SALZHAUER MICHAEL

Fundamental diversified ★Signal financials specialist (98%) CIK 1059543
League rank
#176
in Fundamental diversified · #745 overall
Long book
$212.2M
Q1 2026
Positions
75
Top-10 weight
67%
concentration
Last quarter
+18.5%
SPY +14.8%
Turnover
16%
of book per quarter

Strategy in plain words

auto-generated from filings

SALZHAUER MICHAEL is a diversified fundamental manager, specialised in financials (98% of the long book), running a $212.2M US long book across 75 positions.

The portfolio is concentrated: the top 10 names carry 67% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: BANK OF AMERICA CORP, CITIGROUP INC, PRIMIS FINANCIAL CORP, PEAPACK GLADSTONE FINL CORP, SMARTFINANCIAL INC.

Over the last 9 quarters its long book ran on average 1.6pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.3%
Q2 2024
+12.3%
Q3 2024
+8.3%
Q4 2024
-4.3%
Q1 2025
+8.7%
Q2 2025
+8.8%
Q3 2025
+6.8%
Q4 2025
-4.1%
Q1 2026
+18.5%

Sector allocation

Financials
97%
Other
2%
Communications
0%
Technology
0%
Healthcare
0%
Services media
0%

Long book by quarter

$124.6M
Q1 2024
$123.9M
Q2 2024
$157.3M
Q3 2024
$195.4M
Q4 2024
$156.6M
Q1 2025
$158.6M
Q2 2025
$195.1M
Q3 2025
$225.5M
Q4 2025
$212.2M
Q1 2026

What does SALZHAUER MICHAEL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BAC BANK OF AMERICA CORPFinancials2.1M$56.9M26.8%+49.6%
C CITIGROUP INCFinancials727.8K$29.4M13.8%+841.5%
FRST PRIMIS FINANCIAL CORPFinancials689.9K$9.2M4.3%-7.3%
PGC PEAPACK GLADSTONE FINL CORPFinancials255.7K$9.0M4.2%-5.0%
SMBK SMARTFINANCIAL INCFinancials212.7K$8.3M3.9%-5.9%
WFC WELLS FARGO & COFinancials142.9K$7.3M3.4%+73.2%
BANC BANC OF CALIFORNIA INCFinancials588.8K$7.1M3.3%+30.2%
SBCF SEACOAST BANKING CORP/FLFinancials194.9K$5.9M2.8%+0.1%
FSUN FIRSTSUN CAPITAL BANCORPFinancials141.0K$5.1M2.4%Held
WAL WESTERN ALLIANCE BANCORPFinancials54.2K$3.8M1.8%+16.2%
HTB HOMETRUST BANCSHARES INCFinancials78.7K$3.4M1.6%+0.3%
PFS PROVIDENT FINANCIAL SERVICESFinancials152.2K$3.2M1.5%+18.7%
FHN FIRST HORIZON CORPFinancials282.1K$3.2M1.5%+124.3%
SSB SOUTHSTATE BANK CORPFinancials31.6K$2.9M1.4%Held
FBK FB FINANCIAL CORPFinancials55.7K$2.9M1.4%-5.1%
COF CAPITAL ONE FINANCIAL CORPFinancials14.0K$2.6M1.2%+9.1%
TFC TRUIST FINANCIAL CORPFinancials53.9K$2.5M1.2%-0.7%
FITB FIFTH THIRD BANCORPFinancials49.0K$2.3M1.1%New
CBSH COMMERCE BANCSHARES INCFinancials42.8K$2.1M1.0%New
DCOM DIME COMMERCIAL BANCSHARES IFinancials62.2K$2.1M1.0%Held
PNC PNC FINANCIAL SERVICES GROUPFinancials9.6K$2.0M0.9%Held
HBAN HUNTINGTON BANCSHARES INCFinancials119.1K$1.9M0.9%+2.6%
CNOB CONNECTONE BANCORP INCFinancials67.4K$1.8M0.9%+0.5%
VABK VIRGINIA NATIONAL BANKSHARESFinancials45.7K$1.7M0.8%+11.3%
RF REGIONS FINANCIAL CORPFinancials66.5K$1.7M0.8%Held
CFG CITIZENS FINANCIAL GROUPFinancials121.4K$1.6M0.8%+467.5%
TOWN TOWNE BANK47.1K$1.6M0.7%+62.1%
TCBX THIRD COAST BANCSHARES INCFinancials40.8K$1.5M0.7%+1.2%
HWC HANCOCK WHITNEY CORPFinancials24.2K$1.5M0.7%+4.8%
MCB METROPOLITAN BANK HOLDING COFinancials17.9K$1.5M0.7%-25.3%
HAFC HANMI FINANCIAL CORPORATIONFinancials54.2K$1.4M0.7%+15.4%
SHBI SHORE BANCSHARES INCFinancials72.4K$1.4M0.6%+0.4%
WSFS WSFS FINANCIAL CORPFinancials19.3K$1.3M0.6%Held
CFBK CF BANKSHARES INCFinancials39.0K$1.1M0.5%+45.7%
QCRH QCR HOLDINGS INCFinancials12.3K$1.0M0.5%+0.4%
UNTY UNITY BANCORP INCFinancials19.4K$1.0M0.5%+106.1%
USCB USCB FINANCIAL HOLDINGS INCFinancials52.6K$976K0.5%+15.1%
SSBI SUMMIT STATE BANK72.6K$970K0.5%-21.5%
JPM JPMORGAN CHASE & COFinancials3.2K$946K0.4%Held
SPFI SOUTH PLAINS FINANCIAL INCFinancials22.5K$945K0.4%Held
AAPL APPLE INCTechnology3.4K$867K0.4%Held
KEY KEYCORPFinancials201.9K$838K0.4%+263.1%
COSO COASTAL SOUTH BANCSHARES INCFinancials33.0K$813K0.4%+0.9%
BPOP POPULAR INCFinancials5.2K$700K0.3%-3.3%
LNKB LINKBANCORP INC81.7K$681K0.3%+50.2%
MS MORGAN STANLEYFinancials4.1K$680K0.3%Held
CBFV CB FINANCIAL SERVICES INCFinancials18.9K$646K0.3%Held
COLB COLUMBIA BANKING SYSTEM INCFinancials22.7K$622K0.3%Held
AUB ATLANTIC UNION BANKSHARES COFinancials16.6K$592K0.3%Held
ABCB AMERIS BANCORPFinancials7.4K$575K0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 5, 202675$212.2M canonicalSEC ↗
Q4 202513F-HRFeb 2, 202694$244.3M canonicalSEC ↗
Q3 202513F-HROct 20, 202593$208.4M canonicalSEC ↗
Q2 202513F-HRAug 14, 202580$170.9M canonicalSEC ↗
Q1 202513F-HRApr 23, 202587$163.7M canonicalSEC ↗
Q4 202413F-HR/ARESTATEMENTFeb 13, 202580$195.4M canonicalSEC ↗
Q4 202413F-HRJan 29, 202579$195.4M SEC ↗
Q3 202413F-HRNov 7, 202493$163.3M canonicalSEC ↗
Q2 202413F-HRAug 9, 202489$128.6M canonicalSEC ↗
Q1 202413F-HRApr 26, 202493$131.0M canonicalSEC ↗