Delphi Financial Group, Inc.
Filing Date
Global Rank
#5,053
/ 8,586
▲ 796
Top Industry
Oil & Gas Midstream
25.4%
3Y Alpha vs SPY
+2.6%
Period ended 3 months ago
Filed May 13, 2026 · 34d
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
+89.8%
SPY
+78.1%
Annualised alpha
+2.6%
Max drawdown
−19.5%
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
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.1%
−3.0 pts
Top 5
58.1%
−0.8 pts
Top 10
76.3%
−3.8 pts
HHI
907
Diversified−136
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 28.3% | $38,631,086 |
| Real Estate | 21.3% | $28,984,719 |
| Technology | 16.5% | $22,433,833 |
| Industrials | 9.7% | $13,285,359 |
| Financial Services | 8.8% | $11,954,804 |
| Consumer Defensive | 6.3% | $8,607,632 |
| Consumer Cyclical | 5.9% | $8,087,882 |
| Communication Services | 3.2% | $4,313,400 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EFC | Ellington Financial Inc. | +686,639 | 1,408,396 | $16,689,492 | |
| ACRE | Ares Commercial Real Estate Corp | +120,000 | 334,937 | $1,607,697 | |
| TSLX | Sixth Street Specialty Lending, Inc. | +84,100 | 116,141 | $2,134,671 | |
| ARCC | Ares Capital Corp | +52,000 | 77,000 | $1,387,540 | |
| UPS | United Parcel Service Inc | +14,065 | 36,535 | $3,594,313 | |
| WMT | Walmart Inc. | +12,500 | 69,260 | $8,607,632 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RITM | Rithm Capital Corp. | 1,081,000 | $10,247,880 | |
| GOOGL | Alphabet Inc. | 15,000 | $4,313,400 | |
| HUT | Hut 8 Corp. | 42,900 | $2,012,439 | |
| WULF | Terawulf Inc. | 130,720 | $1,886,289 | |
| CIFR | Cipher Digital Inc. | 140,845 | $1,812,675 | |
| LADR | Ladder Capital Corp | 45,000 | $439,650 | |
| GSBD | Goldman Sachs BDC, Inc. | 47,177 | $418,931 | |
| No positions match the current search. | ||||
4 positions ·
$22,433,833 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 47,830 | $16,164,148 | 72.05% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 10,800 | $3,997,836 | 17.82% | |
| CIFR |
Cipher Digital Inc.
Technology
|
NEW | 140,845 | $1,812,675 | 8.08% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Held | 76,529 | $459,174 | 2.05% |