-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Uqc7B9FBR2oCdQYf6Quz9Z6vine+ycFlCB0r4ubzSooLglVw+IhYCvN7DRji/Sy/ ITN9/ZPpGff897pZnm4+Uw== 0000922423-08-000967.txt : 20081105 0000922423-08-000967.hdr.sgml : 20081105 20081105132924 ACCESSION NUMBER: 0000922423-08-000967 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20081105 DATE AS OF CHANGE: 20081105 EFFECTIVENESS DATE: 20081105 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: 081163134 BUSINESS ADDRESS: BUSINESS PHONE: 2122695800 MAIL ADDRESS: STREET 1: 26 BROADWAY 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10004 13F-HR 1 kl10023.txt 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2008 ------------------ 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: 26 Broadway ------------------ 23rd Floor ------------------ New York, NY 10004 ------------------ 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: 212-269-5800 ------------ Signature, Place, and Date of Signing: /s/ Joseph Stilwell New York, NY November 5, 2008 ------------------- -------------------- ---------------- [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 Number 13F Information Table Entry Total: 52 Form 13F Information Table Value Total: $97,127,000 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, and Stilwell Value Partners VI, LP (together, "the Value Funds"). Joseph Stilwell is also the general partner of Stilwell Partners LP ("SPLP" and, together with the Value Funds, the "Funds"). The securities reported in this Form 13F are held by one or more of the Funds. None of the Value Funds or SPLP 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.
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 Value Shares Put/ Investment Other NAME OF ISSUER Class Cusip in 000's Prn Amt Sh/Prn Call Discretion Managers Sole Shared None - -------------------------- ---------- ----- -------- ------ ------- -------- ---------- ----- ---- ------ ---- ABINGTON BANCORP INC COM 00350L109 399 39,400 SH DEFINED 39,400 ALLIANCE BANCORP INC COM 018921106 1,995 234,750 SH DEFINED 1 234,750 AMERICAN PHYSICIANS CAPITAL COM 028884104 3,175 75,000 SH DEFINED 75,000 AMERICAN PHYSICIANS CAPITAL INC COM 028884104 36,361 858,976 SH DEFINED 1 858,976 ATLANTIC COAST FEDERAL CORP COM 048425102 135 17,393 SH DEFINED 17,393 AUBURN BANCORP INC COM 050254101 103 10,000 SH DEFINED 10,000 BANK MUTUAL CORP COM 063750103 227 20,000 SH DEFINED 20,000 BCSB BANCORP INC COM 055367106 209 20,000 SH DEFINED 20,000 BEACON FED BANCORP INC COM 073582108 272 30,000 SH DEFINED 30,000 BENEFICIAL MUTUAL BANCORP INC COM 08173R104 309 24,460 SH DEFINED 24,460 BENJAMIN FRANKLIN BANCORP INC COM 082073107 175 15,000 SH DEFINED 15,000 CENTRAL BANCORP INC/MA COM 152418109 840 73,038 SH DEFINED 1 73,038 CHICOPEE BANCORP INC COM 168565109 262 20,000 SH DEFINED 20,000 CLIFTON SAVINGS BANCORP INC COM 18712Q103 126 10,480 SH DEFINED 10,480 CMS BANCORP INC COM 12600U102 116 15,000 SH DEFINED 15,000 DANVERS BANCORP INC COM 236442109 255 20,000 SH DEFINED 20,000 DELANCO BANCORP INC COM 245534102 42 10,000 SH DEFINED 10,000 EASTERN INS HLDGS INC COM 276534104 1,351 100,000 SH DEFINED 100,000 ESSA BANCORP INC COM 29667D104 487 35,000 SH DEFINED 35,000 FIRST FINANCIAL NORTHWEST INC COM 32022K102 258 25,000 SH DEFINED 25,000 FIRST KEYSTONE FINANCIAL INC COM 320655103 113 12,600 SH DEFINED 1 12,600 FIRST PACTRUST BANCORP INC COM 33589V101 128 10,000 SH DEFINED 10,000
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 Value Shares Put/ Investment Other NAME OF ISSUER Class Cusip in 000's Prn Amt Sh/Prn Call Discretion Managers Sole Shared None - -------------------------- ---------- ----- -------- ------ ------- -------- ---------- ----- ---- ------ ---- FIRST PACTRUST BANCORP INC COM 33589V101 992 80,000 SH DEFINED 1 80,000 FOX CHASE BANCORP COM 35137P106 176 15,000 SH DEFINED 15,000 GS FINANCIAL CORP COM 362274102 863 51,545 SH DEFINED 1 51,545 HAMPDEN BANCORP INC COM 40867E107 195 20,000 SH DEFINED 20,000 HEARTLAND BANCSHARES INC/IN COM 42234A107 613 68,500 SH DEFINED 1 68,500 HOME FED BANCORP INC/MD COM 43710G105 320 25,100 SH DEFINED 25,100 KINGSWAY FINANCIAL SERVICES INC. COM 496904103 7,683 1,119,000 SH DEFINED 1 1,119,000 LOUISIANA BANCORP INC COM 54619P104 720 59,100 SH DEFINED 1 59,100 MALVERN FEDERAL BANCORP INC COM 561410101 201 20,000 SH DEFINED 20,000 MALVERN FEDERAL BANCORP INC COM 561410101 5,265 524,900 SH DEFINED 1 524,900 MERIDIAN INTERSTATE BANCORP INC COM 58964Q104 817 80,000 SH DEFINED 80,000 MILLENNIUM BANKSHARES CORP COM 60037B106 1,376 887,829 SH DEFINED 1 887,829 MSB FINANCIAL CORP COM 55352P102 2,696 278,100 SH DEFINED 1 278,100 MUTUALFIRST FINANCIAL INC COM 62845B104 98 10,000 SH DEFINED 10,000 MUTUALFIRST FINANCIAL INC COM 62845B104 117 12,029 SH DEFINED 1 12,029 NAUGATUCK VALLEY FINANCIAL CORP COM 639067107 112 13,975 SH DEFINED 13,975 NEWPORT BANCORP INC COM 651754103 180 15,000 SH DEFINED 15,000 NORTH PENN BANCORP COM 661454207 220 28,420 SH DEFINED 28,420 NORTHEAST COMMUNITY BANCORP INC COM 664112109 80 10,000 SH DEFINED 10,000 NORTHEAST COMMUNITY BANCORP MH COM 664112109 8,966 1,120,800 SH DEFINED 1 1,120,800 NORTHWEST BANCORP INC/PA COM 667328108 1,049 38,091 SH DEFINED 38,091 OSAGE BANCSHARES INC COM 68764U106 928 100,000 SH DEFINED 100,000 PRUDENTIAL BANCORP INC OF PA COM 744319104 10,535 1,048,300 SH DEFINED 1 1,048,300 PRUDENTIAL BANCORP INC/PA COM 744319104 201 20,000 SH DEFINED 20,000 ROMA FINANCIAL CORP COM 77581P109 738 50,000 SH DEFINED 50,000 SOUND FINANCIAL INC COM 83607Y108 184 25,000 SH DEFINED 25,000 TFS FINANCIAL CORP COM 87240R107 626 50,000 SH DEFINED 50,000 WAYNE SAVINGS BANCSHARES INC COM 94624Q101 219 25,000 SH DEFINED 25,000 WILLIAM PENN BANCORP INC COM 96925V101 344 25,000 SH DEFINED 25,000 WILLIAM PENN BANCORP INC COM 96925V101 3,275 238,212 SH DEFINED 1 238,212
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