Phase 2 Partners, LLC
CIK 1841126 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- ECPG12.05%
- MCY7.13%
- KMPR6.01%
- WLFC5.83%
- HCI5.36%
- G273581035.20%
- DFIN4.83%
- WT4.66%
- CCS4.59%
- RPC4.33%
Share classes counted separately59.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ECPGWeight increased · +5.31 pp6.74% → 12.05%Shares +94.68K (+39.21%)
- MCYWeight decreased · -3.06 pp10.19% → 7.13%Shares -131.06K (-47.84%)
- HCIWeight increased · +2.67 pp2.69% → 5.36%Shares +18.79K (+44.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ECPGENCORE CAPITAL GROUP INC View history and evidence | $16.06M | 12.05% | 336.19K shares | 6.74% → 12.05%+5.31 pp +94.68K (+39.21%) | Added | ↗▾ |
| 02 | MCYMERCURY GENERAL CORP View history and evidence | $9.50M | 7.13% | 142.90K shares | 10.19% → 7.13%-3.06 pp -131.06K (-47.84%) | Reduced | ↗▾ |
| 03 | KMPRKEMPER CORP View history and evidence | $8.00M | 6.01% | 120.44K shares | 7.14% → 6.01%-1.13 pp -76.95K (-38.98%) | Reduced | ↗▾ |
| 04 | WLFCWILLIS LEASE FINANCE CORP View history and evidence | $7.77M | 5.83% | 37.45K shares | 4.61% → 5.83%+1.22 pp -14.97K (-28.56%) | Reduced | ↗▾ |
| 05 | HCIHCI GROUP INC View history and evidence | $7.14M | 5.36% | 61.27K shares | 2.69% → 5.36%+2.67 pp +18.79K (+44.24%) | Added | ↗▾ |
| 06 | G27358103DESPEGAR.COM CORPORD SHS View history and evidence | $6.93M | 5.20% | 359.76K shares | Prior unavailable +359.76K | New | ↗▾ |
| 07 | DFINDONNELLEY FINANCIAL SOLUTION View history and evidence | $6.44M | 4.83% | 102.59K shares | Prior unavailable +102.59K | New | ↗▾ |
| 08 | WTWISDOMTREE INC View history and evidence | $6.21M | 4.66% | 591.13K shares | 3.73% → 4.66%+0.93 pp -41.38K (-6.54%) | Reduced | ↗▾ |
| 09 | CCSCENTURY COMMUNITIES INC View history and evidence | $6.11M | 4.59% | 83.28K shares | Prior unavailable +83.28K | New | ↗▾ |
| 10 | RPCRIDGEPOST CAPITAL INC-ACOM CL A View history and evidence | $5.77M | 4.33% | 457.58K shares | 4.46% → 4.33%-0.13 pp -247.14K (-35.07%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KRC KILROY REALTY CORP | Non-derivative | -250,949 | -$9.71M | SEC filing ↗ | SEC filing ↗ |
| PAX PATRIA INVESTMENTS LTD-A | Non-derivative | -541,602 | -$6.05M | SEC filing ↗ | SEC filing ↗ |
| CME CME GROUP INC | Non-derivative | -25,756 | -$5.68M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1841126 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 133229637
}Take these holdings further.
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