| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | -74,400 | Exited | 13F | ||||
| ASIC | ATEGRITY SPECIALTY INSURANCE CO | -91,000 | Exited | 13F | ||||
| EQT | EQT CORP | -77,000 | Exited | 13F | ||||
| GDDY | GODADDY INC | -137,000 | Exited | 13F | ||||
| KNSL | KINSALE CAPITAL GROUP INC | -20,200 | Exited | 13F | ||||
| KD | KYNDRYL HOLDINGS INC | -688,000 | Exited | 13F | ||||
| NRG | NRG ENERGY INC | -38,600 | Exited | 13F | ||||
| FLG | FLAGSTAR FINANCIAL INC | -428,000 | Exited | 13F | ||||
| PGR | PROGRESSIVE CORP | -28,100 | Exited | 13F | ||||
| SKWD | SKYWARD SPECIALTY INSURANCE GROUP | -133,105 | Exited | 13F |