Stilwell Value LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Stilwell Value LLC disclosed 30 US equity positions worth $212.8m in its Q3 2025 13F filing. The largest position was KWY at 36.4% of the reported book, followed by WHEELER REAL ESTATE INVT TR and SFBC. Against the Q2 2025 filing, it opened 4 new positions, added to 3 and reduced 2 among the top 30 holdings.
What did Stilwell Value LLC own in Q3 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | KWY KINGSWAY FINL SVCS INC | 36.4% | $77.5m | 5,299,877 | -4% | reduced | |
| 2 | WHEELER REAL ESTATE INVT TR | 33.5% | $71.3m | 950,721 | -0% | held | |
| 3 | SFBC SOUND FINL BANCORP INC | 8.9% | $18.9m | 410,019 | 0% | held | |
| 4 | LSBK LAKE SHORE BANCORP INC | 4.5% | $9.6m | 738,675 | – | new | |
| 5 | IF BANCORP INC | 3.6% | $7.7m | 297,399 | 1% | added | |
| 6 | CPBI CENTRAL PLAINS BANCSHARES IN | 2.8% | $6.0m | 366,901 | 1% | added | |
| 7 | WHEELER REAL ESTATE INVT TR | 1.6% | $3.3m | 789,466 | -0% | held | |
| 8 | FSBW FS BANCORP INC | 1.5% | $3.1m | 78,000 | 0% | held | |
| 9 | NECB NORTHEAST CMNTY BANCORP INC | 1.1% | $2.3m | 110,000 | 0% | held | |
| 10 | BV FINL INC | 0.8% | $1.6m | 100,000 | 0% | held | |
| 11 | CLST CATALYST BANCORP INC | 0.7% | $1.6m | 117,547 | 51% | added | |
| 12 | NBBK NB BANCORP INC | 0.7% | $1.4m | 80,000 | 0% | held | |
| 13 | FDSB FIFTH DIST BANCORP INC | 0.5% | $1.1m | 80,000 | 0% | held | |
| 14 | HOME FED BANCORP INC LA NEW | 0.5% | $1.1m | 80,000 | 0% | held | |
| 15 | FSFG FIRST SVGS FINL GROUP INC | 0.5% | $1.0m | 31,973 | -39% | reduced | |
| 16 | MGYR MAGYAR BANCORP INC | 0.3% | $690.8k | 40,000 | 0% | held | |
| 17 | WHEELER REAL ESTATE INVT TR | 0.3% | $673.1k | 107,521 | – | new | |
| 18 | SRBK SR BANCORP INC | 0.3% | $603.6k | 40,000 | 0% | held | |
| 19 | AVBC AVIDIA BANCORP INC | 0.3% | $597.6k | 40,000 | – | new | |
| 20 | PBBK PB BANKSHARES INC | 0.2% | $526.1k | 27,431 | 0% | held | |
| 21 | RMBI RICHMOND MUT BANCORPORATION | 0.2% | $426.3k | 30,000 | 0% | held | |
| 22 | PROSHARES TR II | 0.2% | $381.2k | 5,000 | – | new | |
| 23 | ECBK ECB BANCORP INC | 0.1% | $317.4k | 20,000 | 0% | held | |
| 24 | PDLB PONCE FINANCIAL GROUP INC | 0.1% | $294.0k | 20,000 | 0% | held | |
| 25 | FBLA FB BANCORP INC | 0.1% | $240.4k | 20,000 | 0% | held | |
| 26 | WSBK WINCHESTER BANCORP INC | 0.1% | $238.8k | 25,000 | 0% | held | |
| 27 | MARATHON BANCORP INC | 0.1% | $208.6k | 20,000 | 0% | held | |
| 28 | CFSB BANCORP INC | 0.1% | $141.9k | 10,000 | 0% | held | |
| 29 | PFG PRINCIPAL FINANCIAL GROUP IN | Financial Services | 0.0% | $45.4k | 547 | 0% | held |
| 30 | MET METLIFE INC | Financial Services | 0.0% | $4.9k | 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.