Portfolio (Quarterly)
Guide ↗
STILWELL VALUE LLC
· CIK 0001397076| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MBBC | MARATHON BANCORP INC | Financial Services | 20,000.0 | $243K | 0.13% | NEW | — | $12.16 | +19.7% |
| 22 | — | WHEELER REAL ESTATE INVT TR | — | 57,099.0 | $97K | 0.05% | NEW | — | $1.70 | — |
| 23 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 547.0 | $48K | 0.03% | NEW | — | $88.21 | +15.5% |
| 24 | MET | METLIFE INC | Financial Services | 60.0 | $5K | 0.00% | NEW | — | $78.93 | +2.6% |
① 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
52.1%
Consumer Cyclical
47.9%