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Scott Black

Delphi Financial Group Inc

Scott Black is the president and founder Delphi Management, Inc.

Shares Held
Asset Size
% Top 10
49
$219.66M
76.73%
Latest2025Q3
Top BuysRITM (US)
Top SellsOPITQ (US)

Latest Changes

Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
133.79M
98.00M
+36.51%
Shares Held
25
20
+25.00%
Buys
13
5
+160.00%
Sells
0
1
--

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
Energy Transfer Units (US)
ET
12.28%
0.00
$26.98M
$26.94M
1.40M
2026-03-31
Ellington Financial Ord Shs (US)
EFC
7.52%
+686.64K
$16.52M
$14.39M
1.21M
2026-03-31
7.36%
0.00
$16.16M
$12.92M
38.23K
2026-03-31
4
Rithm Capital Ord Shs (US)
RITM
4.54%
+1.08M
$9.98M
$10.16M
1.07M
2026-03-31
3.91%
+12.50K
$8.59M
$9.01M
72.46K
2026-03-31
3.25%
0.00
$7.14M
$8.77M
30.91K
2026-03-31
2.28%
0.00
$5.00M
$3.83M
18.39K
2026-03-31
1.99%
0.00
$4.37M
$5.51M
68.80K
2026-03-31
1.96%
+15.00K
$4.31M
$3.19M
11.08K
2026-03-31
1.83%
0.00
$4.01M
$4.75M
43.29K
2026-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Rithm Capital Ord Shs (US)
RITM
Buy
+1.08M
+100.80%
1.07M
$9.98M
2026-03-31
Ellington Financial Ord Shs (US)
EFC
Buy
+686.64K
+56.50%
1.21M
$16.52M
2026-03-31
Buy
+140.84K
+195.80%
71.94K
$1.81M
2026-03-31
Buy
+130.72K
+184.90%
70.68K
$1.89M
2026-03-31
5
Ares Commercial Real Estate REIT Ord Shs (US)
ACRE
Buy
+120.00K
+36.70%
327.24K
$1.61M
2026-03-31
Buy
+84.10K
+68.10%
123.41K
$2.13M
2026-03-31
Buy
+52.00K
+70.60%
73.70K
$1.39M
2026-03-31
Buy
+47.18K
+100.60%
46.91K
$418.93K
2026-03-31
9
Ladder Capital Ord Shs Class A (US)
LADR
Buy
+45.00K
+104.80%
42.93K
$439.65K
2026-03-31
Buy
+42.90K
+251.10%
17.09K
$2.01M
2026-03-31

Holding Performance

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