Amtrust Financial Services, Inc.
CIK
1365555
Location
New York, NY
Portfolio Value
Micro
$14,830,318
Diversification
Highly concentrated
Filing Date
Global Rank
#7,556
/ 8,232
▼ 71
Top Industry
Insurance - Property & Casualty
51.1%
3Y Alpha vs SPY
+10.5%
Period ended 2 months ago
Filed May 15, 2026 · 29d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+130.4%
SPY
+76.5%
Annualised alpha
+11.2%
Max drawdown
−37.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
37.4%
−7.1 pts
Top 5
98.5%
−0.4 pts
Top 10
100.0%
0.0 pts
HHI
2,521
Highly concentrated−488
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.1% | $7,876,864 |
| Financial Services | 40.7% | $6,030,532 |
| Real Estate | 4.7% | $700,485 |
| Healthcare | 1.5% | $222,437 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +25,800 | 60,800 | $2,335,936 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRCL | Circle Internet Group, Inc. | −103,384 | 25,994 | $2,480,087 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$14,830,318 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 9,600 | $5,540,928 | 37.36% | |
| LMND |
Lemonade, Inc.
Financial Services
|
Held | 56,644 | $3,550,445 | 23.94% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
Reduced | 25,994 | $2,480,087 | 16.72% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 60,800 | $2,335,936 | 15.75% | |
| CLPR |
Clipper Realty Inc.
Real Estate
|
Held | 231,949 | $700,485 | 4.72% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 3,125 | $222,437 | 1.50% |