SEC 13F Intelligence

Shoals Capital Management LP / ESNT

Shoals Capital Management LP’s Essent Group Ltd Position

Does Shoals Capital Management LP own Essent Group Ltd (ESNT)? Not currently — the last reported position was 150.0K shares worth $7M in Q2 2019; the fund’s latest 13F (Q1 2020) no longer reports it.

Position Value
$7M
Q2 2019
Shares
150.0K
% of Portfolio
+6.42%
Quarters Held
2
position exited

Position History ESNT

Reported value by quarter
Q1 ’19: $13MQ1 ’19Q2 ’19: $7MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2019150.0K$7M+6.42%
Q1 2019290.0K$13M+11.10%

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