SEC 13F Intelligence

Tegean Capital Management, LLC / AGO

Tegean Capital Management, LLC’s Assured Guaranty Ltd Position

Does Tegean Capital Management, LLC own Assured Guaranty Ltd (AGO)? Not currently — the last reported position was 100.0K shares worth $6M in Q3 2023; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$6M
Q3 2023
Shares
100.0K
% of Portfolio
+6.37%
Quarters Held
15
position exited

Position History AGO

Reported value by quarter
Q1 ’19: $14MQ1 ’19Q2 ’19: $14MQ3 ’19: $13MQ3 ’19Q4 ’19: $2MQ1 ’20: $3MQ1 ’20Q2 ’20: $5MQ3 ’20: $5MQ3 ’20Q4 ’21: $27MQ1 ’22: $28MQ1 ’22Q2 ’22: $14MQ3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $7MQ1 ’23Q2 ’23: $14MQ3 ’23: $6MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023100.0K$6M+6.37%
Q2 2023250.0K$14M+9.38%
Q1 2023135.0K$7M+4.60%
Q4 2022130.4K$8M+14.04%
Q3 2022150.0K$7M+0.15%
Q2 2022255.0K$14M+0.59%
Q1 2022440.0K$28M+14.91%
Q4 2021540.0K$27M+13.98%
Q3 2020215.0K$5M+13.07%
Q2 2020190.0K$5M+13.33%
Q1 2020118.8K$3M+11.11%
Q4 201950.0K$2M+3.64%
Q3 2019300.0K$13M+15.86%
Q2 2019335.0K$14M+12.41%
Q1 2019315.1K$14M+9.52%

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