2026 Q2 Portfolio Activity
In 2026 Q2, Gallatin Point Capital LLC maintained a portfolio of 3 distinct positions. The most significant new addition was FORBRIGHT INC, now representing 11.46% of the total fund value.
Position History
hover any row below to update
Loading…
Gallatin Point Capital LLC
AUM $332M
Total Positions
3
Quarter
2026 Q2
Top Holding
BOW (80.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Gallatin Point Capital LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BOW
BOWHEAD SPECIAL...
|
Financial Services | 80.78% | 84.49% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
8,968,445 | $268,425,559 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
FORBRIGHT INC
|
|
Unknown | 11.46% | — |
#2
Prev: #—
|
9.0 |
—
|
2,082,900 | — |
NEW
|
2,082,900 | $38,096,241 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
JRVR
JAMES RIV GROUP...
|
Financial Services | 7.76% | 15.51% |
#3
1
Prev: #2
|
5.1 |
—
|
no change | no change |
P
S
|
5,859,375 | $25,781,250 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-3 of 3 holdings