Gallatin Point Capital LLC
•CIK: 1708030•Filing: Q4 2025
Gallatin Point Capital LLC manages $293M across a concentrated portfolio of two key positions. The fund maintains a substantial overweight in BOW, representing $256.0M of its assets. Additionally, JHG constitutes a significant holding at $37.3M. This structure indicates a highly focused, conviction-driven investment approach within its current mandate.
Total AUM
$293.2M
QoQ Performance
+6.6%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BOW
JRVR
BOW87.3%
JRVR12.7%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024