND MUT BANCORPORATION | 0.2% | $414.0k | 30,000 | 0% | held | |
| 23 | ECBK ECB BANCORP INC | 0.2% | $308.8k | 20,000 | 0% | held | |
| 24 | PDLB PONCE FINANCIAL GROUP INC | 0.1% | $276.8k | 20,000 | -33% | reduced | |
| 25 | FBLA FB BANCORP INC | 0.1% | $225.0k | 20,000 | 0% | held | |
| 26 | WSBK WINCHESTER BANCORP INC | 0.1% | $223.8k | 25,000 | – | new | |
| 27 | MARATHON BANCORP INC | 0.1% | $199.2k | 20,000 | – | new | |
| 28 | CFSB BANCORP INC | 0.1% | $137.2k | 10,000 | 0% | held | |
| 29 | PFG PRINCIPAL FINANCIAL GROUP IN | Financial Services | 0.0% | $43.4k | 547 | 0% | held |
| 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.