Q1 2026 Holdings
Filed 2026-05-12 | 2 holdings | $238.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bowhead Specialty Hldgs Inc(BOW) | COM SHS | 10240L102 | $201.2M | 8,968,445 | 84.5% |
| James RIV Group LTD(JRVR) | COM | G5005R107 | $36.9M | 5,859,375 | 15.5% |