# SEIDMAN LAWRENCE B

> Institutional holdings reported to the SEC as of Q4 2020 on Form 13F. CIK 1026081. Source: https://holderbook.com/funds/1026081-seidman-lawrence-b/

- Reported value: $79.8M
- Positions: 25
- Weight of the ten largest: 76.9%
- Filed: 2021-02-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BANKWELL FINL GROUP INC | [BWFG](https://holderbook.com/stocks/BWFG/) | $13.7M | 700,773 | 17.2% | 9 |
| MALVERN BANCORP INC | [MLVF](https://holderbook.com/stocks/MLVF/) | $10.5M | 675,298 | 13.1% | 9 |
| PRUDENTIAL BANCORP INC NEW | [PBIP](https://holderbook.com/stocks/PBIP/) | $9.4M | 679,666 | 11.8% | 9 |
| COLUMBIA FINL INC | [CLBK](https://holderbook.com/stocks/CLBK/) | $5.9M | 381,850 | 7.5% | 9 |
| KEARNY FINL CORP MD | [KRNY](https://holderbook.com/stocks/KRNY/) | $5.8M | 551,646 | 7.3% | 2 |
| BANC OF CALIFORNIA INC | [BANC](https://holderbook.com/stocks/BANC/) | $3.5M | 238,226 | 4.4% | 9 |
| HV BANCORP INC | [HVBC](https://holderbook.com/stocks/HVBC/) | $3.3M | 193,562 | 4.2% | 9 |
| RICHMOND MUT BANCORPORATION | [RMBI](https://holderbook.com/stocks/RMBI/) | $3.2M | 236,515 | 4.1% | 6 |
| STERLING BANCORP DEL | [STL](https://holderbook.com/stocks/STL/) | $3.0M | 167,303 | 3.8% | 4 |
| HARBORONE BANCORP INC NEW | [HONE](https://holderbook.com/stocks/HONE/) | $2.9M | 269,114 | 3.7% | 4 |
| CARTER BK & TR MARTINSVILLE | [CAREXXXX](https://holderbook.com/stocks/CAREXXXX/) | $2.6M | 242,123 | 3.3% | 8 |
| PEAPACK-GLADSTONE FINL CORP | [PGC](https://holderbook.com/stocks/PGC/) | $2.2M | 94,659 | 2.7% | 9 |
| CONNECTONE BANCORP INC | [CNOB](https://holderbook.com/stocks/CNOB/) | $2.1M | 108,646 | 2.7% | 4 |
| PIONEER BANCORP INC MD | [PBFS](https://holderbook.com/stocks/PBFS/) | $2.1M | 200,824 | 2.7% | 6 |
| MID-SOUTHERN BANCORP INC | [MSVB](https://holderbook.com/stocks/MSVB/) | $2.0M | 138,518 | 2.5% | 9 |
| PROVIDENT BANCORP INC | [PVBC](https://holderbook.com/stocks/PVBC/) | $2.0M | 164,830 | 2.5% | 5 |
| INVESTORS BANCORP INC NEW | [ISBC](https://holderbook.com/stocks/ISBC/) | $1.1M | 100,875 | 1.3% | 4 |
| FLUSHING FINL CORP | [FFIC](https://holderbook.com/stocks/FFIC/) | $1.0M | 61,283 | 1.3% | 1 |
| WATERSTONE FINL INC MD | [WSBF](https://holderbook.com/stocks/WSBF/) | $766.0K | 40,689 | 1.0% | 4 |
| SELECT BANCORP INC NEW | [SLCT](https://holderbook.com/stocks/SLCT/) | $592.0K | 62,501 | 0.7% | 9 |
| NORTHEAST BK PORTLAND ME | [NBN](https://holderbook.com/stocks/NBN/) | $580.0K | 25,745 | 0.7% | 4 |
| EVANS BANCORP INC | [EVBN](https://holderbook.com/stocks/EVBN/) | $537.0K | 19,496 | 0.7% | 3 |
| FIRST UTD CORP | [FUNC](https://holderbook.com/stocks/FUNC/) | $512.0K | 33,049 | 0.6% | 5 |
| CIVISTA BANCSHARES INC | [CIVB](https://holderbook.com/stocks/CIVB/) | $187.0K | 10,641 | 0.2% | 4 |
| CBM BANCORP INC | [CBMB](https://holderbook.com/stocks/CBMB/) | $166.0K | 12,469 | 0.2% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q4 2020 | +36.9% | +11.6% | +25.2% | 100% |
| Q3 2020 | -9.5% | +8.6% | -18.1% | 90% |
| Q2 2020 | +0.7% | +19.6% | -18.9% | 95% |
| Q1 2020 | -36.0% | -19.9% | -16.1% | 100% |
| Q4 2019 | +10.3% | +8.5% | +1.9% | 100% |
| Q3 2019 | -1.9% | +1.3% | -3.2% | 100% |
| Q2 2019 | +2.3% | +3.7% | -1.4% | 99% |
| Q1 2019 | +2.7% | +13.0% | -10.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2020 | $79.8M | 25 |
| Q3 2020 | $65.3M | 25 |
| Q2 2020 | $73.8M | 25 |
| Q1 2020 | $81.9M | 28 |
| Q4 2019 | $105.5M | 20 |
| Q3 2019 | $110.1M | 21 |
| Q2 2019 | $120.6M | 21 |
| Q1 2019 | $123.0M | 24 |
| Q4 2018 | $127.5M | 30 |