Q2 2025 · 13F-HR
Stilwell Value LLCholdings as filed
Filed 2025-08-06 · accession 0001415889-25-021171
$205.3M
Reported value
30
Positions
2025-06-30
Period end
The Brief · Stilwell Value LLC · Q2 2025
AI · grounded in 13F
Stilwell Value LLC established a new position in KFS valued at $75.0M. The fund also initiated a new stake in WHLR for $71.3M. Additional new positions include SFBC at $18.9M and IROQ at $7.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 496904202 | KFS | KINGSWAY FINL SVCS INC | $75.0M | 36.5% | 5,539,306 | Common | SOLE |
| 963025804 | WHLR 7 12/31/31 | WHEELER REAL ESTATE INVT TR | $71.3M | 34.7% | 951,190 | Common | SOLE |
| 83607A100 | SFBC | SOUND FINL BANCORP INC | $18.9M | 9.19% | 410,019 | Common | SOLE |
| 44951J105 | IROQ | IF BANCORP INC | $7.1M | 3.48% | 293,425 | Common | SOLE |
| 15486W100 | CPBI | CENTRAL PLAINS BANCSHARES IN | $5.5M | 2.67% | 362,475 | Common | SOLE |
| 963025812 | WHLR | WHEELER REAL ESTATE INVT TR | $3.3M | 1.59% | 537,616 | Common | SOLE |
| 963025309 | WHLR 9 PERP B | WHEELER REAL ESTATE INVT TR | $3.1M | 1.53% | 793,332 | Common | SOLE |
| 30263Y104 | FSBW | FS BANCORP INC | $3.1M | 1.50% | 78,000 | Common | SOLE |
| 664121100 | NECB | NORTHEAST CMNTY BANCORP INC | $2.6M | 1.25% | 110,000 | Common | SOLE |
| 74383L105 | — | PROVIDENT BANCORP INC | $2.2M | 1.08% | 177,891 | Common | SOLE |
| 510700107 | — | LAKE SHORE BANCORP INC | $1.9M | 0.94% | 121,893 | Common | SOLE |
| 05603E208 | BVFL | BV FINL INC | $1.5M | 0.74% | 100,000 | Common | SOLE |
| 63945M107 | NBBK | NB BANCORP INC | $1.4M | 0.70% | 80,000 | Common | SOLE |
| 33621E109 | FSFG | FIRST SVGS FINL GROUP INC | $1.3M | 0.64% | 52,500 | Common | SOLE |
| 43708L108 | HFBL | HOME FED BANCORP INC LA NEW | $1.1M | 0.53% | 80,000 | Common | SOLE |
| 316926104 | FDSB | FIFTH DIST BANCORP INC | $988,000 | 0.48% | 80,000 | Common | SOLE |
| 14888L101 | CLST | CATALYST BANCORP INC | $965,639 | 0.47% | 77,937 | Common | SOLE |
| 55977T208 | MGYR | MAGYAR BANCORP INC | $666,800 | 0.32% | 40,000 | Common | SOLE |
| 85227J106 | SRBK | SR BANCORP INC | $540,000 | 0.26% | 40,000 | Common | SOLE |
| 29667D104 | — | ESSA BANCORP INC | $485,000 | 0.24% | 25,000 | Common | SOLE |
| 69318V103 | PBBK | PB BANKSHARES INC | $484,706 | 0.24% | 27,431 | Common | SOLE |
| 76525P100 | RMBI | RICHMOND MUT BANCORPORATION | $414,000 | 0.20% | 30,000 | Common | SOLE |
| 26828M106 | ECBK | ECB BANCORP INC | $308,800 | 0.15% | 20,000 | Common | SOLE |
| 732344106 | PDLB | PONCE FINANCIAL GROUP INC | $276,800 | 0.13% | 20,000 | Common | SOLE |
| 31425A109 | FBLA | FB BANCORP INC | $225,000 | 0.11% | 20,000 | Common | SOLE |
| 97269D103 | WSBK | WINCHESTER BANCORP INC | $223,750 | 0.11% | 25,000 | Common | SOLE |
| 565759206 | MBBC | MARATHON BANCORP INC | $199,200 | 0.10% | 20,000 | Common | SOLE |
| 12530C107 | — | CFSB BANCORP INC | $137,163 | 0.07% | 10,000 | Common | SOLE |
| 74251V102 | PFG | PRINCIPAL FINANCIAL GROUP IN | $43,448 | 0.02% | 547 | Common | SOLE |
| 59156R108 | MET | METLIFE INC | $4,825 | 0.00% | 60 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.