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Salzhauer Michael Portfolio holdings

AUM $292M
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
Cap. Flow
-$112M
Cap. Flow %
-38.42%
Top 10 Hldgs %
64.93%
Holding
94
New
19
Increased
12
Reduced
21
Closed
5

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$14.3M
2
COF icon
Capital One
COF
+$6.88M
3
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$934K
4
TCBX icon
Third Coast Bancshares
TCBX
+$824K
5
AMTB icon
Amerant Bancorp
AMTB
+$698K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$74.1M
2
BAC icon
Bank of America
BAC
+$32.7M
3
CFG icon
Citizens Financial Group
CFG
+$6.45M
4
WFC icon
Wells Fargo
WFC
+$4.71M
5
KEY icon
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%

No holdings matched the selected filter criteria.

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SPA
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AP
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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.