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Stilwell Value LLC

CIK:0001397076
Hedge Fund
$275M AUM
30 holdings
New York, NY, USA
Founded:1999
10 employees
Latest filing:Jun 30, 2025

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 Buys
K
KFSKINGSWAY FINL SVCS INC
+$29.9M
C
CPBICENTRAL PLAINS BANCSHARES IN
+$827.7K
C
CLSTCATALYST BANCORP INC
+$499.7K
M
MGYRMAGYAR BANCORP INC
+$110.8K
F
FSBWFS BANCORP INC
+$106.9K
Top Sells
P
PVBCPROVIDENT BANCORP INC
-$17.4M
S
SFBCSOUND FINL BANCORP INC
-$1.7M
B
BCOW1895 BANCORP OF WIS INC
-$515.0K
H
HONEHARBORONE BANCORP INC NEW
-$289.1K
P
PDLBPONCE FINANCIAL GROUP INC
-$103.3K

Top Holdings

K
KFSKINGSWAY FINL SVCS INC
+36.5%$75.0M
S
SFBCSOUND FINL BANCORP INC
+9.2%$18.9M
I
IROQIF BANCORP INC
+3.5%$7.1M
C
CPBICENTRAL PLAINS BANCSHARES IN
+2.7%$5.5M
W
WHLRPWHEELER REAL ESTATE INVT TR
+1.5%$3.1M

Equity Positions (25)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
KINGSWAY FINL SVCS INC36.53%$75.0M5,539,306$4.76$13.54+$29.9M
SOUND FINL BANCORP INC9.19%$18.9M410,019$25.85$46.00-$1.7M
IF BANCORP INC3.48%$7.1M293,425$16.22$24.35+$87.3K
CENTRAL PLAINS BANCSHARES IN2.67%$5.5M362,475$14.72$15.12+$827.7K
WHEELER REAL ESTATE INVT TR1.53%$3.1M793,332$3.05$3.96-$75.7K

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+34.3%
SAVINGS INSTITUTION, FEDERALLY CHARTERED
+21.5%
SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED
+4.0%
REAL ESTATE INVESTMENT TRUSTS
+1.5%
STATE COMMERCIAL BANKS
+0.2%