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LBS

Lawrence B. Seidman Portfolio holdings

AUM $79.8M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
+15.09%
1 Year Est. Return
-15.9%
3 Year Est. Return
-12.26%
5 Year Est. Return
+24.17%
10 Year Est. Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow %
93.35%
Top 10 Hldgs %
86.93%
Holding
22
New
22
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CNOB icon
Center Bancorp
CNOB
+$62.1M
2
FRNK
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
+$14.9M
3
FXCB
FOX CHASE BANCORP INC COM STK (MD)
FXCB
+$10.9M
4
NFBK
Northfield Bancorp
NFBK
+$7.76M
5
SIFI
SI Financial Group, Inc. NEW MD
SIFI
+$7.05M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 61.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNOB icon
1
Center Bancorp
CNOB
$1.65B
$72.2M 45.5%
+3,847,499
New +$62.1M
FRNK
2
DELISTED
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
$15.3M 9.62%
+771,349
New +$14.9M
FXCB
3
DELISTED
FOX CHASE BANCORP INC COM STK (MD)
FXCB
$10.7M 6.77%
+621,307
New +$10.9M
NFBK
4
DELISTED
Northfield Bancorp
NFBK
$8.05M 5.07%
+609,527
New +$7.76M
SIFI
5
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
$7.3M 4.6%
+605,800
New +$7.05M
OBAF
6
DELISTED
OBA FINL SVCS INC COM STK (MD)
OBAF
$5.95M 3.75%
+327,154
New +$6.14M
PBIP
7
DELISTED
Prudential Bancorp, Inc.
PBIP
$5.03M 3.17%
+466,102
New +$5.02M
CHFN
8
DELISTED
Charter Financial Corp
CHFN
$4.57M 2.88%
+423,926
New +$4.57M
THRD
9
DELISTED
TF FINANCIAL CORP COM STK (PA)
THRD
$4.56M 2.87%
+161,870
New +$4.45M
COBK
10
DELISTED
COLONIAL FINL SVCS INC COM STK (MD)
COBK
$4.26M 2.69%
+320,589
New +$4.35M
OSHC
11
DELISTED
Ocean Shore Holding Co.
OSHC
$3.71M 2.34%
+271,885
New +$3.83M
CHEV
12
DELISTED
CHEVIOT FINL CORP
CHEV
$3.39M 2.14%
+329,083
New +$3.47M
PEOP
13
DELISTED
PEOPLES FED BANCSHARES INC COM STK (MD)
PEOP
$2.92M 1.84%
+164,638
New +$2.87M
WBB
14
DELISTED
Westbury Bancorp, Inc.
WBB
$2.86M 1.8%
+205,092
New +$2.92M
ALLB
15
DELISTED
Alliance Bancorp Inc PA
ALLB
$1.78M 1.12%
+116,100
New +$1.74M
NVSL
16
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$1.12M 0.71%
+154,900
New +$1.12M
LPSB
17
DELISTED
LAPORTE BANCORP INC MD COM STK
LPSB
$1.1M 0.7%
+99,400
New +$1.06M
ASBB
18
DELISTED
ASB Bancorp Inc
ASBB
$1.1M 0.69%
+63,547
New +$1.09M
MBVT
19
DELISTED
Merchants Bancshares Inc
MBVT
$1.08M 0.68%
+32,400
New +$994K
PBCP
20
DELISTED
POLONIA BANCORP INC MD
PBCP
$969K 0.61%
+97,043
New +$982K
ORIT
21
DELISTED
Oritani Financial Corp. New
ORIT
$365K 0.23%
+22,746
New +$367K
FFCO
22
DELISTED
FED FIRST FINANCIAL CORP COM
FFCO
$330K 0.21%
+16,799
New +$328K

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SAM
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LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $73.4M AUM 0.99% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
FC
Ferox Capital London, United Kingdom $60.6M AUM
PSSGI
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NISOA
National Investment Services of America Milwaukee, Wisconsin $56M AUM 19.55% 1-Year Est. Return
UMA
USA Mutuals Advisors Dallas, Texas $55M AUM 7.1% 1-Year Est. Return

Lawrence B. Seidman's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Lawrence B. Seidman, which disclosed 22 positions worth $159M. Its ten largest holdings account for 87% of the portfolio.

Its largest position is Center Bancorp: 3,847,499 shares worth $72.2M.

By sector, the portfolio is most concentrated in Financials at 61% of assets.

  • Lawrence B. Seidman's largest Q4 2013 buy was Center Bancorp: 3,847,499 shares worth $72.2M.
  • Lawrence B. Seidman's ten largest holdings make up 87% of its $159M portfolio in Q4 2013.
  • Lawrence B. Seidman disclosed 22 positions in Q4 2013, its first 13F filing on record.

Based on Lawrence B. Seidman's 13F filing for Q4 2013, filed 12 Feb 2014.