Q2 2026 Holdings
Filed 2026-08-14 | 3 holdings | $332.3M | 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 | $268.4M | 8,968,445 | 80.8% |
| Forbright Inc(FRBT) | CL A COM | 34520K105 | $38.1M | 2,082,900 | 11.5% |
| James RIV Group LTD(JRVR) | COM | G5005R107 | $25.8M | 5,859,375 | 7.8% |