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Salzhauer Michael

CIK 1059543 · latest 13F filed 28 October 2026 · Read the filing on EDGAR

Salzhauer Michael reported 74 US-listed holdings worth $237.3 million in its 13F for the quarter ended 30 September 2026, filed 28 October 2026. Its largest: Bank of America Corp. (28.6%), Citigroup Inc. (9.1%) and Pinnacle Financial Partners, Inc. (6.5%). Against the quarter before, it opened 1 position, added to 8, trimmed 33 and sold out of 6.

Reported holdings$237.3M-12.7% on Q2 2026
Positions74-5 on Q2 2026
The largest ten66.0%of its reported holdings
Latest 13FQ3 2026filed 28 October 2026
Where the money is
Added toTrimmed
BAC28.6%C9.1%PNFP6.5%COF4.1%PGC3.7%BANC3.0%SMBK2.9%FRST2.9%WFC2.8%SBCF2.4%WAL1.7%FSUN1.6%HTBPFS60 more27.8%

The 14 largest of its 74 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $157.3 million in 78 positions$157MQ3 24Q4 2024: $195.4 million in 80 positions$195MQ4 24Q1 2025: $156.6 million in 77 positions$157MQ1 25Q2 2025: $158.6 million in 74 positions$159MQ2 25Q3 2025: $195.1 million in 82 positions$195MQ3 25Q4 2025: $225.5 million in 78 positions$225MQ4 25Q1 2026: $212.2 million in 75 positions$212MQ1 26Q2 2026: $271.9 million in 79 positions$272MQ2 26Q3 2026: $237.3 million in 74 positions$237MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 1Added 8Held 32Trimmed 33Sold out 6
Opened: 1Added: 8Held: 32Trimmed: 33Sold out: 6

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 1

  1. Private Bancorp Of America Inc PBAM$1.8 million

Added to 8

  1. Pinnacle Financial Partners, Inc. PNFP+15,703 shares · +11%
  2. Citigroup Inc. C+8,063 shares · +5%
  3. Third Coast Bancshares Inc. TCBX+10,213 shares · +16%
  4. Burke Herbert Finl Svcs Corp. BHRB+3,902 shares · +19%
  5. Capital One Financial Corp. COF+615 shares · +1%
  6. Unity Bancorp Inc UNTY+2,100 shares · +8%
  7. Valley National Bancorp VLY+6,700 shares · +20%
  8. Western Alliance Bancorporation WAL+319 shares · +1%

Trimmed 33

  1. Bank of America Corp. BAC-248,692 shares · -17%
  2. Smartfinancial Inc. SMBK-70,118 shares · -33%
  3. Firstsun Capital Bancor FSUN-42,144 shares · -30%
  4. Banc of California, Inc. BANC-57,173 shares · -12%
  5. Peapack-Gladstone Finl Corp. PGC-15,354 shares · -7%
  6. Commerce Bancshares Inc. CBSH-10,000 shares · -23%
  7. Hanmi Financial Corp. HAFC-16,694 shares · -44%
  8. South Plains Financial Inc. SPFI-9,858 shares · -37%

and 25 more in the table below

Sold out of 6

  1. Civista Bancshares Inc. CIVB$548,032 last quarter
  2. Green Dot Corp. GDOT$313,500 last quarter
  3. Allstate Corp. ALL$306,229 last quarter
  4. Sphere Entertainment Co. SPHR$227,361 last quarter
  5. Colony Bankcorp Inc. CBAN$200,900 last quarter
  6. Blue Ridge Bankshares Inc. Va BRBS$197,680 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Bank of America Corp. BAC1.2M$67.9 million28.60%-248.7K
Citigroup Inc. C166.5K$21.6 million9.08%+8.1K
Pinnacle Financial Partners, Inc. PNFP164.3K$15.4 million6.48%+15.7K
Capital One Financial Corp. COF50.6K$9.8 million4.12%+615
Peapack-Gladstone Finl Corp. PGC201.3K$8.8 million3.70%-15.4K
Banc of California, Inc. BANC411.4K$7.1 million2.99%-57.2K
Smartfinancial Inc. SMBK140.9K$7.0 million2.94%-70.1K
Primis Financial Corp. Com FRST450.6K$6.9 million2.90%-21.2K
Wells Fargo & Company WFC81.7K$6.5 million2.75%-2.6K
Seacoast Banking Corp. of Florida SBCF179.8K$5.7 million2.41%-12.1K
Western Alliance Bancorporation WAL55.0K$4.1 million1.74%+319
Firstsun Capital Bancor FSUN98.8K$3.8 million1.61%-42.1K
Hometrust Bancshares Inc. HTB74.4K$3.4 million1.44%-4.3K
Provident Financial Services Inc. PFS150.7K$3.3 million1.41%-1.5K
Third Coast Bancshares Inc. TCBX72.1K$3.1 million1.29%+10.2K
SouthState Bank Corp. SSB30.2K$3.0 million1.27%-1.4K
FB Financial Corp. FBK55.7K$2.9 million1.21%no change
First Horizon Corp. FHN119.1K$2.7 million1.16%-12.3K
Fifth Third Bancorp FITB50.2K$2.5 million1.07%-3
Truist Financial Corp. TFC53.9K$2.5 million1.05%-3
PNC Financial Services Group, Inc. PNC9.6K$2.1 million0.90%no change
Virginia Natl Bankshares Cor VABK44.3K$2.1 million0.89%-1.4K
ConnectOne Bancorp, Inc. CNOB66.5K$2.0 million0.84%-200
Dime Commercial Bancshares, Inc. DCOM49.2K$1.9 million0.82%-5.0K
Private Bancorp Of America Inc PBAM21.2K$1.8 million0.76%new
Commerce Bancshares Inc. CBSH32.9K$1.8 million0.76%-10.0K
Huntington Bancshares Inc. HBAN117.2K$1.8 million0.75%-1.9K
Regions Financial Corp. RF66.3K$1.8 million0.75%-122
Hancock Whitney Corp. HWC24.2K$1.7 million0.74%-15
Burke Herbert Finl Svcs Corp. BHRB24.1K$1.7 million0.70%+3.9K
Shore Bancshares Inc. SHBI72.2K$1.6 million0.68%-200
Unity Bancorp Inc UNTY27.8K$1.5 million0.63%+2.1K
Townebank Portsmouth Va TOWN42.1K$1.5 million0.63%-5.0K
Wsfs Financial Corp. WSFS19.3K$1.5 million0.62%no change
Amerant Bancorp Inc. AMTB50.0K$1.4 million0.60%no change
Uscb Financial Holdings Inc. USCB62.2K$1.4 million0.57%-400
Citizens Financial Group Inc. CFG21.1K$1.3 million0.57%-300
CF Bankshares Inc. CFBK39.0K$1.3 million0.56%no change
Metropolitan BK Hldg Corp. MCB14.9K$1.3 million0.55%-3.0K
QCR Holdings Inc. QCRH12.1K$1.2 million0.50%no change
Apple Inc. AAPL3.4K$1.1 million0.48%no change
JPMorgan Chase & Co. JPM3.2K$1.1 million0.45%-14
Summit ST BK Santa Rosa Cali SSBI72.6K$891,9480.38%no change
CoastalSouth Bancshares, Inc. COSO33.0K$866,4660.37%no change
Popular, Inc. BPOP5.1K$799,2470.34%-73
Morgan Stanley MS4.1K$767,5540.32%no change
CB Financial Services Inc CBFV18.9K$696,0080.29%no change
South Plains Financial Inc. SPFI16.6K$691,5910.29%-9.9K
Hanmi Financial Corp. HAFC21.5K$664,5660.28%-16.7K
Metlife Inc. MET6.9K$648,3860.27%no change
Columbia Banking System, Inc. COLB21.2K$606,2630.26%-1.5K
Ameris Bancorp ABCB7.3K$582,4840.25%-51
United Community Banks Inc. UCB17.0K$568,0170.24%no change
Orrstown Finl Svcs Inc. ORRF13.7K$557,3260.23%no change
Valley National Bancorp VLY40.9K$516,1580.22%+6.7K
AT&T Inc. T19.5K$475,7510.20%no change
Zions Bancorporation, National Association ZION7.2K$451,0800.19%no change
Atlantic Union Bankshares Corp. AUB11.9K$450,5420.19%-4.7K
Keycorp KEY21.3K$428,1330.18%-182
MSG Knickerbockers Corp. MSGS992$401,9680.17%no change
Bristol-Myers Squibb Co. BMY6.1K$377,7070.16%no change
Verizon Communications Inc. VZ7.5K$345,3090.15%no change
Visa Inc. V800$287,4640.12%no change
Hartford Insurance Group, Inc. HIG2.2K$274,8210.12%no change
Black Hills Corp. BKH3.9K$273,3120.12%no change
Independent Bank Corp. INDB3.5K$268,8240.11%no change
Chubb Ltd. CB824$268,0060.11%no change
Kinetik Holdings Inc. KNTK5.3K$266,0600.11%no change
Travelers Companies, Inc. TRV700$249,5570.11%no change
First Trust Morningstar Divid L FDL4.7K$229,6380.10%-77
Cisco Systems, Inc. CSCO2.0K$215,2600.09%no change
Cresud S A C I F Y A CRESY10.0K$115,1000.05%no change
Uwm Holdings Corporation UWMC96.3K$113,5790.05%-87.1K
American International Group, Inc. AIG130$9,7100.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Citigroup Inc. CCalls358.9K$6.2 million
Bank of America Corp. BACCalls1.1M$4.1 million
Wells Fargo & Company WFCCalls60.0K$591,000
Citizens Financial Group Inc. CFGCalls100.0K$250,000
Keycorp KEYCalls160.4K$198,600
Banc of California, Inc. BANCCalls200.0K$100,000
Huntington Bancshares Inc. HBANCalls81.5K$61,825
Flagstar Bank, National Association FLGCalls80.0K$60,000
Uwm Holdings Corporation UWMCCalls200.0K$60,000
American International Group, Inc. AIGCalls30.0K$55,500
Cisco Systems, Inc. CSCOCalls7.0K$32,900
Valley National Bancorp VLYCalls200.0K$20,000
First Horizon Corp. FHNCalls150.0K$15,000
Pinnacle Financial Partners, Inc. PNFPCalls3.1K$2,163

14 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.