Phase 2 Partners, LLC

All Holdings — 2024 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
36
Quarter
2024 Q4
Top Holding
ECPG (12.1%)
Top 10 Concentration
60.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 36
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
ECPG
ENCORE CAP GROU...
Financial Services 12.05% 6.74% #1 2
Prev: #3
6.9 94,684 39.2%
P
S
336,193 $16,059,940 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
MCY
MERCURY GENL CO...
Financial Services 7.13% 10.19% #2 1
Prev: #1
3.0 -131,056 -47.8%
P
S
142,899 $9,499,926 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
KMPR
KEMPER CORP
Financial Services 6.01% 7.14% #3 1
Prev: #2
2.5 -76,953 -39.0%
P
S
120,441 $8,002,100 2022 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
WLFC
WILLIS LEASE FI...
Industrials 5.83% 4.61% #4 1
Prev: #5
2.4 -14,973 -28.6%
P
S
37,455 $7,773,785 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
HCI
HCI GROUP INC
Financial Services 5.36% 2.69% #5 15
Prev: #20
4.3 18,791 44.2%
P
S
61,265 $7,139,210 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
DESP
DESPEGAR COM CO...
Unknown 5.20% #6
Prev: #—
4.1 359,765 no change
NEW
359,765 $6,925,476 2024 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
DFIN
DONNELLEY FINL ...
Technology 4.83% #7
Prev: #—
3.9 102,586 no change
NEW
102,586 $6,435,220 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
WT
WISDOMTREE INC
Financial Services 4.66% 3.73% #8 2
Prev: #10
1.9 -41,384 -6.5%
P
S
591,129 $6,206,854 2022 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
CCS
CENTURY CMNTYS ...
Real Estate 4.59% #9
Prev: #—
3.8 83,282 no change
NEW
83,282 $6,109,568 2024 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
PX
P10 INC
Financial Services 4.33% 4.46% #10 4
Prev: #6
1.8 -247,143 -35.1%
P
S
457,585 $5,770,147 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
MTH
MERITAGE HOMES ...
Consumer Cyclical 4.09% 4.03% #11 3
Prev: #8
3.7 2,137 6.4%
P
S
35,436 $5,450,766 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
HMST
HOMESTREET INC
Unknown 3.71% #12
Prev: #—
3.5 432,514 no change
NEW
432,514 $4,939,310 2024 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
SKWD
SKYWARD SPECIAL...
Financial Services 3.62% 3.35% #13 1
Prev: #14
1.5 -43,947 -31.5%
P
S
95,500 $4,826,570 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
WAL
WESTERN ALLIANC...
Financial Services 3.46% 2.70% #14 5
Prev: #19
3.4 2,421 4.6%
P
S
55,258 $4,616,253 2023 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
FHI
FEDERATED HERME...
Financial Services 3.39% #15
Prev: #—
3.4 109,981 no change
NEW
109,981 $4,521,319 2022 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
DFS
DISCOVER FINL S...
Unknown 2.90% 3.80% #16 7
Prev: #9
1.3 -23,590 -51.4%
P
S
22,285 $3,860,431 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
BOW
BOWHEAD SPECIAL...
Financial Services 2.46% 2.26% #17 7
Prev: #24
1.1 -44,403 -32.5%
P
S
92,294 $3,278,283 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
CG
CARLYLE GROUP I...
Financial Services 2.42% 4.37% #18 11
Prev: #7
1.2 -108,023 -62.8%
P
S
63,887 $3,225,655 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
SEIC
SEI INVTS CO
Financial Services 2.38% #19
Prev: #—
3.0 38,418 no change
NEW
38,418 $3,168,717 2023 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
BLK
BLACKROCK INC
Financial Services 2.31% 3.36% #20 8
Prev: #12
1.1 -2,996 -50.0%
P
S
2,996 $3,071,230 2023 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
AB
ALLIANCEBERNSTE...
Financial Services 2.11% 1.25% #21 5
Prev: #26
2.9 14,838 24.4%
P
S
75,743 $2,809,308 2023 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
HHH
HOWARD HUGHES H...
Real Estate 2.08% 2.66% #22 1
Prev: #21
0.9 -22,152 -38.0%
P
S
36,069 $2,774,427 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
HOV
HOVNANIAN ENTER...
Consumer Cyclical 1.80% #23
Prev: #—
2.7 17,897 no change
NEW
17,897 $2,394,977 2024 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
RKT
ROCKET COS INC
Financial Services 1.79% #24
Prev: #—
2.7 211,880 no change
NEW
211,880 $2,385,769 2024 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
MQ
MARQETA INC
Technology 1.24% #25
Prev: #—
2.5 436,793 no change
NEW
436,793 $1,655,445 2022 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
KRC
KILROY RLTY COR...
Real Estate 0.00% 5.74%
Sold All 😨
(Was: #4)
0.3 -250,949 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
PAX
PATRIA INVESTME...
Financial Services 0.00% 3.57%
Sold All 😨
(Was: #11)
0.3 -541,602 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.00% 3.36%
Sold All 😨
(Was: #13)
0.3 -25,756 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
FUTU
FUTU HLDGS LTD
Financial Services 0.00% 3.35%
Sold All 😨
(Was: #15)
0.3 -59,355 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
VIRT
VIRTU FINL INC
Financial Services 0.00% 3.35%
Sold All 😨
(Was: #16)
0.3 -185,979 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
Z
ZILLOW GROUP IN...
Communication Services 0.00% 3.32%
Sold All 😨
(Was: #17)
0.3 -88,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
GCMG
GCM GROSVENOR I...
Financial Services 0.00% 2.86%
Sold All 😨
(Was: #18)
0.3 -427,394 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
AER
AERCAP HOLDINGS...
Industrials 0.00% 2.64%
Sold All 😨
(Was: #22)
0.3 -47,270 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
LINE
LINEAGE INC
Real Estate 0.00% 2.31%
Sold All 😨
(Was: #23)
0.3 -50,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
ICE
INTERCONTINENTA...
Financial Services 0.00% 2.01%
Sold All 😨
(Was: #25)
0.3 -21,219 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
Showing 1-25 of 36 holdings

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