DELPHI FINANCIAL GROUP, INC. — 13F Holdings & Portfolio

CIK 859139 · latest 13F-HR filed 2026-05-13

DELPHI FINANCIAL GROUP, INC. manages $221.6M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are JAAA (14.70%), ET (12.38%), ASHR (8.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 4, added to 11, and trimmed 9.

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.

Loading holdings…
AUM

$221.6M

Long-equity book

Holdings

32

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+8 / −4 / ↑11 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ELLINGTON FINANCIAL INC$6.9M +70.3%
  • ENERGY TRANSFER LP$4.0M +17.0%
  • WALMART INC$2.3M +36.1%
  • CHENIERE ENERGY INC$2.3M +46.0%
  • TSMC$1.6M +11.2%
Show all 11

Top Trims

  • JANUS HENDERSON AAA CLO ETF-$10.3M -23.9%
  • MICROSOFT CORP-$1.2M -23.5%
  • ISHARES CHINA LARGE-CAP ETF-$1.1M -6.2%
  • AEROVIRONMENT INC-$711.1K -24.3%
  • OXFORD LANE CAP CORP-$704.8K -33.2%
Show all 9

New Positions

  • RITHM CAPITAL CORP$10.2M
  • ALPHABET INC$4.3M
  • HUT 8 CORP$2.0M
  • TERAWULF INC$1.9M
  • CIPHER DIGITAL INC$1.8M
Show all 8

Exited Positions

  • UNITEDHEALTH GROUP INC$2.7M
  • TWO HARBORS INV CORP$1.5M
  • MFA FINL INC$1.3M
  • JANUS DETROIT STR TR$1.2M
Show all 4
All Holdings

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 JANUS HENDERSON AAA CLO ETF JAAA 47103U845 $32.6M 14.70% 646,695 SH
2 ENERGY TRANSFER LP ET 29273V100 $27.4M 12.38% 1,421,945 SH
3 XTRACKERS HARVEST CSI 300 CHI ASHR 233051879 $19.3M 8.69% 590,280 SH
4 ISHARES CHINA LARGE-CAP ETF FXI 464287184 $17.1M 7.72% 476,390 SH
5 ELLINGTON FINANCIAL INC EFC 28852N109 $16.7M 7.53% 1,408,396 SH
6 TSMC TSM 874039100 $16.2M 7.29% 47,830 SH
7 VANGUARD TOTAL STOCK MARKET E VTI 922908769 $13.3M 5.99% 41,400 SH
8 RITHM CAPITAL CORP RITM 64828T201 $10.2M 4.62% 1,081,000 SH
9 WALMART INC WMT 931142103 $8.6M 3.88% 69,260 SH
10 CHENIERE ENERGY INC LNG 16411R208 $7.2M 3.23% 25,220 SH
11 AMAZON.COM INC AMZN 023135106 $5.0M 2.26% 24,000 SH
12 KARMAN HOLDINGS INC KRMN 485924104 $4.4M 1.97% 54,645 SH
13 ALPHABET INC GOOGL 02079K305 $4.3M 1.95% 15,000 SH
14 EXPAND ENERGY CORP EXE 165167735 $4.0M 1.82% 36,720 SH
15 MICROSOFT CORP MSFT 594918104 $4.0M 1.80% 10,800 SH
16 UNITED PARCEL SERVICE INC UPS 911312106 $3.6M 1.62% 36,535 SH
17 KRATOS DEFENSE & SECURITY SOL KTOS 50077B207 $3.1M 1.40% 44,030 SH
18 CAESARS ENTERTAINMENT INC CZR 12769G100 $3.1M 1.39% 116,890 SH
19 ELLINGTON CREDIT CO EARN 288578107 $2.7M 1.22% 608,700 SH
20 AEROVIRONMENT INC AVAV 008073108 $2.2M 1.00% 12,085 SH
21 SIXTH STREET SPECIALTY LENDI TSLX 83012A109 $2.1M 0.96% 116,141 SH
22 HUT 8 CORP HUT 44812J104 $2.0M 0.91% 42,900 SH
23 BLACKSTONE MORTGAGE TR BXMT 09257WAE0 $2.0M 0.89% 2,000,000 PRN
24 TERAWULF INC WULF 88080T104 $1.9M 0.85% 130,720 SH
25 CIPHER DIGITAL INC CIFR 17253J106 $1.8M 0.82% 140,845 SH
26 ARES COML REAL ESTATE CORP ACRE 04013V108 $1.6M 0.73% 334,937 SH
27 OXFORD LANE CAP CORP OXLC 691543847 $1.4M 0.64% 145,030 SH
28 ARES CAPITAL CORP ARCC 04010L103 $1.4M 0.63% 77,000 SH
29 ISHARES TR IEF 464287440 $1.1M 0.51% 11,900 SH
30 CCC INTELLIGENT SOLUTIONS HL CCC 12510Q100 $459.2K 0.21% 76,529 SH
31 LADDER CAP CORP LADR 505743104 $439.6K 0.20% 45,000 SH
32 GOLDMAN SACHS BDC INC GSBD 38147U107 $418.9K 0.19% 47,177 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $221.6M 32 0001193125-26-220537
2025-12-31 2026-02-11 $200.3M 28 0001193125-26-045693
2025-09-30 2025-11-14 $177.8M 23 0001193125-25-281563