SEC 13F Intelligence

Phase 2 Partners, LLC / ESNT

Phase 2 Partners, LLC’s Essent Group Ltd Position

Does Phase 2 Partners, LLC own Essent Group Ltd (ESNT)? Not currently — the last reported position was 147.7K shares worth $6M in Q1 2023; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$6M
Q1 2023
Shares
147.7K
% of Portfolio
+2.55%
Quarters Held
6
position exited

Position History ESNT

Reported value by quarter
Q4 ’21: $8MQ4 ’21Q1 ’22: $6MQ1 ’22Q2 ’22: $9MQ2 ’22Q3 ’22: $8MQ3 ’22Q4 ’22: $11MQ4 ’22Q1 ’23: $6MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023147.7K$6M+2.55%
Q4 2022293.3K$11M+5.15%
Q3 2022221.3K$8M+3.67%
Q2 2022234.6K$9M+4.69%
Q1 2022152.1K$6M+4.09%
Q4 2021181.7K$8M+5.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of ESNT.