Q3 2019 Holdings
Filed 2019-11-14 | 14 holdings | $60.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fednat Hldg Co(FNHCUSD) | COM | 31431B109 | $10.5K | 747,679 | 17.3% |
| Assured Guaranty LTD(AGO) | COM | G0585R106 | $6.6K | 149,270 | 11.0% |
| Health INS Innovations IncCall | CALL | 42225K906 | $6.3K | 252,400 | 10.4% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $5.6K | 62,940 | 9.3% |
| Markel Corp(MKL) | COM | 570535104 | $5.5K | 4,620 | 9.0% |
| Health INS Innovations Inc | COM CL A | 42225K106 | $5.2K | 210,450 | 8.7% |
| Voya Finl Inc(VOYA) | COM | 929089100 | $4.2K | 76,315 | 6.9% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $3.8K | 68,650 | 6.3% |
| Lincoln Natl Corp IND(LNC) | COM | 534187109 | $3.2K | 53,010 | 5.3% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $3.1K | 16,220 | 5.2% |
| Watford Holdings LTD | SHS | G94787101 | $2.7K | 100,000 | 4.4% |
| FGL Hldgs | ORD SHS | G3402M102 | $1.6K | 195,200 | 2.6% |
| Global Indty LTD Cayman | USD CL A SHS | G3933F105 | $1.2K | 49,660 | 2.0% |
| Protective INS Corp(PTVCB) | CL B | 74368L203 | $1.0K | 60,080 | 1.7% |