BI
MRCC

Bulldog Investors’s Monroe Capital Corp MRCC Stock Holding History

Bulldog Investors’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.45M Buy
966,788
+11,972
+1% +$69.1K 1% 27
2025
Q4 		$6.08M Buy
954,816
+303,795
+47% +$2.02M 1.35% 21
2025
Q3 		$4.57M Buy
+651,021
New +$4.47M 1.06% 26
2014
Q1 		– Sell
-38,030
Closed -$464K – 65
2013
Q4 		$464K Sell
38,030
-17,970
-32% -$228K 0.22% 44
2013
Q3 		$727K Buy
+56,000
New +$776K 0.37% 35

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bulldog Investors's MRCC Position: Q1 2026 in Review

Bulldog Investors increased its Monroe Capital Corp (MRCC) stake by 1.3% in Q1 2026, buying an estimated $69.1K and bringing the position to 966,788 shares worth $4.45M. The position accounts for 1% of the portfolio, ranked #27.

Bulldog Investors first reported a position in MRCC in Q3 2013 and has held it in 5 quarters since. The position peaked at $6.08M in Q4 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Bulldog Investors held 966,788 shares of Monroe Capital Corp worth $4.45M as of Q1 2026.
  • Bulldog Investors bought 11,972 Monroe Capital Corp shares in Q1 2026, an estimated $69.1K.
  • Monroe Capital Corp made up 1% of Bulldog Investors's portfolio in Q1 2026, its #27 holding.
  • Bulldog Investors first reported a position in Monroe Capital Corp in Q3 2013 and has held it in 5 quarters since.
  • Bulldog Investors's Monroe Capital Corp position peaked at $6.08M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Bulldog Investors's 13F filing for Q1 2026, filed 8 May 2026.