1y return−16.1%S&P 500 +20.9%
3y return+26.0%S&P 500 +68.5%
5y return+16.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $140 against $232 in the S&P 500.2
Enstar Group LTDS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JEPIJ P Morgan Exchange Traded F | $86.9M | 40.2% | |
| EICEagle Point Income Company I | $38.5M | 17.8% | |
| KKRKkr & Co Inc | $24.1M | 11.2% | |
| APOApollo Global Mgmt Inc | $19.9M | 9.2% | |
| BXBlackstone Inc | $19.3M | 8.9% | |
| James Riv Group LtdCUSIP G5005R107 | $11.3M | 5.2% | |
| ARCCAres Capital Corp | $6.9M | 3.2% | +2.7% |
| OBDCBlue Owl Capital Corporation | $6.8M | 3.1% | +3.4% |
| BSVVanguard Bd Index Fds | $2.5M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| KKRKkr & Co Inc | June 30, 2020 | +197.2% | $24.1M |
| JEPIJ P Morgan Exchange Traded F | June 30, 2023 | +2.1% | $86.9M |
| BSVVanguard Bd Index Fds | June 30, 2020 | −6.3% | $2.5M |
| ARCCAres Capital Corp | December 31, 2024 | −15.3% | $6.9M |
| APOApollo Global Mgmt Inc | December 31, 2025 | −18.3% | $19.9M |
| EICEagle Point Income Company I | June 30, 2020 | −22.2% | $38.5M |
| BXBlackstone Inc | December 31, 2025 | −23.7% | $19.3M |
| OBDCBlue Owl Capital Corporation | December 31, 2024 | −28.1% | $6.8M |
| James Riv Group LtdCUSIP G5005R107 | December 31, 2025 | −28.8% | $11.3M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −0.6% | +14.8% |
| March 31, 2026 | −12.0% | −4.6% |
| December 31, 2025 | −3.7% | +2.4% |
| September 30, 2025 | −0.4% | +7.8% |
| June 30, 2025 | +0.6% | +10.5% |
| March 31, 2025 | −7.8% | −4.6% |
| December 31, 2024 | +9.8% | +2.1% |
| September 30, 2024 | +11.8% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +11.1% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | +7.5% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +7.5% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −15.0% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −7.2% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | +4.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Enstar Group LTD Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1363829&type=13F-HR&dateb=&owner=include&count=40CIK 1363829
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1363829/000162828026057048/Filed August 14, 2026 · accession 0001628280-26-057048