SEC 13F Intelligence

Stone Point Capital LLC / BNL

Stone Point Capital LLC’s Broadstone Net Lease Inc Position

Does Stone Point Capital LLC own Broadstone Net Lease Inc (BNL)? Not currently — the last reported position was 2.03M shares worth $35M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$35M
Q1 2023
Shares
2.03M
% of Portfolio
+1.63%
Quarters Held
10
position exited

Position History BNL

Reported value by quarter
Q4 ’20: $39MQ4 ’20Q1 ’21: $36MQ2 ’21: $41MQ2 ’21Q3 ’21: $63MQ4 ’21: $56MQ4 ’21Q1 ’22: $49MQ2 ’22: $46MQ2 ’22Q3 ’22: $35MQ4 ’22: $37MQ4 ’22Q1 ’23: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20232.03M$35M+1.63%
Q4 20222.26M$37M+1.98%
Q3 20222.26M$35M+2.05%
Q2 20222.26M$46M+2.13%
Q1 20222.26M$49M+1.96%
Q4 20212.26M$56M+1.97%
Q3 20212.54M$63M+2.74%
Q2 20211.76M$41M+1.70%
Q1 20211.97M$36M+1.30%
Q4 20201.97M$39M+2.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Point Capital LLC’s full portfolio or all institutional holders of BNL.