Enstar Group LTD
Hamilton, D0 · CIK 1363829 · 13F filing filed 2026-08-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
$216.4m
reported value
-0.5% vs Q1 2026
9positions
100.0%in top 10
0 new
2 added
0 reduced
0 sold out
vs Q1 2026
This report includes the holdings of 2 other managers that share the investment decisions:
- Cavello Bay Reinsurance LTD – reports through this filing
- ELK INSURANCE HOLDINGS, LLC – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F JEPI | $86.9m40.18% | Unchanged |
| EAGLE POINT INCOME COMPANY I EIC | $38.5m17.81% | Unchanged |
| KKR & CO INC KKR | $24.1m11.16% | Unchanged |
| APOLLO GLOBAL MGMT INC APO | $19.9m9.18% | Unchanged |
| BLACKSTONE INC BX | $19.3m8.94% | Unchanged |
| JAMES RIV GROUP LTD JRVR | $11.3m5.24% | Unchanged |
| ARES CAPITAL CORP ARCC | $6.9m3.20% | Added +9.8k |
| BLUE OWL CAPITAL CORPORATION OBDC | $6.8m3.13% | Added +20.2k |
| VANGUARD BD INDEX FDS BSV | $2.5m1.16% | Unchanged |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| EAGLE POINT INCOME COMPANY I EIC · 13G · filed 2026-08-13 | 16.6%≈ $38.5m |
| JAMES RIV GROUP LTD JRVR · 13G · filed 2024-12-26 | 5.7% |
| JAMES RIV GROUP HOLDINGS INC JRVR · 13G · filed 2026-08-13 | 5.6% |