Stilwell Value LLC

1. Portfolio Overview

The most striking feature of Stilwell Value LLC’s Q3 2025 13F filing is the dramatic reduction in portfolio size, which plummeted by 72.1%, decreasing from $205.32M to $57.28M. This substantial capital withdrawal suggests a significant liquidity event, such as a large client redemption or a strategic pivot by the firm to deploy capital elsewhere outside of the long-only equity space reported in this filing.

Despite the reduction in assets, the portfolio re...