Bulldog Investors, LLP

CIK: 0001504304Latest portfolio: $449.0M · Q4 2025

Holdings

221

Total Value

$449.0M

New Positions

25

Closed Positions

14

#StockSharesValue% PortfolioChangeType
1
STEWSRH TOTAL RETURN FUND INC
1,243,823$23.1M5.14%+126K
2
DSMBNY MELLON STRATEGIC MUN BD
3,308,091$20.4M4.55%+684K
3
CETCENTRAL SECS CORP
390,946$19.8M4.42%+5K
4
GAMGENERAL AMERN INVS CO INC
296,960$17.4M3.88%-30,650
5
NBXGNEUBERGER NEXT GENERATION
1,168,126$16.9M3.76%+31K
6
CIONCION INVT CORP
1,538,071$14.9M3.31%
7
CMUMFS HIGH YIELD MUN TR
3,593,657$12.6M2.81%+599K
8
TRCTEJON RANCH CO
791,492$12.5M2.78%+1K
9
RWAYRUNWAY GROWTH FINANCE CORP
1,200,872$10.7M2.39%+160K
10
CXHMFS INVT GRADE MUN TR
1,201,345$9.6M2.13%+221K
11
LEOBNY MELLON STRATEGIC MUNS IN
1,480,512$9.4M2.10%+755K
12
TPLTEXAS PACIFIC LAND CORPORATI
31,700$9.1M2.03%+22K
13
OTFBLUE OWL TECHNOLOGY FIN CORP
615,848$9.0M1.99%+226K
14
XGDVXGABELLI DIVID & INCOME TR
300,586$8.3M1.86%-209
15
FSKFS KKR CAP CORP
486,352$7.2M1.60%+245K
16
CNNECANNAE HLDGS INC
456,191$7.2M1.60%-72,542
17
OXLCOXFORD LANE CAP CORP
485,401$7.1M1.58%+38K
18
DRDBROMAN DBDR ACQUISITION CORP
680,373$7.1M1.58%-4,905
19
CCAPCRESCENT CAP BDC INC
457,518$6.4M1.43%+20K
20
ALXALEXANDERS INC
28,000$6.1M1.36%+6K
21
MONROE CAP CORP
954,816$6.1M1.35%+304K
22
VLGEAVILLAGE SUPER MKT INC
170,515$6.0M1.34%+19K
23
GFNEW GERMANY FD INC
501,257$5.7M1.27%+10K
24
IHDVOYA EMERGING MKTS HIGH DIVI
900,453$5.6M1.26%+320K
25
BCICBCP INVESTMENT CORPORATION
378,412$4.5M1.00%-81,595

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
DSM3.3M+684K
CMU3.6M+599K
IHD900K+320K
MONROE CAP CORP955K+304K
FSK486K+245K
OTF616K+226K
BACC482K+180K
LWAC261K+161K
RWAY1.2M+160K
FTW168K+151K

Decreased Positions

NameSharesChange
AFB10K-920625
SPRING VY ACQUISITION CORP I143K-224057
YCY10K-218386
MKLY17K-200000
GIG161K-157979
TLNCU15K-154000
DMA127K-152874
CUB331K-145741
BCAR15K-137500
RANGE CAP ACQUISITION CORP144K-122156

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.0410198241261394e+84T)
Unknown0.0% ($8.347608229892912e+76T)
Real Estate0.0% ($6.1T)
Industrials0.0% ($12.5M)
Energy0.0% ($9.1M)
Consumer Cyclical0.0% ($7.2M)
Consumer Defensive0.0% ($6.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$449.0M223
Q3 2025Nov 14, 2025$432.1B198
Q2 2025Aug 14, 2025$395.5B171
Q1 2025May 15, 2025$369.6B142
Q4 2024Feb 14, 2025$382.9B142

Fund Information

CIK0001504304
Most Recent FilingFeb 13, 2026
Number of Filings5

Bulldog Investors, LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $449.0M across 221 holdings. The largest position is SRH TOTAL RETURN FUND INC (STEW), representing 5.1% of the portfolio. Compared to the previous quarter, the fund opened 61 new positions and closed 37 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.