Q3 2023 Holdings
Filed 2025-07-11 | 3 holdings | $94.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Essent Group LTD(ESNT) | COM | G3198U102 | $78.8M | 1,666,374 | 83.5% |
| Universal INS Hldgs Inc(UVE) | COM | 91359V107 | $8.2M | 583,771 | 8.7% |
| Trupanion Inc(TRUP) | COM | 898202106 | $7.4M | 263,000 | 7.9% |