Group 1 - Gator Capital Management's Gator Financial Partners, LLC returned 4.14%, Gator Offshore Partners, Ltd. returned 3.96%, and Gator Qualified Partners, LLC returned 6.10% in Q4 2025, outperforming the S&P 500 Total Return Index's 2.65% and the S&P 1500 Financials Index's 1.95% [1] - In 2025, Gator Funds achieved returns of 31.94%, 30.90%, and 16.92%, significantly outperforming both the broader market and the Financials sector benchmark [1] Group 2 - TFS Financial Corporation (NASDAQ:TFSL) is highlighted as a key stock, with a one-month return of 5.51% and a 52-week gain of 13.56% [2] - As of February 17, 2026, TFS Financial Corporation's stock closed at $15.33 per share, with a market capitalization of $4.302 billion [2] - Gator Capital Management purchased a position in TFS Financial Corporation in December, noting its unique corporate structure as a majority-owned mutual holding company [3] - The stock of TFS Financial Corporation has underperformed since 2021 due to rising interest rates and an inverted yield curve, but recent declines in short-term rates may indicate a turnaround [3]