STILWELL VALUE LLC
CIK 1397076 · Holdings on Dec 31, 2025 · First reported Jan 29, 2026
Top ten holdings
Q4 2025- 96302580439.03%
- KWY24.94%
- SFBC9.86%
- LSBK6.25%
- IROQ4.09%
- CPBI3.42%
- CLST2.21%
- 9630253092.18%
- FSBW1.70%
- NECB1.37%
Share classes counted separately95.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- KWYWeight decreased · -11.46 pp36.40% → 24.94%Shares -1.94M (-36.54%)
- 963025804Weight increased · +5.53 pp33.50% → 39.03%Shares -67.50K (-7.10%)
- LSBKWeight increased · +1.74 pp4.51% → 6.25%Shares +35.00K (+4.74%)
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 24
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 | $70.79M | 39.03% | 883.22K shares | 33.50% → 39.03%+5.53 pp -67.50K (-7.10%) | Reduced | ↗▾ |
| 02 | KWYKINGSWAY CORPCOM NEW View history and evidence | $45.24M | 24.94% | 3.36M shares | 36.40% → 24.94%-11.46 pp -1.94M (-36.54%) | Reduced | ↗▾ |
| 03 | SFBCSOUND FINANCIAL BANCORP INC View history and evidence | $17.89M | 9.86% | 410.02K shares | 8.87% → 9.86%+0.99 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | LSBKLAKE SHORE BANCORP INC/MD View history and evidence | $11.34M | 6.25% | 773.67K shares | 4.51% → 6.25%+1.74 pp +35.00K (+4.74%) | Added | ↗▾ |
| 05 | IROQIF BANCORP INC View history and evidence | $7.42M | 4.09% | 275.18K shares | 3.62% → 4.09%+0.47 pp -22.22K (-7.47%) | Reduced | ↗▾ |
| 06 | CPBICENTRAL PLAINS BANCSHARES IN View history and evidence | $6.21M | 3.42% | 366.90K shares | 2.81% → 3.42%+0.61 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | CLSTCATALYST BANCORP INCCOMMON STOCK View history and evidence | $4.01M | 2.21% | 254.70K shares | 0.73% → 2.21%+1.48 pp +137.15K (+116.68%) | Added | ↗▾ |
| 08 | 963025309WHEELER REIT INCCV PFD SER B View history and evidence | $3.95M | 2.18% | 761.47K shares | 1.57% → 2.18%+0.61 pp -28.00K (-3.55%) | Reduced | ↗▾ |
| 09 | FSBWFS BANCORP INC View history and evidence | $3.09M | 1.70% | 74.98K shares | 1.46% → 1.70%+0.24 pp -3.02K (-3.88%) | Reduced | ↗▾ |
| 10 | NECBNORTHEAST COMMUNITY BANCORP View history and evidence | $2.49M | 1.37% | 110.00K shares | 1.06% → 1.37%+0.31 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY 07.02.25 P590 July 25 Puts on SPY US | Put | -20,000 | -$13.32M | SEC filing ↗ | SEC filing ↗ |
| FSFG FIRST SAVINGS FINANCIAL GRP | Non-derivative | -31,973 | -$1.00M | SEC filing ↗ | SEC filing ↗ |
| 963025796 WHEELER REAL ESTATE INVT TR | Non-derivative | -107,521 | -$673.08K | SEC filing ↗ | SEC filing ↗ |
3 / 8 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 181393793
}Take these holdings further.
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