Skip to main content
Livermore
Livermore
ZHEN

Enstar Group LTD

SEC CIK
0001363829
Latest filing
Aug 14, 2026

The latest 13F from Enstar Group LTD covers Q2 2026 (filed Aug 14, 2026): 9 long positions worth $216.4M. The top 10 holdings make up 100.0% of the portfolio, and the largest is J P Morgan Exchange Traded F at 40.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
2
Est. +$401.2K
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. J P Morgan Exchange Traded F46641Q332
    40.2%$86.9M
  2. EICEagle Point Income Co
    17.8%$38.5MHistory
  3. KKRKKR & Co. Inc.
    11.2%$24.1MHistory
  4. APOApollo Global Management, Inc.
    9.2%$19.9MHistory
  5. BXBlackstone Inc.
    8.9%$19.3MHistory

Share of portfolio

Top 5 holdings and the other 4 positions, by share of portfolio value

  1. J P Morgan Exchange Traded F40.2%
  2. EIC17.8%
  3. KKR11.2%
  4. APO9.2%
  5. BX8.9%
  6. Other 4 positions12.7%

Biggest buys

New and added positions, by estimated amount bought

  1. OBDCBlue Owl Capital Corp
    +$219.7KAddedHistory
  2. ARCCAres Capital Corp
    +$181.5KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ARCCAres Capital Corp
    +0.18 pp3.0% → 3.2%History
  2. OBDCBlue Owl Capital Corp
    +0.06 pp3.1% → 3.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$216.4M
−$1.01M (−0.5%) vs. prior quarter
Positions
9
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
13.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $437.9M (Q1 2022)

Q1 2021: $327.4MQ2 2021: $339.4MQ3 2021: $219.9MQ4 2021: $289.3MQ1 2022: $437.9MQ2 2022: $379.7MQ3 2022: $325.4MQ4 2022: $358.2MQ1 2023: $274.0MQ2 2023: $334.0MQ3 2023: $302.0MQ4 2023: $341.3MQ1 2024: $372.1MQ2 2024: $349.4MQ3 2024: $389.1MQ4 2024: $287.5MQ1 2025: $265.0MQ2 2025: $271.8MQ3 2025: $270.6MQ4 2025: $258.5MQ1 2026: $217.4MQ2 2026: $216.4M
Q1 2021Q2 2026
13F filings of Enstar Group LTD by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20269$216.4MJ P Morgan Exchange Traded FEICKKRvs. Q1 2026SEC
Q1 2026May 15, 20269$217.4MJ P Morgan Exchange Traded FEICKKRvs. Q4 2025SEC
Q4 2025Feb 13, 202611$258.5MJ P Morgan Exchange Traded FEICKKRvs. Q3 2025SEC
Q3 2025Nov 13, 202511$270.6MJ P Morgan Exchange Traded FEICKKRvs. Q2 2025SEC
Q2 2025Aug 14, 202511$271.8MJ P Morgan Exchange Traded FEICKKRvs. Q1 2025SEC
Q1 2025May 15, 202511$265.0MJ P Morgan Exchange Traded FEICKKRvs. Q4 2024SEC
Q4 2024Feb 14, 202511$287.5MJ P Morgan Exchange Traded FEICKKRvs. Q3 2024SEC
Q3 2024Nov 13, 20247$389.1MJ P Morgan Exchange Traded FKKRBlackstone Group LPvs. Q2 2024SEC
Q2 2024Aug 14, 20247$349.4MJ P Morgan Exchange Traded FKKRApollo Global Management, Inc.vs. Q1 2024SEC
Q1 2024May 14, 20247$372.1MJ P Morgan Exchange Traded FKKRBlackstone Group LPvs. Q4 2023SEC
Q4 2023Feb 14, 20247$341.3MJ P Morgan Exchange Traded FBlackstone Group LPKKRvs. Q3 2023SEC
Q3 2023Nov 14, 20239$302.0MJ P Morgan Exchange Traded FBlackstone Group LPEICvs. Q2 2023SEC
Q2 2023Aug 11, 202311$334.0MOBDCARCCEICvs. Q1 2023SEC
Q1 2023May 15, 20239$274.0MEICARCCOBDCvs. Q4 2022SEC
Q4 2022Feb 14, 202312$358.2MARCCOBDCEICvs. Q3 2022SEC
Q3 2022Nov 14, 202212$325.4MARCCOBDCEICvs. Q2 2022SEC
Q2 2022Aug 15, 202212$379.7MARCCOBDCARGOvs. Q1 2022SEC
Q1 2022May 2, 202213$437.9MARCCBlackstone Group LPEICvs. Q4 2021SEC
Q4 2021Feb 14, 202212$289.3MBlackstone Group LPEICKKRvs. Q3 2021SEC
Q3 2021Nov 15, 20219$219.9MEICBlackstone Group LPKKRvs. Q2 2021SEC
Q2 2021Aug 16, 202111$339.4MiShares U S ETF TrWatford Hldgs LtdEICvs. Q1 2021SEC
Q1 2021May 17, 202112$327.4MiShares U S ETF TrWatford Hldgs LtdEIC–SEC

13D and 13G filings

Companies where Enstar Group LTD reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Enstar Group LTD owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
EICEagle Point Income Co13G/A16.60%3.83M shares+1.30 ppfrom 15.30%Feb 16, 20216 filingsAug 13, 2026SEC
JRVRJames River Group Holdings, Inc.13G/A5.60%2.59M shares0.00 ppfrom 5.60%Dec 26, 20243 filingsAug 13, 2026SEC

Latest filings

9 filings on file made by Enstar Group LTD or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Enstar Group LTD
CompanyFiled (ET)FormStakeChangeEvent dateFiling
JRVRJames River Group Holdings, Inc.Aug 13, 20262:03 PM ET13G/A5.60%2.59M shares0.00 ppfrom 5.60%Jun 30, 2026SEC
EICEagle Point Income CoAug 13, 20262:03 PM ET13G/A16.60%3.83M shares+1.30 ppfrom 15.30%Jun 30, 2026SEC
EICEagle Point Income CoFeb 13, 202612:57 PM ET13G/A15.30%3.82M shares+0.90 ppfrom 14.40%Dec 31, 2025SEC
JRVRJames River Group Holdings, Inc.Nov 13, 20254:20 PM ET13G/A5.60%2.59M shares−0.10 ppfrom 5.70%Sep 30, 2025SEC
EICEagle Point Income CoNov 13, 20254:19 PM ET13G/A14.40%3.82M shares–Sep 30, 2025SEC
JRVRJames River Group Holdings, Inc.Dec 26, 20244:15 PM ET13G5.70%2.59M sharesNewDec 18, 2024SEC
EICEagle Point Income CoFeb 14, 202313G/AOld format–––SEC
EICEagle Point Income CoFeb 14, 20224:42 PM ET13G/AOld format–––SEC
EICEagle Point Income CoFeb 16, 20214:09 PM ET13G/AOld format–––SEC