Fund HoldingsNorth Ground Capital

Total Portfolio Value
$83.01M
Total Bought
$10.39M
Total Sold
$125.95M
Net Transaction
-$115.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FS CREDIT OPPORTUNITIES CORP(FSCO)27,334525,000+497,6661722,6783.23%+2,505
GLADSTONE CAP CORP0142,896+142,89602,4792.99%+2,479
GOLUB CAP BDC INC(GBDC)326,106478,894+152,7884,4256,0637.30%+1,638
FS SPECIALTY LENDING FD(FSSL)135,324250,000+114,6761,9133,1283.77%+1,214
BLACKSTONE SECD LENDING FD(BXSL)027,041+27,04106410.77%+641
ARES CAPITAL CORP(ARCC)017,757+17,75703200.39%+320
NEW MTN FIN CORP025,000+25,00001940.23%+194
WESTERN ASST INFLTN LKD INM
COM SH BEN INT
10,8920-10,892900-90
INVESTCORP CR MGMT BDC INC54,29925,386-28,913147410.05%-105
MILLROSE PPTYS INC(MRP)127,189130,000+2,8113,7993,6404.38%-159
FEDERATED HERMES PREM MUNI I38,42917,018-21,4114271860.22%-241
DESTRA MULTI-ALTERNATIVE FD77,31055,059-22,2516934470.54%-247
CLOUGH GLOBAL EQUITY FD
COM
72,01935,554-36,4655522680.32%-284
APOLLO COML REAL ESTATE FIN(ARI)60,00025,000-35,0005812640.32%-317
INVESCO PA VALUE MUN INC TR93,48149,775-43,7069785260.63%-452
SABA CAPITAL INCOME & OPRNT163,11494,432-68,6821,1436360.77%-507
NUVEEN NEW JERSEY
COM
112,82662,639-50,1871,4267700.93%-656
NUVEEN PA INVT QUALITY MUN F152,52985,044-67,4851,8141,0151.22%-799
INVESCO ADVANTAGE MUN INCOME95,4430-95,4438700-870
NUVEEN AMT FREE QLTY MUN INC76,3420-76,3428880-888
HIGHLAND OPPS & INCOME FD192,70122,081-170,6201,1521260.15%-1,026
ANGEL OAK MORTGAGE REIT INC(AOMD)249,628136,424-113,2042,1491,1211.35%-1,028
MEXICO FD INC126,31271,369-54,9432,5441,4941.80%-1,050
ABRDN EMERGING MARKETS EX CH152,3700-152,3701,0670-1,067
INVESCO QUALITY MUN INCOME T238,367130,401-107,9662,3741,2541.51%-1,120
MSC INCOME FUND INC501,678448,919-52,7596,5925,4686.59%-1,124
CLOUGH GLOBAL DIVID & INCOME244,25447,359-196,8951,4582800.34%-1,178
BLACKROCK TCP CAPITAL CORP787,946850,000+62,0544,3103,0693.70%-1,242
ABRDN INCOME CREDIT STRATEGI329,148100,000-229,1481,7815100.61%-1,271
VIRTUS TOTAL RETURN FD INC(ZTR)222,1860-222,1861,4000-1,400
BLUE OWL TECHNOLOGY FIN CORP271,645188,674-82,9713,9502,3382.82%-1,612
ARES COML REAL ESTATE CORP1,551,8061,120,000-431,8067,4185,3766.48%-2,042
BLACKROCK ESG CAP ALLC TERM(ECAT)223,714100,000-123,7143,4411,3581.64%-2,083
EAGLE POINT CREDIT COMPANY I390,4680-390,4682,2490-2,249
NUVEEN NY AMT FREE(NRK)601,212354,414-246,7986,0663,6194.36%-2,448
NUVEEN AMT FREE MUN CR INC F(NVG)305,064113,390-191,6743,8621,3981.68%-2,464
NUVEEN MUNICIPAL CREDIT INC(NZF)223,5360-223,5362,8120-2,812
CLOUGH GLOBAL OPPORTUNITIES1,112,636529,521-583,1156,2982,9493.55%-3,348
TOTAL RETURN SECURITIES FUND661,14547,591-613,5544,1122820.34%-3,830
BAIN CAP SPECIALTY FIN INC(BCSF)626,514333,982-292,5328,7154,1414.99%-4,573
XAI OCTAGN FLT RAT & ALT INM1,482,4180-1,482,4187,1160-7,116
CARLYLE SECURED LENDING INC912,220387,518-524,70211,3944,2395.11%-7,154
RUNWAY GROWTH FINANCE CORP1,569,050961,326-607,72414,0126,6047.96%-7,407
MIDCAP FINANCIAL INVSTMNT CO651,3260-651,3267,4510-7,451
CRESCENT CAP BDC INC835,312338,907-496,40511,7364,1184.96%-7,618
BRIGHTSPIRE CAPITAL INC3,054,5521,600,000-1,454,55217,1058,96010.79%-8,145
CION INVT CORP(CICB)1,086,99275,000-1,011,99210,5115130.62%-9,998
FS KKR CAP CORP(FSK)895,74625,000-870,74613,2662550.31%-13,011
OXFORD LANE CAP CORP(OXLC)1,032,58525,000-1,007,58515,1172450.29%-14,873
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