SALZHAUER MICHAEL HTB — HOMETRUST BANCSHARES INC

Ownership history in SALZHAUER MICHAEL  ·  36 quarters on record

AI Ownership Summary

SALZHAUER MICHAEL reported HOMETRUST BANCSHARES INC (HTB) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.58% in 2026 Q1. The latest visible filing shows HTB at 1.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SALZHAUER MICHAEL's position in HOMETRUST BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HTB was reported at 1.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HTB stock page SALZHAUER MICHAEL fund profile SALZHAUER MICHAEL full holdings
How SALZHAUER MICHAEL held HTB — position size vs. price
% of Fund (quarterly)    HTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 78,725 +200 +0.3% 1.58% $3.4M 2026-05-05 $45.79
2025 Q4 ADDED — — — 78,525 +8,020 +11.4% 1.38% $3.4M 2026-02-02 $44.06
2025 Q3 ADDED — — — 70,505 +19,417 +38.0% 1.39% $2.9M 2025-10-20 $40.03
2025 Q2 ADDED — — — 51,088 +5,323 +11.6% 1.12% $1.9M 2025-08-14 $39.61
2025 Q1 ADDED — — — 45,765 +4,815 +11.8% 0.96% $1.6M 2025-04-23 $34.49
2024 Q4 UNCHANGED — — — 40,950 — 0% 0.71% $1.4M 2025-01-29 $37.09
2024 Q3 ADDED — — — 40,950 +15,576 +61.4% 0.85% $1.4M 2024-11-07 $35.17
2024 Q2 ADDED — — — 25,374 +2,260 +9.8% 0.59% $762K 2024-08-09 $31.85
2024 Q1 UNCHANGED — — — 23,114 — 0% 0.48% $632K 2024-04-26 $25.40
2023 Q4 UNCHANGED — — — 23,114 — 0% 0.53% $622K 2024-02-14 $25.20
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HTB

As of 2026 Q1 — sorted by position size

Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 2.09% Daytona Street Capital LLC 0.57% FLYWHEEL PRIVATE WEALTH LLC 0.53% Polaris Capital Management, LLC 3Y 7Y 0.37% CrossGen Wealth, LLC 0.08% Harbor Advisors LLC 3Y 7Y 0.04% SENTINEL TRUST CO LBA 3Y 7Y 0.03% AlphaQuest LLC 0.02% BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.02% EQUITABLE TRUST CO 3Y 7Y 0.02%

FAQ About SALZHAUER MICHAEL and HTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has SALZHAUER MICHAEL reported owning HTB?

SALZHAUER MICHAEL reported HTB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HTB position in SALZHAUER MICHAEL's portfolio?

The largest reported portfolio weight for HTB was 1.58% in 2026 Q1.

What is the latest reported HTB position on this page?

The most recent filing on this page is 2026 Q1, when SALZHAUER MICHAEL reported 78,725 shares, equal to 1.58% of portfolio, with an estimated market value of $3.4M.

What does the chart on this HTB ownership page compare?

The chart compares SALZHAUER MICHAEL's quarterly HTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SALZHAUER MICHAEL time their HTB position?

Based on 13F filing dates vs. subsequent HTB price moves, SALZHAUER MICHAEL correctly timed 9 out of 10 reported position changes (90%). The annualised alpha on HTB relative to SPY over the holding period was -5.2%.

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