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Stilwell Value LLC
Stilwell Value LLC is an investment firm headquartered in New York, NY. The firm specializes in value-oriented investing, predominantly in the financial sector, particularly community banks and financial services companies. Stilwell Value was founded in 1999 by Joseph Stilwell and maintains a team of approximately 10 employees. The firm serves high-net-worth individuals, institutional investors, and other entities seeking long-term value creation through concentrated investments.
Investment Strategy
Stilwell Value LLC employs a concentrated value investing strategy with a focus on the financial sector, specifically targeting undervalued community banks, thrifts, and depository institutions. The firm actively engages with management and boards to unlock shareholder value, often taking activist positions to drive operational or governance improvements. Stilwell Value operates with a long-term investment horizon, seeking to benefit from transformations within its target companies.
Latest 13F Filing Activity
Stilwell Value LLC filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $205M. The fund increased holdings in Kingsway Finl SVCS Inc., Central Plains Bancshares in, Catalyst Bancorp Inc. among other positions. Stilwell Value LLC reduced exposure to Provident Bancorp Inc., Sound Finl Bancorp Inc., 1895 Bancorp of Wis Inc. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KFS | KINGSWAY FINL SVCS INC | 36.53% | $75.0M | 5,539,306 | $4.76 | $13.54 | +$29.9M |
S SFBC | SOUND FINL BANCORP INC | 9.19% | $18.9M | 410,019 | $25.85 | $46.00 | -$1.7M |
I IROQ | IF BANCORP INC | 3.48% | $7.1M | 293,425 | $16.22 | $24.35 | +$87.3K |
C CPBI | CENTRAL PLAINS BANCSHARES IN | 2.67% | $5.5M | 362,475 | $14.72 | $15.12 | +$827.7K |
| WHEELER REAL ESTATE INVT TR | 1.53% | $3.1M | 793,332 | $3.05 | $3.96 | -$75.7K |
Industry Allocation
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