0001144204-13-004455.txt : 20130129 0001144204-13-004455.hdr.sgml : 20130129 20130129150031 ACCESSION NUMBER: 0001144204-13-004455 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130129 DATE AS OF CHANGE: 20130129 EFFECTIVENESS DATE: 20130129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STILWELL JOSEPH CENTRAL INDEX KEY: 0001113303 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12231 FILM NUMBER: 13554982 MAIL ADDRESS: STREET 1: 111 BROADWAY, 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10006 13F-HR 1 v333259_13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM I3F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: __________ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Joseph Stilwell Address: 111 Broadway, 12th Floor New York, NY 10006 Form 13F File Number: 028-12231 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Joseph Stilwell Title: _________________ Phone: 212-269-1551 Signature, Place, and Date of Signing: /s/ Joseph Stilwell New York, NY January 29, 2013 ------------------- ------------ ---------------- [Signature] [City, State] [Date] Report Type (Check only one): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) -1- FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 105 Form 13F Information Table Value Total: $158,874 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 1 028-12466 Stilwell Value LLC (1) (1) Joseph Stilwell is the managing member of Stilwell Value LLC. Stilwell Value LLC is the general partner of Stilwell Associates, LP, Stilwell Value Partners I, LP, Stilwell Value Partners II, LP, Stilwell Value Partners III, LP, Stilwell Value Partners IV, LP, Stilwell Value Partners V, LP, Stilwell Value Partners VI, LP, and Stilwell Value Partners VII, LP (together the " Value Funds"). Joseph Stilwell is also the general partner of Stilwell Partners LP ("SPLP") and the managing member of Stilwell Advisers LLC, which is in the business of serving as the investment subadviser to Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund, L.P. ("S.A.L.I." and, together with the Value Funds and SPLP, the "Funds"). The securities reported in this Form 13F are held by one or more of the Funds. None of the Value Funds, SPLP or S.A.L.I. individually maintains investment discretion over $100 million, but Stilwell Value LLC, by virtue of its general partnership interest in each of the Value Funds, has such discretion. -2-
-------------------------------------------------------------------------------------------------------------------------------- NAME OF ISSUER VOTING AUTHORITY TITLE OF CUSIP VALUE SHRS OR SH/ PUT/ INV OTHER --------------------- CLASS (x$1000) PRN AMT PRN CALL DISC MGR SOLE SHARED NONE -------------------------------------------------------------------------------------------------------------------------------- ALLIANCE BANCORP INC PA NEW Common 01890A108 559 44,000 SH DEFINED 44,000 -------------------------------------------------------------------------------------------------------------------------------- ALLIANCE BANCORP INC PA NEW Common 01890A108 5,880 463,027 SH DEFINED 1 463,027 -------------------------------------------------------------------------------------------------------------------------------- AMERISERV FINL INC Common 03074A102 1,637 543,923 SH DEFINED 1 543,923 -------------------------------------------------------------------------------------------------------------------------------- ANCHOR BANCORP WA Common 032838104 142 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- ANCHOR BANCORP WA Common 032838104 1,349 95,000 SH DEFINED 95,000 -------------------------------------------------------------------------------------------------------------------------------- ANCHOR BANCORP WA Common 032838104 1,970 138,725 SH DEFINED 1 138,725 -------------------------------------------------------------------------------------------------------------------------------- ASB BANCORP INC NC Common 00213T109 153 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- ASB BANCORP INC NC Common 00213T109 1,532 100,000 SH DEFINED 100,000 -------------------------------------------------------------------------------------------------------------------------------- ASB BANCORP INC NC Common 00213T109 5,937 387,500 SH DEFINED 1 387,500 -------------------------------------------------------------------------------------------------------------------------------- BANK MUTUAL CORP NEW Common 063750103 86 20,000 SH DEFINED 20,000 -------------------------------------------------------------------------------------------------------------------------------- BSB BANCORP INC MD Common 05573H108 367 30,000 SH DEFINED 30,000 -------------------------------------------------------------------------------------------------------------------------------- CFS BANCORP INC Common 12525D102 648 103,362 SH DEFINED 1 103,362 -------------------------------------------------------------------------------------------------------------------------------- CHEVIOT FINL CORP NEW Common 16677X105 744 80,000 SH DEFINED 80,000 -------------------------------------------------------------------------------------------------------------------------------- CHEVIOT FINL CORP NEW Common 16677X105 720 77,385 SH DEFINED 1 77,385 -------------------------------------------------------------------------------------------------------------------------------- CLIFTON SVGS BANCORP INC Common 18712Q103 118 10,480 SH DEFINED 10,480 -------------------------------------------------------------------------------------------------------------------------------- COLONIAL FINL SVCS INC Common 19566B101 786 60,000 SH DEFINED 60,000 -------------------------------------------------------------------------------------------------------------------------------- COLONIAL FINL SVCS INC Common 19566B101 3,835 292,742 SH DEFINED 1 292,742 -------------------------------------------------------------------------------------------------------------------------------- EAGLE BANCORP MONT INC Common 26942G100 133 12,897 SH DEFINED 12,897 -------------------------------------------------------------------------------------------------------------------------------- EAGLE BANCORP MONT INC Common 26942G100 337 32,572 SH DEFINED 1 32,572 -------------------------------------------------------------------------------------------------------------------------------- ESSA BANCORP INC Common 29667D104 381 35,000 SH DEFINED 35,000 -------------------------------------------------------------------------------------------------------------------------------- FEDFIRST FINL CORP NEW Common 31429C101 1,579 97,199 SH DEFINED 97,199 -------------------------------------------------------------------------------------------------------------------------------- FEDFIRST FINL CORP NEW Common 31429C101 2,489 153,190 SH DEFINED 1 153,190 -------------------------------------------------------------------------------------------------------------------------------- FIRST ADVANTAGE BANCORP Common 31848L104 528 41,110 SH DEFINED 1 41,110 -------------------------------------------------------------------------------------------------------------------------------- FIRST CLOVER LEAF FINL CORP Common 31969M105 89 14,236 SH DEFINED 14,236 -------------------------------------------------------------------------------------------------------------------------------- FIRST CLOVER LEAF FINL CORP Common 31969M105 1,673 268,547 SH DEFINED 1 268,547 -------------------------------------------------------------------------------------------------------------------------------- FIRST FINL NORTHWEST INC Common 32022K102 189 25,000 SH DEFINED 25,000 -------------------------------------------------------------------------------------------------------------------------------- FIRST FINL NORTHWEST INC Common 32022K102 197 26,100 SH DEFINED 26,100 -------------------------------------------------------------------------------------------------------------------------------- FIRST FINL NORTHWEST INC Common 32022K102 13,084 1,732,998 SH DEFINED 1 1,732,998 -------------------------------------------------------------------------------------------------------------------------------- FIRST PACTRUST BANCORP INC Common 33589V101 123 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- FIRST SVGS FINL GROUP INC Common 33621E109 390 20,000 SH DEFINED 20,000 -------------------------------------------------------------------------------------------------------------------------------- FOX CHASE BANCORP INC NEW Common 35137T108 1,266 76,038 SH DEFINED 76,038 -------------------------------------------------------------------------------------------------------------------------------- FRANKLIN FINL CORP VA Common 35353C102 1,326 80,000 SH DEFINED 80,000 -------------------------------------------------------------------------------------------------------------------------------- FS BANCORP INC Common 30263Y104 1,556 120,000 SH DEFINED 120,000 -------------------------------------------------------------------------------------------------------------------------------- GEORGETOWN BANCORP INC MD Common 372591107 821 75,000 SH DEFINED 75,000 -------------------------------------------------------------------------------------------------------------------------------- GEORGETOWN BANCORP INC MD Common 372591107 712 65,000 SH DEFINED 1 65,000 -------------------------------------------------------------------------------------------------------------------------------- HAMILTON BANCORP INC MD Common 407015106 1,132 100,000 SH DEFINED 100,000 -------------------------------------------------------------------------------------------------------------------------------- HAMILTON BANCORP INC MD Common 407015106 2,816 248,800 SH DEFINED 1 248,800 -------------------------------------------------------------------------------------------------------------------------------- HAMPDEN BANCORP INC Common 40867E107 300 20,000 SH DEFINED 20,000 -------------------------------------------------------------------------------------------------------------------------------- HERITAGE FINL GROUP INC Common 42726X102 414 30,000 SH DEFINED 30,000 -------------------------------------------------------------------------------------------------------------------------------- HOME FED BANCORP INC LA NEW Common 43708L108 1,224 70,000 SH DEFINED 70,000 -------------------------------------------------------------------------------------------------------------------------------- HOME FED BANCORP INC LA NEW Common 43708L108 3,152 180,200 SH DEFINED 1 180,200 -------------------------------------------------------------------------------------------------------------------------------- HOMETRUST BANCSHARES INC Common 437872104 1,621 120,000 SH DEFINED 120,000 -------------------------------------------------------------------------------------------------------------------------------- HOPFED BANCORP INC Common 439734104 86 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- HOPFED BANCORP INC Common 439734104 2,583 299,604 SH DEFINED 1 299,604 -------------------------------------------------------------------------------------------------------------------------------- IF BANCORP INC Common 44951J105 138 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- IF BANCORP INC Common 44951J105 315 22,833 SH DEFINED 22,833 -------------------------------------------------------------------------------------------------------------------------------- IF BANCORP INC Common 44951J105 5,588 404,909 SH DEFINED 1 404,909 -------------------------------------------------------------------------------------------------------------------------------- JACKSONVILLE BANCORP INC MD Common 46924R106 868 50,000 SH DEFINED 50,000 -------------------------------------------------------------------------------------------------------------------------------- JACKSONVILLE BANCORP INC MD Common 46924R106 1,800 103,747 SH DEFINED 1 103,747 -------------------------------------------------------------------------------------------------------------------------------- JEFFERSON BANCSHARES INC TEN Common 472375104 563 208,580 SH DEFINED 1 208,580 -------------------------------------------------------------------------------------------------------------------------------- KINGSWAY FINL SVCS INC Common 496904202 286 75,000 SH DEFINED 75,000 -------------------------------------------------------------------------------------------------------------------------------- KINGSWAY FINL SVCS INC Common 496904202 8,771 2,302,044 SH DEFINED 1 2,302,044 -------------------------------------------------------------------------------------------------------------------------------- LAPORTE BANCORP INC MD Common 516651106 43 4,875 SH DEFINED 4,875 -------------------------------------------------------------------------------------------------------------------------------- LSB FINL CORP Common 501925101 79 4,000 SH DEFINED 1 4,000 -------------------------------------------------------------------------------------------------------------------------------- MALVERN BANCORP INC Common 561409103 240 21,496 SH DEFINED 21,496 -------------------------------------------------------------------------------------------------------------------------------- MALVERN BANCORP INC Common 561409103 6,957 623,920 SH DEFINED 1 623,920 -------------------------------------------------------------------------------------------------------------------------------- META FINL GROUP INC Common 59100U108 7 299 SH DEFINED 1 299 -------------------------------------------------------------------------------------------------------------------------------- METLIFE INC Common 59156R108 2 60 SH DEFINED 60 -------------------------------------------------------------------------------------------------------------------------------- MSB FINANCIAL CORPORATION Common 55352P102 301 44,917 SH DEFINED 44,917 -------------------------------------------------------------------------------------------------------------------------------- NAUGATUCK VY FINL CORP MD Common 63906P107 67 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- NAUGATUCK VY FINL CORP MD Common 63906P107 1,223 183,940 SH DEFINED 183,940 -------------------------------------------------------------------------------------------------------------------------------- NAUGATUCK VY FINL CORP MD Common 63906P107 3,230 485,760 SH DEFINED 1 485,760 -------------------------------------------------------------------------------------------------------------------------------- NEWPORT BANCORP INC Common 651754103 247 15,000 SH DEFINED 15,000 -------------------------------------------------------------------------------------------------------------------------------- NORTHEAST BANCORP Common 663904209 1,318 250,000 SH DEFINED 1 250,000 -------------------------------------------------------------------------------------------------------------------------------- NORTHEAST CMNTY BANCORP INC Common 664112109 841 159,495 SH DEFINED 159,495 -------------------------------------------------------------------------------------------------------------------------------- NORTHEAST CMNTY BANCORP INC Common 664112109 5,704 1,082,300 SH DEFINED 1 1,082,300 -------------------------------------------------------------------------------------------------------------------------------- OBA FINL SVCS INC Common 67424G101 176 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- OCONEE FED FINL CORP Common 675607105 1,888 129,940 SH DEFINED 129,940 -------------------------------------------------------------------------------------------------------------------------------- OLD POINT FINANCIAL CORP Common 680194107 226 20,423 SH DEFINED 1 20,423 -------------------------------------------------------------------------------------------------------------------------------- ONEIDA FINL CORP MD Common 682479100 266 25,000 SH DEFINED 25,000 -------------------------------------------------------------------------------------------------------------------------------- PATHFINDER BANCORP INC Common 70320A103 522 50,663 SH DEFINED 50,663 -------------------------------------------------------------------------------------------------------------------------------- POAGE BANKSHARES INC Common 730206109 191 15,000 SH DEFINED 15,000 -------------------------------------------------------------------------------------------------------------------------------- POAGE BANKSHARES INC Common 730206109 3,946 309,471 SH DEFINED 1 309,471 -------------------------------------------------------------------------------------------------------------------------------- POLONIA BANCORP INC MD Common 73158Q109 1,208 150,000 SH DEFINED 150,000 -------------------------------------------------------------------------------------------------------------------------------- POLONIA BANCORP INC MD Common 73158Q109 1,299 161,379 SH DEFINED 1 161,379 -------------------------------------------------------------------------------------------------------------------------------- PRINCIPAL FINL GROUP INC Common 74251V102 16 547 SH DEFINED 547 -------------------------------------------------------------------------------------------------------------------------------- PROVIDENT FINL HLDGS INC Common 743868101 158 9,000 SH DEFINED 9,000 -------------------------------------------------------------------------------------------------------------------------------- PROVIDENT FINL HLDGS INC Common 743868101 13,680 781,706 SH DEFINED 1 781,706 -------------------------------------------------------------------------------------------------------------------------------- PRUDENTIAL BANCORP INC PA Common 744319104 756 106,891 SH DEFINED 106,891 -------------------------------------------------------------------------------------------------------------------------------- PRUDENTIAL BANCORP INC PA Common 744319104 1,321 186,831 SH DEFINED 1 186,831 -------------------------------------------------------------------------------------------------------------------------------- PSB HLDGS INC Common 69360W108 249 51,786 SH DEFINED 51,786 -------------------------------------------------------------------------------------------------------------------------------- SIMPLICITY BANCORP Common 828867101 1,479 98,908 SH DEFINED 98,908 -------------------------------------------------------------------------------------------------------------------------------- SOUND FINL BANCORP INC Common 83607A100 1,592 153,083 SH DEFINED 153,083 -------------------------------------------------------------------------------------------------------------------------------- SOUND FINL BANCORP INC Common 83607A100 1,040 100,000 SH DEFINED 1 100,000 -------------------------------------------------------------------------------------------------------------------------------- SP BANCORP INC Common 78468K106 124 8,000 SH DEFINED 8,000 -------------------------------------------------------------------------------------------------------------------------------- SP BANCORP INC Common 78468K106 620 40,000 SH DEFINED 40,000 -------------------------------------------------------------------------------------------------------------------------------- SP BANCORP INC Common 78468K106 1,765 113,890 SH DEFINED 1 113,890 -------------------------------------------------------------------------------------------------------------------------------- STANDARD FINL CORP MD Common 853393106 134 7,700 SH DEFINED 7,700 -------------------------------------------------------------------------------------------------------------------------------- STANDARD FINL CORP MD Common 853393106 1,481 85,000 SH DEFINED 85,000 -------------------------------------------------------------------------------------------------------------------------------- STANDARD FINL CORP MD Common 853393106 3,073 176,397 SH DEFINED 1 176,397 -------------------------------------------------------------------------------------------------------------------------------- TECHE HLDG CO Common 878330109 86 2,276 SH DEFINED 1 2,276 -------------------------------------------------------------------------------------------------------------------------------- TF FINL CORP Common 872391107 88 3,675 SH DEFINED 3,675 -------------------------------------------------------------------------------------------------------------------------------- TF FINL CORP Common 872391107 3,425 143,719 SH DEFINED 1 143,719 -------------------------------------------------------------------------------------------------------------------------------- TFS FINL CORP Common 87240R107 435 45,200 SH DEFINED 45,200 -------------------------------------------------------------------------------------------------------------------------------- UNITED CMNTY BANCORP Common 90984H103 674 111,422 SH DEFINED 111,422 -------------------------------------------------------------------------------------------------------------------------------- UNITED INS HLDGS CO Common 910710102 120 20,000 SH DEFINED 20,000 -------------------------------------------------------------------------------------------------------------------------------- UNITED INS HLDGS CO Common 910710102 3,202 532,821 SH DEFINED 1 532,821 -------------------------------------------------------------------------------------------------------------------------------- WATERSTONE FINL INC Common 941888109 770 98,742 SH DEFINED 98,742 -------------------------------------------------------------------------------------------------------------------------------- WAYNE SVGS BANCSHARES INC NE Common 94624Q101 93 10,000 SH DEFINED 10,000 -------------------------------------------------------------------------------------------------------------------------------- WAYNE SVGS BANCSHARES INC NE Common 94624Q101 245 26,416 SH DEFINED 26,416 -------------------------------------------------------------------------------------------------------------------------------- WAYNE SVGS BANCSHARES INC NE Common 94624Q101 2,314 249,894 SH DEFINED 1 249,894 -------------------------------------------------------------------------------------------------------------------------------- WELLESLEY BANCORP INC Common 949485106 1,151 75,000 SH DEFINED 75,000 -------------------------------------------------------------------------------------------------------------------------------- WOLVERINE BANCORP INC Common 977880103 102 6,000 SH DEFINED 6,000 -------------------------------------------------------------------------------------------------------------------------------- WOLVERINE BANCORP INC Common 977880103 1,107 65,000 SH DEFINED 65,000 -------------------------------------------------------------------------------------------------------------------------------- WOLVERINE BANCORP INC Common 977880103 2,605 152,945 SH DEFINED 1 152,945 --------------------------------------------------------------------------------------------------------------------------------