Octave Specialty Group (OSG)Gendell Jeffrey L added to its stake +666K shares

1.86M

Shares reported · +666K vs prior quarter

0.29%

Disclosed portfolio weight

$15.6M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 14, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 29, 2025Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 2 more items)“On September 29, 2025 , the Company completed its previously announced sale to Acorn of all of the issued and outstanding shares of common stock, par value $2.50 per share, of Ambac Assurance Corporation, a Wisconsin stock insurance company and wholly owned subsidiary of the Company (the “AAC Transaction”), for $420,000,000 in cash, subject to certain adjustments, pursuant to and upon the terms and subject to the…”
2. Sep 29, 2025Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
3. Sep 29, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 29, 2025 (the “Effective Date”), Ambac Financial Group, Inc. (the “Company”) entered into new employment agreements with Claude LeBlanc, the Company’s President and Chief Executive Officer, David Trick, the Company’s Executive Vice President, Chief Financial Officer and Treasurer, and R. Sharon Smith, the Company’s Executive Vice President and Group Chief Operating Officer.”
4. Sep 30, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“of Certain Officers Following the closing of the sale of Ambac Assurance Corporation on September 29, 2025, on September 30, 2025, the Compensation Committee (the “Committee”) of the Board of Directors of Ambac Financial Group, Inc. (the “Company”) accelerated the vesting of the performance stock unit awards (“PSUs”) granted in 2023 and 2024 to Claude LeBlanc, the Company’s President and Chief Executive Officer,…”
5. Oct 31, 2025Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 2 more items)“On October 31, 2025 , (the “ Closing Date ”), the Company and its wholly owned subsidiary, Cirrata VI, completed the previously announced acquisition of all of the issued and outstanding limited liability company interests of ArmadaCorp Capital, LLC, a wholly owned subsidiary of Sirius Acquisitions Holding Company (the “ArmadaCorp Acquisition”), pursuant to and upon the terms and subject to the conditions set forth…”
6. Nov 10, 2025Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year
7. Nov 10, 2025Company filing · Form 8-K · ResultsReported its results
8. Nov 12, 2025InsiderOfficer purchased ~$205 of OSG shares in the open market

What came next

1. Dec 10, 2025Company filing · Form 8-K · Auditor changeChanged its auditor“Change in Registrant’s Certifying Accountant (a) Dismissal of Previous Independent Registered Public Accounting Firm As a matter of good corporate governance, the Audit Committee of the Board of Directors (the “Audit Committee”) of Octave Specialty Group, Inc., formerly known as Ambac Financial Group, Inc., (the “Company”) has been taking a number of steps in consideration of a potential audit firm rotation.”
2. Jan 2, 2026Insider · Bought outside the usual windowCEO purchased ~$91K of OSG shares in the open market
3. Feb 23, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Octave Specialty Group

OQRO holds no insider, Congress, fund or contract record for Octave Specialty Group dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its OSG page.

How this filing works

• SEC Form 13F

Other disclosures at Octave Specialty Group

• SEC Form 13F-HRFeb 13, 2026
• SEC Form 4Jan 6, 2026
• SEC Form 4Nov 15, 2025
• SEC Form 4Aug 11, 2025
• SEC Form 4May 15, 2025
• SEC Form 4May 15, 2025

Everything OQRO holds on this company is on its OSG page.