Ownership history in Stilwell Value LLC Β· 44 quarters on record
This page tracks every 13F SEC filing in which Stilwell Value LLC reported a position in HOME FED BANCORP INC LA NEW (HFBL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Stilwell Value LLC underperformed the S&P 500 by β3.5% annually on this HFBL position. Timing score: 67% (2/3 decisions correct). Average cost basis: $12.07. Maximum drawdown during holding period: β40.8%.
β οΈ Trailed SPY by 3.5% ann. on this position.
43 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $7.39 (2015 Q1) Β· Worst: $16.75 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
2 adds Β· 1 trim. Bought during 0 of 17 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.79% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size