Picton Mahoney Asset Management’s Enstar Group ESGR Stock Holding History

Picton Mahoney Asset Management’s Portfolio ESGR Stock Details ESGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-60,134	Closed	-$20.2M	–	1115
2025 Q2	$20.2M	Sell	60,134 -27,500	-31%	-$9.2M	0.21%	98
2025 Q1	$29.1M	Buy	87,634 +15,500	+21%	+$5.11M	0.5%	26
2024 Q4	$23.2M	Buy	72,134 +28,476	+65%	+$9.21M	0.47%	39
2024 Q3	$14M	Buy	+43,658	New	+$14.1M	0.46%	69

Other funds holding ESGR

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Picton Mahoney Asset Management's ESGR Position: Q3 2025 in Review

Picton Mahoney Asset Management sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 60,134 shares — an estimated $20.2M sold.

Picton Mahoney Asset Management first reported a position in ESGR in Q3 2024 and held it in 4 quarters. The position peaked at $29.1M in Q1 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

Picton Mahoney Asset Management reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 60,134 Enstar Group shares in Q3 2025, an estimated $20.2M.
Picton Mahoney Asset Management first reported a position in Enstar Group in Q3 2024 and held it in 4 quarters.
Picton Mahoney Asset Management's Enstar Group position peaked at $29.1M in Q1 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.