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SALZHAUER MICHAEL

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NEW YORK NY
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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WhaleScore 1.0 ?

Salzhauer Michael is based out of New York. Their last reported 13F filing for Q4 2023 included $117,694,975 in managed 13F securities and a top 10 holdings concentration of 57.51%. Salzhauer Michael's largest holding is Bank of America Corp. (North Carolina National Bank) with shares held of 374,614. Whalewisdom has at least 44 13F filings, 1 13D filings, and 2 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
BAC Bank of America Corp 10.72%
FRST Southern National Ba 8.1%
SBCF Seacoast Banking Cor 7.34%
SNV Synovus Financial Co 6.61%
WFC Wells Fargo & Co. ( 6.31%

2023-12-31

13F Activity

Market Value $118m, Prior: $94.0m
New Purchases 14 stocks
Added To 13 stocks
Sold out of 6 stocks
Reduced holdings in 48 stocks
Top 10 Holdings % 57.51%
Turnover %[1] 22.99%
Turnover Alt %[2] 7.46%
Time Held Top 20 14.25 quarters
Time Held Top 10 10.4 quarters
Time Held All 17.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance