CI
MRCC

CAZ Investments’s Monroe Capital Corp MRCC Stock Holding History

CAZ Investments’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 		$690K Buy
+150,000
New +$866K 0.81% 12

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 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 $8.21B AUM 28.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAZ Investments's MRCC Position: Q1 2026 in Review

CAZ Investments opened a new position in Monroe Capital Corp (MRCC) in Q1 2026: 150,000 shares worth $690K. The stake represents 0.81% of the portfolio and ranks #12 among its holdings.

74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • CAZ Investments held 150,000 shares of Monroe Capital Corp worth $690K as of Q1 2026.
  • Monroe Capital Corp was a new CAZ Investments position in Q1 2026.
  • Monroe Capital Corp made up 0.81% of CAZ Investments's portfolio in Q1 2026, its #12 holding.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on CAZ Investments's 13F filing for Q1 2026, filed 12 May 2026.