BI
Bregal Investments, Inc. Historical SEC 13F Holdings & Archive (Q3 2022)
Bregal Investments, Inc.CIK: 0001814533
Concentrated strategyLong-term holder
Total reported value
$60.8M
Reporting period: 2022-09-30 · Number of holdings: 2
Bregal Investments, Inc. disclosed 2 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of $60.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 1 holdings (of 2 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LPRO | Open Lending CORP | Stock-Other | 100.00% | — | — |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Bregal Investments, Inc. and what type of investor is it?
Bregal Investments, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-09-30), the firm manages a tracked equity portfolio valued at approximately $60.8M, spread across 2 disclosed positions.
What are Bregal Investments, Inc.'s largest equity positions?
Based on the latest 13F filing, Bregal Investments, Inc.'s top holdings by market value are:
1. Open Lending CORP (LPRO) — $60.8M (100.0%)
What changes did Bregal Investments, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Bregal Investments, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Bregal Investments, Inc. focus on?
Sector breakdown data is not yet available for Bregal Investments, Inc.. Check back after the next 13F processing cycle.
Investment Profile
Bregal Investments, Inc.'s portfolio is concentrated and long-term-holding.
It has trimmed its LPRO position for two straight quarters, cutting it by $82.2M while still holding $60.8M.
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Developer Access
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