Institutional Fund
North Ground Capital
Cohasset, MACIK 20554465 filings on record
Portfolio Value
$83.01M
Q1 2026
Holdings
40
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-58.8%
from $201.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Brightspire Capital Inc10.8%
- Runway Growth Finance Corp8.0%
- Golub Cap Bdc Inc7.3%
- Msc Income Fund Inc6.6%
- Ares Coml Real Estate Corp6.5%
- Carlyle Secured Lending Inc5.1%
- Other55.8%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Brightspire Capital Inc | 1.60M | $8.96M | 10.8% | −1.45M | Reduced |
| 2 | Runway Growth Finance Corp | 961.3K | $6.60M | 8.0% | −607.7K | Reduced |
| 3 | Golub Cap Bdc Inc | 478.9K | $6.06M | 7.3% | +152.8K | Added |
| 4 | Msc Income Fund Inc | 448.9K | $5.47M | 6.6% | −52.8K | Reduced |
| 5 | Ares Coml Real Estate Corp | 1.12M | $5.38M | 6.5% | −431.8K | Reduced |
| 6 | Carlyle Secured Lending Inc | 387.5K | $4.24M | 5.1% | −524.7K | Reduced |
| 7 | Bain Cap Specialty Fin Inc | 334.0K | $4.14M | 5.0% | −292.5K | Reduced |
| 8 | Crescent Cap Bdc Inc | 338.9K | $4.12M | 5.0% | −496.4K | Reduced |
| 9 | Millrose Pptys Inc | 130.0K | $3.64M | 4.4% | +2.8K | Added |
| 10 | Nuveen New York Amt Qlt Muni | 354.4K | $3.62M | 4.4% | −246.8K | Reduced |
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