Filed: 8/14/2025ACC: 0001085146-25-005200
📋 What this filing means
SALZHAUER MICHAEL filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $170.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$170.93M
Total AUM (reported)
6.58M
Total Shares
Allocation by class
COM$133.38M78.0%
COM NEW$35.58M20.8%
COM CL A$738.8K0.4%
CLASS A COM$524.8K0.3%
COM NO PAR$450.5K0.3%
CL A$259.8K0.2%
Portfolio Concentration
Top 3$62.71M36.7%
4–10$43.65M25.5%
11–25$35.26M20.6%
Rest$29.31M17.1%
Top 3 weight
36.7%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 6.58M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
6.58M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other74
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings74
Rows:
BANK AMERICA CORP
OTRShares1.48M
TypeSH
Market value$41.21M
24.11%
Sole
0.00
Shared
1.48M
None
0.00
CITIGROUP INC
OTRShares573.80K
TypeSH
Market value$12.19M
7.13%
Sole
0.00
Shared
573.80K
None
0.00
WELLS FARGO CO NEW
OTRShares181.71K
TypeSH
Market value$9.31M
5.44%
Sole
0.00
Shared
181.71K
None
0.00
PRIMIS FINANCIAL CORP
OTRShares758.85K
TypeSH
Market value$8.23M
4.82%
Sole
0.00
Shared
758.85K
None
0.00
SYNOVUS FINL CORP
OTRShares157.13K
TypeSH
Market value$8.13M
4.76%
Sole
0.00
Shared
157.13K
None
0.00
SMARTFINANCIAL INC
OTRShares225.90K
TypeSH
Market value$7.63M
4.46%
Sole
0.00
Shared
225.90K
None
0.00
BANC OF CALIFORNIA INC
OTRShares458.53K
TypeSH
Market value$6.44M
3.77%
Sole
0.00
Shared
458.53K
None
0.00
SEACOAST BKG CORP FLA
OTRShares185.67K
TypeSH
Market value$5.13M
3.00%
Sole
0.00
Shared
185.67K
None
0.00
PINNACLE FINL PARTNERS INC
OTRShares36.84K
TypeSH
Market value$4.07M
2.38%
Sole
0.00
Shared
36.84K
None
0.00
PEAPACK-GLADSTONE FINL CORP
OTRShares142.13K
TypeSH
Market value$4.02M
2.35%
Sole
0.00
Shared
142.13K
None
0.00
WESTERN ALLIANCE BANCORP
OTRShares44.66K
TypeSH
Market value$3.48M
2.04%
Sole
0.00
Shared
44.66K
None
0.00
FIRSTSUN CAP BANCORP
OTRShares86.55K
TypeSH
Market value$3.01M
1.76%
Sole
0.00
Shared
86.55K
None
0.00
SOUTHSTATE CORPORATION
OTRShares31.58K
TypeSH
Market value$2.91M
1.70%
Sole
0.00
Shared
31.58K
None
0.00
METROPOLITAN BK HLDG CORP
OTRShares40.57K
TypeSH
Market value$2.84M
1.66%
Sole
0.00
Shared
40.57K
None
0.00
CAPITAL ONE FINL CORP
OTRShares13.30K
TypeSH
Market value$2.83M
1.66%
Sole
0.00
Shared
13.30K
None
0.00
FB FINL CORP
OTRShares58.69K
TypeSH
Market value$2.66M
1.56%
Sole
0.00
Shared
58.69K
None
0.00
TRUIST FINL CORP
OTRShares57.33K
TypeSH
Market value$2.46M
1.44%
Sole
0.00
Shared
57.33K
None
0.00
PNC FINL SVCS GROUP INC
OTRShares12.16K
TypeSH
Market value$2.27M
1.33%
Sole
0.00
Shared
12.16K
None
0.00
WEBSTER FINL CORP
OTRShares40.29K
TypeSH
Market value$2.20M
1.29%
Sole
0.00
Shared
40.29K
None
0.00
COMERICA INC
OTRShares84.30K
TypeSH
Market value$2.17M
1.27%
Sole
0.00
Shared
84.30K
None
0.00
HOMETRUST BANCSHARES INC
OTRShares51.09K
TypeSH
Market value$1.91M
1.12%
Sole
0.00
Shared
51.09K
None
0.00
VERITEX HLDGS INC
OTRShares65.16K
TypeSH
Market value$1.70M
0.99%
Sole
0.00
Shared
65.16K
None
0.00
DIME CMNTY BANCSHARES INC
OTRShares62.20K
TypeSH
Market value$1.68M
0.98%
Sole
0.00
Shared
62.20K
None
0.00
REGIONS FINANCIAL CORP NEW
OTRShares67.95K
TypeSH
Market value$1.60M
0.93%
Sole
0.00
Shared
67.95K
None
0.00
CONNECTONE BANCORP INC
OTRShares66.70K
TypeSH
Market value$1.54M
0.90%
Sole
0.00
Shared
66.70K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK AMERICA CORPOTR | COM | 1.48M | SH | $41.21M 24.11% | 0.00 | 1.48M | 0.00 |
CITIGROUP INCOTR | COM NEW | 573.80K | SH | $12.19M 7.13% | 0.00 | 573.80K | 0.00 |
WELLS FARGO CO NEWOTR | COM | 181.71K | SH | $9.31M 5.44% | 0.00 | 181.71K | 0.00 |
PRIMIS FINANCIAL CORPOTR | COM | 758.85K | SH | $8.23M 4.82% | 0.00 | 758.85K | 0.00 |
SYNOVUS FINL CORPOTR | COM NEW | 157.13K | SH | $8.13M 4.76% | 0.00 | 157.13K | 0.00 |
SMARTFINANCIAL INCOTR | COM NEW | 225.90K | SH | $7.63M 4.46% | 0.00 | 225.90K | 0.00 |
BANC OF CALIFORNIA INCOTR | COM | 458.53K | SH | $6.44M 3.77% | 0.00 | 458.53K | 0.00 |
SEACOAST BKG CORP FLAOTR | COM NEW | 185.67K | SH | $5.13M 3.00% | 0.00 | 185.67K | 0.00 |
PINNACLE FINL PARTNERS INCOTR | COM | 36.84K | SH | $4.07M 2.38% | 0.00 | 36.84K | 0.00 |
PEAPACK-GLADSTONE FINL CORPOTR | COM | 142.13K | SH | $4.02M 2.35% | 0.00 | 142.13K | 0.00 |
WESTERN ALLIANCE BANCORPOTR | COM | 44.66K | SH | $3.48M 2.04% | 0.00 | 44.66K | 0.00 |
FIRSTSUN CAP BANCORPOTR | COM | 86.55K | SH | $3.01M 1.76% | 0.00 | 86.55K | 0.00 |
SOUTHSTATE CORPORATIONOTR | COM | 31.58K | SH | $2.91M 1.70% | 0.00 | 31.58K | 0.00 |
METROPOLITAN BK HLDG CORPOTR | COM | 40.57K | SH | $2.84M 1.66% | 0.00 | 40.57K | 0.00 |
CAPITAL ONE FINL CORPOTR | COM | 13.30K | SH | $2.83M 1.66% | 0.00 | 13.30K | 0.00 |
FB FINL CORPOTR | COM | 58.69K | SH | $2.66M 1.56% | 0.00 | 58.69K | 0.00 |
TRUIST FINL CORPOTR | COM | 57.33K | SH | $2.46M 1.44% | 0.00 | 57.33K | 0.00 |
PNC FINL SVCS GROUP INCOTR | COM | 12.16K | SH | $2.27M 1.33% | 0.00 | 12.16K | 0.00 |
WEBSTER FINL CORPOTR | COM | 40.29K | SH | $2.20M 1.29% | 0.00 | 40.29K | 0.00 |
COMERICA INCOTR | COM | 84.30K | SH | $2.17M 1.27% | 0.00 | 84.30K | 0.00 |
HOMETRUST BANCSHARES INCOTR | COM | 51.09K | SH | $1.91M 1.12% | 0.00 | 51.09K | 0.00 |
VERITEX HLDGS INCOTR | COM | 65.16K | SH | $1.70M 0.99% | 0.00 | 65.16K | 0.00 |
DIME CMNTY BANCSHARES INCOTR | COM | 62.20K | SH | $1.68M 0.98% | 0.00 | 62.20K | 0.00 |
REGIONS FINANCIAL CORP NEWOTR | COM | 67.95K | SH | $1.60M 0.93% | 0.00 | 67.95K | 0.00 |
CONNECTONE BANCORP INCOTR | COM | 66.70K | SH | $1.54M 0.90% | 0.00 | 66.70K | 0.00 |
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