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STILWELL VALUE LLC

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13F filer, CIK 1397076, NEW YORK, NY

STILWELL VALUE LLC reported $194,570,871 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 94.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001415889-25-012859

Period
2025-03-31
Reported value
$195M
Holdings
30
Top 10 weight
94.35%
New
1
Sold out
3

Part of the filer group STILWELL VALUE LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPBIadded+4,598$68.6K
IF BANCORP INCadded+1,775$42.8K
WHEELER REAL ESTATE INVT TRnew+2,351$7.43K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KWYreduced-1,000,000-$7.92M
GENERATIONS BANCORP NY INCexited-80,000-$1.21M
WHEELER REAL ESTATE INVT TRexited-47,093-$159K
WHEELER REAL ESTATE INVT TRreduced-8,708-$34.7K
ICC HOLDINGS INCexited-100-$2.33K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001415889-25-012859, largest first. % of portfolio is the value over $194,570,871, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WHLRLWHEELER REAL ESTATE INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011,690 shares; 2024Q4: 1,011,690 shares; 2025Q1: 1,011,690 shares 1,011,690$75.9M39%0Timeline
KWYKINGSWAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325,527 shares; 2024Q4: 6,700,527 shares; 2025Q1: 5,700,527 shares 5,700,527$45.1M23.2%-1,000,000Timeline
SFBCSOUND FINL BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,019 shares; 2024Q4: 410,019 shares; 2025Q1: 410,019 shares 410,019$20.6M10.57%0Timeline
PROVIDENT BANCORP INCPROVIDENT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756,467 shares; 2024Q4: 1,706,467 shares; 2025Q1: 1,706,467 shares 1,706,467$19.6M10.07%0
IF BANCORP INCIF BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,049 shares; 2024Q4: 291,150 shares; 2025Q1: 292,925 shares 292,925$7.06M3.63%+1,775
CPBICENTRAL PLAINS BANCSHARES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 307,301 shares; 2025Q1: 311,899 shares 311,899$4.65M2.39%+4,598Timeline
WHEELER REAL ESTATE INVT TRWHEELER REAL ESTATE INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 817,085 shares; 2025Q1: 808,377 shares 808,377$3.22M1.65%-8,708
FSBWFS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,000 shares; 2024Q4: 78,000 shares; 2025Q1: 78,000 shares 78,000$2.96M1.52%0Timeline
NECBNORTHEAST CMNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares 110,000$2.58M1.33%0Timeline
LAKE SHORE BANCORP INCLAKE SHORE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,893 shares; 2024Q4: 121,893 shares; 2025Q1: 121,893 shares 121,893$1.93M0.99%0
BVFLBV FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,090 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares 100,000$1.53M0.78%0Timeline
NBBKNB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares 80,000$1.45M0.74%0Timeline
FSFGFIRST SVGS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 52,500 shares; 2025Q1: 52,500 shares 52,500$1.35M0.7%0Timeline
HFBLHOME FED BANCORP INC LA NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares 80,000$1.04M0.54%0Timeline
FDSBFIFTH DIST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,632 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares 80,000$976K0.5%0Timeline
MGYRMAGYAR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares 40,000$556K0.29%0Timeline
BCOW1895 BANCORP WIS INC NEW COM (Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares 50,000$515K0.26%0Timeline
SRBKSR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares 40,000$477K0.25%0Timeline
ESSA BANCORP INC COMESSA BANCORP INC COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares 25,000$471K0.24%0
CLSTCATALYST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,991 shares; 2024Q4: 39,991 shares; 2025Q1: 39,991 shares 39,991$466K0.24%0Timeline
PB BANKSHARES INCPB BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 27,431 shares; 2025Q1: 27,431 shares 27,431$451K0.23%0
RMBIRICHMOND MUT BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares 30,000$384K0.2%0Timeline
PDLBPONCE FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares 30,000$380K0.2%0Timeline
ECBKECB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares 20,000$303K0.16%0Timeline
HARBORONE BANCORP INC NEWHARBORONE BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,883 shares; 2024Q4: 27,883 shares; 2025Q1: 27,883 shares 27,883$289K0.15%0
FBLAFB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares 20,000$225K0.12%0Timeline
CFSB BANCORP INCCFSB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$76.3K0.04%0
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares 547$46.1K0.02%0Timeline
WHEELER REAL ESTATE INVT TRWHEELER REAL ESTATE INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,351 shares 2,351$7.43K<0.01%new
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60$4.82K<0.01%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GENERATIONS BANCORP NY INCGENERATIONS BANCORP NY INC80,000$1.21Mshares
WHEELER REAL ESTATE INVT TRWHEELER REAL ESTATE INVT TR47,093$159Kshares
ICC HOLDINGS INCICC HOLDINGS INC100$2.33Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001415889-25-012859 base2025-05-14acceptance time not in the bulk data set