STILWELL VALUE LLC
CIK 1397076 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- 96302580439.00%
- KWY23.20%
- SFBC10.57%
- 74383L10510.07%
- IROQ3.63%
- CPBI2.39%
- 9630253091.65%
- FSBW1.52%
- NECB1.33%
- 5107001070.99%
Share classes counted separately94.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 963025804Weight increased · +5.12 pp33.88% → 39.00%Shares 0 (0.00%)
- KWYWeight decreased · -5.05 pp28.25% → 23.20%Shares -1.00M (-14.92%)
- 963025309Weight increased · +0.39 pp1.26% → 1.65%Shares -8.71K (-1.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 963025804WHEELER REIT INC7% SR NT 31 View history and evidence | $75.88M | 39.00% | 1.01M shares | 33.88% → 39.00%+5.12 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | KWYKINGSWAY CORPCOM NEW View history and evidence | $45.15M | 23.20% | 5.70M shares | 28.25% → 23.20%-5.05 pp -1.00M (-14.92%) | Reduced | ↗▾ |
| 03 | SFBCSOUND FINANCIAL BANCORP INC View history and evidence | $20.56M | 10.57% | 410.02K shares | 10.88% → 10.57%-0.31 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | 74383L105PROVIDENT BANCORP INCCOM NEW View history and evidence | $19.59M | 10.07% | 1.71M shares | 9.80% → 10.07%+0.27 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | IROQIF BANCORP INC View history and evidence | $7.06M | 3.63% | 292.93K shares | 3.42% → 3.63%+0.21 pp +1.77K (+0.61%) | Added | ↗▾ |
| 06 | CPBICENTRAL PLAINS BANCSHARES IN View history and evidence | $4.65M | 2.39% | 311.90K shares | 2.32% → 2.39%+0.07 pp +4.60K (+1.50%) | Added | ↗▾ |
| 07 | 963025309WHEELER REIT INCCV PFD SER B View history and evidence | $3.22M | 1.65% | 808.38K shares | 1.26% → 1.65%+0.39 pp -8.71K (-1.07%) | Reduced | ↗▾ |
| 08 | FSBWFS BANCORP INC View history and evidence | $2.96M | 1.52% | 78.00K shares | 1.61% → 1.52%-0.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | NECBNORTHEAST COMMUNITY BANCORP View history and evidence | $2.58M | 1.33% | 110.00K shares | 1.36% → 1.33%-0.03 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | 510700107LAKE SHORE BANCORP INC View history and evidence | $1.93M | 0.99% | 121.89K shares | 0.84% → 0.99%+0.15 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 37149G108 GENERATIONS BANCORP NY INC | Non-derivative | -80,000 | -$1.21M | SEC filing ↗ | SEC filing ↗ |
| 963025838 WHEELER REAL ESTATE INVT TR | Non-derivative | -47,093 | -$158.70K | SEC filing ↗ | SEC filing ↗ |
| ICCH ICC HOLDINGS INC | Non-derivative | -100 | -$2.33K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1397076 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 194570871
}Take these holdings further.
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