David Shaw’s MidCap Financial Investment MFIC Stock Holding History

David Shaw’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-40,000	Closed	-$519K	–	5578
2021 Q3	$519K	Hold	40,000	–	–	﹤0.01%	4067
2021 Q2	$546K	Sell	40,000 -10,000	-20%	-$143K	﹤0.01%	3994
2021 Q1	$686K	Sell	50,000 -50,000	-50%	-$660K	﹤0.01%	3356
2020 Q4	$1.06M	Buy	+100,000	New	+$971K	﹤0.01%	2976
2020 Q2	–	Sell	-40,000	Closed	-$270K	–	4158
2020 Q1	$270K	Hold	40,000	–	–	﹤0.01%	3526
2019 Q4	$698K	Buy	+40,000	New	+$660K	﹤0.01%	3219
2019 Q3	–	Sell	-50,000	Closed	-$790K	–	3934
2019 Q2	$790K	Sell	50,000 -25,000	-33%	-$393K	﹤0.01%	2816
2019 Q1	$1.14M	Buy	+75,000	New	+$1.13M	﹤0.01%	2527

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

David Shaw's MFIC Position: Q2 2026 in Review

David Shaw sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 123,567 shares — an estimated $1.39M sold.

David Shaw first reported a position in MFIC in Q2 2013 and held it in 40 quarters. The position peaked at $7.95M in Q4 2016. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

David Shaw reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
David Shaw sold 123,567 MidCap Financial Investment shares in Q2 2026, an estimated $1.39M.
David Shaw first reported a position in MidCap Financial Investment in Q2 2013 and held it in 40 quarters.
David Shaw's MidCap Financial Investment position peaked at $7.95M in Q4 2016.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.