Gridiron Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Gridiron Partners’s Portfolio BRW Stock Details BRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Buy	54,852 +31,411	+134%	+$209K	0.23%	34
2025 Q4	$164K	Sell	23,441 -42,607,485	-100%	-$308M	0.09%	49
2025 Q3	$175K	Buy	42,630,926 +42,608,346	+188,699%	+$350M	0.1%	50
2025 Q2	$182K	Hold	22,580	–	–	0.11%	52
2025 Q1	$175K	Hold	22,580	–	–	0.11%	54
2024 Q4	$172K	Hold	22,580	–	–	0.11%	54
2024 Q3	$171K	Sell	22,580 -59,060	-72%	-$431K	0.1%	55
2024 Q2	$620K	Sell	81,640 -46,380	-36%	-$333K	0.39%	33
2024 Q1	$933K	Hold	128,020	–	–	0.59%	25
2023 Q4	$987K	Buy	+128,020	New	+$975K	0.7%	29

Other funds holding BRW

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Gridiron Partners's BRW Position: Q1 2026 in Review

Gridiron Partners increased its Saba Capital Income & Opportunities Fund (BRW) stake by 134% in Q1 2026, buying an estimated $209K and bringing the position to 54,852 shares worth $370K. The position accounts for 0.23% of the portfolio, ranked #34.

Gridiron Partners first reported a position in BRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $987K in Q4 2023. 93 funds tracked by Wall St. Rank hold BRW as of Q1 2026.

Gridiron Partners held 54,852 shares of Saba Capital Income & Opportunities Fund worth $370K as of Q1 2026.
Gridiron Partners bought 31,411 Saba Capital Income & Opportunities Fund shares in Q1 2026, an estimated $209K.
Saba Capital Income & Opportunities Fund made up 0.23% of Gridiron Partners's portfolio in Q1 2026, its #34 holding.
Gridiron Partners first reported a position in Saba Capital Income & Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Gridiron Partners's Saba Capital Income & Opportunities Fund position peaked at $987K in Q4 2023.
93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2026.

Based on Gridiron Partners's 13F filing for Q1 2026, filed 13 Apr 2026.