SEC 13F Intelligence

Managers / Q1 2020 · view latest →

Mountain Road Advisors, LLC

CIK 0001753564 · 437 MADISON AVE, 21ST FLOOR, NEW YORK, NY, 10022 · 646-256-9147

Reported Value
$29M
Q1 2020
Positions
17
Filings on Record
5
2019–present window
Filed
May 7, 2020
original filing

Summary

Mountain Road Advisors, LLC reported $29M in U.S.-listed holdings across 17 positions for Q1 2020.

Its largest position, Argo Group Intl, represents 17.6% of the portfolio.

Compared with Q4 2019, the fund opened 5 new positions and exited 9.

Portfolio Metrics

Turnover
+21.4%
vs prior filed quarter
Top-10 Concentration
+77.8%
share of reported value
Largest Position
+17.6%
Argo Group Intl
New / Exited
5 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $59MQ4 ’19Q1 ’20: $29MQ1 ’20Q2 ’20: $105MQ2 ’20Q3 ’20: $113MQ3 ’20filingsflow.com

Portfolio Composition

By security type
Other: 53.5%Common Stock: 46.5%
  • Other · 53.5% · $16M
  • Common Stock · 46.5% · $14M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
INTL GNRL INSURANCE HLDNGS LNEW+157.3K157.3K+$1M$1M
ENSTAR GROUP LIMITEDNEW+7.7K7.7K+$1M$1M
AFLAFLAC INCNEW+35.0K35.0K+$1M$1M
RGAREINSURANCE GRP OF AMERICA INEW+12.5K12.5K+$1M$1M
MTGMGIC INVT CORP WISNEW+125.0K125.0K+$794,000$794,000
ARCH CAP GROUP LTDADDED+50.0K60.0K+$1M$2M
ALSALLSTATE CORPADDED+26.8K36.8K+$2M$3M
UI2KEMPER CORP DELSOLD OUT72.7K0$6M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2020

17 positions
#IssuerClass% PortfolioValueShares
1ARGO GROUP INTL HLDGS LTDCOM17.63%$5M139.4K
2ALSALLSTATE CORPhistory →COM11.54%$3M36.8K
3JAMES RIV GROUP LTDCOM10.13%$3M81.9K
4RENAISSANCERE HOLDINGS LTDCOM7.42%$2M14.6K
5YUSDALLEGHANY CORP DELhistory →COM6.40%$2M3.4K
6ARCH CAP GROUP LTDORD5.83%$2M60.0K
7PGRPROGRESSIVE CORP OHIOhistory →COM5.04%$1M20.0K
8AIGAMERICAN INTL GROUP INChistory →COM NEW4.83%$1M58.4K
9BWINBRP GROUP INChistory →COM CL A4.69%$1M130.4K
10INTL GNRL INSURANCE HLDNGS LSHS4.30%$1M157.3K
11ENSTAR GROUP LIMITEDSHS4.19%$1M7.7K
12AFLAFLAC INChistory →COM4.09%$1M35.0K
13RGAREINSURANCE GRP OF AMERICA Ihistory →COM NEW3.59%$1M12.5K
14WRBBERKLEY W R CORPhistory →COM3.56%$1M20.0K
15MTGMGIC INVT CORP WIShistory →COM2.71%$794,000125.0K
16THIRD PT REINS LTDCOM2.12%$620,00083.7K
17GREENLIGHT CAPITAL RE LTDCLASS A1.92%$561,00094.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020$113M17Nov 16, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$105M15Aug 7, 202013F-HRchanges · EDGAR ↗
Q1 2020$29M17May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$59M21Feb 12, 202013F-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 ↗.