Q4 2016 Holdings
Filed 2017-02-14 | 20 holdings | $234.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Old REP Intl Corp(ORI) | COM | 680223104 | $26.8K | 1,409,497 | 11.4% |
| Assured Guaranty LTD(AGO) | COM | G0585R106 | $26.0K | 688,280 | 11.1% |
| Voya Finl Inc(VOYA) | COM | 929089100 | $20.7K | 528,616 | 8.8% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $20.5K | 457,000 | 8.7% |
| Radian Group Inc(RDN) | COM | 750236101 | $15.1K | 837,785 | 6.4% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $14.9K | 1,466,747 | 6.4% |
| Global Indemnity PLC | SHS | G39319101 | $14.9K | 389,262 | 6.3% |
| Prudential Finl IncCall | CALL | 744320902 | $14.7K | 141,500 | 6.3% |
| Metlife IncCall | CALL | 59156R908 | $13.8K | 255,200 | 5.9% |
| Universal INS Hldgs Inc(UVE) | COM | 91359V107 | $11.3K | 399,528 | 4.8% |
| Federated Natl Hldg Co | COM | 31422T101 | $11.2K | 596,933 | 4.8% |
| Metlife Inc(MET) | COM | 59156R108 | $10.0K | 185,261 | 4.3% |
| Mbia Inc(MBI) | COM | 55262C100 | $8.2K | 765,366 | 3.5% |
| Atlas Financial Holdings Inc | SHS NEW | G06207115 | $7.6K | 420,596 | 3.2% |
| EMC INS Group Inc(EMCI) | COM | 268664109 | $7.2K | 240,408 | 3.1% |
| American Eqty Invt Life HLD(AELUSD) | COM | 025676206 | $5.3K | 236,844 | 2.3% |
| State Auto Finl Corp | COM | 855707105 | $2.9K | 107,258 | 1.2% |
| Safety INS Group Inc(SAFT) | COM | 78648T100 | $1.3K | 17,518 | 0.6% |
| Onebeacon Insurance Group LT | CL A | G67742109 | $1.1K | 68,094 | 0.5% |
| Athene Hldg LTD | CL A | G0684D107 | $1.0K | 21,764 | 0.4% |