0001144204-13-028095.txt : 20130513 0001144204-13-028095.hdr.sgml : 20130513 20130513090032 ACCESSION NUMBER: 0001144204-13-028095 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130513 DATE AS OF CHANGE: 20130513 EFFECTIVENESS DATE: 20130513 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: 13835466 MAIL ADDRESS: STREET 1: 111 BROADWAY, 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10006 13F-HR 1 v344778_13f.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: March 31, 2013 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 May 13, 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).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 104 Form 13F Information Table Value Total: $169,604 (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 Activist Fund, LP, Stilwell Activist Investments, LP, 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.
NAME OF ISSUER TITLE OF CUSIP VALUE SHRS OR SH/PRN PUT/ INV DISC OTHER MGR VOTING AUTHORITY CLASS (x$1000) PRN AMT CALL SOLE SHARE NONE ALLIANCE BANCORP INC PA NEW COMMON 01890A108 587 44,000 SH DEFINED 44,000 ALLIANCE BANCORP INC PA NEW COMMON 01890A108 5916 443,127 SH DEFINED 1 443,127 AMERIANA BANCORP COMMON 023613102 95 10,444 SH DEFINED 1 10,444 AMERISERV FINL INC COMMON 03074A102 1702 543,923 SH DEFINED 1 543,923 ANCHOR BANCORP WA COMMON 032838104 158 10,000 SH DEFINED 10,000 ANCHOR BANCORP WA COMMON 032838104 1496 95,000 SH DEFINED 95,000 ANCHOR BANCORP WA COMMON 032838104 2311 146,725 SH DEFINED 1 146,725 ASB BANCORP INC NC COMMON 00213T109 170 10,000 SH DEFINED 10,000 ASB BANCORP INC NC COMMON 00213T109 1699 100,000 SH DEFINED 100,000 ASB BANCORP INC NC COMMON 00213T109 6583 387,500 SH DEFINED 1 387,500 ATLAS FINANCIAL HOLDINGS INC COMMON G06207115 1013 168,834 SH DEFINED 1 168,834 BANK MUTUAL CORP NEW COMMON 063750103 111 20,000 SH DEFINED 20,000 BSB BANCORP INC MD COMMON 05573H108 414 30,000 SH DEFINED 30,000 CAMCO FINL CORP COMMON 132618109 389 112,200 SH DEFINED 1 112,200 CFS BANCORP INC COMMON 12525D102 1033 129,305 SH DEFINED 1 129,305 CHEVIOT FINL CORP NEW COMMON 16677X105 918 80,000 SH DEFINED 80,000 CITIZENS CMNTY BANCORP INC M COMMON 174903104 5 797 SH DEFINED 1 797 CLIFTON SVGS BANCORP INC COMMON 18712Q103 131 10,480 SH DEFINED 10,480 COLONIAL FINL SVCS INC COMMON 19566B101 813 60,000 SH DEFINED 60,000 COLONIAL FINL SVCS INC COMMON 19566B101 3993 294,696 SH DEFINED 1 294,696 EAGLE BANCORP MONT INC COMMON 26942G100 141 12,897 SH DEFINED 12,897 ESSA BANCORP INC COMMON 29667D104 379 35,000 SH DEFINED 35,000 FEDFIRST FINL CORP NEW COMMON 31429C101 1725 97,199 SH DEFINED 97,199 FEDFIRST FINL CORP NEW COMMON 31429C101 2504 141,092 SH DEFINED 1 141,092 FIRST ADVANTAGE BANCORP COMMON 31848L104 741 58,110 SH DEFINED 1 58,110 FIRST CLOVER LEAF FINL CORP COMMON 31969M105 113 14,236 SH DEFINED 14,236 FIRST CLOVER LEAF FINL CORP COMMON 31969M105 1603 202,370 SH DEFINED 1 202,370 FIRST FINL NORTHWEST INC COMMON 32022K102 195 25,000 SH DEFINED 25,000 FIRST FINL NORTHWEST INC COMMON 32022K102 204 26,100 SH DEFINED 26,100 FIRST FINL NORTHWEST INC COMMON 32022K102 13883 1,777,616 SH DEFINED 1 1,777,616 FIRST PACTRUST BANCORP INC COMMON 33589V101 114 10,000 SH DEFINED 10,000 FIRST SVGS FINL GROUP INC COMMON 33621E109 434 20,000 SH DEFINED 20,000 FOX CHASE BANCORP INC NEW COMMON 35137T108 1284 76,038 SH DEFINED 76,038 FRANKLIN FINL CORP VA COMMON 35353C102 1460 80,000 SH DEFINED 80,000 FS BANCORP INC COMMON 30263Y104 1902 120,000 SH DEFINED 120,000 GEORGETOWN BANCORP INC MD COMMON 372591107 1031 75,000 SH DEFINED 75,000 GEORGETOWN BANCORP INC MD COMMON 372591107 894 65,000 SH DEFINED 1 65,000 HAMILTON BANCORP INC MD COMMON 407015106 1374 100,000 SH DEFINED 100,000 HAMILTON BANCORP INC MD COMMON 407015106 3468 252,400 SH DEFINED 1 252,400 HAMPDEN BANCORP INC COMMON 40867E107 321 20,000 SH DEFINED 20,000 HERITAGE FINL GROUP INC COMMON 42726X102 434 30,000 SH DEFINED 30,000 HOME FED BANCORP INC LA NEW COMMON 43708L108 1243 70,000 SH DEFINED 70,000 HOMETRUST BANCSHARES INC COMMON 437872104 1896 120,000 SH DEFINED 120,000 HOPFED BANCORP INC COMMON 439734104 236 22,000 SH DEFINED 22,000 HOPFED BANCORP INC COMMON 439734104 5853 545,000 SH DEFINED 1 545,000 IF BANCORP INC COMMON 44951J105 153 10,000 SH DEFINED 10,000 IF BANCORP INC COMMON 44951J105 348 22,833 SH DEFINED 22,833 IF BANCORP INC COMMON 44951J105 6175 404,909 SH DEFINED 1 404,909 JACKSONVILLE BANCORP INC MD COMMON 46924R106 948 50,000 SH DEFINED 50,000 JACKSONVILLE BANCORP INC MD COMMON 46924R106 1980 104,490 SH DEFINED 1 104,490 JEFFERSON BANCSHARES INC TEN COMMON 472375104 1837 362,233 SH DEFINED 1 362,233 KINGSWAY FINL SVCS INC COMMON 496904202 311 75,000 SH DEFINED 75,000 KINGSWAY FINL SVCS INC COMMON 496904202 9554 2,302,044 SH DEFINED 1 2,302,044 LAKE SHORE BANCORP INC COMMON 510700107 267 24,100 SH DEFINED 24,100 LAPORTE BANCORP INC MD COMMON 516651106 48 4,875 SH DEFINED 4,875 LSB FINL CORP COMMON 501925101 86 4,000 SH DEFINED 1 4,000 MALVERN BANCORP INC COMMON 561409103 262 21,496 SH DEFINED 21,496 MALVERN BANCORP INC COMMON 561409103 7606 623,920 SH DEFINED 1 623,920 META FINL GROUP INC COMMON 59100U 10 8 8 299 SH DEFINED 1 299 METLIFE INC COMMON 59156R108 2 60 SH DEFINED 60 MSB FINL CORP COMMON 55352P102 348 49,517 SH DEFINED 49,517 NAUGATUCK VY FINL CORP MD COMMON 63906P107 70 10,000 SH DEFINED 10,000 NAUGATUCK VY FINL CORP MD COMMON 63906P107 1291 183,940 SH DEFINED 183,940 NAUGATUCK VY FINL CORP MD COMMON 63906P107 3410 485,760 SH DEFINED 1 485,760 NORTHEAST CMNTY BANCORP INC COMMON 664112109 900 164,600 SH DEFINED 164,600 NORTHEAST CMNTY BANCORP INC COMMON 664112109 5947 1,087,300 SH DEFINED 1 1,087,300 OBA FINL SVCS INC COMMON 67424G101 120 6,325 SH DEFINED 6,325 OCONEE FED FINL CORP COMMON 675607105 2712 174,991 SH DEFINED 174,991 ONEIDA FINL CORP MD COMMON 682479100 318 25,000 SH DEFINED 25,000 PATHFINDER BANCORP INC COMMON 70320A103 656 50,663 SH DEFINED 50,663 PEOPLES BANCORP N C INC COMMON 710577107 35 3,100 SH DEFINED 1 3,100 POAGE BANKSHARES INC COMMON 730206109 224 15,000 SH DEFINED 15,000 POAGE BANKSHARES INC COMMON 730206109 4552 304,471 SH DEFINED 1 304,471 POLONIA BANCORP INC MD COMMON 73158Q109 1341 150,000 SH DEFINED 150,000 POLONIA BANCORP INC MD COMMON 73158Q109 1443 161,379 SH DEFINED 1 161,379 PRINCIPAL FINL GROUP INC COMMON 74251V102 19 547 SH DEFINED 547 PROVIDENT FINL HLDGS INC COMMON 743868101 153 9,000 SH DEFINED 9,000 PROVIDENT FINL HLDGS INC COMMON 743868101 12957 761,706 SH DEFINED 1 761,706 PRUDENTIAL BANCORP INC PA COMMON 744319104 980 106,891 SH DEFINED 106,891 PSB HLDGS INC COMMON 69360W108 361 51,786 SH DEFINED 51,786 SIMPLICITY BANCORP COMMON 828867101 1487 98,908 SH DEFINED 98,908 SOUND FINL BANCORP INC COMMON 83607A100 1938 153,083 SH DEFINED 153,083 SOUND FINL BANCORP INC COMMON 83607A100 1304 103,000 SH DEFINED 1 103,000 SP BANCORP INC COMMON 78468K106 148 8,000 SH DEFINED 8,000 SP BANCORP INC COMMON 78468K106 740 40,000 SH DEFINED 40,000 SP BANCORP INC COMMON 78468K106 2107 113,890 SH DEFINED 1 113,890 STANDARD FINL CORP MD COMMON 853393106 150 7,700 SH DEFINED 7,700 STANDARD FINL CORP MD COMMON 853393106 1658 85,000 SH DEFINED 85,000 TECHE HLDG CO COMMON 878330109 94 2,276 SH DEFINED 1 2,276 TF FINL CORP COMMON 872391107 92 3,675 SH DEFINED 3,675 TF FINL CORP COMMON 872391107 4000 159,021 SH DEFINED 1 66,430 TFS FINL CORP COMMON 87240R107 490 45,200 SH DEFINED 45,200 UNITED CMNTY BANCORP IND COMMON 90984R101 1717 175,000 SH DEFINED 175,000 UNITED CMNTY BANCORP IND COMMON 90984R101 2944 300,138 SH DEFINED 1 300,138 WATERSTONE FINL INC COMMON 941888109 1285 155,431 SH DEFINED 155,431 WATERSTONE FINL INC COMMON 941888109 417 50,428 SH DEFINED 1 50,428 WAYNE SVGS BANCSHARES INC NE COMMON 94624Q101 100 10,000 SH DEFINED 10,000 WAYNE SVGS BANCSHARES INC NE COMMON 94624Q101 265 26,416 SH DEFINED 26,416 WAYNE SVGS BANCSHARES INC NE COMMON 94624Q101 2459 245,122 SH DEFINED 1 245,122 WELLESLEY BANCORP INC COMMON 949485106 1190 75,000 SH DEFINED 75,000 WOLVERINE BANCORP INC COMMON 977880103 113 6,000 SH DEFINED 6,000 WOLVERINE BANCORP INC COMMON 977880103 1223 65,000 SH DEFINED 65,000 WOLVERINE BANCORP INC COMMON 977880103 3029 161,028 SH DEFINED 1 161,028 WVS FINL CORP COMMON 929358109 263 24,480 SH DEFINED 1 24,480