Seidman Lawrence B is an investment fund managing more than $79.8 million ran by Lawrence Seidman. There are currently 25 companies in Mr. Seidman’s portfolio. The largest investments include Bankwell Finl Group Inc and Malvern Bancorp Inc, together worth $24.2 million.
As of 1st February 2021, Seidman Lawrence B’s top holding is 700,773 shares of Bankwell Finl Group Inc currently worth over $13.7 million and making up 17.2% of the portfolio value.
In addition, the fund holds 675,298 shares of Malvern Bancorp Inc worth $10.5 million, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Prudential Bancorp Inc worth $9.41 million and the next is Columbia Finl Inc worth $5.94 million, with 381,850 shares owned.
Currently, Seidman Lawrence B's portfolio is worth at least $79.8 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Seidman Lawrence B office and employees reside in Parsippany, New Jersey. According to the last 13-F report filed with the SEC, Lawrence Seidman serves as the Self at Seidman Lawrence B.
In the most recent 13F filing, Seidman Lawrence B revealed that it had opened a new position in
Kearny Finl Corp Md and bought 551,646 shares worth $5.83 million.
On the other hand, there are companies that Seidman Lawrence B is getting rid of from its portfolio.
Seidman Lawrence B closed its position in Msb Finl Corp New on 8th February 2021.
It sold the previously owned 578,220 shares for $6.53 million.
Lawrence Seidman also disclosed a decreased stake in Malvern Bancorp Inc by approximately 0.1%.
This leaves the value of the investment at $10.5 million and 675,298 shares.
The two most similar investment funds to Seidman Lawrence B are Indie Asset Partners and Jne Partners LL.P.. They manage $79.8 million and $79.6 million respectively.
Seidman Lawrence B’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Finance — making up 54.2% of
the total portfolio value.
The fund focuses on investments in the United States as
56.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
12% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $757 million.
These positions were updated on February 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Bankwell Finl Group Inc |
No change
700,773
|
$13,700,000 | 17.18% |
| Malvern Bancorp Inc |
4.32%
675,298
|
$10,467,000 | 13.12% |
| Prudential Bancorp Inc |
13.58%
679,666
|
$9,413,000 | 11.80% |
| Msb Finl Corp New |
Closed
578,220
|
$6,534,000 | |
| Columbia Finl Inc |
17.41%
381,850
|
$5,942,000 | 7.45% |
| Kearny Finl Corp Md |
Opened
551,646
|
$5,825,000 | 7.30% |
| Banc of California Inc |
18.28%
238,226
|
$3,504,000 | 4.39% |
| HV Bancorp Inc |
13.26%
193,562
|
$3,323,000 | 4.17% |
| Richmond Mut Bancorporation |
2.00%
236,515
|
$3,231,000 | 4.05% |
| Sterling Bancorp. |
14.39%
167,303
|
$3,008,000 | 3.77% |
| HarborOne Bancorp Inc. |
14.43%
269,114
|
$2,923,000 | 3.66% |
| Carter Bk & Tr Martinsville |
7.21%
242,123
|
$2,596,000 | 3.25% |
| Peapack-gladstone Finl Corp |
16.49%
94,659
|
$2,154,000 | 2.70% |
| ConnectOne Bancorp Inc. |
13.57%
108,646
|
$2,150,000 | 2.70% |
| Pioneer Bancorp, Inc. |
13.94%
200,824
|
$2,123,000 | 2.66% |
| Mid-Southern Bancorp, Inc. |
13.09%
138,518
|
$1,996,000 | 2.50% |
| Provident Bancorp Inc |
13.63%
164,830
|
$1,978,000 | 2.48% |
| Bancorp 34 Inc |
Closed
99,192
|
$1,121,000 | |
| Investors Bancorp Inc |
13.91%
100,875
|
$1,065,000 | 1.34% |
| Flushing Finl Corp |
Opened
61,283
|
$1,020,000 | 1.28% |
| Waterstone Finl Inc Md |
14.35%
40,689
|
$766,000 | 0.96% |
| Select Bancorp Inc |
14.29%
62,501
|
$592,000 | 0.74% |
| Northeast Bk Lewiston Me |
46.18%
25,745
|
$580,000 | 0.73% |
| Evans Bancorp Inc |
13.54%
19,496
|
$537,000 | 0.67% |
| First Utd Corp |
14.02%
33,049
|
$512,000 | 0.64% |
| Civista Bancshares Inc |
14.32%
10,641
|
$187,000 | 0.23% |
| CBM Bancorp, Inc. |
17.49%
12,469
|
$166,000 | 0.21% |
| No transactions found | |||
| Showing first 500 out of 27 holdings | |||