Salzhauer Michael holds a focused book of 79 stocks worth $271.9M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Pinnacle Financial Partners and trimmed Bank Of America Corp. Their largest long position is Bank Of America Corp at 31% of the equity book. They also disclosed $20.6M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Salzhauer Michael
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 7 / 79 | $320.6M |
| Stieven Capital Advisors, L.P. | 17 / 79 | $243.5M |
| North Reef Capital Management LP | 16 / 79 | $1.4B |
| Harold Davidson & Associates Inc. | 9 / 79 | $104.5M |
| Carlson Capital, L.P. | 10 / 79 | $207.7M |
| Petiole USA ltd | 13 / 79 | $55.4M |
| Fiduciary Family Office, LLC | 11 / 79 | $152.8M |
| Endeavour Capital Advisors Inc | 13 / 79 | $184.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Salzhauer Michael: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of Amer Corp COM | $85.2M | 1.50M | 31.3% | ▼−29% Reduced · −615K sh | |
| 2 | Citigroup Inc COM NEW | $22.2M | 158.4K | 8.2% | ▼−78% Reduced · −569K sh | |
| 3 | Pinnacle Finl Partners Inc COM | $15.0M | 148.6K | 5.5% | ▲New New position | |
| 4 | Peapack-Gladstone Finl Corp COM | $10.3M | 216.6K | 3.8% | ▼−15% Reduced · −39K sh | |
| 5 | Capital One Finl Corp COM | $10.0M | 50.0K | 3.7% | ▲+256% Added · +36K sh | |
| 6 | Smartfinancial Inc COM NEW | $9.9M | 211.0K | 3.6% | ▼−0.8% Reduced · −2K sh | |
| 7 | Banc Of California Inc COM | $9.6M | 468.6K | 3.5% | ▼−20% Reduced · −120K sh | |
| 8 | Primis Financial Corp COM | $7.7M | 471.8K | 2.8% | ▼−32% Reduced · −218K sh | |
| 9 | Wells Fargo & Co COM | $7.0M | 84.3K | 2.6% | ▼−41% Reduced · −59K sh | |
| 10 | Seacoast BKG Corp Fla COM NEW | $6.4M | 191.9K | 2.3% | ▼−1.5% Reduced · −3K sh | |
| 11 | Firstsun Cap Bancorp COM | $5.5M | 141.0K | 2.0% | ▲~0% Added · +27 sh | |
| 12 | Western Alliance Bancorp COM | $4.5M | 54.7K | 1.7% | ▲+0.9% Added · +512 sh | |
| 13 | Hometrust Bancshares Inc COM | $3.9M | 78.7K | 1.4% | —Held | |
| 14 | Provident Finl Svcs Inc COM | $3.6M | 152.2K | 1.3% | —Held | |
| 15 | First Horizon Corporation COM | $3.4M | 131.4K | 1.2% | ▼−53% Reduced · −151K sh | |
| 16 | Southstate BK Corp COM | $3.2M | 31.6K | 1.2% | —Held | |
| 17 | FB Finl Corp COM | $3.1M | 55.7K | 1.1% | ▼−0.1% Reduced · −29 sh | |
| 18 | Fifth Third Bancorp COM | $2.8M | 50.2K | 1.0% | ▲+2.4% Added · +1K sh | |
| 19 | Truist Finl Corp COM | $2.7M | 53.9K | 1.0% | —Held | |
| 20 | Third Coast Bancshares Inc COM | $2.5M | 61.9K | 0.9% | ▲+52% Added · +21K sh | |
| 21 | Commerce Bancshares Inc COM | $2.5M | 42.9K | 0.9% | ▲+0.2% Added · +100 sh | |
| 22 | PNC Finl Svcs Group Inc COM | $2.4M | 9.6K | 0.9% | —Held | |
| 23 | Connectone Bancorp Inc COM | $2.2M | 66.7K | 0.8% | ▼−1.1% Reduced · −750 sh | |
| 24 | Dime Coml Bancshares Inc COM | $2.2M | 54.2K | 0.8% | ▼−13% Reduced · −8K sh | |
| 25 | Huntington Bancshares Inc COM | $2.1M | 119.1K | 0.8% | —Held | |
| 26 | Virginia Natl BK Chrlotsvle COM | $2.0M | 45.7K | 0.7% | —Held | |
| 27 | Regions Financial Corp New COM | $2.0M | 66.5K | 0.7% | —Held | |
| 28 | Hancock Whitney Corporation COM | $1.8M | 24.2K | 0.7% | —Held | |
| 29 | Metropolitan BK Hldg Corp COM | $1.8M | 18.0K | 0.7% | ▲+0.5% Added · +81 sh | |
| 30 | Townebank Portsmouth Va COM | $1.7M | 47.1K | 0.6% | —Held | |
| 31 | Shore Bancshares Inc COM | $1.7M | 72.4K | 0.6% | —Held | |
| 32 | Unity Bancorp Inc COM | $1.5M | 25.7K | 0.6% | ▲+32% Added · +6K sh | |
| 33 | Citizens Finl Group Inc COM | $1.5M | 21.4K | 0.6% | ▼−82% Reduced · −100K sh | |
| 34 | WSFS Finl Corp COM | $1.5M | 19.3K | 0.5% | —Held | |
| 35 | Burke Herbert Finl Svcs Corp COM | $1.5M | 20.2K | 0.5% | ▲+250% Added · +14K sh | |
| 36 | Uscb Financial Holdings Inc CLASS A COM | $1.3M | 62.6K | 0.5% | ▲+19% Added · +10K sh | |
| 37 | CF Bankshares Inc COM | $1.3M | 39.0K | 0.5% | —Held | |
| 38 | Amerant Bancorp Inc CL A | $1.3M | 50.0K | 0.5% | ▲+150% Added · +30K sh | |
| 39 | Hanmi Finl Corp COM NEW | $1.2M | 38.2K | 0.5% | ▼−29% Reduced · −16K sh | |
| 40 | QCR Hldgs Inc COM | $1.2M | 12.1K | 0.4% | ▼−1.4% Reduced · −167 sh | |
| 41 | South Plains Financial Inc COM | $1.1M | 26.4K | 0.4% | ▲+17% Added · +4K sh | |
| 42 | JPMorgan Chase & Co COM | $1.1M | 3.2K | 0.4% | —Held | |
| 43 | Apple Inc COM | $989K | 3.4K | 0.4% | —Held | |
| 44 | Summit ST BK Santa Rosa Cali COM | $984K | 72.6K | 0.4% | —Held | |
| 45 | Coastalsouth Bancshares Inc COM NEW | $887K | 33.0K | 0.3% | —Held | |
| 46 | Popular Inc COM NEW | $856K | 5.2K | 0.3% | —Held | |
| 47 | Morgan Stanley COM NEW | $853K | 4.1K | 0.3% | ▼−1.2% Reduced · −50 sh | |
| 48 | Columbia BKG Sys Inc COM | $727K | 22.7K | 0.3% | —Held | |
| 49 | CB Finl Svcs Inc COM | $716K | 18.9K | 0.3% | —Held | |
| 50 | Atlantic Un Bankshares Corp COM | $701K | 16.6K | 0.3% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show SALZHAUER MICHAEL's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | CITIGROUP INCC | $13.1M | 409K |
| CALL · bullish | BANK OF AMERICA CORPBAC | $4.5M | 476K |
| CALL · bullish | CITIZENS FINANCIAL GROUPCFG | $780K | 100K |
| CALL · bullish | WELLS FARGO & COWFC | $756K | 60K |
| CALL · bullish | KEYCORPKEY | $618K | 160K |
| CALL · bullish | BANC OF CALIFORNIA INCBANC | $350K | 200K |
| CALL · bullish | FIRST HORIZON CORPFHN | $240K | 150K |
| CALL · bullish | UWM HOLDINGS CORPUWMC | $139K | 725K |
| CALL · bullish | AMERICAN INTERNATIONAL GROUPAIG | $108K | 30K |
| CALL · bullish | VALLEY NATIONAL BANCORPVLY | $53K | 50K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 89 | $292.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 75 | $212.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 94 | $244.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 93 | $208.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 80 | $170.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 87 | $163.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 80 | $195.4M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.