Antipodes Partners’s American Coastal Insurance ACIC Stock Holding History

Antipodes Partners’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	113,184 -43,383	-28%	-$479K	0.02%	78
2026 Q1	$1.76M	Buy	156,567 +68,182	+77%	+$766K	0.03%	70
2025 Q4	$1.12M	Buy	88,385 +26,041	+42%	+$314K	0.02%	72
2025 Q3	$710K	Buy	62,344 +40,323	+183%	+$439K	0.02%	70
2025 Q2	$245K	Sell	22,021 -4,976	-18%	-$54.8K	0.01%	61
2025 Q1	$312K	Sell	26,997 -13,923	-34%	-$170K	0.01%	53
2024 Q4	$551K	Buy	40,920 +18,179	+80%	+$227K	0.02%	46
2024 Q3	$256K	Buy	22,741 +2,190	+11%	+$24.5K	0.01%	54
2024 Q2	$217K	Hold	20,551	–	–	0.01%	53
2024 Q1	$220K	Buy	20,551 +602	+3%	+$6.81K	0.01%	47
2023 Q4	$188K	Buy	19,949 +8,664	+77%	+$69.7K	0.01%	52
2023 Q3	$83K	Buy	+11,285	New	+$73K	﹤0.01%	56

Other funds holding ACIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Antipodes Partners's ACIC Position: Q2 2026 in Review

Antipodes Partners reduced its American Coastal Insurance (ACIC) stake by 28% in Q2 2026, selling an estimated $479K and leaving 113,184 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #78.

Antipodes Partners first reported a position in ACIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q1 2026. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

Antipodes Partners held 113,184 shares of American Coastal Insurance worth $1.26M as of Q2 2026.
Antipodes Partners sold 43,383 American Coastal Insurance shares in Q2 2026, an estimated $479K.
American Coastal Insurance made up 0.02% of Antipodes Partners's portfolio in Q2 2026, its #78 holding.
Antipodes Partners first reported a position in American Coastal Insurance in Q3 2023 and has held it in 12 quarters since.
Antipodes Partners's American Coastal Insurance position peaked at $1.76M in Q1 2026.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.