IAT REINSURANCE CO LTD.

Insurance

CIK

1633625

Location

New York, NY

Portfolio Value

Small $239,680,256

Diversification

Diversified

Filing Date

Global Rank

#3,846 / 8,605 ▲ 127 · as of Mar 2026

Top Industry

Electronic Components 22.8%

3Y Alpha vs SPY

-17.3%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.8%

SPY

+76.5%

Annualised alpha

-17.4%

Max drawdown

−25.3%

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

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.9%

+6.6 pts

Top 5

68.3%

+5.2 pts

Top 10

92.0%

+2.7 pts

HHI

1,146

Diversified+173

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.2%	$60,356,164	4
Healthcare	13.9%	$33,328,542	3
Real Estate	12.5%	$29,938,750	2
Financial Services	12.0%	$28,751,112	2
Industrials	11.9%	$28,567,733	4
Basic Materials	10.2%	$24,460,835	2
Energy	5.6%	$13,504,936	1
Consumer Cyclical	4.5%	$10,802,990	2
Unclassified	3.4%	$8,202,600	2
Consumer Defensive	0.7%	$1,766,594	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
UBER	Uber Technologies, Inc	10,500	$755,265
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GS	Goldman Sachs Group Inc	21,050	$18,502,950
PRHI	Presurance Holdings, Inc.	250,000	$1,247,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $239,680,256 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLW	Corning Inc /Ny Technology	Held	368,350	0	$50,084,549	+55.3%	20.90%
AMGN	Amgen Inc Healthcare	Held	92,500	0	$32,546,125	+7.5%	13.58%
NTPIF	Nam Tai Property Inc. Real Estate	Held	5,774,800	0	$29,913,464	+20.5%	12.48%
SRL	Scully Royalty Ltd. Financial Services	Held	3,416,664	0	$26,718,312	−8.5%	11.15%
MERC	Mercer International Inc. Basic Materials	Held	17,220,000	0	$24,452,400	−28.3%	10.20%
HLIO	Helios Technologies, Inc. Industrials	Held	300,000	0	$19,413,000	+21.0%	8.10%
XOM	Exxon Mobil Corp Energy	Held	79,600	0	$13,504,936	+41.0%	5.63%
MTN	Vail Resorts Inc Consumer Cyclical	Held	84,000	0	$10,778,880	−3.4%	4.50%
AMD	Advanced Micro Devices Inc Technology	Held	33,936	0	$6,903,600	−5.0%	2.88%
TVE	Tennessee Valley Authority	Held	260,000	0	$6,305,000	−0.6%	2.63%
GE	General Electric Co Industrials	Held	15,125	0	$4,292,021	−7.9%	1.79%
GEV	GE Vernova Inc. Industrials	Held	3,780	0	$3,299,562	+33.6%	1.38%
TEL	TE Connectivity plc Technology	Held	12,500	0	$2,612,750	−8.1%	1.09%
PREJF	Partnerre Ltd Financial Services	Held	120,000	0	$2,032,800	−0.9%	0.85%
TCPA	Transcanada Pipelines Ltd	Held	80,000	0	$1,897,600	−3.3%	0.79%
JCI	Johnson Controls International plc Industrials	Held	11,937	0	$1,563,150	+9.4%	0.65%
SPB	Spectrum Brands Holdings, Inc. Consumer Defensive	Held	12,799	0	$943,286	+24.7%	0.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	5,700	0	$823,308	+0.8%	0.34%
UBER	Uber Technologies, Inc Technology	NEW	10,500	NEW	$755,265	NEW	0.32%
ABBV	AbbVie Inc. Healthcare	Held	1,948	0	$423,670	−4.8%	0.18%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	5,040	0	$358,747	−13.2%	0.15%
CBL	Cbl & Associates Properties Inc Real Estate	Held	658	0	$25,286	+3.9%	0.01%
ADNT	Adient plc Consumer Cyclical	Held	1,193	0	$24,110	+5.4%	0.01%
KALU	Kaiser Aluminum Corp Basic Materials	Held	70	0	$8,435	+4.9%	0.00%