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CIK: 0001504304
Total reported value
$454.7M
$454.7M
142 檔
18.1%
As reported in its official Q1 2025 Form 13F filing, Bulldog Investors, LLP's tracked investment portfolio stood at $454.7M with 142 total positions.
In Q1 2025, Bulldog Investors, LLP displayed an active expansion posture, initiating 142 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STEW | Srh Total Return Fund Inc | Stock-Other | 5.67% | +0.35% | -0.61% | |
| 2 | CION | Cion Investment CORP | Stock-Other | 4.75% | -0.25% | +0.72% | |
| 3 | GAM | General American Investors | Stock-Other | 4.66% | +0.26% | +5.41% | |
| 4 | DSM | Bnym Strat Muni Bnd | Stock-Other | 3.95% | -0.41% | +20.28% | |
| 5 | AFB | Allianceberstein Ntl Muni | Stock-Other | 3.20% | — | +15.85% | |
| 6 | CET | Central Securities CORP | Stock-Other | 3.12% | +0.74% | +1.42% | |
| 7 | ✓ | Bny Mellon Mun Income Inc Com | Stock-Other | 3.11% | — | +0.65% | |
| 8 | NBXG | Neuberger Next Generation Co | Stock-Other | 2.98% | +0.88% | +51.86% | |
| 9 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.87% | -0.23% | -0.27% | |
| 10 | XCMUX | Mfs High Yield Municipal Tr | Stock-Other | 2.48% | -2.84% | EXIT | |
| 11 | TRC | Tejon Ranch Co | Stock-Other | 2.27% | -0.10% | +32.10% | |
| 12 | RWAY | Runway Growth Finance CORP | Stock-Other | 2.23% | -0.59% | -0.88% | |
| 13 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 1.97% | +0.13% | -0.04% | |
| 14 | ✓ | Haymaker Acquisition CORP Iv | Stock-Other | 1.95% | — | -6.86% | |
| 15 | CNNE | Cannae Holdings Inc | Stock-Other | 1.89% | -0.27% | +41.30% | |
| 16 | IIF | Morgan Stanley India Invest | Stock-Other | 1.89% | — | -0.63% | |
| 17 | XCXHX | Mfs Investment Grade Muni | Stock-Other | 1.84% | -2.13% | EXIT | |
| 18 | ✓ | M3brigade Acquisition V CORP | Stock-Other | 1.76% | — | +10.25% | |
| 19 | ARES | Ares Management Corporation | Stock-Financials | 1.51% | — | -4.64% | |
| 20 | LPAAU | Launch One Acquisition Corp. | Stock-Other | 1.50% | — | -3.32% | |
| 21 | TYG | Tortoise Energy Infrastruct | Stock-Other | 1.48% | — | -33.02% | |
| 22 | CPTAUSD | Logan Ridge Finance CORP | Stock-Other | 1.43% | — | +9.53% | |
| 23 | CUBWW | Lionheart Holdings | Stock-Other | 1.43% | — | -5.81% | |
| 24 | YCY-UN | AA Mission Acquisition Corp. II | Stock-Other | 1.42% | — | -6.29% | |
| 25 | XENWX | Eaton Vance New York Municip | Stock-Other | 1.39% | — | -24.12% | |
| 26 | ✓ | Roman Dbdr Acquisition CORP | Stock-Other | 1.34% | — | — | |
| 27 | SIMA | SIM Acquisition Corp. I | Stock-Other | 1.21% | -0.48% | EXIT | |
| 28 | GF | New Germany Fund Inc/the | Stock-Other | 1.19% | +0.12% | +28.75% | |
| 29 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | Stock-Other | 1.10% | — | — | |
| 30 | ALFUW | Centurion Acquisition Corp. | Stock-Other | 1.09% | — | -6.71% | |
| 31 | ✓ | Cantor Equity Partners Inc | Stock-Other | 1.08% | — | -4.27% | |
| 32 | VOYG | Voyager Technologies, Inc. | Stock-Other | 1.08% | — | — | |
| 33 | ✓ | Jackson Acquisition Co Ii | Stock-Other | 1.07% | -0.52% | — | |
| 34 | PGZ | Principal Real Estate Income | Stock-Other | 1.05% | — | — | |
| 35 | ✓ | Stock-Other | 0.98% | — | — | ||
| 36 | DMA | Destra Multi-alternative | Stock-Other | 0.90% | -0.02% | — | |
| 37 | ✓ | Silverbox CORP Iv | Stock-Other | 0.85% | — | +34.19% | |
| 38 | BCIC | Bcp Investment CORP | Stock-Other | 0.84% | -0.03% | — | |
| 39 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | 0.83% | +0.02% | NEW | |
| 40 | GDL | Gdl Fund | Stock-Other | 0.82% | -0.01% | — | |
| 41 | ✓ | Stock-Other | 0.82% | — | +83.74% | ||
| 42 | ✓ | Stock-Other | 0.80% | +1.40% | NEW | ||
| 43 | ✓ | Hcm Ii Acquisition CORP | Stock-Other | 0.79% | — | -21.15% | |
| 44 | KTF | Dws Municipal Income Trust | Stock-Other | 0.78% | — | -32.63% | |
| 45 | ECF | Ellsworth Growth And Income | Stock-Other | 0.77% | +0.09% | -0.62% | |
| 46 | EAF | GrafTech International Ltd. | Stock-Other | 0.75% | -0.24% | EXIT | |
| 47 | ✓ | Rf Acquisition CORP Ii | Stock-Other | 0.67% | — | — | |
| 48 | ✓ | Tavia Acquisition CORP | Stock-Other | 0.63% | -0.24% | EXIT | |
| 49 | ✓ | Stock-Other | 0.62% | — | -0.11% | ||
| 50 | ✓ | Roman Dbdr Acquisition CORP | Stock-Other | 0.59% | — | -70.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STEW | Srh Total Return Fund Inc | — | NEW | New buy |
| 2 | CION | Cion Investment CORP | — | NEW | New buy |
| 3 | GAM | General American Investors | — | NEW | New buy |
| 4 | DSM | Bnym Strat Muni Bnd | — | NEW | New buy |
| 5 | AFB | Allianceberstein Ntl Muni | — | NEW | New buy |
| 6 | CET | Central Securities CORP | — | NEW | New buy |
| 7 | ✓ | Bny Mellon Mun Income Inc Com | — | NEW | New buy |
| 8 | NBXG | Neuberger Next Generation Co | — | NEW | New buy |
| 9 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 10 | XCMUX | Mfs High Yield Municipal Tr | — | NEW | New buy |
| 11 | TRC | Tejon Ranch Co | — | NEW | New buy |
| 12 | RWAY | Runway Growth Finance CORP | — | NEW | New buy |
| 13 | XGDVX | Gabelli Dividend & Income Tr | — | NEW | New buy |
| 14 | ✓ | Haymaker Acquisition CORP Iv | — | NEW | New buy |
| 15 | CNNE | Cannae Holdings Inc | — | NEW | New buy |
| 16 | IIF | Morgan Stanley India Invest | — | NEW | New buy |
| 17 | XCXHX | Mfs Investment Grade Muni | — | NEW | New buy |
| 18 | ✓ | M3brigade Acquisition V CORP | — | NEW | New buy |
| 19 | ARES | Ares Management Corporation | — | NEW | New buy |
| 20 | LPAAU | Launch One Acquisition Corp. | — | NEW | New buy |
| 21 | TYG | Tortoise Energy Infrastruct | — | NEW | New buy |
| 22 | CPTAUSD | Logan Ridge Finance CORP | — | NEW | New buy |
| 23 | CUBWW | Lionheart Holdings | — | NEW | New buy |
| 24 | YCY-UN | AA Mission Acquisition Corp. II | — | NEW | New buy |
| 25 | XENWX | Eaton Vance New York Municip | — | NEW | New buy |
| 26 | ✓ | Roman Dbdr Acquisition CORP | — | NEW | New buy |
| 27 | SIMA | SIM Acquisition Corp. I | — | NEW | New buy |
| 28 | GF | New Germany Fund Inc/the | — | NEW | New buy |
| 29 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | — | NEW | New buy |
| 30 | ALFUW | Centurion Acquisition Corp. | — | NEW | New buy |
| 31 | ✓ | Cantor Equity Partners Inc | — | NEW | New buy |
| 32 | VOYG | Voyager Technologies, Inc. | — | NEW | New buy |
| 33 | ✓ | Jackson Acquisition Co Ii | — | NEW | New buy |
| 34 | PGZ | Principal Real Estate Income | — | NEW | New buy |
| 35 | ✓ | — | NEW | New buy | |
| 36 | DMA | Destra Multi-alternative | — | NEW | New buy |
| 37 | ✓ | Silverbox CORP Iv | — | NEW | New buy |
| 38 | BCIC | Bcp Investment CORP | — | NEW | New buy |
| 39 | BTX | Blackrock Tech & Priv Eqty | — | NEW | New buy |
| 40 | GDL | Gdl Fund | — | NEW | New buy |
| 41 | ✓ | — | NEW | New buy | |
| 42 | ✓ | — | NEW | New buy | |
| 43 | ✓ | Hcm Ii Acquisition CORP | — | NEW | New buy |
| 44 | KTF | Dws Municipal Income Trust | — | NEW | New buy |
| 45 | ECF | Ellsworth Growth And Income | — | NEW | New buy |
| 46 | EAF | GrafTech International Ltd. | — | NEW | New buy |
| 47 | ✓ | Rf Acquisition CORP Ii | — | NEW | New buy |
| 48 | ✓ | Tavia Acquisition CORP | — | NEW | New buy |
| 49 | ✓ | — | NEW | New buy | |
| 50 | ✓ | Roman Dbdr Acquisition CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Bulldog Investors, LLP reported a total U.S. public equity portfolio value of $454.7M across 142 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STEW, CION, GAM) accounted for 18.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
STEW
市值: $21.0M
During Q1 2025, Bulldog Investors, LLP's top holdings by market value included STEW (5.7%)、CION (4.8%)、GAM (4.7%). The largest single position, STEW, represented 5.7% of total portfolio value.
In Q1 2025, Bulldog Investors, LLP made 142 total portfolio adjustments, initiating 142 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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