Entry 02 of 16

Tail Risk Partners

We concentrate our exposure where the distribution ends.

Preferred entry: Special situations · Positions co-held with the fund: 1

Portfolio

Selected positions

001AviaryCarrier-grade last-mile logistics.logistics2026
002Firebreak HoldingsRun-off reinsurance in wildfire-exposed counties.special situations · 2023
003Southern RedundancyDark-fiber routes held against the unavailability of the primary routes.special situations · 2021
004UndisclosedHeld at the firm's request. Not described in this file.special situations

Recorded as of the most recent exchange of letters.