Stilwell Value LLC
•CIK: 1397076•Filing: Q4 2025
**Stilwell Value LLC** manages $181M across a concentrated portfolio of 24 positions. The fund exhibits a significant overweighting in **WHLR**, holding $70.8M (approximately 39% of AUM) in the 12/31/31 maturity. Further notable allocations include $45.2M in **KFS** and $17.9M in **SFBC**. This structure suggests a deep, conviction-driven value approach targeting specific, large-cap credit opportunities.
Total AUM
$181.4M
QoQ Performance
-14.8%
Positions
22
Top 10 Concentration
95.1%
Latest Filing
Q4 2025
Top Holdings Allocation
WHLR 7 12/31/31
KFS
SFBC
LSBK
WHLR 7 12/31/3139.0%
KFS24.9%
SFBC9.9%
LSBK6.3%
IROQ4.1%
CPBI3.4%
CLST2.2%
WHLR 9 PERP B2.2%
📈 Biggest Buys
📉 Biggest Sells
KFS
KINGSWAY FINL SVCS INC
-36.5%
24.9% of portfolio
WHLR 7 12/31/31
WHEELER REAL ESTATE INVT TR
-7.1%
39.0% of portfolio
IROQ
IF BANCORP INC
-7.5%
4.1% of portfolio
NBBK
NB BANCORP INC
-18.8%
0.7% of portfolio
WHLR 9 PERP B
WHEELER REAL ESTATE INVT TR
-3.5%
2.2% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
WHEELER REAL ESTATE INVT TR
SOLD
$673.1K
+3 more exited positions
Changes from Q3 2025
NEW1 new position
↑2 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023