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Portfolio (Quarterly) Guide ↗

IAT REINSURANCE CO LTD.

· CIK 0001633625
13F Portfolio $310M AUM 67 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 2 Added 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WINTRUST FINANCIAL CORP-CALL 240,000.0 $6.2M 2.00% +20K +9.1% $25.84
2 XCEL ENERGY INC-CALLABLE 200,000.0 $4.9M 1.60% +120K +150.0% $24.70

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 20.2%
Financial Services 19.7%
Industrials 15.4%
Basic Materials 14.9%
Technology 12.0%
Energy 8.2%
Consumer Cyclical 6.6%
Utilities 2.0%
Consumer Defensive 1.1%
Real Estate 0.0%