Long Focus Capital Management’s Assured Guaranty AGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31M	Hold	380,000	–	–	1.36%	34
2025 Q4	$34.2M	Buy	380,000 +60,000	+19%	+$5.17M	1.7%	30
2025 Q3	$27.1M	Buy	320,000 +40,000	+14%	+$3.32M	1.55%	32
2025 Q2	$24.4M	Hold	280,000	–	–	1.57%	30
2025 Q1	$24.7M	Buy	280,000 +5,000	+2%	+$448K	1.68%	30
2024 Q4	$24.8M	Buy	275,000 +10,000	+4%	+$875K	1.89%	26
2024 Q3	$21.1M	Buy	265,000 +10,000	+4%	+$789K	1.86%	24
2024 Q2	$19.7M	Buy	255,000 +15,000	+6%	+$1.17M	2.04%	25
2024 Q1	$20.9M	Sell	240,000 -50,000	-17%	-$4.21M	2.42%	19
2023 Q4	$21.7M	Sell	290,000 -7,000	-2%	-$462K	2.8%	15
2023 Q3	$18M	Hold	297,000	–	–	2.58%	15
2023 Q2	$16.6M	Hold	297,000	–	–	2.51%	15
2023 Q1	$14.9M	Hold	297,000	–	–	2.41%	20
2022 Q4	$18.5M	Sell	297,000 -15,000	-5%	-$889K	3.05%	13
2022 Q3	$15.1M	Buy	312,000 +17,000	+6%	+$913K	3.29%	11
2022 Q2	$16.5M	Hold	295,000	–	–	3.3%	13
2022 Q1	$18.8M	Sell	295,000 -54,900	-16%	-$3.15M	4.02%	8
2021 Q4	$17.6M	Buy	+349,900	New	+$18M	4.79%	8