Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Crescent Capital BDC CCAP Stock Holding History

Kovitz Investment Group Partners’s Portfolio CCAP Stock Details CCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.97M Buy
210,770
+7,897
+4% +$111K 0.01% 538
2025
Q1 		$3.47M Buy
202,873
+25,528
+14% +$437K 0.02% 474
2024
Q4 		$3.41M Sell
177,345
-86,326
-33% -$1.66M 0.02% 475
2024
Q3 		$4.88M Buy
+263,671
New +$4.88M 0.03% 341