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Salzhauer Michael Portfolio holdings
AUM
$292M
Turnover
25.53%
1-Year Est. Return
30%
This Fund
S&P 500
This Quarter Est. Return
+16.51%
1 Year Est. Return
+30%
3 Year Est. Return
+106.71%
5 Year Est. Return
+50.52%
10 Year Est. Return
+271.97%
AUM
$292M
AUM Growth
+$80.3M
(+38%)
Cap. Flow
-$112M
Cap. Flow % of AUM
Cap. Flow %
-38.42%
Top 10 Holdings %
Top 10 Hldgs %
64.93%
Holding
94
New
19
Increased
12
Reduced
21
Closed
5
Avg Time Held
Equity + Options
4.2
years
Top 10 Avg Time Held
Equity + Options
2.3
years
Top 20 Avg Time Held
Equity + Options
3.1
years
Avg Time Held Equity only
4.7
years
Top 10 Avg Time Held Equity only
3.2
years
Top 20 Avg Time Held Equity only
3.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinnacle Financial Partners Inc
PNFP
|
+$14.3M |
| 2 |
Capital One
COF
|
+$6.88M |
| 3 |
Burke & Herbert Financial Services Corp
BHRB
|
+$934K |
| 4 |
Third Coast Bancshares
TCBX
|
+$824K |
| 5 |
Amerant Bancorp
AMTB
|
+$698K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Citigroup
C
|
+$74.1M |
| 2 |
Bank of America
BAC
|
+$32.7M |
| 3 |
Citizens Financial Group
CFG
|
+$6.45M |
| 4 |
Wells Fargo
WFC
|
+$4.71M |
| 5 |
KeyCorp
KEY
|
+$3.93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 91.67% |
| 2 | Miscellaneous | 7.11% |
| 3 | Communication Services | 0.46% |
| 4 | Technology | 0.42% |
| 5 | Healthcare | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Visa
V
$766B
| $274K | 0.09% |
800
| – | – |
2023 Q4
10 quarters
|
|
77
Kinetik
KNTK
$4.48B
| $256K | 0.09% |
+5,300
| New | +$253K |
2026 Q2
0 quarters
|
|
78
CALL
First Horizon
FHN
$11.1B
| $240K | 0.08% |
+150,000
| New | +$3.66M |
2026 Q2
0 quarters
|
|
79
Cisco
CSCO
$420B
| $235K | 0.08% |
+2,000
| New | +$209K |
2026 Q2
0 quarters
|
|
80
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.2B
| $231K | 0.08% |
4,753
| – | – |
2025 Q3
3 quarters
|
|
81
Travelers Companies
TRV
$83.1B
| $231K | 0.08% |
700
| – | – |
2025 Q3
3 quarters
|
|
82
Sphere Entertainment
SPHR
$3.91B
| $227K | 0.08% |
+1,314
| New | +$183K |
2026 Q2
0 quarters
|
|
83
Colony Bankcorp
CBAN
$432M
| $201K | 0.07% |
+10,000
| New | +$202K |
2026 Q2
0 quarters
|
|
84
Blue Ridge Bankshares
BRBS
$365M
| $198K | 0.07% |
+56,000
| New | +$195K |
2026 Q2
0 quarters
|
|
85
CALL
UWM Holdings
UWMC
$500M
| $139K | 0.05% |
+725,000
| New | +$2.25M |
2026 Q2
0 quarters
|
|
86
Cresud
CRESY
$812M
| $112K | 0.04% |
10,000
| – | – |
2025 Q4
2 quarters
|
|
87
CALL
American International
AIG
$42.5B
| $108K | 0.04% |
+30,000
| New | +$2.28M |
2026 Q2
0 quarters
|
|
88
CALL
Valley National Bancorp
VLY
$7.77B
| $52.5K | 0.02% |
+50,000
| New | +$679K |
2026 Q2
0 quarters
|
|
|
89
American International
AIG
$42.5B
| $9.7K | ﹤0.01% |
+130
| New | +$9.9K |
2026 Q2
0 quarters
|
|
90
BayFirst Financial Corp
BAFN
$186M
| – | – |
-34,606
| Closed | -$220K | – |
|
91
DELISTED
LINKBANCORP
LNKB
| – | – |
-81,685
| Closed | -$681K | – |
|
92
Pfizer
PFE
$171B
| – | – |
-7,135
| Closed | -$200K | – |
|
93
Scholastic
SCHL
$709M
| – | – |
-8,761
| Closed | -$342K | – |
|
94
BitMine Immersion Technologies
BMNR
$13.5B
| – | – |
-10,500
| Closed | -$525 | – |
|
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Salzhauer Michael's Q2 2026 Portfolio in Review
As of Q2 2026, Salzhauer Michael held 94 positions worth $292M, up 38% from $212M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Salzhauer Michael withdrew a net $112M in Q2 2026, closing 5 positions and reducing 21 holdings. Its most notable exit was LINKBANCORP, an estimated $681K position sold in full.
By sector, the portfolio is most concentrated in Financials at 92% of assets, down from 98% a quarter earlier, followed by Miscellaneous and Communication Services.
Against the trend, Salzhauer Michael opened a new position in Pinnacle Financial Partners Inc worth $15M.
- Salzhauer Michael's largest Q2 2026 buy was Pinnacle Financial Partners Inc: 148,566 shares worth $15M.
- Salzhauer Michael added most to Capital One in Q2 2026, an estimated $6.88M increase.
- Salzhauer Michael's biggest Q2 2026 reduction was Citigroup, cutting an estimated $74.1M.
- Salzhauer Michael fully exited LINKBANCORP in Q2 2026, selling an estimated $681K.
- Salzhauer Michael's ten largest holdings make up 65% of its $292M portfolio in Q2 2026.
- Salzhauer Michael opened 19 new positions and closed 5 in Q2 2026.
- Salzhauer Michael's portfolio value rose 38% quarter-over-quarter to $292M.
Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.