Q3 2017 Holdings
Filed 2017-11-14 | 21 holdings | $343.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Travelers Companies Inc(TRV) | COM | 89417E109 | $29.9K | 244,000 | 8.7% |
| Old REP Intl Corp(ORI) | COM | 680223104 | $25.8K | 1,311,393 | 7.5% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $25.7K | 2,054,058 | 7.5% |
| Athene Hldg LTD | CL A | G0684D107 | $25.4K | 472,654 | 7.4% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $23.8K | 154,279 | 6.9% |
| Radian Group Inc(RDN) | COM | 750236101 | $23.4K | 1,251,697 | 6.8% |
| Chubb Limited(CB) | COM | H1467J104 | $21.4K | 150,000 | 6.2% |
| Global Indty LTD Cayman | USD CL A SHS | G3933F105 | $20.6K | 486,048 | 6.0% |
| Voya Finl Inc(VOYA) | COM | 929089100 | $20.1K | 504,307 | 5.9% |
| Universal INS Hldgs Inc(UVE) | COM | 91359V107 | $19.1K | 828,787 | 5.5% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $15.4K | 250,000 | 4.5% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $15.2K | 315,658 | 4.4% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $13.5K | 279,301 | 3.9% |
| Hartford Finl Svcs Group Inc(HIG) | COM | 416515104 | $13.2K | 237,350 | 3.8% |
| Federated Natl Hldg Co | COM | 31422T101 | $12.6K | 805,673 | 3.7% |
| Atlas Financial Holdings Inc | SHS NEW | G06207115 | $9.1K | 481,246 | 2.6% |
| EMC INS Group Inc(EMCI) | COM | 268664109 | $7.7K | 273,007 | 2.2% |
| AON PLC(AON) | SHS CL A | G0408V102 | $6.9K | 47,000 | 2.0% |
| Assured Guaranty LTD(AGO) | COM | G0585R106 | $6.0K | 159,943 | 1.8% |
| United INS Hldgs Corp(ACIC) | COM | 910710102 | $5.1K | 312,459 | 1.5% |
| Genworth Finl Inc(GNW) | COM CL A | 37247D106 | $3.6K | 937,276 | 1.1% |