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Seawolf Capital, LLC files portfolio update

Seawolf Capital, LLC just filed a portfolio update (also known as a 13-F), dated November 13, 2015. The portfolio holdings are as of September 30, 2015.

Seawolf Capital, LLC reported adding to its positions of:

  • Chimera Investment Corporation
  • XL Group plc
  • Performant Financial Corporation
  • OneBeacon Insurance Group
  • Nelnet
  • MBIA
  • Kennedy-Wilson Holdings Inc.
  • ICICI Bank Limited
  • Green Dot Corporation

Positions in the following companies appear to have been reduced:

  • Aercap Holdings N.V.
  • Assured Guaranty Ltd.
  • Berkshire Hills Bancorp
  • CenterState Banks
  • Fidelity &...