Enstar Group LTD
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Enstar Group LTD reported 7 stock positions worth $372.1 million. Its top holding was JPMorgan Equity Premium Inco (JEPI) at 25.3% of the portfolio, followed by KKR (KKR, 19.8%) and Blackstone (BX, 18.0%). Compared with Q4 2023, it reduced 1. The biggest sale was JPMorgan Equity Premium Inco (JEPI, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0001363829
- Portfolio Value
- $372.1M (Q1 2024)
- SEC Filing
- 0001363829-24-000110 ↗ filed May 14, 2024
Holdings Value
Holdings 7 stocks · $372.1M
| JEPI JPMorgan Equity Premium Inco | 25.32% | 1,628,135 | $94.2M | Reduce -6.6% |
| KKR KKR & Co. Inc. | 19.80% | 732,313 | $73.7M | No change |
| BX Blackstone Inc. | 18.01% | 509,999 | $67.0M | No change |
| APOLLO GLOBAL MGMT LLC | 17.77% | 588,058 | $66.1M | No change |
| EIC Eagle Point Income Co.-USA Inc. | 16.85% | 3,764,580 | $62.7M | No change |
| James River Group Holdings | 1.59% | 637,640 | $5.9M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.66% | 32,166 | $2.5M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| JEPI JPMorgan Equity Premium Inco | Reduce -6.6% | 25.32% | −2.76 |
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $216.4M | JEPI, EIC, KKR, APO, BX |
| Q1 2026 | 9 | $217.4M | JEPI, EIC, KKR, BX, APO |
| Q4 2025 | 11 | $258.5M | JEPI, EIC, KKR, BX, APO |
| Q3 2025 | 11 | $270.6M | JEPI, EIC, KKR, BX, APOLLO GLOBAL MGMT LLC |
| Q2 2025 | 11 | $271.8M | JEPI, EIC, KKR, BX, APOLLO GLOBAL MGMT LLC |
| Q1 2025 | 11 | $265.0M | JEPI, EIC, KKR, APOLLO GLOBAL MGMT LLC, BX |
| Q4 2024 | 11 | $287.5M | JEPI, EIC, KKR, BX, APOLLO GLOBAL MGMT LLC |
| Q3 2024 | 7 | $389.1M | JEPI, KKR, BX, APOLLO GLOBAL MGMT LLC, EIC |
| Q2 2024 | 7 | $349.4M | JEPI, KKR, APOLLO GLOBAL MGMT LLC, EIC, BX |
| Q1 2024 | 7 | $372.1M | JEPI, KKR, BX, APOLLO GLOBAL MGMT LLC, EIC |