SEC 13F Intelligence

Managers / Q1 2021 · view latest →

PhiloSmith Capital Corp

CIK 0001701057 · 6 LANDMARK SQUARE, 5TH FLOOR, STAMFORD, CT, 06901 · 2033487365

Reported Value
$231M
Q1 2021
Positions
71
Filings on Record
11
2019–present window
Filed
Apr 1, 2021
original filing

Summary

Philosmith Capital Corp reported $231M in U.S.-listed holdings across 71 positions for Q1 2021.

Its largest position, RGA, represents 5.2% of the portfolio.

Compared with Q4 2020, the fund opened 0 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $136.5BQ4 ’18Q1 ’19: $153.1BQ2 ’19: $171.9BQ2 ’19Q3 ’19: $186.1BQ4 ’19: $189.4BQ4 ’19Q1 ’20: $143.4BQ2 ’20: $176.4BQ2 ’20Q3 ’20: $179.6BQ4 ’20: $208.9BQ4 ’20Q1 ’21: $231MQ3 ’21: $226.8BQ3 ’21filingsflow.com

Portfolio Composition

By security type
Common Stock: 75.2%Other: 24.8%
  • Common Stock · 75.2% · $174M
  • Other · 24.8% · $57M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2021$226.8B68Sep 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$231M71Apr 1, 202113F-HRchanges · EDGAR ↗
Q4 2020$208.9B73Jan 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$179.6B77Oct 26, 202013F-HRchanges · EDGAR ↗
Q2 2020$176.4B80Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$143.4B77Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$189.4B84Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$186.1B85Oct 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$171.9B85Jul 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$153.1B82Apr 26, 201913F-HRchanges · EDGAR ↗
Q4 2018$136.5B81Jan 25, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.