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Portfolio (Quarterly) Guide ↗

STILWELL VALUE LLC

· CIK 0001397076
13F Portfolio $181M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WHEELER REAL ESTATE INVT TR 883,221.0 $70.8M 39.03% NEW $80.15
2 KFS KINGSWAY FINL SVCS INC Consumer Cyclical 3,363,450.0 $45.2M 24.94% NEW $13.45 -18.5%
3 SFBC SOUND FINL BANCORP INC Financial Services 410,019.0 $17.9M 9.86% NEW $43.63 -3.3%
4 LSBK LAKE SHORE BANCORP INC Financial Services 773,675.0 $11.3M 6.25% NEW $14.66 +7.6%
5 IF BANCORP INC 275,180.0 $7.4M 4.09% NEW $26.96
6 CPBI CENTRAL PLAINS BANCSHARES IN Financial Services 366,901.0 $6.2M 3.42% NEW $16.92 +4.8%
7 CLST CATALYST BANCORP INC Financial Services 254,697.0 $4.0M 2.21% NEW $15.75 +0.8%
8 WHEELER REAL ESTATE INVT TR 761,466.0 $4.0M 2.18% NEW $5.19
9 FSBW FS BANCORP INC Financial Services 74,976.0 $3.1M 1.70% NEW $41.17 -2.6%
10 NECB NORTHEAST CMNTY BANCORP INC Financial Services 110,000.0 $2.5M 1.37% NEW $22.61 +4.0%
11 BV FINL INC 95,000.0 $1.7M 0.95% NEW $18.14
12 HOME FED BANCORP INC LA NEW 80,000.0 $1.4M 0.79% NEW $18.00
13 NBBK NB BANCORP INC Financial Services 65,000.0 $1.3M 0.71% NEW $19.82 -1.0%
14 FIFTH DIST BANCORP INC 80,000.0 $1.2M 0.66% NEW $15.00
15 MGYR MAGYAR BANCORP INC Financial Services 40,000.0 $691K 0.38% NEW $17.28 +2.3%
16 AVBC AVIDIA BANCORP INC Financial Services 40,000.0 $672K 0.37% NEW $16.81 +12.3%
17 SRBK SR BANCORP INC Financial Services 40,000.0 $630K 0.35% NEW $15.74 +14.4%
18 ECBK ECB BANCORP INC Financial Services 20,000.0 $348K 0.19% NEW $17.39 +0.7%
19 PDLB PONCE FINANCIAL GROUP INC Financial Services 20,000.0 $327K 0.18% NEW $16.35 +8.0%
20 FB BANCORP INC 20,000.0 $257K 0.14% NEW $12.85
Page 1 of 2  ·  24 positions

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%