JY
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Jeff Yass’s Bain Capital Specialty BCSF Stock Holding History

Jeff Yass’s Portfolio BCSF Stock Details BCSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Buy
+57,493
New +$750K ﹤0.01% 9038
2026
Q1 		– Sell
-12,916
Closed -$169K – 13162
2025
Q4 		$180K Buy
12,916
+1,017
+9% +$14.3K ﹤0.01% 10996
2025
Q3 		$170K Buy
11,899
+45
+0.4% +$683 ﹤0.01% 11157
2025
Q2 		$178K Buy
+11,854
New +$181K ﹤0.01% 11326
2024
Q3 		– Sell
-26,244
Closed -$435K – 11973
2024
Q2 		$428K Buy
26,244
+2,815
+12% +$45.9K ﹤0.01% 8657
2024
Q1 		$367K Buy
23,429
+12,508
+115% +$193K ﹤0.01% 9237
2023
Q4 		$165K Sell
10,921
-17,355
-61% -$264K ﹤0.01% 10880
2023
Q3 		$433K Sell
28,276
-8,493
-23% -$129K ﹤0.01% 8569
2023
Q2 		$497K Sell
36,769
-25,423
-41% -$314K ﹤0.01% 8331
2023
Q1 		$741K Sell
62,192
-42,194
-40% -$539K ﹤0.01% 7584
2022
Q4 		$1.24M Buy
104,386
+81,690
+360% +$1.04M ﹤0.01% 5720
2022
Q3 		$272K Buy
22,696
+4,996
+28% +$71.3K ﹤0.01% 10043
2022
Q2 		$241K Buy
17,700
+1,404
+9% +$21K ﹤0.01% 10154
2022
Q1 		$254K Sell
16,296
-30,210
-65% -$477K ﹤0.01% 10677
2021
Q4 		$707K Sell
46,506
-22,209
-32% -$342K ﹤0.01% 8227
2021
Q3 		$1.02M Buy
+68,715
New +$1.04M ﹤0.01% 7512
2021
Q1 		– Sell
-21,148
Closed -$291K – 12228
2020
Q4 		$257K Buy
+21,148
New +$234K ﹤0.01% 9578

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Jeff Yass's BCSF Position: Q2 2026 in Review

Jeff Yass opened a new position in Bain Capital Specialty (BCSF) in Q2 2026: 57,493 shares worth $720K. The stake represents ﹤0.01% of the portfolio and ranks #9038 among its holdings. This is a return to the name: Jeff Yass previously reported a position in BCSF as recently as Q4 2025.

Jeff Yass first reported a position in BCSF in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.24M in Q4 2022. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • Jeff Yass held 57,493 shares of Bain Capital Specialty worth $720K as of Q2 2026.
  • Bain Capital Specialty was a new Jeff Yass position in Q2 2026.
  • Bain Capital Specialty made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9038 holding.
  • Jeff Yass first reported a position in Bain Capital Specialty in Q4 2020 and has held it in 17 quarters since.
  • Jeff Yass's Bain Capital Specialty position peaked at $1.24M in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.