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Salzhauer Michael Portfolio holdings
AUM
$292M
1-Year Est. Return
30%
This Fund
S&P 500
This Quarter
Est. Return
+6.99%
1 Year Est. Return
+30%
3 Year Est. Return
+106.71%
5 Year Est. Return
+50.52%
10 Year Est. Return
+271.97%
AUM
$244M
AUM Growth
+$35.9M
(+17%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
7.91%
Top 10 Holdings %
Top 10 Hldgs %
62.61%
Holding
106
New
13
Increased
15
Reduced
14
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$8.3M |
| 2 |
First Horizon
FHN
|
+$1.8M |
| 3 |
Huntington Bancshares
HBAN
|
+$1.59M |
| 4 |
Provident Financial Services
PFS
|
+$828K |
| 5 |
FSUN
FirstSun Capital Bancorp
FSUN
|
+$559K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$3.12M |
| 2 |
TXNM
TXNM Energy Inc
TXNM
|
+$2.56M |
| 3 |
Citigroup
C
|
+$1.96M |
| 4 |
Vodafone
VOD
|
+$1.58M |
| 5 |
Metropolitan Bank Holding Corp
MCB
|
+$1.22M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 90.79% |
| 2 | Communication Services | 0.64% |
| 3 | Technology | 0.38% |
| 4 | Energy | 0.22% |
| 5 | Healthcare | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bank of America
BAC
$435B
| $77.6M | 31.78% |
1,411,319
+157,054
| +13% | +$8.3M |
|
2
Primis Financial Corp
FRST
$386M
| $10.4M | 4.24% |
744,614
-14,237
| -2% | -$161K |
|
|
3
CALL
Citigroup
C
$221B
| $9.96M | 4.08% |
366,900
+4,500
| +1% | +$467K |
|
|
4
Citigroup
C
$221B
| $9.02M | 3.69% |
77,302
-18,831
| -20% | -$1.96M |
|
5
Banc of California
BANC
$3.32B
| $8.72M | 3.57% |
452,145
+20,341
| +5% | +$365K |
|
6
SmartFinancial
SMBK
$849M
| $8.36M | 3.42% |
225,903
| – | – |
|
7
Wells Fargo
WFC
$262B
| $7.69M | 3.15% |
82,460
-6,247
| -7% | -$542K |
|
|
SNV
8
DELISTED
Synovus
SNV
| $7.58M | 3.1% |
151,523
+188
| +0.1% | +$9.04K |
|
9
Peapack-Gladstone Financial
PGC
$826M
| $7.5M | 3.07% |
269,242
+14,612
| +6% | +$398K |
|
10
Seacoast Banking Corp of Florida
SBCF
$3.27B
| $6.12M | 2.5% |
194,667
-1,000
| -0.5% | -$31.2K |
|
|
11
CALL
Bank of America
BAC
$435B
| $5.89M | 2.41% |
387,500
-12,500
| -3% | -$661K |
|
|
FSUN
12
FirstSun Capital Bancorp
FSUN
$1.62B
| $5.31M | 2.17% |
140,960
+15,359
| +12% | +$559K |
|
13
Western Alliance Bancorporation
WAL
$9.07B
| $3.92M | 1.61% |
46,671
+1,856
| +4% | +$151K |
|
14
Pinnacle Financial Partners Inc
PNFP
$15.2B
| $3.51M | 1.44% |
36,837
| – | – |
|
|
HTB
15
HomeTrust Bancshares
HTB
$824M
| $3.37M | 1.38% |
78,525
+8,020
| +11% | +$331K |
|
16
FB Financial Corp
FBK
$2.95B
| $3.28M | 1.34% |
58,694
| – | – |
|
17
Capital One
COF
$124B
| $3.12M | 1.28% |
12,868
-1,636
| -11% | -$364K |
|
|
18
First Horizon
FHN
$12.1B
| $3.01M | 1.23% |
125,773
+80,777
| +180% | +$1.8M |
|
19
SouthState Bank Corp
SSB
$10.4B
| $2.97M | 1.22% |
31,581
| – | – |
|
20
Truist Financial
TFC
$63.1B
| $2.67M | 1.09% |
54,327
-3,000
| -5% | -$138K |
|
21
Webster Financial
WBS
$12.3B
| $2.54M | 1.04% |
40,289
| – | – |
|
|
22
Provident Financial Services
PFS
$3.14B
| $2.53M | 1.04% |
128,203
+42,805
| +50% | +$828K |
|
|
CMA
23
DELISTED
Comerica
CMA
| $2.31M | 0.95% |
26,602
-3,918
| -13% | -$315K |
|
|
24
Huntington Bancshares
HBAN
$35.2B
| $2.01M | 0.82% |
116,107
+97,070
| +510% | +$1.59M |
|
25
PNC Financial Services
PNC
$100B
| $2M | 0.82% |
9,598
| – | – |
|
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PPC
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FPM
CWA
Salzhauer Michael's Q4 2025 Portfolio in Review
As of Q4 2025, Salzhauer Michael held 106 positions worth $244M, up 17% from $208M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Salzhauer Michael deployed $19.3M of net new capital in Q4 2025, opening 13 new positions and adding to 15 existing holdings. Its largest new stake was Scholastic: 17,700 shares worth $524K.
By sector, the portfolio is most concentrated in Financials at 91% of assets, up from 87% a quarter earlier, followed by Communication Services and Technology.
On the sell side, the largest reduction was Citigroup, an estimated $1.96M trimmed.
- Salzhauer Michael's largest Q4 2025 buy was Scholastic: 17,700 shares worth $524K.
- Salzhauer Michael added most to Bank of America in Q4 2025, an estimated $8.3M increase.
- Salzhauer Michael's biggest Q4 2025 reduction was Citigroup, cutting an estimated $1.96M.
- Salzhauer Michael fully exited State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2025, selling an estimated $3.12M.
- Salzhauer Michael's ten largest holdings make up 63% of its $244M portfolio in Q4 2025.
- Salzhauer Michael opened 13 new positions and closed 12 in Q4 2025.
- Salzhauer Michael's portfolio value rose 17% quarter-over-quarter to $244M.
Based on Salzhauer Michael's 13F filing for Q4 2025, filed 2 Feb 2026.