SALZHAUER MICHAEL Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$170.9B

Holdings

74

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (74 positions)

#StockSharesValue% PortfolioType
1
BACBANK AMERICA CORP
1,477,065$41.2B24.11%Call
2
TRVCCITIGROUP INC
573,802$12.2B7.13%Call
3
WFCWELLS FARGO CO NEW
181,707$9.3B5.44%Call
4
FRSTPRIMIS FINANCIAL CORP
758,851$8.2B4.82%
5
SYU1SYNOVUS FINL CORP
157,128$8.1B4.76%
6
SMBKSMARTFINANCIAL INC
225,903$7.6B4.46%
7
BANCBANC OF CALIFORNIA INC
458,534$6.4B3.77%
8
SBG1SEACOAST BKG CORP FLA
185,667$5.1B3.00%
9
PNFPPINNACLE FINL PARTNERS INC
36,837$4.1B2.38%
10
PGCPEAPACK-GLADSTONE FINL CORP
142,126$4.0B2.35%
11
WEAWESTERN ALLIANCE BANCORP
44,663$3.5B2.04%
12
FSUNFIRSTSUN CAP BANCORP
86,553$3.0B1.76%
13
SSBUSDSOUTHSTATE CORPORATION
31,581$2.9B1.70%
14
MCBMETROPOLITAN BK HLDG CORP
40,568$2.8B1.66%
15
COFCAPITAL ONE FINL CORP
13,304$2.8B1.66%
16
FBKFB FINL CORP
58,694$2.7B1.56%
17
TFCTRUIST FINL CORP
57,327$2.5B1.44%
18
PNCPNC FINL SVCS GROUP INC
12,156$2.3B1.33%
19
WBSWEBSTER FINL CORP
40,289$2.2B1.29%
20
CMACOMERICA INC
84,299$2.2B1.27%Call
21
HTBHOMETRUST BANCSHARES INC
51,088$1.9B1.12%
22
VBTXVERITEX HLDGS INC
65,161$1.7B0.99%
23
DCOMDIME CMNTY BANCSHARES INC
62,202$1.7B0.98%
24
RFREGIONS FINANCIAL CORP NEW
67,950$1.6B0.93%
25
CNOBCONNECTONE BANCORP INC
66,696$1.5B0.90%
26
FT2FIRST HORIZON CORPORATION
264,996$1.5B0.90%Call
27
VABKVIRGINIA NATL BANKSHARES COR
41,033$1.5B0.89%
28
JPMJPMORGAN CHASE & CO.
4,668$1.4B0.79%
29
HWCHANCOCK WHITNEY CORPORATION
23,132$1.3B0.78%
30
TCBXTHIRD COAST BANCSHARES INC
37,675$1.2B0.72%
31
SHBISHORE BANCSHARES INC
72,057$1.1B0.66%
32
PQ3PROVIDENT FINL SVCS INC
64,449$1.1B0.66%
33
HAFCHANMI FINL CORP
45,546$1.1B0.66%
34
WSFSWSFS FINL CORP
19,329$1.1B0.62%
35
SSBISUMMIT ST BK SANTA ROSA CALI
92,499$1.0B0.59%
36
TOWNTOWNEBANK PORTSMOUTH VA
29,071$993.6M0.58%
37
KEYKEYCORP
55,614$968.8M0.57%
38
CFGCITIZENS FINL GROUP INC
18,591$831.9M0.49%
39
AAPLAPPLE INC
3,418$701.3M0.41%
40
SPFISOUTH PLAINS FINANCIAL INC
18,708$674.2M0.39%
41
CFBKCF BANKSHARES INC
26,764$641.5M0.38%
42
BPOPPOPULAR INC
5,481$604.1M0.35%
43
BAFNBAYFIRST FINANCIAL CORP
42,431$594.0M0.35%
44
DWDMORGAN STANLEY
4,131$581.9M0.34%
45
METMETLIFE INC
6,886$553.8M0.32%
46
CBFVCB FINL SVCS INC
19,203$547.3M0.32%
47
COLBCOLUMBIA BKG SYS INC
22,686$530.4M0.31%
48
USCBUSCB FINANCIAL HOLDINGS INC
31,729$524.8M0.31%
49
AUBATLANTIC UN BANKSHARES CORP
16,578$518.6M0.30%
50
UCBUNITED CMNTY BKS BLAIRSVLE G
17,032$507.4M0.30%
51
XOMEXXON MOBIL CORP
4,500$485.1M0.28%
52
ABCBAMERIS BANCORP
7,376$477.2M0.28%
53
UWMCUWM HOLDINGS CORPORATION
395,000$454.8M0.27%Call
54
CIVBCIVISTA BANCSHARES INC
19,420$450.5M0.26%
55
ORRFORRSTOWN FINL SVCS INC
13,734$437.2M0.26%
56
QCRHQCR HOLDINGS INC
6,428$436.4M0.26%
57
TAT&T INC
14,998$434.0M0.25%
58
HBANHUNTINGTON BANCSHARES INC
19,037$319.1M0.19%
59
HIGHARTFORD INSURANCE GROUP INC
2,246$284.9M0.17%
60
VVISA INC
800$284.0M0.17%
61
BMYBRISTOL-MYERS SQUIBB CO
6,117$283.2M0.17%
62
AFBIAFFINITY BANCSHARES INC
15,027$276.2M0.16%
63
ZIONZIONS BANCORPORATION N A
5,200$270.1M0.16%
64
BOTJBANK OF THE JAMES FINL GP IN
18,690$262.8M0.15%
65
MSGSMADISON SQUARE GRDN SPRT COR
2,306$259.8M0.15%
66
ALSALLSTATE CORP
1,287$259.1M0.15%
67
BACVERIZON COMMUNICATIONS INC
5,628$243.5M0.14%
68
CBCHUBB LIMITED
824$238.7M0.14%
69
INDBINDEPENDENT BK CORP MASS
3,529$221.9M0.13%
70
OPBKOP BANCORP
15,084$195.9M0.11%
71
VBNKVERSABANK NEW
16,843$192.5M0.11%
72
CARECARTER BANKSHARES INC
10,744$186.3M0.11%
73
UBFOUNITED SEC BANCSHARES CALIF
18,181$157.3M0.09%
74
CUECUE BIOPHARMA INC
16,000$10.9M0.01%