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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
Page 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TVC TENNESSEE VALLEY AUTHORITY PARRS Financial Services 120,000.0 $2.9M 0.95% $24.48 -2.0%
22 ECCV EAGLE POINT CREDIT CO-CALLABLE Financial Services 120,000.0 $2.8M 0.91% $23.43 +2.2%
23 TEL TE CONNECTIVITY COM Technology 12,500.0 $2.6M 0.84% $209.02 -1.9%
24 OXFORD LANE CAP CORP 100,000.0 $2.5M 0.80% $24.64
25 F&G ANNUITIES & LIFE INC - CALLABL 120,000.0 $2.4M 0.78% $20.14
26 B RILEY FINANCIAL INC - CALLABLE 140,000.0 $2.3M 0.76% $16.75
27 PARTNERRE LTD - CALLABLE 120,000.0 $2.0M 0.66% $16.94
28 OXFORD LANE CAP CORP 80,000.0 $2.0M 0.65% $25.22
29 RAMCO RES INC-CALLABLE 80,000.0 $2.0M 0.65% $25.15
30 TRITON INTL LTD-CALLABLE 80,000.0 $2.0M 0.63% $24.42
31 NEWTEKONE INC-CALLABLE 80,000.0 $1.9M 0.62% $23.91
32 TANSCANADA PIPELINE STR 80,000.0 $1.9M 0.61% $23.61
33 ASPEN INSURANCE HOLDINGS-CALL 80,000.0 $1.9M 0.60% $23.23
34 COREBRIDGE FINL INC-CALLABLE 80,000.0 $1.8M 0.59% $22.97
35 AFFILIATED MANAGERS GROUP INC-CALL 80,000.0 $1.8M 0.58% $22.50
36 JCI JOHNSON CTLS INTL PLC Industrials 11,937.0 $1.6M 0.51% $130.95 +9.3%
37 AXIS CAPITAL HOLDINGS-CALLABLE 70,000.0 $1.4M 0.44% $19.39
38 PHI GROUP INC 39,712.0 $1.2M 0.40% $30.80
39 US BANCORP -CALLABLE 60,000.0 $1.0M 0.34% $17.35
40 BANK OZK 60,000.0 $964K 0.31% $16.07
Page 2 of 4  ·  67 positions

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%