North Ground Capital: 13F holdings

CIK 20554462026Q2

Positions33
Reported value$83.4m
Filed2026-08-13

Change since last quarter

Positions33 (-7 vs prior quarter)
Reported value$83.4m (+0.4%)

Top 10 holdings

SecuritySharesValueWeight
FS SPECIALTY LENDING FD817,600$9.1m10.9%
CGBD CARLYLE SECURED LENDING INC616,000$6.5m7.8%
MSC INCOME FUND INC537,600$6.2m7.5%
BRSP BRIGHTSPIRE CAPITAL INC1,092,000$6.0m7.1%
CCAP CRESCENT CAP BDC INC520,800$5.7m6.8%
ACRE ARES COML REAL ESTATE CORP1,232,000$5.5m6.7%
MRP MILLROSE PPTYS INC179,200$5.4m6.5%
GLO CLOUGH GLOBAL OPPORTUNITIES728,000$4.5m5.3%
RWAY RUNWAY GROWTH FINANCE CORP728,000$4.1m4.9%
NRK NUVEEN NY AMT FREE323,680$3.5m4.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2055446")

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

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