DELPHI FINANCIAL GROUP, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 1.42M | $24.40M |
 | EFC | 722K | $9.37M |
 | EARN | 609K | $3.32M |
 | CZR | 390K | $10.53M |
 | ACRE | 215K | $969.37K |
 | MFA | 144K | $1.32M |
 | CCCS | 77K | $697.18K |
 | KRMN | 55K | $3.95M |
 | TSM | 48K | $13.36M |
 | KTOS | 44K | $4.02M |
 | EXE | 37K | $3.90M |
 | LNG | 25K | $5.93M |
 | AMZN | 24K | $5.27M |
 | TSLX | 20K | $458.14K |
 | AVAV | 12K | $3.81M |
 | MSFT | 11K | $5.59M |
Energy Transfer LP
ET
Shares Held
1.42M
Value
$24.40M
Ellington Financial Inc.
EFC
Shares Held
722K
Value
$9.37M
Ellington Credit Company
EARN
Shares Held
609K
Value
$3.32M
Caesars Entertainment, Inc.
CZR
Shares Held
390K
Value
$10.53M
Ares Commercial Real Estate Corporation
ACRE
Shares Held
215K
Value
$969.37K
MFA Financial, Inc.
MFA
Shares Held
144K
Value
$1.32M
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
77K
Value
$697.18K
Karman Holdings Inc.
KRMN
Shares Held
55K
Value
$3.95M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
48K
Value
$13.36M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
44K
Value
$4.02M
Expand Energy Corporation
EXE
Shares Held
37K
Value
$3.90M
Cheniere Energy, Inc.
LNG
Shares Held
25K
Value
$5.93M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.27M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
20K
Value
$458.14K
AeroVironment, Inc.
AVAV
Shares Held
12K
Value
$3.81M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.59M