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Enstar Group LTD

Q2 2025 · Filed 2025-08-14
Market Value
$208M
+0.1%
Holdings
8
New Purchases
0
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KKR 16.81% 14.62% +2.19% $35M
OBDC 4.88% 4.86% +0.03% $10M
SPBO 3.88% 3.86% +0.02% $8M
SCHR 1.00% 1.00% +0.01% $2M
BSV 1.22% 1.21% +0.01% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EIC 25.08% 27.04% -1.97% $52M
JEPI 42.02% 42.26% -0.24% $87M
ARCC 5.11% 5.16% -0.05% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $138M 66.2%
Mid Cap 1 $10M 4.9%
Small Cap 1 $8M 3.9%
Micro Cap 1 $52M 25.1%

Portfolio Analytics

Avg Market Cap
$29.3B
Median Market Cap
$13.1B
Avg P/E
18.4
Median P/E
15.3
Avg Dividend Yield
0.10%
Avg Beta
0.78
# Stocks
4
# ETFs / Funds
4

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JEPI 42.02% 1,539,025 $87M $56.85 -$446K
2 EIC 25.08% 3,819,656 $52M $13.67 -$4M +55,076 +1.5%
3 KKR 16.81% 263,129 $35M $133.03 $5M
4 ARCC 5.11% 484,524 $11M $21.96 -$97K
5 OBDC 4.88% 709,175 $10M $14.34 $60K +19,595 +2.8%
6 SPBO 3.88% 276,400 $8M $29.22 $53K
7 BSV 1.22% 32,166 $3M $78.70 $14K
8 SCHR 1.00% 83,500 $2M $25.03 $14K
View SEC EDGAR Filings for Enstar Group LTD →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms