SALZHAUER MICHAEL

CIK

1059543

Location

NEW YORK, NY

Portfolio Value

Small $333,923,434

Diversification

Diversified

Reports for

Salzhauer Henry Axel Blair

Filing Date

Global Rank

#4,914 / 8,818 ▼ 336

Top Industry

Banks - Diversified 53.3%

Period ended 4 months ago

Filed Jul 20, 2026 · 3mo

26 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, 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.

View clone backtest

Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.9%

−4.5 pts

Top 5

61.2%

−4.6 pts

Top 10

73.7%

−3.4 pts

HHI

1,376

Diversified−306

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	98.9%	$330,112,638	66
Communication Services	0.4%	$1,348,329	4
Technology	0.4%	$1,223,952	2
Healthcare	0.1%	$348,773	1
Utilities	0.1%	$290,160	1
Energy	0.1%	$256,202	1
Unclassified	0.1%	$231,280	1
Industrials	0.0%	$112,100	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
COF	Capital One Financial Corp	+35,958	49,996	$10,030,197
AMTB	Amerant Bancorp Inc.	+30,000	50,000	$1,276,000
TCBX	Third Coast Bancshares, Inc.	+21,146	61,899	$2,500,719
BHRB	Burke & Herbert Financial Services Corp.	+14,436	20,219	$1,452,937
USCB	Uscb Financial Holdings, Inc.	+10,000	62,629	$1,281,389
UNTY	Unity Bancorp Inc	+6,250	25,674	$1,506,807
SPFI	South Plains Financial, Inc.	+3,885	26,431	$1,138,779
FITB	Fifth Third Bancorp	+1,191	50,194	$2,829,435
WAL	Western Alliance Bancorporation	+512	54,721	$4,498,066
CBSH	Commerce Bancshares Inc	+100	42,916	$2,478,399
MCB	Metropolitan Bank Holding Corp.	+81	17,974	$1,775,112
FSUN	Firstsun Capital Bancorp	+27	140,987	$5,467,475
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp	−615,299	1,495,610	$85,219,857
C	Citigroup Inc	−569,379	158,427	$22,173,442
UWMC	UWM Holdings Corp	−381,013	183,375	$419,928
FRST	Primis Financial Corp.	−218,126	471,795	$7,723,284
KEY	Keycorp	−180,400	21,514	$495,897
FHN	First Horizon Corp	−150,612	131,446	$3,370,275
VLY	Valley National Bancorp	−125,800	34,200	$501,030
BANC	Banc Of California, Inc.	−120,197	468,559	$9,572,660
CFG	Citizens Financial Group Inc	−100,000	21,391	$1,498,867
WFC	Wells Fargo & Company	−58,571	84,289	$6,965,642
PGC	Peapack Gladstone Financial Corp	−39,107	216,632	$10,253,192
HAFC	Hanmi Financial Corp	−15,970	38,201	$1,237,712
DCOM	Dime Commercial Bancshares, Inc.	−8,000	54,202	$2,203,311
BMY	Bristol Myers Squibb Co	−5,800	6,053	$348,773
SBCF	Seacoast Banking Corp Of Florida	−3,000	191,867	$6,379,577
SMBK	Smartfinancial Inc.	−1,657	211,013	$9,900,729
CNOB	ConnectOne Bancorp, Inc.	−750	66,680	$2,229,779
QCRH	Qcr Holdings Inc	−167	12,083	$1,176,280
INDB	Independent Bank Corp	−67	3,462	$289,838
MS	Morgan Stanley	−50	4,081	$853,092
FBK	FB Financial Corp	−29	55,665	$3,081,057
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	148,566	$14,987,338
GDOT	Green Dot Corp	23,205	$313,499
BKH	Black Hills Corp	3,900	$290,160
KNTK	Kinetik Holdings Inc.	5,300	$256,202
CSCO	Cisco Systems, Inc.	2,000	$234,920
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
AIG	American International Group, Inc.	130	$9,688
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
—		81,685	$681,253
SCHL	Scholastic Corp	8,761	$342,204
BAFN	BayFirst Financial Corp.	34,606	$219,748
PFE	Pfizer Inc	7,135	$200,350
BMNR	Bitmine Immersion Technologies, Inc.	10,500	$525
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $333,923,434 total · filing declares 89 positions · $292,435,657 · as of Jun 30, 2026

All sectors Communication Services Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
BAC	Bank Of America Corp CALL + SHARES Financial Services	Reduced	1,971,610	-139,299	$89,676,777	−12.9%	26+	before history	26.86%
C	Citigroup Inc CALL + SHARES Financial Services	Reduced	567,327	-160,479	$79,403,086	−3.8%	24	unpriced	23.78%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	148,566	NEW	$14,987,338	NEW	1	$95.97	4.49%
PGC	Peapack Gladstone Financial Corp Financial Services	Reduced	216,632	-39,107	$10,253,192	+13.9%	26+	before history	3.07%
COF	Capital One Financial Corp Financial Services	Added	49,996	+35,958	$10,030,197	+291.7%	8	$189.75	3.00%
BANC	Banc Of California, Inc. CALL + SHARES Financial Services	Added	668,559	+79,803	$9,922,660	−4.1%	19	$15.65	2.97%
SMBK	Smartfinancial Inc. Financial Services	Reduced	211,013	-1,657	$9,900,729	+19.1%	26+	before history	2.96%
FRST	Primis Financial Corp. Financial Services	Reduced	471,795	-218,126	$7,723,284	−15.7%	22	$13.69	2.31%
WFC	Wells Fargo & Company CALL + SHARES Financial Services	Added	144,289	+1,429	$7,721,642	−32.1%	24	$63.55	2.31%
SBCF	Seacoast Banking Corp Of Florida Financial Services	Reduced	191,867	-3,000	$6,379,577	+8.1%	26+	before history	1.91%
FSUN	Firstsun Capital Bancorp Financial Services	Added	140,987	+27	$5,467,475	+6.4%	7	$37.61	1.64%
WAL	Western Alliance Bancorporation Financial Services	Added	54,721	+512	$4,498,066	+17.1%	11	$70.36	1.35%
HTB	HomeTrust Bancshares, Inc. Financial Services	Held	78,725	0	$3,927,590	+17.0%	26+	before history	1.18%
FHN	First Horizon Corp CALL + SHARES Financial Services	Reduced	281,446	-612	$3,610,275	−43.8%	10	$22.56	1.08%
PFS	Provident Financial Services Inc Financial Services	Held	152,203	0	$3,598,078	+11.7%	25	$17.63	1.08%
SSB	SouthState Bank Corp Financial Services	Held	31,581	0	$3,154,941	+8.0%	4	$98.19	0.94%
FBK	FB Financial Corp Financial Services	Reduced	55,665	-29	$3,081,057	+6.5%	9	$37.05	0.92%
FITB	Fifth Third Bancorp Financial Services	Added	50,194	+1,191	$2,829,435	+24.3%	2	$49.32	0.85%
TFC	Truist Financial Corp Financial Services	Held	53,937	0	$2,687,141	+8.4%	26+	before history	0.80%
TCBX	Third Coast Bancshares, Inc. Financial Services	Added	61,899	+21,146	$2,500,719	+62.2%	18	$28.07	0.75%
CBSH	Commerce Bancshares Inc Financial Services	Added	42,916	+100	$2,478,399	+17.7%	2	$51.92	0.74%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	9,598	0	$2,363,219	+18.3%	26+	before history	0.71%
CFG	Citizens Financial Group Inc CALL + SHARES Financial Services	Held	121,391	0	$2,278,867	−68.7%	22	$58.55	0.68%
CNOB	ConnectOne Bancorp, Inc. Financial Services	Reduced	66,680	-750	$2,229,779	+23.5%	26+	before history	0.67%
DCOM	Dime Commercial Bancshares, Inc. Financial Services	Reduced	54,202	-8,000	$2,203,311	+4.7%	22	$23.59	0.66%
HBAN	Huntington Bancshares Inc Financial Services	Held	119,107	0	$2,111,767	+13.3%	26+	before history	0.63%
VABK	Virginia National Bankshares Corp Financial Services	Held	45,672	0	$2,026,923	+16.2%	21	$34.54	0.61%
RF	Regions Financial Corp Financial Services	Held	66,450	0	$2,006,790	+15.6%	26+	before history	0.60%
HWC	Hancock Whitney Corp Financial Services	Held	24,232	0	$1,810,615	+17.5%	20	$50.58	0.54%
MCB	Metropolitan Bank Holding Corp. Financial Services	Added	17,974	+81	$1,775,112	+19.1%	11	$45.68	0.53%
SHBI	Shore Bancshares Inc Financial Services	Held	72,357	0	$1,660,593	+22.9%	21	$16.50	0.50%
UNTY	Unity Bancorp Inc Financial Services	Added	25,674	+6,250	$1,506,807	+49.7%	3	$52.08	0.45%
WSFS	Wsfs Financial Corp Financial Services	Held	19,329	0	$1,483,114	+17.2%	26+	before history	0.44%
BHRB	Burke & Herbert Financial Services Corp. Financial Services	Added	20,219	+14,436	$1,452,937	+303.3%	2	$64.67	0.44%
USCB	Uscb Financial Holdings, Inc. Financial Services	Added	62,629	+10,000	$1,281,389	+31.3%	10	$15.21	0.38%
CFBK	Cf Bankshares Inc. Financial Services	Held	39,003	0	$1,278,128	+17.4%	21	$23.15	0.38%
AMTB	Amerant Bancorp Inc. Financial Services	Added	50,000	+30,000	$1,276,000	+189.5%	3	$21.42	0.38%
HAFC	Hanmi Financial Corp Financial Services	Reduced	38,201	-15,970	$1,237,712	−13.3%	10	$20.20	0.37%
QCRH	Qcr Holdings Inc Financial Services	Reduced	12,083	-167	$1,176,280	+12.4%	17	$65.03	0.35%
SPFI	South Plains Financial, Inc. Financial Services	Added	26,431	+3,885	$1,138,779	+20.5%	10	$30.50	0.34%
KEY	Keycorp CALL + SHARES Financial Services	Reduced	181,914	-20,000	$1,113,497	−72.5%	26+	before history	0.33%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,215	0	$1,052,365	+11.3%	26+	before history	0.32%
AAPL	Apple Inc. Technology	Held	3,418	0	$989,032	+14.0%	25	$87.40	0.30%
COSO	CoastalSouth Bancshares, Inc. Financial Services	Held	33,046	0	$887,285	+9.2%	4	$21.64	0.27%
BPOP	Popular, Inc. Financial Services	Held	5,215	0	$856,198	+22.4%	26+	before history	0.26%
MS	Morgan Stanley Financial Services	Reduced	4,081	-50	$853,092	+25.5%	26+	before history	0.26%
COLB	Columbia Banking System, Inc. Financial Services	Held	22,686	0	$727,086	+16.8%	23	$30.88	0.22%
CBFV	CB Financial Services, Inc. Financial Services	Held	18,903	0	$716,423	+10.9%	26+	before history	0.21%
AUB	Atlantic Union Bankshares Corp Financial Services	Held	16,578	0	$701,415	+18.4%	13	$29.40	0.21%
ABCB	Ameris Bancorp Financial Services	Held	7,376	0	$665,757	+15.7%	26+	before history	0.20%

Showing the top 50 of 77 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.