Stilwell Value LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Stilwell Value LLC disclosed 24 US equity positions worth $181.4m in its Q4 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 Q3 2025 filing, it opened 1 new position, added to 2 and reduced 7 among the top 24 holdings.
What did Stilwell Value LLC own in Q4 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WHEELER REAL ESTATE INVT TR | 39.0% | $70.8m | 883,221 | -7% | reduced | |
| 2 | KWY KINGSWAY FINL SVCS INC | 24.9% | $45.2m | 3,363,450 | -37% | reduced | |
| 3 | SFBC SOUND FINL BANCORP INC | 9.9% | $17.9m | 410,019 | 0% | held | |
| 4 | LSBK LAKE SHORE BANCORP INC | 6.3% | $11.3m | 773,675 | 5% | added | |
| 5 | IF BANCORP INC | 4.1% | $7.4m | 275,180 | -7% | reduced | |
| 6 | CPBI CENTRAL PLAINS BANCSHARES IN | 3.4% | $6.2m | 366,901 | 0% | held | |
| 7 | CLST CATALYST BANCORP INC | 2.2% | $4.0m | 254,697 | 117% | added | |
| 8 | WHEELER REAL ESTATE INVT TR | 2.2% | $4.0m | 761,466 | -4% | reduced | |
| 9 | FSBW FS BANCORP INC | 1.7% | $3.1m | 74,976 | -4% | reduced | |
| 10 | NECB NORTHEAST CMNTY BANCORP INC | 1.4% | $2.5m | 110,000 | 0% | held | |
| 11 | BV FINL INC | 1.0% | $1.7m | 95,000 | -5% | reduced | |
| 12 | HOME FED BANCORP INC LA NEW | 0.8% | $1.4m | 80,000 | 0% | held | |
| 13 | NBBK NB BANCORP INC | 0.7% | $1.3m | 65,000 | -19% | reduced | |
| 14 | FDSB FIFTH DIST BANCORP INC | 0.7% | $1.2m | 80,000 | 0% | held | |
| 15 | MGYR MAGYAR BANCORP INC | 0.4% | $691.2k | 40,000 | 0% | held | |
| 16 | AVBC AVIDIA BANCORP INC | 0.4% | $672.4k | 40,000 | 0% | held | |
| 17 | SRBK SR BANCORP INC | 0.3% | $629.6k | 40,000 | 0% | held | |
| 18 | ECBK ECB BANCORP INC | 0.2% | $347.8k | 20,000 | 0% | held | |
| 19 | PDLB PONCE FINANCIAL GROUP INC | 0.2% | $327.0k | 20,000 | 0% | held | |
| 20 | FBLA FB BANCORP INC | 0.1% | $257.0k | 20,000 | 0% | held | |
| 21 | MARATHON BANCORP INC | 0.1% | $243.2k | 20,000 | 0% | held | |
| 22 | WHEELER REAL ESTATE INVT TR | 0.1% | $97.1k | 57,099 | – | new | |
| 23 | PFG PRINCIPAL FINANCIAL GROUP IN | Financial Services | 0.0% | $48.3k | 547 | 0% | held |
| 24 | MET METLIFE INC | Financial Services | 0.0% | $4.7k | 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.