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Stone Point Capital LLC

SEC CIK
0001332638
Latest filing
Aug 10, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 4, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
9
−1 vs. Q1 2022
Portfolio value
$2.17B
−$341.6M (−13.6%) vs. Q1 2022
Filed
Aug 4, 2022
SEC
Holdings of Stone Point Capital LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
FOCSFocus Financial Partners Inc.COM CL A16,048,975$546.6M25.2%00.0%UnchangedHistory
HMPTHome Point Capital Inc.COM127,771,035$500.9M23.1%00.0%UnchangedHistory
AXSAxis Capital Holdings LtdSHS6,777,806$386.9M17.8%00.0%UnchangedHistory
ESGREnstar Group LTDSHS1,546,196$330.9M15.2%−89,790−5.5%ReducedHistory
HRTHireRight Holdings CorpCOM18,401,140$261.5M12.0%+1,848,716+11.2%AddedHistory
ECCEagle Point Credit CoCOM5,822,727$68.6M3.2%00.0%UnchangedHistory
BNLBroadstone Net Lease, Inc.COM2,256,683$46.3M2.1%00.0%UnchangedHistory
PRTHPriority Technology Holdings, Inc.COM5,193,039$17.1M0.8%00.0%UnchangedHistory
RPCRidgepost Capital, Inc.CL A COM1,216,389$13.5M0.6%00.0%UnchangedHistory

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Stone Point Capital LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
TSCTriState Capital Holdings, Inc.COM2,770,083$92.0M3.7%History