IAT REINSURANCE CO LTD. — 13F holdings

IAT REINSURANCE CO LTD. reported 77 holdings worth $167M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NAM TAI G63907-10-2 PRIVATE — $25.3M (15.2%)
2. AMD ADVANCED MICRO DEVICES INC — $19.7M (11.8%)
3. HLIO HELIOS TECHNOLOGIES INC — $13.4M (8.0%)
4. AMGN AMGEN INC — $9.05M (5.4%)
5. MTN VAIL RESORTS INC — $6.81M (4.1%)
6. UBER UBER TECHNOLOGIES INC — $6.49M (3.9%)
7. NKE NIKE INC — $6.44M (3.9%)
8. DIS DISNEY WALT CO — $5.97M (3.6%)
9. EL LAUDER ESTEE COS INC — $5.92M (3.6%)
10. GPC GENUINE PARTS CO — $5.90M (3.5%)