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STILWELL VALUE LLC13F | |
| STILWELL VALUE LLC | |
| Last update 2025-05-14 | 30 Stocks (1 new) |
| Value $195.00 Mil | Turnover 39 % |
STILWELL VALUE LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHLRL |
Wheeler Real Estate Investment Trust Inc. 7.00% Senior Subordinated Convertible Notes Due 2031
Wheeler Real Estate Investment Trust Inc. 7.00% Senior Subordinated Convertible Notes Due 2031
| 1,011,690 | 75,876.8 | New Holding | 39.000 | +39.00% | - | - | - | 0 | ||
KFS | Kingsway Financial Services Inc | 5,700,527 | 45,148.2 | -14.92% | 23.200 | -6.38% | 20.700 | +75.12% | +72.40% | 410.2 | Vehicles & Parts | |
SFBC | Sound Financial Bancorp Inc | 410,019 | 20,562.5 | 0% | 10.570 | 0% | 17.160 | -11.11% | -13.79% | 107.6 | Banks | |
PVBC | Provident Bancorp Inc | 1,706,467 | 19,590.2 | 0% | 10.070 | 0% | 9.590 | +12.93% | +11.05% | 225.2 | Banks | |
IROQ | IF Bancorp Inc | 292,925 | 7,056.6 | +0.61% | 3.630 | +0.02% | 9.070 | +6.59% | +6.98% | 79.9 | Banks | |
CPBI | Central Plains Bancshares Inc | 311,899 | 4,653.5 | +1.50% | 2.390 | +0.04% | 7.980 | +2.34% | -0.67% | 62.8 | Banks | |
WHLRP.PFD |
Wheeler Real Estate Investment Trust Inc
Wheeler Real Estate Investment Trust Inc
| 808,377 | 3,217.3 | -1.07% | 1.650 | -0.02% | - | +2.41% | +28.09% | 0 | REITs | |
FSBW | FS Bancorp Inc | 78,000 | 2,964.8 | 0% | 1.520 | 0% | 1.010 | +9.03% | +1.99% | 317.9 | Banks | |
NECB | NorthEast Community Bancorp Inc | 110,000 | 2,578.4 | 0% | 1.330 | 0% | 0.870 | +7.99% | -2.32% | 296.9 | Banks | |
LSBK | Lake Shore Bancorp Inc | 121,893 | 1,925.9 | 0% | 0.990 | 0% | 2.120 | -16.48% | -10.41% | 95.2 | Banks |
STILWELL VALUE LLC's Historical Top Holdings Breakdowns
STILWELL VALUE LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WHLRL |
Wheeler Real Estate Investment Trust Inc. 7.00% Senior Subordinated Convertible Notes Due 2031
Wheeler Real Estate Investment Trust Inc. 7.00% Senior Subordinated Convertible Notes Due 2031
| 2025-03-31 | New Buy New Buy | +39.00% | 145 ($162.26) 183.36 | $151.50 | -6.63% | New holding | 1,011,690 | 1,011,690 | |
KFS | Kingsway Financial Services Inc | 2025-03-31 | Reduce Reduce | -6.38% | 7.29 ($7.88) 8.31 | $14.43 | 83.12% | Reduce -14.92% | 5,700,527 | -1,000,000 | |
GBNY | Generations Bancorp NY Inc | 2025-03-31 | Sold Out Sold Out | -0.92% | 15.05 ($15.34) 16.5 | $16.35 | 6.58% | Sold Out | 0 | -80,000 | |
CPBI | Central Plains Bancshares Inc | 2025-03-31 | Add Add | +0.04% | 14.5 ($14.76) 15 | $14.86 | 0.68% | Add 1.5% | 311,899 | 4,598 | |
IROQ | IF Bancorp Inc | 2025-03-31 | Add Add | +0.02% | 22.84 ($23.91) 24.66 | $24.72 | 3.39% | Add 0.61% | 292,925 | 1,775 | |
WHLRP.PFD |
Wheeler Real Estate Investment Trust Inc
Wheeler Real Estate Investment Trust Inc
| 2025-03-31 | Reduce Reduce | -0.02% | 2.9 ($3.89) 4.51 | $3.91 | 0.57% | Reduce -1.07% | 808,377 | -8,708 | |
WHLR |
Wheeler Real Estate Investment Trust Inc
Wheeler Real Estate Investment Trust Inc
| 2025-03-31 | Reduce Reduce | 0% | 22.12 ($182.65) 497 | $4.17 | -97.72% | Reduce -0.16% | 336 | -4 | |
| ICCH Unlock Delisted | ICC Holdings Inc | 2025-03-31 | Sold Out Sold Out | 0% | 22.38 ($23.16) 23.49 | $23.49 | 1.42% | Sold Out | 0 | -100 | |
KFS | Kingsway Financial Services Inc | 2024-12-31 | Reduce Reduce | -3.87% | 8.17 ($8.77) 9.55 | $14.43 | 64.54% | Reduce -8.53% | 6,700,527 | -625,000 | |
CPBI | Central Plains Bancshares Inc | 2024-12-31 | Add Add | +3.27% | 12.55 ($14.18) 15.17 | $14.86 | 4.80% | Add 1436.51% | 307,301 | 287,301 |
STILWELL VALUE LLC Total Holding History ($B)
STILWELL VALUE LLC's Asset Allocation
STILWELL VALUE LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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STILWELL VALUE LLC's Hypothetical Growth since 2025-03-31
STILWELL VALUE LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
STILWELL VALUE LLC's Holdings Heat Map
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STILWELL VALUE LLC's Holdings Bubble Chart
STILWELL VALUE LLC News
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