Cutler Capital Management, LLC — 13F holdings

Cutler Capital Management, LLC reported 124 holdings worth $385M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AEM AGNICO EAGLE MINES LTD — $18.0M (4.7%)
2. MET METLIFE INC — $14.5M (3.8%)
3. CTO CTO RLTY GROWTH INC NEW — $14.0M (3.6%)
4. TSBK TIMBERLAND BANCORP INC — $12.8M (3.3%)
5. EXSR Exchange Bank/Santa Rosa CA — $12.4M (3.2%)
6. PKBK PARKE BANCORP INC — $10.4M (2.7%)
7. SBFG SB FINL GROUP INC — $9.80M (2.5%)
8. FBIZ FIRST BUSINESS FINL SVCS INC — $9.75M (2.5%)
9. SHEL SHELL PLC — $8.48M (2.2%)
10. BG BUNGE GLOBAL SA — $8.30M (2.2%)