IAT REINSURANCE CO LTD.

CIK: 0001633625SEC EDGAR →

Portfolio Value

$360K

Holdings

71

As of

Q4 2025

New Positions

8

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MERCER INTERNATIONAL INC SBI

17,220,000$34K
9.46%
2

CORNING INC

368,350$32K
8.95%
3

AMGEN INC

92,500$30K
8.40%
4

SCULLY ROYALTY LTD

3,416,664$29K
8.10%
5

NAM TAI PROPERTY INC

5,774,800$25K
6.89%
6

NAM TAI G63907-10-2 PRIVATE

5,336,452$23K
6.37%
7240,000$19K
5.27%
8

GOLDMAN SACHS GROUP INC

21,050$19K
5.13%
9

HELIOS TECHNOLOGIES INC

300,000$16K
4.45%
10

ARGONAUT GROUP STATUTORY TR - CALL

12,000$12K
3.33%

Quarterly Changes

Top Buys

MERC↑ Increased
$48.1M
WTFC V7.875 PERP F↑ Increased
$5.4M
AFG 5.125 12/15/59↑ Increased
$613K

Top Sells

RJFCLOSED
$51.5M
SIGICLOSED
$16.2M
TVA V0 05/01/29 A↓ Decreased
$12.3M
EMRCLOSED
$10.5M
ZIEGLER COS INC THECLOSED
$4.1M

New Positions (3)

$2K · 80K shares
$2K · 80K shares
$664 · 40K shares

Closed Positions (17)

$51.5M · 298K shares
$16.2M · 200K shares
$10.5M · 80K shares
ZIEGLER COS INC THE
$4.1M · 49K shares
$2.5M · 16K shares
$1.9M · 6K shares
$1.3M · 68K shares
$591K · 25K shares
$553K · 13K shares
$516K · 15K shares
$504K · 20K shares
$423K · 2K shares
$56K · 4K shares
$32K · 3K shares
$16K · 1K shares
$9K · 300 shares
$0 · 387 shares

Sector Breakdown

Sector# HoldingsValue%
Unknown50$156K43.3%
Financial Services3$48K13.3%
Technology4$44K12.3%
Basic Materials2$34K9.5%
Healthcare3$31K8.6%
Industrials3$22K6.1%
Consumer Cyclical2$11K3.1%
Energy1$10K2.7%
Utilities1$2K0.7%
Consumer Defensive2$2K0.4%