STONE POINT CAPITAL LLC — 13F Holdings & Portfolio
CIK 1332638 · latest 13F-HR filed 2026-08-10
STONE POINT CAPITAL LLC manages $21.7M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ECC (100.00%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$21.7M
Long-equity book
Holdings
1
Distinct positions
Period
2026-06-30
Filed 2026-08-10
Q/Q Activity
+0 / −0 / ↑0 / ↓0
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2026.
Assets Under Management
$67.63B
Discretionary
$67.63B
Employees
121
Accounts
59
Address
20 HORSENECK LANE
GREENWICH, CT 06830-6327
GREENWICH, CT 06830-6327
Phone
(203) 862-2900
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CAREY, JAMES, DAWSON Control | CO-CHIEF EXECUTIVE OFFICER since May 2005 | Less than 5% | Individual |
| DAVIS, CHARLES, ARTHUR Control | CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER since May 2005 | Less than 5% | Individual |
| DEVINO, SALLY, A. Control | CHIEF FINANCIAL OFFICER since Jan 2022 | Less than 5% | Individual |
| FRIEDMAN, STEPHEN, NMN Control | SENIOR CHAIRMAN since May 2005 | Less than 5% | Individual |
| GIAMMARCO, JACQUELINE, MICHELLE Control | CHIEF COMPLIANCE OFFICER since Jan 2012 | Less than 5% | Individual |
| SANNELLA, ERIC, FRANCIS Control | CHIEF FINANCIAL OFFICER - PE since Mar 2026 | Less than 5% | Individual |
| SPC FIELD PARTNERS LLC Control | OWNER OF CLASS A COMMON UNITS OF STONE POINT CAPITAL LLC since Dec 2013 | 75% or more | Domestic Entity |
| WERMUTH, DAVID, JAY Control | CO-PRESIDENT, GENERAL COUNSEL, CHIEF OPERATING OFFICER since May 2005 | Less than 5% | Individual |
| ZERBIB, NICOLAS, DAVID Control | CO-PRESIDENT & CHIEF INVESTMENT OFFICER since May 2005 | Less than 5% | Individual |
| WAFRA GRANITE ASSOCIATES L.P. | OWNER OF CLASS B COMMON UNITS OF STONE POINT CAPITAL LLC since Dec 2013 | 10–25% | Foreign Entity |
| DAVIS, CHARLES, ARTHUR Control Indirect owner via SPC FIELD PARTNERS LLC | MEMBER OF SPC FIELD PARTNERS LLC since Dec 2013 | 25–50% | Individual |
| THE PUBLIC INSTITUTION FOR SOCIAL SECURITY Control Indirect owner via WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. | SHAREHOLDER OF WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. since Dec 2012 | 75% or more | Foreign Entity |
| THE PUBLIC INSTITUTION FOR SOCIAL SECURITY Control Indirect owner via WAFRA GLOBAL HOLDINGS L.P. | LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS L.P. since Dec 2012 | 75% or more | Foreign Entity |
| W GLOBAL HOLDINGS GP LTD. Control Indirect owner via WAFRA GH-GP L.P. | GENERAL PARTNER OF WAFRA GH-GP L.P. since Dec 2012 | General partner, trustee or manager | Foreign Entity |
| WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. Control Indirect owner via WATSON HOLDINGS GP LTD | SHAREHOLDER OF WATSON HOLDINGS GP LTD. since Mar 2021 | 75% or more | Foreign Entity |
| WAFRA GH-GP L.P. Control Indirect owner via WAFRA GRANITE ASSOCIATES L.P. | GENERAL PARTNER OF WAFRA GRANITE ASSOCIATES L.P. since Dec 2012 | General partner, trustee or manager | Foreign Entity |
| WAFRA GH-GP L.P. Control Indirect owner via WAFRA GLOBAL HOLDINGS L.P. | GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS L.P. since Dec 2012 | General partner, trustee or manager | Foreign Entity |
| WAFRA GH-GP L.P. Control Indirect owner via WATSON HOLDINGS II LP | GENERAL PARTNER OF WATSON HOLDINGS II LP since Mar 2021 | General partner, trustee or manager | Foreign Entity |
| WAFRA GH-GP L.P. Control Indirect owner via WAFRA GLOBAL HOLDINGS III LP | GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS III LP since Feb 2020 | General partner, trustee or manager | Foreign Entity |
| WAFRA GH-GP L.P. Control Indirect owner via WIC GLOBAL HOLDINGS L.P. | GENERAL PARTNER OF WIC GLOBAL HOLDINGS L.P. since Dec 2012 | General partner, trustee or manager | Foreign Entity |
| WAFRA GLOBAL HOLDINGS III LP Control Indirect owner via WAFRA GRANITE ASSOCIATES L.P. | LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. since Jun 2021 | 25–50% | Foreign Entity |
| WAFRA GLOBAL HOLDINGS L.P. Control Indirect owner via WAFRA GRANITE HOLDINGS INC. | SHAREHOLDER OF WAFRA GRANITE HOLDINGS INC. since Dec 2012 | 75% or more | Foreign Entity |
| WAFRA GLOBAL HOLDINGS L.P. Control Indirect owner via WAFRA MARBLE HOLDINGS LTD. | SHAREHOLDER OF WAFRA MARBLE HOLDINGS LTD. since Dec 2012 | 75% or more | Foreign Entity |
| WAFRA GRANITE HOLDINGS III INC. Control Indirect owner via WAFRA GLOBAL HOLDINGS III LP | LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP since Feb 2020 | 50–75% | Domestic Entity |
| WAFRA GRANITE HOLDINGS INC. Control Indirect owner via WATSON HOLDINGS II LP | LIMITED PARTNER OF WATSON HOLDINGS II LP since Mar 2021 | 25–50% | Domestic Entity |
| WAFRA INC. Control Indirect owner via W GLOBAL HOLDINGS GP LTD. | SHAREHOLDER OF W GLOBAL HOLDINGS GP LTD. since Dec 2012 | 75% or more | Domestic Entity |
| WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. Control Indirect owner via WAFRA INTERVEST CORPORATION LTD. | SHAREHOLDER OF WAFRA INTERVEST CORPORATION LTD. since Nov 2020 | 75% or more | Foreign Entity |
| WAFRA INTERVEST CORPORATION LTD. Control Indirect owner via WAFRA INC. | SHAREHOLDER OF WAFRA INC. since Dec 2012 | 75% or more | Foreign Entity |
| WAFRA INTERVEST CORPORATION LTD. Control Indirect owner via WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. | SHAREHOLDER OF WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. since Mar 2021 | 75% or more | Foreign Entity |
| WAFRA INTERVEST CORPORATION LTD. Control Indirect owner via WIC GLOBAL HOLDINGS L.P. | LIMITED PARTNER OF WIC GLOBAL HOLDINGS L.P. since Dec 2012 | 75% or more | Foreign Entity |
| WAFRA MARBLE HOLDINGS III LTD. Control Indirect owner via WAFRA GLOBAL HOLDINGS III LP | LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP since Feb 2020 | 25–50% | Foreign Entity |
| WAFRA MARBLE HOLDINGS LTD. Control Indirect owner via WATSON HOLDINGS II LP | LIMITED PARTNER OF WATSON HOLDINGS II LP since Mar 2021 | 50–75% | Foreign Entity |
| WATSON HOLDINGS GP LTD Control Indirect owner via WATSON HOLDINGS LP | GENERAL PARTNER OF WATSON HOLDINGS LP since Mar 2021 | General partner, trustee or manager | Foreign Entity |
| WATSON HOLDINGS II LP Control Indirect owner via WAFRA GRANITE ASSOCIATES L.P. | LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. since Jun 2021 | 25–50% | Domestic Entity |
| WATSON HOLDINGS II LP Control Indirect owner via WATSON HOLDINGS LP | LIMITED PARTNER OF WATSON HOLDINGS LP since Mar 2021 | 25–50% | Domestic Entity |
| WATSON HOLDINGS LP Control Indirect owner via WAFRA GRANITE ASSOCIATES L.P. | LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. since Jun 2021 | 25–50% | Foreign Entity |
| WIC GLOBAL HOLDINGS L.P. Control Indirect owner via WAFRA MARBLE HOLDINGS III LTD. | SHAREHOLDER OF WAFRA MARBLE HOLDINGS III LTD. since Aug 2020 | 75% or more | Foreign Entity |
Ownership & leadership changes · 10 filings with changes since Feb 14, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- AddedSANNELLA, ERIC, FRANCIS · CHIEF FINANCIAL OFFICER - PE · Less than 5% · control person
Mar 31, 2025 filing
- ChangedCAREY, JAMES, DAWSON · title CO-CEO AND MEMBER OF SPC FIELD PARTNERS LLC → CO-CHIEF EXECUTIVE OFFICER
- ChangedDAVIS, CHARLES, ARTHUR · title CHAIRMAN, CO-CEO AND MEMBER OF SPC FIELD PARTNERS LLC → CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER
- ChangedFRIEDMAN, STEPHEN, NMN · title SENIOR CHAIRMAN AND MEMBER OF SPC FIELD PARTNERS LLC → SENIOR CHAIRMAN
- ChangedWERMUTH, DAVID, JAY · title CO-PRESIDENT, GENERAL COUNSEL, CHIEF OPERATING OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC → CO-PRESIDENT, GENERAL COUNSEL, CHIEF OPERATING OFFICER
- ChangedZERBIB, NICOLAS, DAVID · title CO-PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC → CO-PRESIDENT & CHIEF INVESTMENT OFFICER
Jul 3, 2024 filing
- ChangedCAREY, JAMES, DAWSON · title PRESIDENT AND MEMBER OF SPC FIELD PARTNERS LLC → CO-CEO AND MEMBER OF SPC FIELD PARTNERS LLC; ownership 10–25% → Less than 5%
- ChangedDAVIS, CHARLES, ARTHUR · title CHAIRMAN, CHIEF EXECUTIVE OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC → CHAIRMAN, CO-CEO AND MEMBER OF SPC FIELD PARTNERS LLC; ownership 10–25% → Less than 5%
- ChangedFRIEDMAN, STEPHEN, NMN · ownership 10–25% → Less than 5%
- ChangedWERMUTH, DAVID, JAY · title GENERAL COUNSEL, CHIEF OPERATING OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC → CO-PRESIDENT, GENERAL COUNSEL, CHIEF OPERATING OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC; ownership 10–25% → Less than 5%
- ChangedZERBIB, NICOLAS, DAVID · title CHIEF INVESTMENT OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC → CO-PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC; ownership 10–25% → Less than 5%
Mar 29, 2024 filing
- ChangedCAREY, JAMES, DAWSON · title MANAGING DIRECTOR AND MEMBER OF SPC FIELD PARTNERS LLC → PRESIDENT AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedDAVIS, CHARLES, ARTHUR · title CHIEF EXECUTIVE OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC → CHAIRMAN, CHIEF EXECUTIVE OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedFRIEDMAN, STEPHEN, NMN · title CHAIRMAN AND MEMBER OF SPC FIELD PARTNERS LLC → SENIOR CHAIRMAN AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedWERMUTH, DAVID, JAY · title GENERAL COUNSEL, MANAGING DIRECTOR AND MEMBER OF SPC FIELD PARTNERS LLC → GENERAL COUNSEL, CHIEF OPERATING OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedZERBIB, NICOLAS, DAVID · title MANAGING DIRECTOR AND MEMBER OF SPC FIELD PARTNERS LLC → CHIEF INVESTMENT OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC
Mar 31, 2022 filing
- No longer listedGOLDMAN, RICHARD, A (MI ONLY) · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since May 2005
- No longer listedWAFRA GRANITE HOLDINGS INC. · LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. · 75% or more · indirect via WAFRA GRANITE ASSOCIATES L.P. · control person · listed since Dec 2012
- AddedDEVINO, SALLY, A. · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedWAFRA FINANCIAL & MANAGEMENT SERVICES LTD. · SHAREHOLDER OF WATSON HOLDINGS GP LTD. · 75% or more · indirect via WATSON HOLDINGS GP LTD · control person
- AddedWAFRA GH-GP L.P. · GENERAL PARTNER OF WATSON HOLDINGS II LP · General partner, trustee or manager · indirect via WATSON HOLDINGS II LP · control person
- AddedWAFRA GH-GP L.P. · GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS III LP · General partner, trustee or manager · indirect via WAFRA GLOBAL HOLDINGS III LP · control person
- AddedWAFRA GH-GP L.P. · GENERAL PARTNER OF WIC GLOBAL HOLDINGS L.P. · General partner, trustee or manager · indirect via WIC GLOBAL HOLDINGS L.P. · control person
- AddedWAFRA GLOBAL HOLDINGS III LP · LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. · 25–50% · indirect via WAFRA GRANITE ASSOCIATES L.P. · control person
- AddedWAFRA GLOBAL HOLDINGS L.P. · SHAREHOLDER OF WAFRA MARBLE HOLDINGS LTD. · 75% or more · indirect via WAFRA MARBLE HOLDINGS LTD. · control person
- AddedWAFRA GRANITE HOLDINGS III INC. · LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP · 50–75% · indirect via WAFRA GLOBAL HOLDINGS III LP · control person
- AddedWAFRA GRANITE HOLDINGS INC. · LIMITED PARTNER OF WATSON HOLDINGS II LP · 25–50% · indirect via WATSON HOLDINGS II LP · control person
- AddedWAFRA INTERVEST CORPORATION LTD. · SHAREHOLDER OF WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. · 75% or more · indirect via WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. · control person
- AddedWAFRA INTERVEST CORPORATION LTD. · LIMITED PARTNER OF WIC GLOBAL HOLDINGS L.P. · 75% or more · indirect via WIC GLOBAL HOLDINGS L.P. · control person
- AddedWAFRA MARBLE HOLDINGS III LTD. · LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP · 25–50% · indirect via WAFRA GLOBAL HOLDINGS III LP · control person
- AddedWAFRA MARBLE HOLDINGS LTD. · LIMITED PARTNER OF WATSON HOLDINGS II LP · 50–75% · indirect via WATSON HOLDINGS II LP · control person
- AddedWATSON HOLDINGS GP LTD · GENERAL PARTNER OF WATSON HOLDINGS LP · General partner, trustee or manager · indirect via WATSON HOLDINGS LP · control person
- AddedWATSON HOLDINGS II LP · LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. · 25–50% · indirect via WAFRA GRANITE ASSOCIATES L.P. · control person
- AddedWATSON HOLDINGS II LP · LIMITED PARTNER OF WATSON HOLDINGS LP · 25–50% · indirect via WATSON HOLDINGS LP · control person
- AddedWATSON HOLDINGS LP · LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. · 25–50% · indirect via WAFRA GRANITE ASSOCIATES L.P. · control person
- AddedWIC GLOBAL HOLDINGS L.P. · SHAREHOLDER OF WAFRA MARBLE HOLDINGS III LTD. · 75% or more · indirect via WAFRA MARBLE HOLDINGS III LTD. · control person
Mar 31, 2021 filing
- No longer listedTHE PUBLIC INSTITUTION FOR SOCIAL SECURITY · SHAREHOLDER OF WAFRA INTERVEST CORPORATION · 75% or more · indirect via WAFRA INTERVEST CORPORATION · control person · listed since Dec 2012
- No longer listedWAFRA INTERVEST CORPORATION · SHAREHOLDER OF WAFRA INC. · 75% or more · indirect via WAFRA INC. · control person · listed since Dec 2012
- AddedTHE PUBLIC INSTITUTION FOR SOCIAL SECURITY · SHAREHOLDER OF WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. · 75% or more · indirect via WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. · control person
- AddedWAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. · SHAREHOLDER OF WAFRA INTERVEST CORPORATION LTD. · 75% or more · indirect via WAFRA INTERVEST CORPORATION LTD. · control person
- AddedWAFRA INTERVEST CORPORATION LTD. · SHAREHOLDER OF WAFRA INC. · 75% or more · indirect via WAFRA INC. · control person
- ChangedCAREY, JAMES, DAWSON · title SENIOR PRINCIPAL AND MEMBER OF SPC FIELD PARTNERS LLC → MANAGING DIRECTOR AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedWERMUTH, DAVID, JAY · title GENERAL COUNSEL, SENIOR PRINCIPAL AND MEMBER OF SPC FIELD PARTNERS LLC → GENERAL COUNSEL, MANAGING DIRECTOR AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedZERBIB, NICOLAS, DAVID · title SENIOR PRINCIPAL AND MEMBER OF SPC FIELD PARTNERS LLC → MANAGING DIRECTOR AND MEMBER OF SPC FIELD PARTNERS LLC
Mar 29, 2019 filing
- No longer listedWAFRA INTERVEST CORPORATION · SHAREHOLDER OF WAFRA INVESTMENT ADVISORY GROUP, INC. · 75% or more · indirect via WAFRA INVESTMENT ADVISORY GROUP, INC. · control person · listed since Dec 2012
- AddedWAFRA INTERVEST CORPORATION · SHAREHOLDER OF WAFRA INC. · 75% or more · indirect via WAFRA INC. · control person
Mar 30, 2016 filing
- No longer listedHARTZBAND, MERYL, DEBORAH · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since May 2005
Mar 31, 2014 filing
- No longer listedSTONE POINT CAPITAL LLC · OWNER OF CLASS A UNITS OF SPC MANAGEMENT HOLDINGS LLC · 75% or more · control person · listed since Dec 2012
- AddedDAVIS, CHARLES, ARTHUR · MEMBER OF SPC FIELD PARTNERS LLC · 25–50% · indirect via SPC FIELD PARTNERS LLC · control person
- AddedSPC FIELD PARTNERS LLC · OWNER OF CLASS A COMMON UNITS OF STONE POINT CAPITAL LLC · 75% or more · control person
- ChangedCAREY, JAMES, DAWSON · title SENIOR PRINCIPAL OF SPC MANAGEMENT HOLDINGS LLC / SENIOR PRINCIPAL, MEMBER → SENIOR PRINCIPAL AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedDAVIS, CHARLES, ARTHUR · title CHIEF EXECUTIVE OFFICER OF SPC MANAGEMENT HOLDINGS LLC / CHIEF EXECUTIVE OFFICER, MEMBER → CHIEF EXECUTIVE OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC; ownership 25–50% → 10–25%
- ChangedFRIEDMAN, STEPHEN, NMN · title CHAIRMAN, MEMBER → CHAIRMAN AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedGIAMMARCO, JACQUELINE, MICHELLE · title CHIEF COMPLIANCE OFFICER STONE POINT CAPITAL LLC/SPC MANAGEMENT HOLDINGS LLC → CHIEF COMPLIANCE OFFICER
- ChangedGOLDMAN, RICHARD, A (MI ONLY) · title CHIEF FINANCIAL OFFICER OF SPC MANAGEMENT HOLDINGS LLC / CHIEF FINANCIAL OFFICER, PRINCIPAL → CHIEF FINANCIAL OFFICER
- ChangedHARTZBAND, MERYL, DEBORAH · title CHIEF INVESTMENT OFFICER OF SPC MANAGEMENT HOLDINGS LLC / CHIEF INVESTMENT OFFICER, MEMBER → CHIEF INVESTMENT OFFICER; ownership 10–25% → Less than 5%
- ChangedWAFRA GRANITE ASSOCIATES L.P. · title OWNER OF CLASS B UNITS OF SPC MANAGEMENT HOLDINGS LLC → OWNER OF CLASS B COMMON UNITS OF STONE POINT CAPITAL LLC
- ChangedWERMUTH, DAVID, JAY · title GENERAL COUNSEL, SENIOR PRINCIPAL AND SECRETARY OF SPC MANAGEMENT HOLDINGS LLC / GENERAL COUNSEL, SENIOR PRINCIPAL, SECRETARY, MEMBER → GENERAL COUNSEL, SENIOR PRINCIPAL AND MEMBER OF SPC FIELD PARTNERS LLC
- ChangedZERBIB, NICOLAS, DAVID · title SENIOR PRINCIPAL OF SPC MANAGEMENT HOLDINGS LLC / SENIOR PRINCIPAL, MEMBER → SENIOR PRINCIPAL AND MEMBER OF SPC FIELD PARTNERS LLC
Jan 11, 2013 filing
- AddedSTONE POINT CAPITAL LLC · OWNER OF CLASS A UNITS OF SPC MANAGEMENT HOLDINGS LLC · 75% or more · control person
- AddedTHE PUBLIC INSTITUTION FOR SOCIAL SECURITY · LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS L.P. · 75% or more · indirect via WAFRA GLOBAL HOLDINGS L.P. · control person
- AddedTHE PUBLIC INSTITUTION FOR SOCIAL SECURITY · SHAREHOLDER OF WAFRA INTERVEST CORPORATION · 75% or more · indirect via WAFRA INTERVEST CORPORATION · control person
- AddedW GLOBAL HOLDINGS GP LTD. · GENERAL PARTNER OF WAFRA GH-GP L.P. · General partner, trustee or manager · indirect via WAFRA GH-GP L.P. · control person
- AddedWAFRA GH-GP L.P. · GENERAL PARTNER OF WAFRA GRANITE ASSOCIATES L.P. · General partner, trustee or manager · indirect via WAFRA GRANITE ASSOCIATES L.P. · control person
- AddedWAFRA GH-GP L.P. · GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS L.P. · General partner, trustee or manager · indirect via WAFRA GLOBAL HOLDINGS L.P. · control person
- AddedWAFRA GLOBAL HOLDINGS L.P. · SHAREHOLDER OF WAFRA GRANITE HOLDINGS INC. · 75% or more · indirect via WAFRA GRANITE HOLDINGS INC. · control person
- AddedWAFRA GRANITE ASSOCIATES L.P. · OWNER OF CLASS B UNITS OF SPC MANAGEMENT HOLDINGS LLC · 10–25%
- AddedWAFRA GRANITE HOLDINGS INC. · LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. · 75% or more · indirect via WAFRA GRANITE ASSOCIATES L.P. · control person
- AddedWAFRA INC. · SHAREHOLDER OF W GLOBAL HOLDINGS GP LTD. · 75% or more · indirect via W GLOBAL HOLDINGS GP LTD. · control person
- AddedWAFRA INTERVEST CORPORATION · SHAREHOLDER OF WAFRA INVESTMENT ADVISORY GROUP, INC. · 75% or more · indirect via WAFRA INVESTMENT ADVISORY GROUP, INC. · control person
- ChangedCAREY, JAMES, DAWSON · title SENIOR PRINCIPAL, MEMBER → SENIOR PRINCIPAL OF SPC MANAGEMENT HOLDINGS LLC / SENIOR PRINCIPAL, MEMBER
- ChangedDAVIS, CHARLES, ARTHUR · title CHIEF EXECUTIVE OFFICER, MEMBER → CHIEF EXECUTIVE OFFICER OF SPC MANAGEMENT HOLDINGS LLC / CHIEF EXECUTIVE OFFICER, MEMBER
- ChangedGIAMMARCO, JACQUELINE, MICHELLE · title CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND COUNSEL → CHIEF COMPLIANCE OFFICER STONE POINT CAPITAL LLC/SPC MANAGEMENT HOLDINGS LLC
- ChangedGOLDMAN, RICHARD, A (MI ONLY) · title CHIEF FINANCIAL OFFICER, PRINCIPAL → CHIEF FINANCIAL OFFICER OF SPC MANAGEMENT HOLDINGS LLC / CHIEF FINANCIAL OFFICER, PRINCIPAL
- ChangedHARTZBAND, MERYL, DEBORAH · title CHIEF INVESTMENT OFFICER, MEMBER → CHIEF INVESTMENT OFFICER OF SPC MANAGEMENT HOLDINGS LLC / CHIEF INVESTMENT OFFICER, MEMBER
- ChangedWERMUTH, DAVID, JAY · title GENERAL COUNSEL, SENIOR PRINCIPAL, SECRETARY, MEMBER → GENERAL COUNSEL, SENIOR PRINCIPAL AND SECRETARY OF SPC MANAGEMENT HOLDINGS LLC / GENERAL COUNSEL, SENIOR PRINCIPAL, SECRETARY, MEMBER
- ChangedZERBIB, NICOLAS, DAVID · title SENIOR PRINCIPAL, MEMBER → SENIOR PRINCIPAL OF SPC MANAGEMENT HOLDINGS LLC / SENIOR PRINCIPAL, MEMBER
Older changes (1 more filing)
Feb 14, 2012 filing (earliest on record)
- ListedCAREY, JAMES, DAWSON · SENIOR PRINCIPAL, MEMBER · 10–25% · control person
- ListedDAVIS, CHARLES, ARTHUR · CHIEF EXECUTIVE OFFICER, MEMBER · 25–50% · control person
- ListedFRIEDMAN, STEPHEN, NMN · CHAIRMAN, MEMBER · 10–25% · control person
- ListedGIAMMARCO, JACQUELINE, MICHELLE · CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND COUNSEL · Less than 5% · control person
- ListedGOLDMAN, RICHARD, A (MI ONLY) · CHIEF FINANCIAL OFFICER, PRINCIPAL · Less than 5% · control person
- ListedHARTZBAND, MERYL, DEBORAH · CHIEF INVESTMENT OFFICER, MEMBER · 10–25% · control person
- ListedWERMUTH, DAVID, JAY · GENERAL COUNSEL, SENIOR PRINCIPAL, SECRETARY, MEMBER · 10–25% · control person
- ListedZERBIB, NICOLAS, DAVID · SENIOR PRINCIPAL, MEMBER · 10–25% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
STONE POINT CAPITAL LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EAGLE PT CR CO LLC | ECC | 269808101 | $21.7M | 100.00% | 5,822,728 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $21.7M | 1 | 0001193125-26-341775 |
| 2026-03-31 | 2026-05-11 | $21.9M | 1 | 0001193125-26-217038 |
| 2025-12-31 | 2026-02-12 | $33.5M | 1 | 0001193125-26-048045 |
| 2025-09-30 | 2025-11-13 | $268.8M | 2 | 0001193125-25-279855 |
Filer Information
Address
20 HORSENECK LANEGREENWICH, CT 06830
Phone
(203) 862-2900
Filing Manager
STONE POINT CAPITAL LLC
GREENWICH, CT
Signatory
JACQUELINE GIAMMARCO
CHIEF COMPLIANCE OFFICER