Gallatin Point Capital LLC
Gallatin Point Capital LLC reported 3 US-listed holdings worth $332.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Bowhead Specialty Hldgs Inc. (80.8%), Forbright Inc. (11.5%) and James Riv Group Ltd (7.8%). Against the quarter before, it opened 1 position, added to 0, trimmed 0 and sold out of 0.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -15.8% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Forbright Inc. FRBT$38.1 million
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Bowhead Specialty Hldgs Inc. BOW | 9.0M | $268.4 million | 80.78% | no change |
| Forbright Inc. FRBT | 2.1M | $38.1 million | 11.46% | new |
| James Riv Group Ltd | 5.9M | $25.8 million | 7.76% | no change |