STILWELL VALUE LLC
CIK
1397076
Location
NEW YORK, NY
Portfolio Value
Micro
$91,147,735
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,876
/ 8,603
▼ 76
· as of Mar 2026
Top Industry
Banks - Regional
60.3%
3Y Alpha vs SPY
-6.5%
Period ended 3 months ago
Filed May 6, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+41.2%
SPY
+76.0%
Annualised alpha
-8.5%
Max drawdown
−25.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
38.5%
−5.6 pts
Top 5
83.1%
+0.5 pts
Top 10
93.9%
−0.6 pts
HHI
2,138
Moderately concentrated−319
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 98.6% | $89,844,645 |
| Healthcare | 0.7% | $613,600 |
| Unclassified | 0.5% | $478,040 |
| Real Estate | 0.2% | $211,450 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CLST | Catalyst Bancorp, Inc. | +27,737 | 282,434 | $4,677,107 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
23 positions ·
$91,147,735 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KWY |
KINGSWAY Corp
Financial Services
|
Held | 3,363,450 | $35,080,783 | 38.49% | |
| SFBC |
Sound Financial Bancorp, Inc.
Financial Services
|
Held | 410,019 | $17,921,930 | 19.66% | |
| LSBK |
Lake Shore Bancorp, Inc. /MD/
Financial Services
|
Held | 773,675 | $11,744,386 | 12.89% | |
| CPBI |
Central Plains Bancshares, Inc.
Financial Services
|
Held | 366,901 | $6,277,676 | 6.89% | |
| CLST |
Catalyst Bancorp, Inc.
Financial Services
|
Added | 282,434 | $4,677,107 | 5.13% | |
| FSBW |
FS Bancorp, Inc.
Financial Services
|
Reduced | 72,000 | $2,778,480 | 3.05% | |
| NECB |
NorthEast Community Bancorp, Inc./MD/
Financial Services
|
Held | 110,000 | $2,618,000 | 2.87% | |
| BVFL |
BV Financial, Inc.
Financial Services
|
Reduced | 90,000 | $1,722,600 | 1.89% | |
| HFBL |
Home Federal Bancorp, Inc. of Louisiana
Financial Services
|
Held | 80,000 | $1,384,000 | 1.52% | |
| NBBK |
NB Bancorp, Inc.
Financial Services
|
Held | 65,000 | $1,369,550 | 1.50% | |
| FDSB |
Fifth District Bancorp, Inc.
Financial Services
|
Held | 80,000 | $1,185,600 | 1.30% | |
| AVBC |
Avidia Bancorp, Inc.
Financial Services
|
Held | 40,000 | $786,800 | 0.86% | |
| MGYR |
Magyar Bancorp, Inc.
Financial Services
|
Held | 40,000 | $692,400 | 0.76% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
NEW | 80,000 | $613,600 | 0.67% | |
| AGQ |
ProShares Trust II
|
NEW | 4,000 | $478,040 | 0.52% | |
| SRBK |
SR Bancorp, Inc.
Financial Services
|
Reduced | 20,000 | $337,600 | 0.37% | |
| ECBK |
ECB Bancorp, Inc. /MD/
Financial Services
|
Held | 20,000 | $334,600 | 0.37% | |
| PDLB |
Ponce Financial Group, Inc.
Financial Services
|
Held | 20,000 | $334,200 | 0.37% | |
| FBLA |
FB Bancorp, Inc. /MD/
Financial Services
|
Held | 20,000 | $274,800 | 0.30% | |
| MBBC |
Marathon Bancorp, Inc. /MD/
Financial Services
|
Held | 20,000 | $270,600 | 0.30% | |
| WHLR |
Wheeler Real Estate Investment Trust, Inc.
Real Estate
|
Reduced | 19,029 | $211,450 | 0.23% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Held | 547 | $49,290 | 0.05% | |
| MET |
Metlife Inc
Financial Services
|
Held | 60 | $4,243 | 0.00% |