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
4
Rithm Capital Ord Shs (US)
RITM
4.54%
+1.08M
$9.98M
$10.16M
1.07M
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
5
Ares Commercial Real Estate REIT Ord Shs (US)
ACRE
Buy
+120.00K
+36.70%
327.24K
$1.61M
2026-03-31
9
Ladder Capital Ord Shs Class A (US)
LADR
Buy
+45.00K
+104.80%
42.93K
$439.65K
2026-03-31

