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 		$923K Buy
+73,700
New +$961K ﹤0.01% 8398
2026
Q1 		– Sell
-13,300
Closed -$185K – 13163
2025
Q4 		$185K Sell
13,300
-5,100
-28% -$71.5K ﹤0.01% 10966
2025
Q3 		$262K Buy
18,400
+800
+5% +$12.1K ﹤0.01% 10432
2025
Q2 		$265K Sell
17,600
-8,800
-33% -$134K ﹤0.01% 10618
2025
Q1 		$438K Buy
+26,400
New +$465K ﹤0.01% 9191
2023
Q4 		– Sell
-47,900
Closed -$733K – 12336
2023
Q3 		$733K Sell
47,900
-52,900
-52% -$801K ﹤0.01% 7344
2023
Q2 		$1.36M Buy
100,800
+2,700
+3% +$33.4K ﹤0.01% 5978
2023
Q1 		$1.17M Buy
98,100
+6,700
+7% +$85.6K ﹤0.01% 6405
2022
Q4 		$1.09M Buy
91,400
+64,000
+234% +$814K ﹤0.01% 6000
2022
Q3 		$329K Buy
+27,400
New +$391K ﹤0.01% 9551
2022
Q2 		– Sell
-16,200
Closed -$253K – 12876
2022
Q1 		$253K Sell
16,200
-72,700
-82% -$1.15M ﹤0.01% 10693
2021
Q4 		$1.35M Sell
88,900
-34,600
-28% -$532K ﹤0.01% 6472
2021
Q3 		$1.83M Buy
123,500
+106,800
+640% +$1.62M ﹤0.01% 6024
2021
Q2 		$256K Sell
16,700
-62,000
-79% -$978K ﹤0.01% 11097
2021
Q1 		$1.16M Buy
78,700
+58,400
+288% +$805K ﹤0.01% 7321
2020
Q4 		$246K Buy
20,300
+9,200
+83% +$102K ﹤0.01% 9678
2020
Q3 		$113K Sell
11,100
-2,300
-17% -$24K ﹤0.01% 9844
2020
Q2 		$148K Buy
+13,400
New +$139K ﹤0.01% 9274

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.