Stilwell Value LLC

CIK: 0001397076SEC EDGAR →

Portfolio Value

$181.4M

Holdings

24

As of

Q4 2025

New Positions

3

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

WHEELER REAL ESTATE INVT TR

883,221$70.8M
39.03%
2

KINGSWAY FINL SVCS INC

3,363,450$45.2M
24.94%
3

SOUND FINL BANCORP INC

410,019$17.9M
9.86%
4

LAKE SHORE BANCORP INC

773,675$11.3M
6.25%
5

IF BANCORP INC

275,180$7.4M
4.09%
6

CENTRAL PLAINS BANCSHARES IN

366,901$6.2M
3.42%
7

CATALYST BANCORP INC

254,697$4.0M
2.21%
8

WHEELER REAL ESTATE INVT TR

761,466$4.0M
2.18%
9

FS BANCORP INC

74,976$3.1M
1.70%
10

NORTHEAST CMNTY BANCORP INC

110,000$2.5M
1.37%

Quarterly Changes

Top Buys

CLST↑ Increased
$2.5M
LSBK↑ Increased
$1.7M
WHLRNEW
$97K

Top Sells

KFS↓ Decreased
$32.2M
SPYCLOSED
$13.3M
FSFGCLOSED
$1.0M
WHLRLCLOSED
$673K
WHLR 9 PERP B↓ Decreased
$613K

New Positions (1)

$97K · 57K shares

Closed Positions (8)

$13.3M · 20K shares
$1.0M · 32K shares
$673K · 108K shares
$526K · 27K shares
$426K · 30K shares
$381K · 5K shares
$239K · 25K shares
CFSB BANCORP INC
$142K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown3$74.8M41.2%
Financial Services19$61.3M33.8%
Consumer Cyclical1$45.2M24.9%
Real Estate1$97K0.1%