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Portfolio (Quarterly) Guide ↗

SALZHAUER MICHAEL

· CIK 0001059543
13F Portfolio $212M AUM 75 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 26 Added 10 Reduced 24 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FRST PRIMIS FINANCIAL CORP Financial Services 689,921.0 $9.2M 4.32% -55K -7.3% $13.28 +9.6%
2 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 255,739.0 $9.0M 4.24% -14K -5.0% $35.21 +22.7%
3 SMBK SMARTFINANCIAL INC Financial Services 212,670.0 $8.3M 3.92% -13K -5.9% $39.08 +6.1%
4 FBK FB FINL CORP Financial Services 55,694.0 $2.9M 1.36% -3K -5.1% $51.94 +1.9%
5 TFC TRUIST FINL CORP Financial Services 53,937.0 $2.5M 1.17% -390.0 -0.7% $45.97 +5.4%
6 MCB METROPOLITAN BK HLDG CORP Financial Services 17,893.0 $1.5M 0.70% -6K -25.3% $83.29 +7.7%
7 SSBI SUMMIT ST BK SANTA ROSA CALI Financial Services 72,575.0 $970K 0.46% -20K -21.5% $13.37 +1.9%
8 BPOP POPULAR INC Financial Services 5,215.0 $700K 0.33% -179.0 -3.3% $134.16 +12.3%
9 SCHL SCHOLASTIC CORP Communication Services 8,761.0 $342K 0.16% -9K -50.5% $39.06 +5.6%
10 BAFN BAYFIRST FINANCIAL CORP Financial Services 34,606.0 $220K 0.10% -19K -35.8% $6.35 -0.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 98.5%
Communication Services 0.8%
Technology 0.4%
Healthcare 0.3%