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Stone Point Capital LLC

SEC CIK
0001332638
Latest filing
Aug 10, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
10
+2 vs. Q3 2021
Portfolio value
$2.85B
+$549.1M (+23.9%) vs. Q3 2021
Filed
Feb 11, 2022
SEC
Holdings of Stone Point Capital LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
FOCSFocus Financial Partners Inc.COM CL A16,048,975$958.4M33.7%00.0%UnchangedHistory
HMPTHome Point Capital Inc.COM127,771,035$575.0M20.2%00.0%UnchangedHistory
ESGREnstar Group LTDSHS1,635,986$405.1M14.2%00.0%UnchangedHistory
AXSAxis Capital Holdings LtdSHS6,777,806$369.2M13.0%00.0%UnchangedHistory
HRTHireRight Holdings CorpCOM16,552,424$264.8M9.3%+16,552,424NewHistory
TSCTriState Capital Holdings, Inc.COM2,770,083$83.8M2.9%00.0%UnchangedHistory
ECCEagle Point Credit CoCOM5,822,727$81.5M2.9%00.0%UnchangedHistory
BNLBroadstone Net Lease, Inc.COM2,256,683$56.0M2.0%−282,705−11.1%ReducedHistory
PRTHPriority Technology Holdings, Inc.COM5,193,039$36.8M1.3%00.0%UnchangedHistory
RPCRidgepost Capital, Inc.CL A COM1,216,389$17.0M0.6%+1,216,389NewHistory