SALZHAUER MICHAEL

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$292,436
Net value change ($000)
+80,261 (37.8%)
New positions
9
Sold out positions
5
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAC 28,367 49.9%
PNFP 14,987 NEW
COF 7,469 291.6%
BANC 2,519 35.7%
SMBK 1,590 19.1%
PGC 1,248 13.9%
BHRB 1,093 303.6%
TCBX 959 62.2%
AMTB 835 189.3%
WAL 657 17.1%
Top Reduces (Value $000, Stocks/ETFs)
C -7,207 -24.5%
FRST -1,439 -15.7%
LNKB -681 -100.0%
KEY -342 -40.8%
SCHL -342 -100.0%
WFC -335 -4.6%
BAFN -220 -100.0%
PFE -200 -100.0%
HAFC -190 -13.3%
T -161 -28.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 20,551 (7.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type