What smart money is saying about Ambac Financial Group
1 fund in our archive has pitched Ambac Financial Group, most recently Third Avenue Small Cap Value Fund in December 2024.
Ambac Financial Group, Inc., a financial services holding company, provides financial guarantees in the United States, the United Kingdom, Italy, Austria, Australia, France, and Internationally. It offers financial guarantee insurance policies; specialty property & casualty program insurance; credit derivative contracts; and interest rate derivative transactions, as well as managing general agency / underwriting services. The company was incorporated in 1991 and is headquartered in New York, New York.
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Position history
Between Q4 2024 and Q4 2025, 1 fund letter reported a position in Ambac Financial Group, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 1 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- December 2025
“During the quarter, the Fund initiated a new position in Flagstar Bank, NA and added to several existing positions, including Alamo Group, Octave Specialty Group (recently renamed from Ambac Financial), and ICF International.”
Ambac Financial Group
Fund coverage · 1 thesis
- Third Avenue Small Cap Value FundDecember 2024
Ambac Financial Group is transforming its business by selling its legacy operations and focusing on building a high-margin, asset-light insurance platform, while leveraging its significant cash reserves and tax assets for future growth.
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