SALZHAUER MICHAEL

CIK

1059543

Location

NEW YORK, NY

Portfolio Value

Small $246,496,604

Diversification

Diversified

Reports for

Salzhauer Henry Axel Blair

Filing Date

Global Rank

#4,914 / 8,818 ▼ 333 · as of Jun 2026

Top Industry

Banks - Regional 49.7%

Period ended 29 days ago

Filed Oct 28, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.1% of the book (60%+)

Turnover

Low turnover

16.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.9 quarters (12+), a floor since 49.7% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 95.9%; sector active share 87.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

73 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

29.2%

+2.4 pts

Top 5

54.2%

−7.0 pts

Top 10

68.0%

−5.7 pts

HHI

1,113

Diversified−263

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	98.6%	$243,027,305	63
Technology	0.6%	$1,386,422	2
Communication Services	0.3%	$821,060	3
Healthcare	0.2%	$377,707	1
Utilities	0.1%	$273,312	1
Energy	0.1%	$266,060	1
Unclassified	0.1%	$229,638	1
Industrials	0.0%	$115,100	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	+15,703	164,269	$15,377,221
TCBX	Third Coast Bancshares, Inc.	+10,213	72,112	$3,056,827
C	Citigroup Inc	+8,063	166,490	$21,557,125
VLY	Valley National Bancorp	+6,700	40,900	$516,158
BHRB	Burke & Herbert Financial Services Corp.	+3,902	24,121	$1,654,700
UNTY	Unity Bancorp Inc	+2,100	27,774	$1,505,906
COF	Capital One Financial Corp	+615	50,611	$9,771,465
WAL	Western Alliance Bancorporation	+319	55,040	$4,133,504
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp	−248,692	1,246,918	$67,869,746
UWMC	UWM Holdings Corp	−87,122	96,253	$113,578
SMBK	Smartfinancial Inc.	−70,118	140,895	$6,984,165
BANC	Banc Of California, Inc.	−57,173	411,386	$7,088,180
FSUN	Firstsun Capital Bancorp	−42,144	98,843	$3,816,328
FRST	Primis Financial Corp.	−21,230	450,565	$6,884,633
HAFC	Hanmi Financial Corp	−16,694	21,507	$664,566
PGC	Peapack Gladstone Financial Corp	−15,354	201,278	$8,779,746
FHN	First Horizon Corp	−12,335	119,111	$2,741,935
SBCF	Seacoast Banking Corp Of Florida	−12,100	179,767	$5,721,983
CBSH	Commerce Bancshares Inc	−10,000	32,916	$1,801,821
SPFI	South Plains Financial, Inc.	−9,858	16,573	$691,591
DCOM	Dime Commercial Bancshares, Inc.	−5,015	49,187	$1,938,951
AUB	Atlantic Union Bankshares Corp	−4,706	11,872	$450,542
HTB	HomeTrust Bancshares, Inc.	−4,313	74,412	$3,405,837
MCB	Metropolitan Bank Holding Corp.	−3,050	14,924	$1,300,178
WFC	Wells Fargo & Company	−2,629	81,660	$6,536,883
HBAN	Huntington Bancshares Inc	−1,873	117,234	$1,788,990
PFS	Provident Financial Services Inc	−1,521	150,682	$3,337,606
COLB	Columbia Banking System, Inc.	−1,488	21,198	$606,262
VABK	Virginia National Bankshares Corp	−1,395	44,277	$2,110,241
SSB	SouthState Bank Corp	−1,367	30,214	$3,008,105
USCB	Uscb Financial Holdings, Inc.	−400	62,229	$1,358,459
CFG	Citizens Financial Group Inc	−300	21,091	$1,344,762
CNOB	ConnectOne Bancorp, Inc.	−200	66,480	$1,997,724
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PBAM	Private Bancorp of America, Inc.	21,197	$1,802,804
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CIVB	Civista Bancshares, Inc.	19,420	$548,032
GDOT	Green Dot Corp	23,205	$313,499
ALL	Allstate Corp	1,287	$306,228
SPHR	Sphere Entertainment Co.	1,314	$227,361
CBAN	Colony Bankcorp Inc	10,000	$200,900
BRBS	Blue Ridge Bankshares, Inc.	56,000	$197,680
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $246,496,604 total · filing declares 88 positions · $249,115,807 · as of Sep 30, 2026

All sectors Communication Services Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BAC	Bank Of America Corp CALL + SHARES Financial Services	Added	2,336,418	+364,808	$72,009,296	−19.7%	29.21%
C	Citigroup Inc CALL + SHARES Financial Services	Reduced	525,390	-41,937	$27,764,350	−65.0%	11.26%
PNFP	Pinnacle Financial Partners, Inc. CALL + SHARES Financial Services	Added	167,369	+18,803	$15,379,384	+2.6%	6.24%
COF	Capital One Financial Corp Financial Services	Added	50,611	+615	$9,771,465	−2.6%	3.96%
PGC	Peapack Gladstone Financial Corp Financial Services	Reduced	201,278	-15,354	$8,779,746	−14.4%	3.56%
BANC	Banc Of California, Inc. CALL + SHARES Financial Services	Reduced	611,386	-57,173	$7,188,180	−27.6%	2.92%
WFC	Wells Fargo & Company CALL + SHARES Financial Services	Reduced	141,660	-2,629	$7,127,883	−7.7%	2.89%
SMBK	Smartfinancial Inc. Financial Services	Reduced	140,895	-70,118	$6,984,165	−29.5%	2.83%
FRST	Primis Financial Corp. Financial Services	Reduced	450,565	-21,230	$6,884,633	−10.9%	2.79%
SBCF	Seacoast Banking Corp Of Florida Financial Services	Reduced	179,767	-12,100	$5,721,983	−10.3%	2.32%
WAL	Western Alliance Bancorporation Financial Services	Added	55,040	+319	$4,133,504	−8.1%	1.68%
FSUN	Firstsun Capital Bancorp Financial Services	Reduced	98,843	-42,144	$3,816,328	−30.2%	1.55%
HTB	HomeTrust Bancshares, Inc. Financial Services	Reduced	74,412	-4,313	$3,405,837	−13.3%	1.38%
PFS	Provident Financial Services Inc Financial Services	Reduced	150,682	-1,521	$3,337,606	−7.2%	1.35%
TCBX	Third Coast Bancshares, Inc. Financial Services	Added	72,112	+10,213	$3,056,827	+22.2%	1.24%
SSB	SouthState Bank Corp Financial Services	Reduced	30,214	-1,367	$3,008,105	−4.7%	1.22%
FBK	FB Financial Corp Financial Services	Held	55,665	0	$2,877,880	−6.6%	1.17%
FHN	First Horizon Corp CALL + SHARES Financial Services	Reduced	269,111	-12,335	$2,756,935	−23.6%	1.12%
FITB	Fifth Third Bancorp Financial Services	Reduced	50,191	-3	$2,538,660	−10.3%	1.03%
TFC	Truist Financial Corp Financial Services	Reduced	53,934	-3	$2,497,144	−7.1%	1.01%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	9,598	0	$2,133,251	−9.7%	0.87%
VABK	Virginia National Bankshares Corp Financial Services	Reduced	44,277	-1,395	$2,110,241	+4.1%	0.86%
CNOB	ConnectOne Bancorp, Inc. Financial Services	Reduced	66,480	-200	$1,997,724	−10.4%	0.81%
DCOM	Dime Commercial Bancshares, Inc. Financial Services	Reduced	49,187	-5,015	$1,938,951	−12.0%	0.79%
HBAN	Huntington Bancshares Inc CALL + SHARES Financial Services	Added	198,734	+79,627	$1,850,815	−12.4%	0.75%
PBAM	Private Bancorp of America, Inc. Financial Services	NEW	21,197	NEW	$1,802,804	NEW	0.73%
CBSH	Commerce Bancshares Inc Financial Services	Reduced	32,916	-10,000	$1,801,821	−27.3%	0.73%
RF	Regions Financial Corp Financial Services	Reduced	66,328	-122	$1,782,896	−11.2%	0.72%
HWC	Hancock Whitney Corp Financial Services	Reduced	24,217	-15	$1,744,592	−3.6%	0.71%
BHRB	Burke & Herbert Financial Services Corp. Financial Services	Added	24,121	+3,902	$1,654,700	+13.9%	0.67%
SHBI	Shore Bancshares Inc Financial Services	Reduced	72,157	-200	$1,615,595	−2.7%	0.66%
CFG	Citizens Financial Group Inc CALL + SHARES Financial Services	Reduced	121,091	-300	$1,594,762	−30.0%	0.65%
UNTY	Unity Bancorp Inc Financial Services	Added	27,774	+2,100	$1,505,906	−0.1%	0.61%
WSFS	Wsfs Financial Corp Financial Services	Held	19,329	0	$1,460,692	−1.5%	0.59%
AMTB	Amerant Bancorp Inc. Financial Services	Held	50,000	0	$1,433,500	+12.3%	0.58%
USCB	Uscb Financial Holdings, Inc. Financial Services	Reduced	62,229	-400	$1,358,459	+6.0%	0.55%
CFBK	Cf Bankshares Inc. Financial Services	Held	39,003	0	$1,322,981	+3.5%	0.54%
MCB	Metropolitan Bank Holding Corp. Financial Services	Reduced	14,924	-3,050	$1,300,178	−26.8%	0.53%
QCRH	Qcr Holdings Inc Financial Services	Held	12,083	0	$1,182,623	+0.5%	0.48%
AAPL	Apple Inc. Technology	Held	3,418	0	$1,138,262	+15.1%	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,201	-14	$1,058,986	+0.6%	0.43%
COSO	CoastalSouth Bancshares, Inc. Financial Services	Held	33,046	0	$866,466	−2.3%	0.35%
BPOP	Popular, Inc. Financial Services	Reduced	5,142	-73	$799,323	−6.6%	0.32%
MS	Morgan Stanley Financial Services	Held	4,081	0	$767,554	−10.0%	0.31%
CBFV	CB Financial Services, Inc. Financial Services	Held	18,903	0	$696,008	−2.8%	0.28%
SPFI	South Plains Financial, Inc. Financial Services	Reduced	16,573	-9,858	$691,591	−39.3%	0.28%
HAFC	Hanmi Financial Corp Financial Services	Reduced	21,507	-16,694	$664,566	−46.3%	0.27%
MET	Metlife Inc Financial Services	Held	6,886	0	$648,385	+11.3%	0.26%
KEY	Keycorp CALL + SHARES Financial Services	Reduced	181,732	-182	$626,733	−43.7%	0.25%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	21,198	-1,488	$606,262	−16.6%	0.25%

Showing the top 50 of 73 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.