SALZHAUER MICHAEL
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BANK OF AMER CORP | 2,110,909 | 1,495,610 | -615,299 | 56,853,499 | 85,219,857 | 31.34% | +28,366,358 |
| PINNACLE FINL PARTNERS INC(PNFP) | 0 | 148,566 | +148,566 | 0 | 14,987,376 | 5.51% | +14,987,376 |
| CITIGROUP INC(C)(Call) | 0 | 408,900 | +408,900 | 0 | 13,050,290 | — | +13,050,290 |
| CAPITAL ONE FINL CORP(COF) | 14,038 | 49,996 | +35,958 | 2,560,953 | 10,030,111 | 3.69% | +7,469,158 |
| BANK OF AMER CORP(Call) | 0 | 476,000 | +476,000 | 0 | 4,456,920 | — | +4,456,920 |
| BANC OF CALIFORNIA INC(BANC) | 588,756 | 468,559 | -120,197 | 7,054,062 | 9,572,669 | 3.52% | +2,518,607 |
| SMARTFINANCIAL INC(SMBK) | 212,670 | 211,013 | -1,657 | 8,311,148 | 9,900,735 | 3.64% | +1,589,587 |
| PEAPACK-GLADSTONE FINL CORP(PGC) | 255,739 | 216,632 | -39,107 | 9,004,574 | 10,253,179 | 3.77% | +1,248,605 |
| BURKE HERBERT FINL SVCS CORP(BHRB) | 5,783 | 20,219 | +14,436 | 360,236 | 1,452,914 | 0.53% | +1,092,678 |
| THIRD COAST BANCSHARES INC | 40,753 | 61,899 | +21,146 | 1,541,699 | 2,500,706 | 0.92% | +959,007 |
| AMERANT BANCORP INC | 20,000 | 50,000 | +30,000 | 440,800 | 1,276,000 | 0.47% | +835,200 |
| CITIZENS FINL GROUP INC(CFG)(Call) | 0 | 100,000 | +100,000 | 0 | 780,000 | — | +780,000 |
| WELLS FARGO & CO(WFC)(Call) | 0 | 60,000 | +60,000 | 0 | 756,000 | — | +756,000 |
| WESTERN ALLIANCE BANCORP(WAL) | 54,209 | 54,721 | +512 | 3,840,720 | 4,498,039 | 1.65% | +657,319 |
| KEYCORP(KEY)(Call) | 0 | 160,400 | +160,400 | 0 | 617,600 | — | +617,600 |
| HOMETRUST BANCSHARES INC(HTB) | 78,725 | 78,725 | 0 | 3,357,623 | 3,927,592 | 1.44% | +569,969 |
| FIFTH THIRD BANCORP(FITB) | 49,003 | 50,194 | +1,191 | 2,276,680 | 2,829,436 | 1.04% | +552,756 |
| UNITY BANCORP INC | 19,424 | 25,674 | +6,250 | 1,006,746 | 1,506,808 | 0.55% | +500,062 |
| SEACOAST BKG CORP FLA(SBCF) | 194,867 | 191,867 | -3,000 | 5,902,521 | 6,379,578 | 2.35% | +477,057 |
| CONNECTONE BANCORP INC(CNOB) | 67,430 | 66,680 | -750 | 1,805,102 | 2,229,789 | 0.82% | +424,687 |
| PROVIDENT FINL SVCS INC(PFS) | 152,203 | 152,203 | 0 | 3,220,618 | 3,598,082 | 1.32% | +377,464 |
| COMMERCE BANCSHARES INC(CBSH) | 42,816 | 42,916 | +100 | 2,106,547 | 2,478,399 | 0.91% | +371,852 |
| PNC FINL SVCS GROUP INC(PNC) | 9,598 | 9,598 | 0 | 1,997,248 | 2,363,220 | 0.87% | +365,972 |
| BANC OF CALIFORNIA INC(BANC)(Call) | 0 | 200,000 | +200,000 | 0 | 350,000 | — | +350,000 |
| FIRSTSUN CAP BANCORP(FSUN) | 140,960 | 140,987 | +27 | 5,139,384 | 5,467,462 | 2.01% | +328,078 |
| GREEN DOT CORP | 0 | 23,205 | +23,205 | 0 | 313,500 | 0.12% | +313,500 |
| SHORE BANCSHARES INC | 72,357 | 72,357 | 0 | 1,351,636 | 1,660,601 | 0.61% | +308,965 |
| USCB FINANCIAL HOLDINGS INC | 52,629 | 62,629 | +10,000 | 975,742 | 1,281,389 | 0.47% | +305,647 |
| BLACK HILLS CORP | 0 | 3,900 | +3,900 | 0 | 290,160 | 0.11% | +290,160 |
| METROPOLITAN BK HLDG CORP(MCB) | 17,893 | 17,974 | +81 | 1,490,282 | 1,775,124 | 0.65% | +284,842 |
| VIRGINIA NATL BK CHRLOTSVLE | 45,672 | 45,672 | 0 | 1,744,662 | 2,026,913 | 0.75% | +282,251 |
| REGIONS FINANCIAL CORP NEW(RF) | 66,450 | 66,450 | 0 | 1,735,674 | 2,006,790 | 0.74% | +271,116 |
| HANCOCK WHITNEY CORPORATION(HWC) | 24,232 | 24,232 | 0 | 1,540,913 | 1,810,615 | 0.67% | +269,702 |
| KINETIK HOLDINGS INC(KNTK) | 0 | 5,300 | +5,300 | 0 | 256,202 | 0.09% | +256,202 |
| HUNTINGTON BANCSHARES INC(HBAN) | 119,107 | 119,107 | 0 | 1,864,025 | 2,111,767 | 0.78% | +247,742 |
| FIRST HORIZON CORPORATION(FHN)(Call) | 0 | 150,000 | +150,000 | 0 | 240,000 | — | +240,000 |
| CISCO SYS INC(CSCO) | 0 | 2,000 | +2,000 | 0 | 234,920 | 0.09% | +234,920 |
| SOUTHSTATE BK CORP | 31,581 | 31,581 | 0 | 2,921,874 | 3,154,942 | 1.16% | +233,068 |
| SPHERE ENTERTAINMENT CO(SPHR) | 0 | 1,314 | +1,314 | 0 | 227,361 | 0.08% | +227,361 |
| WSFS FINL CORP(WSFS) | 19,329 | 19,329 | 0 | 1,265,276 | 1,483,115 | 0.55% | +217,839 |
| TRUIST FINL CORP(TFC) | 53,937 | 53,937 | 0 | 2,479,484 | 2,687,141 | 0.99% | +207,657 |
| COLONY BANKCORP INC | 0 | 10,000 | +10,000 | 0 | 200,900 | 0.07% | +200,900 |
| FIRST HORIZON CORPORATION(FHN) | 282,058 | 131,446 | -150,612 | 3,170,647 | 3,370,279 | 1.24% | +199,632 |
| BLUE RIDGE BANKSHARES INC VA | 0 | 56,000 | +56,000 | 0 | 197,680 | 0.07% | +197,680 |
| SOUTH PLAINS FINANCIAL INC(SPFI) | 22,546 | 26,431 | +3,885 | 944,660 | 1,138,796 | 0.42% | +194,136 |
| CF BANKSHARES INC | 39,003 | 39,003 | 0 | 1,088,574 | 1,278,128 | 0.47% | +189,554 |
| FB FINL CORP(FBK) | 55,694 | 55,665 | -29 | 2,892,747 | 3,081,058 | 1.13% | +188,311 |
| MORGAN STANLEY(MS) | 4,131 | 4,081 | -50 | 679,839 | 853,092 | 0.31% | +173,253 |
| POPULAR INC(BPOP) | 5,215 | 5,215 | 0 | 699,630 | 856,117 | 0.31% | +156,487 |
| UWM HOLDINGS CORPORATION(UWMC)(Call) | 0 | 725,000 | +725,000 | 0 | 139,250 | — | +139,250 |
| VALLEY NATL BANCORP(VLY) | 160,000 | 34,200 | -125,800 | 362,800 | 501,030 | 0.18% | +138,230 |
| QCR HLDGS INC(QCRH) | 12,250 | 12,083 | -167 | 1,046,799 | 1,176,258 | 0.43% | +129,459 |
| APPLE INC(AAPL) | 3,418 | 3,418 | 0 | 867,454 | 989,032 | 0.36% | +121,578 |
| TOWNEBANK PORTSMOUTH VA | 47,121 | 47,121 | 0 | 1,586,564 | 1,707,665 | 0.63% | +121,101 |
| UWM HOLDINGS CORPORATION(UWMC) | 564,388 | 183,375 | -381,013 | 307,584 | 419,930 | 0.15% | +112,346 |
| ATLANTIC UN BANKSHARES CORP(AUB) | 16,578 | 16,578 | 0 | 592,498 | 701,415 | 0.26% | +108,917 |
| AMERICAN INTL GROUP INC(Call) | 0 | 30,000 | +30,000 | 0 | 108,000 | — | +108,000 |
| JPMORGAN CHASE & CO(JPM) | 3,215 | 3,215 | 0 | 945,724 | 1,052,366 | 0.39% | +106,642 |
| CIVISTA BANCSHARES INC | 19,420 | 19,420 | 0 | 442,582 | 548,032 | 0.20% | +105,450 |
| COLUMBIA BKG SYS INC(COLB) | 22,686 | 22,686 | 0 | 622,277 | 727,086 | 0.27% | +104,809 |
| DIME COML BANCSHARES INC(DCBG) | 62,202 | 54,202 | -8,000 | 2,103,673 | 2,203,312 | 0.81% | +99,639 |
| METLIFE INC(MET) | 6,886 | 6,886 | 0 | 486,978 | 582,624 | 0.21% | +95,646 |
| AMERIS BANCORP(ABCB) | 7,376 | 7,376 | 0 | 575,254 | 665,758 | 0.24% | +90,504 |
| ZIONS BANCORPORATION NATL AS(ZION) | 7,200 | 7,200 | 0 | 414,864 | 498,168 | 0.18% | +83,304 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 992 | 992 | 0 | 318,829 | 398,625 | 0.15% | +79,796 |
| COASTALSOUTH BANCSHARES INC | 33,046 | 33,046 | 0 | 812,601 | 887,285 | 0.33% | +74,684 |
| CB FINL SVCS INC | 18,903 | 18,903 | 0 | 646,105 | 716,424 | 0.26% | +70,319 |
| ORRSTOWN FINL SVCS INC | 13,734 | 13,734 | 0 | 495,523 | 560,759 | 0.21% | +65,236 |
| UNITED CMNTY BKS BLAIRSVLE G(UCB) | 17,032 | 17,032 | 0 | 536,338 | 597,653 | 0.22% | +61,315 |
| VALLEY NATL BANCORP(VLY)(Call) | 0 | 50,000 | +50,000 | 0 | 52,500 | — | +52,500 |
| ALLSTATE CORP(ALL) | 1,287 | 1,287 | 0 | 266,847 | 306,229 | 0.11% | +39,382 |
| VISA INC(V) | 800 | 800 | 0 | 241,792 | 274,472 | 0.10% | +32,680 |
| TRAVELERS COMPANIES INC(TRV) | 700 | 700 | 0 | 204,176 | 231,084 | 0.08% | +26,908 |
| INDEPENDENT BK CORP MASS(INDB) | 3,529 | 3,462 | -67 | 265,416 | 289,839 | 0.11% | +24,423 |
| SUMMIT ST BK SANTA ROSA CALI | 72,575 | 72,575 | 0 | 970,330 | 984,119 | 0.36% | +13,789 |
| CHUBB LIMITED | 824 | 824 | 0 | 268,566 | 280,770 | 0.10% | +12,204 |
| AMERICAN INTL GROUP INC | 0 | 130 | +130 | 0 | 9,725 | 0.00% | +9,725 |
| BITMINE IMMERSION TECNOLOGIE(BMNP) | 10,500 | 0 | -10,500 | 525 | 0 | — | -525 |
| HARTFORD INSURANCE GROUP INC(HIG) | 2,246 | 2,246 | 0 | 303,727 | 297,640 | 0.11% | -6,087 |
| FIRST TR EXCHANGE-TRADED FD | 4,753 | 4,753 | 0 | 241,452 | 231,281 | 0.09% | -10,171 |
| CRESUD S A C I F Y A | 10,000 | 10,000 | 0 | 127,200 | 112,100 | 0.04% | -15,100 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 11,853 | 6,053 | -5,800 | 375,698 | 348,774 | 0.13% | -26,924 |
| VERIZON COMMUNICATIONS INC(VZ) | 7,528 | 7,528 | 0 | 377,906 | 318,736 | 0.12% | -59,170 |
| CITIZENS FINL GROUP INC(CFG) | 121,391 | 21,391 | -100,000 | 1,622,818 | 1,498,867 | 0.55% | -123,951 |
| AT&T INC(T) | 19,498 | 19,498 | 0 | 565,247 | 403,609 | 0.15% | -161,638 |
| HANMI FINL CORP(HAFC) | 54,171 | 38,201 | -15,970 | 1,427,959 | 1,237,712 | 0.46% | -190,247 |
| PFIZER INC(PFE) | 7,135 | 0 | -7,135 | 200,351 | 0 | — | -200,351 |
| BAYFIRST FINANCIAL CORP | 34,606 | 0 | -34,606 | 219,748 | 0 | — | -219,748 |
| WELLS FARGO & CO(WFC) | 142,860 | 84,289 | -58,571 | 7,301,485 | 6,965,624 | 2.56% | -335,861 |
| KEYCORP(KEY) | 201,914 | 21,514 | -180,400 | 837,836 | 495,898 | 0.18% | -341,938 |
| SCHOLASTIC CORP(SCHL) | 8,761 | 0 | -8,761 | 342,205 | 0 | — | -342,205 |
| LINKBANCORP INC | 81,685 | 0 | -81,685 | 681,253 | 0 | — | -681,253 |
| PRIMIS FINANCIAL CORP | 689,921 | 471,795 | -218,126 | 9,162,152 | 7,723,279 | 2.84% | -1,438,873 |
| CITIGROUP INC(C) | 727,806 | 158,427 | -569,379 | 29,379,767 | 22,173,375 | 8.16% | -7,206,392 |