SALZHAUER MICHAEL — 13F Holdings & Portfolio
CIK 1059543 · latest 13F-HR filed 2026-07-20
SALZHAUER MICHAEL manages $292.4M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BAC (29.14%), C (7.58%), PNFP (5.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 5, added to 55, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NEW YORK, NY 10012
$292.4M
Long-equity book
89
Distinct positions
2026-06-30
Filed 2026-07-20
+9 / −5 / ↑55 / ↓9
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BANK OF AMER CORP$28.4M +49.9%
- CAPITAL ONE FINL CORP$7.5M +291.7%
- BANC OF CALIFORNIA INC$2.5M +35.7%
- SMARTFINANCIAL INC$1.6M +19.1%
- PEAPACK-GLADSTONE FINL CORP$1.2M +13.9%
Top Trims
- CITIGROUP INC-$7.2M -24.5%
- PRIMIS FINANCIAL CORP-$1.4M -15.7%
- KEYCORP-$341.9K -40.8%
- HANMI FINL CORP-$190.2K -13.3%
- AT&T INC-$161.6K -28.6%
New Positions
- PINNACLE FINL PARTNERS INC$15.0M
- GREEN DOT CORP$313.5K
- BLACK HILLS CORP$290.2K
- KINETIK HOLDINGS INC$256.2K
- CISCO SYS INC$234.9K
Exited Positions
- LINKBANCORP INC$681.3K
- SCHOLASTIC CORP$342.2K
- BAYFIRST FINANCIAL CORP$219.7K
- PFIZER INC$200.4K
- BITMINE IMMERSION TECNOLOGIE$525
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMER CORP | BAC | 060505104 | $85.2M | 29.14% | 1,495,610 | SH |
| 2 | CITIGROUP INC | C | 172967424 | $22.2M | 7.58% | 158,427 | SH |
| 3 | PINNACLE FINL PARTNERS INC | PNFP | 72348N109 | $15.0M | 5.13% | 148,566 | SH |
| 4 | CITIGROUP INC Call | C | 172967424 | $13.1M | 4.46% | 408,900 | SH |
| 5 | PEAPACK-GLADSTONE FINL CORP | PGC | 704699107 | $10.3M | 3.51% | 216,632 | SH |
| 6 | CAPITAL ONE FINL CORP | COF | 14040H105 | $10.0M | 3.43% | 49,996 | SH |
| 7 | SMARTFINANCIAL INC | SMBK | 83190L208 | $9.9M | 3.39% | 211,013 | SH |
| 8 | BANC OF CALIFORNIA INC | BANC | 05990K106 | $9.6M | 3.27% | 468,559 | SH |
| 9 | PRIMIS FINANCIAL CORP | FRST | 74167B109 | $7.7M | 2.64% | 471,795 | SH |
| 10 | WELLS FARGO & CO | WFC | 949746101 | $7.0M | 2.38% | 84,289 | SH |
| 11 | SEACOAST BKG CORP FLA | SBCF | 811707801 | $6.4M | 2.18% | 191,867 | SH |
| 12 | FIRSTSUN CAP BANCORP | FSUN | 33767U107 | $5.5M | 1.87% | 140,987 | SH |
| 13 | WESTERN ALLIANCE BANCORP | WAL | 957638109 | $4.5M | 1.54% | 54,721 | SH |
| 14 | BANK OF AMER CORP Call | BAC | 060505104 | $4.5M | 1.52% | 476,000 | SH |
| 15 | HOMETRUST BANCSHARES INC | HTB | 437872104 | $3.9M | 1.34% | 78,725 | SH |
| 16 | PROVIDENT FINL SVCS INC | PFS | 74386T105 | $3.6M | 1.23% | 152,203 | SH |
| 17 | FIRST HORIZON CORPORATION | FHN | 320517105 | $3.4M | 1.15% | 131,446 | SH |
| 18 | SOUTHSTATE BK CORP | SSB | 84472E102 | $3.2M | 1.08% | 31,581 | SH |
| 19 | FB FINL CORP | FBK | 30257X104 | $3.1M | 1.05% | 55,665 | SH |
| 20 | FIFTH THIRD BANCORP | FITB | 316773100 | $2.8M | 0.97% | 50,194 | SH |
| 21 | TRUIST FINL CORP | TFC | 89832Q109 | $2.7M | 0.92% | 53,937 | SH |
| 22 | THIRD COAST BANCSHARES INC | TCBX | 88422P109 | $2.5M | 0.86% | 61,899 | SH |
| 23 | COMMERCE BANCSHARES INC | CBSH | 200525103 | $2.5M | 0.85% | 42,916 | SH |
| 24 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $2.4M | 0.81% | 9,598 | SH |
| 25 | CONNECTONE BANCORP INC | CNOB | 20786W107 | $2.2M | 0.76% | 66,680 | SH |
| 26 | DIME COML BANCSHARES INC | DCOM | 25432X102 | $2.2M | 0.75% | 54,202 | SH |
| 27 | HUNTINGTON BANCSHARES INC | HBAN | 446150104 | $2.1M | 0.72% | 119,107 | SH |
| 28 | VIRGINIA NATL BK CHRLOTSVLE | VABK | 928031103 | $2.0M | 0.69% | 45,672 | SH |
| 29 | REGIONS FINANCIAL CORP NEW | RF | 7591EP100 | $2.0M | 0.69% | 66,450 | SH |
| 30 | HANCOCK WHITNEY CORPORATION | HWC | 410120109 | $1.8M | 0.62% | 24,232 | SH |
| 31 | METROPOLITAN BK HLDG CORP | MCB | 591774104 | $1.8M | 0.61% | 17,974 | SH |
| 32 | TOWNEBANK PORTSMOUTH VA | TOWN | 89214P109 | $1.7M | 0.58% | 47,121 | SH |
| 33 | SHORE BANCSHARES INC | SHBI | 825107105 | $1.7M | 0.57% | 72,357 | SH |
| 34 | UNITY BANCORP INC | UNTY | 913290102 | $1.5M | 0.52% | 25,674 | SH |
| 35 | CITIZENS FINL GROUP INC | CFG | 174610105 | $1.5M | 0.51% | 21,391 | SH |
| 36 | WSFS FINL CORP | WSFS | 929328102 | $1.5M | 0.51% | 19,329 | SH |
| 37 | BURKE HERBERT FINL SVCS CORP | BHRB | 12135Y108 | $1.5M | 0.50% | 20,219 | SH |
| 38 | USCB FINANCIAL HOLDINGS INC | USCB | 90355N101 | $1.3M | 0.44% | 62,629 | SH |
| 39 | CF BANKSHARES INC | CFBK | 12520L109 | $1.3M | 0.44% | 39,003 | SH |
| 40 | AMERANT BANCORP INC | AMTB | 023576101 | $1.3M | 0.44% | 50,000 | SH |
| 41 | HANMI FINL CORP | HAFC | 410495204 | $1.2M | 0.42% | 38,201 | SH |
| 42 | QCR HLDGS INC | QCRH | 74727A104 | $1.2M | 0.40% | 12,083 | SH |
| 43 | SOUTH PLAINS FINANCIAL INC | SPFI | 83946P107 | $1.1M | 0.39% | 26,431 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.1M | 0.36% | 3,215 | SH |
| 45 | APPLE INC | AAPL | 037833100 | $989.0K | 0.34% | 3,418 | SH |
| 46 | SUMMIT ST BK SANTA ROSA CALI | SSBI | 866264203 | $984.1K | 0.34% | 72,575 | SH |
| 47 | COASTALSOUTH BANCSHARES INC | COSO | 19058X207 | $887.3K | 0.30% | 33,046 | SH |
| 48 | POPULAR INC | BPOP | 733174700 | $856.1K | 0.29% | 5,215 | SH |
| 49 | MORGAN STANLEY | MS | 617446448 | $853.1K | 0.29% | 4,081 | SH |
| 50 | CITIZENS FINL GROUP INC Call | CFG | 174610105 | $780.0K | 0.27% | 100,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $292.4M | 89 | 0001059543-26-000003 |
| 2026-03-31 | 2026-05-05 | $212.2M | 75 | 0001059543-26-000002 |
| 2025-12-31 | 2026-02-02 | $244.3M | 94 | 0001059543-26-000001 |