AI Analysis · Q1 2026 · Q1 2026
Based on the SEC 13F filing data provided for Gallatin Point Capital LLC as of September 30, 2025, here is a comprehensive financial analysis.
Portfolio Overview
Gallatin Point Capital LLC exhibits an extremely high-conviction investment strategy characterized by significant concentration and minimal diversification. As of the report date, the total portfolio value stands at approximately $275.03 million, spread across just two holdings. This represents a dramatic reduction in assets under ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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