DOSSIER · 13F Holders · Q1 2026
BCIC

PORTMAN RIDGE FIN CORP

52 institutions still hold PORTMAN RIDGE FIN CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 73688F201·52 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$13M
visible holders
Holders
52
filers reporting
Concentration
22.31%
Bulldog Investors, LLP #1
top holder share
AI Holders Summary · Q1 2026

52 institutions reported BCIC in Q1 2026. Bulldog Investors, LLP leads at 22.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bulldog Investors, LLP
CIK 0001504304
$3M378K0.64%Q1 2026
02
JB CAPITAL PARTNERS LP
CIK 0001138532
$1M167K0.21%Q1 2026
03
MARSHALL WACE, LLP
CIK 0001318757
$1M101K0.00%Q4 2025
04
CITADEL ADVISORS LLC
CIK 0001423053
$1M85K0.00%Q4 2025
05
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 0001238990
$887K118K0.05%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$793K105K0.00%Q1 2026
07
Legal & General Group Plc
CIK 0000764068
$706K94K0.00%Q1 2026
08
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$663K87K0.00%Q1 2026
09
Founders Financial Alliance, LLC
CIK 0001832190
$624K83K0.11%Q1 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$388K52K0.00%Q1 2026
11
GABLES CAPITAL MANAGEMENT INC.
CIK 0001740839
$354K47K0.15%Q1 2026
12
GatePass Capital, LLC
CIK 0002087399
$299K40K0.14%Q1 2026
13
Curi Capital, LLC
CIK 0001332905
$284K38K0.01%Q1 2026
14
Virtus Investment Advisers, LLC
CIK 0000019481
$247K33K0.07%Q1 2026
15
TWO SIGMA ADVISERS, LP
CIK 0001478735
$228K19K0.00%Q4 2025
16
MORGAN STANLEY
CIK 0000895421
$225K30K0.00%Q1 2026
17
BI Asset Management Fondsmaeglerselskab A/S
CIK 0001778131
$208K28K0.00%Q1 2026
18
XTX Topco Ltd
CIK 0001828301
$192K26K0.00%Q1 2026
19
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$191K25K0.00%Q1 2026
20
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$182K24K0.00%Q1 2026
Page 1 of 3
32 more holders available. Log in →
Insiders at PORTMAN RIDGE FIN CORP
Goldthorpe Edward J.Kehler Dean CGrunebaum GeorgeSatoren BrandonSchafer PatrickDuka AlexanderMorea JosephMassachusetts Mutual Life Insurance Co