Investment Manager Bets Big on TFSL, Adds 470,000 Shares, According to Recent SEC Filing

1 month ago 25

Jake Lerch, The Motley Fool

Mon, February 16, 2026 astatine 9:09 AM CST 4 min read

On February 13, 2026, Gator Capital Management, LLC disclosed a caller presumption successful TFS Financial Corporation (NASDAQ:TFSL), acquiring 470,125 shares—an estimated $6.29 cardinal commercialized based connected quarterly mean pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, Gator Capital Management, LLC initiated a caller presumption successful TFS Financial Corporation during the 4th quarter. The money acquired 470,125 shares, with the estimated transaction worth astatine $6.29 cardinal based connected the mean stock terms for the quarter. The quarter-end worth of the presumption matched the transaction value, indicating terms stableness implicit the period.

This was a caller presumption for the fund, representing 1.28% of its reportable 13F assets nether absorption aft the trade.

Top 5 holdings aft the filing:

NASDAQ: HOOD: $47.45 cardinal (9.8% of AUM)
NYSE: HOUS: $32.73 cardinal (6.8% of AUM)
NASDAQ: FCNCA: $19.72 cardinal (4.1% of AUM)
NASDAQ: UMBF: $15.66 cardinal (3.2% of AUM)
NYSE: AX: $15.19 cardinal (3.1% of AUM)

As of February 12, 2026, shares of TFSL were priced astatine $14.83. The stock’s one-year full instrumentality was 20.0%, outperforming the S&P 500 by 7.1 percent points implicit the aforesaid period.

Metric

Value

Revenue (TTM)	$804.88 million
Net income (TTM)	$89.34 million
Dividend yield	7.62%
Price (as of marketplace adjacent 2/12/26)	$14.83

Offers retail user banking services, including savings, checking, wealth marketplace accounts, certificates of deposit, residential owe loans, operation loans, location equity loans, and escrow services.
Serves retail consumers and homeowners successful Ohio and Florida done a web of 37 branches and 7 indebtedness accumulation offices.
Operates arsenic a determination slope with a absorption connected assemblage banking and a unchangeable dividend yield.

TFS Financial Corporation operates arsenic a determination slope focused connected retail user fiscal services, with a beardown beingness successful Ohio and Florida. The institution leverages its extended subdivision web and diversified merchandise suite to pull and clasp depositors portion originating residential owe and location equity loans. Its accordant profitability and above-average dividend output bespeak a unchangeable concern exemplary and disciplined attack to assemblage banking.

Gator Capital’s $6.3 cardinal acquisition of TFSL shares could awesome a beardown bargain awesome for income-seeking investors. By initiating this caller position, which accounts for 1.3% of Gator’s full AUM, the Tampa-based steadfast is betting connected the TFSL’s awesome currency flow.

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