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Bregal Investments, Inc.

Portfolio Profile

CIK: 0001814533 | New York, NY

$60.8K
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Open Lending Corporation(LPRO)7,564,566$60.8K100.00%

Sector Allocation

Latest filing, equity positions only

Financial Services100% · $60.8K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Financial Services100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Micro Cap100%100%0%

AUM History

$522.1K | 2 pos.
$528.9K | 2 pos.
$400.1K | 2 pos.
$272.9K | 2 pos.
$170.1K | 2 pos.
$143.0K | 2 pos.
$77.4K | 2 pos.
$60.8K | 2 pos.
Q4
20
Q1
21
Q2
21
Q3
21
Q4
21
Q1
22
Q2
22
Q3
22

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged