Cutler Capital Management, LLC

Q4 2025 13F-HR Holdings

Location
Worcester, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$343,106
Net value change ($000)
+29,335 (9.3%)
New positions
7
Sold out positions
8
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
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)
XRN 1,877 56.0%
BBT 1,469 413.8%
CTO 1,377 12.7%
MRK 1,274 26.1%
PKBK 1,229 18.4%
EXSR 1,203 13.9%
CPKF 1,170 30.2%
FSBH 1,155 55.0%
SBFG 1,151 15.2%
VTRS 1,104 24.0%
Top Reduces (Value $000, Stocks/ETFs)
SPLV -795 -100.0%
ENR -773 -24.5%
SSB -562 -100.0%
MET -533 -3.9%
NEW YORK COMMUNITY CAPITAL TRUST V -488 -12.5%
CLVT -335 -100.0%
CNH INDL N V -305 -16.2%
T -283 -15.4%
EPR -266 -12.8%
AEM -262 -1.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,111 (2.7% 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