Phase 2 Partners, LLC — 13F holdings

Phase 2 Partners, LLC reported 26 holdings worth $133M in its 13F filing for Q4 2024, filed February 14, 2025.

Largest positions

1. ECPG ENCORE CAP GROUP INC — $16.1M (12.1%)
2. MCY MERCURY GENL CORP NEW — $9.50M (7.1%)
3. KMPR KEMPER CORP — $8.00M (6.0%)
4. WLFC WILLIS LEASE FIN CORP — $7.77M (5.8%)
5. HCI HCI GROUP INC — $7.14M (5.4%)
6. DESPEGAR COM CORP — $6.93M (5.2%)
7. DFIN DONNELLEY FINL SOLUTIONS INC — $6.44M (4.8%)
8. WT WISDOMTREE INC — $6.21M (4.7%)
9. CCS CENTURY CMNTYS INC — $6.11M (4.6%)
10. RPC P10 INC — $5.77M (4.3%)