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Portfolio (Quarterly) Guide ↗

IAT REINSURANCE CO LTD.

· CIK 0001633625
13F Portfolio $310M AUM 67 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 2 Added 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WINTRUST FINANCIAL CORP-CALL 240,000.0 $6.2M 2.00% +20K +9.1% $25.84
2 XCEL ENERGY INC-CALLABLE 200,000.0 $4.9M 1.60% +120K +150.0% $24.70

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.2%
Healthcare 18.4%
Industrials 13.9%
Basic Materials 13.5%
Technology 10.9%
Energy 7.5%
Consumer Cyclical 6.0%
Utilities 4.7%
Consumer Defensive 1.0%
Real Estate 0.0%