North Ground Capital

Est. AUM

$83.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BRIGHTSPIRE CAPITAL INC	COM CL A	$9.0M	1600000	10.79%	SOLE
2	RUNWAY GROWTH FINANCE CORP	COM	$6.6M	961326	7.96%	SOLE
3	GOLUB CAP BDC INC	COM	$6.1M	478894	7.30%	SOLE
4	MSC INCOME FUND INC	COM	$5.5M	448919	6.59%	SOLE
5	ARES COML REAL ESTATE CORP	COM	$5.4M	1120000	6.48%	SOLE
6	CARLYLE SECURED LENDING INC	COM	$4.2M	387518	5.11%	SOLE
7	BAIN CAP SPECIALTY FIN INC	COM STK	$4.1M	333982	4.99%	SOLE
8	CRESCENT CAP BDC INC	COM	$4.1M	338907	4.96%	SOLE
9	MILLROSE PPTYS INC	COM CL A	$3.6M	130000	4.38%	SOLE
10	NUVEEN NY AMT FREE	COM	$3.6M	354414	4.36%	SOLE
11	FS SPECIALTY LENDING FD	COM SH BEN INT	$3.1M	250000	3.77%	SOLE
12	BLACKROCK TCP CAPITAL CORP	COM	$3.1M	850000	3.70%	SOLE
13	CLOUGH GLOBAL OPPORTUNITIES	SH BEN INT	$2.9M	529521	3.55%	SOLE
14	FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$2.7M	525000	3.23%	SOLE
15	GLADSTONE CAP CORP	COM NEW	$2.5M	142896	2.99%	SOLE
16	BLUE OWL TECHNOLOGY FIN CORP	COMMON STOCK	$2.3M	188674	2.82%	SOLE
17	MEXICO FD INC	COM	$1.5M	71369	1.80%	SOLE
18	NUVEEN AMT FREE MUN CR INC F	COM	$1.4M	113390	1.68%	SOLE
19	BLACKROCK ESG CAP ALLC TERM	SHS BEN INT	$1.4M	100000	1.64%	SOLE
20	INVESCO QUALITY MUN INCOME T	COM	$1.3M	130401	1.51%	SOLE
21	ANGEL OAK MORTGAGE REIT INC	COM	$1.1M	136424	1.35%	SOLE
22	NUVEEN PA INVT QUALITY MUN F	COM	$1.0M	85044	1.22%	SOLE
23	NUVEEN NEW JERSEY	COM	$770K	62639	0.93%	SOLE
24	BLACKSTONE SECD LENDING FD	COMMON STOCK	$641K	27041	0.77%	SOLE
25	SABA CAPITAL INCOME & OPRNT	SHS NEW	$636K	94432	0.77%	SOLE
26	INVESCO PA VALUE MUN INC TR	COM	$526K	49775	0.63%	SOLE
27	CION INVT CORP	COM	$513K	75000	0.62%	SOLE
28	ABRDN INCOME CREDIT STRATEGI	COM	$510K	100000	0.61%	SOLE
29	DESTRA MULTI-ALTERNATIVE FD	COMMON SHARES	$447K	55059	0.54%	SOLE
30	ARES CAPITAL CORP	COM	$320K	17757	0.39%	SOLE
31	TOTAL RETURN SECURITIES FUND	COM	$282K	47591	0.34%	SOLE
32	CLOUGH GLOBAL DIVID & INCOME	COM	$280K	47359	0.34%	SOLE
33	CLOUGH GLOBAL EQUITY FD	COM	$268K	35554	0.32%	SOLE
34	APOLLO COML REAL ESTATE FIN	COM	$264K	25000	0.32%	SOLE
35	FS KKR CAP CORP	COM	$255K	25000	0.31%	SOLE
36	OXFORD LANE CAP CORP	COM	$245K	25000	0.30%	SOLE
37	NEW MTN FIN CORP	COM	$194K	25000	0.23%	SOLE
38	FEDERATED HERMES PREM MUNI I	COM	$186K	17018	0.22%	SOLE
39	HIGHLAND OPPS & INCOME FD	HIGHLAND INCOME	$126K	22081	0.15%	SOLE
40	INVESTCORP CR MGMT BDC INC	COM	$41K	25386	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.