INCOME RESEARCH & MANAGEMENT: 13F holdings

CIK 11658302026Q2

Positions30
Reported value$184.5m
Filed2026-07-24

Change since last quarter

Positions30 (+4 vs prior quarter)
Reported value$184.5m (+9.4%)

Top 10 holdings

SecuritySharesValueWeight
BOFA FIN LLC8,503,000$10.7m5.8%
EURONET WORLDWIDE INC12,112,000$10.3m5.6%
UBER TECHNOLOGIES INC8,560,000$10.2m5.5%
ALLIANT ENERGY CORP9,000,000$9.9m5.4%
WEC ENERGY GROUP INC9,265,000$9.6m5.2%
CAPITAL SOUTHWEST CORP9,227,000$9.6m5.2%
SOUTHERN CO9,340,000$9.4m5.1%
BLOCK INC9,425,000$8.9m4.8%
ON SEMICONDUCTOR CORP7,200,000$8.7m4.7%
AKAMAI TECHNOLOGIES INC6,518,000$7.8m4.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1165830")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples