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LB Partners’s MidCap Financial Investment MFIC Stock Holding History

LB Partners’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
2026
Q2 		$121K Buy
12,000
+2,000
+20% +$22K 0.08% 32
2026
Q1 		$112K Buy
+10,000
New +$110K 0.1% 36

Other funds holding MFIC

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM

LB Partners's MFIC Position: Q2 2026 in Review

LB Partners increased its MidCap Financial Investment (MFIC) stake by 20% in Q2 2026, buying an estimated $22K and bringing the position to 12,000 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #32.

LB Partners first reported a position in MFIC in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • LB Partners held 12,000 shares of MidCap Financial Investment worth $121K as of Q2 2026.
  • LB Partners bought 2,000 MidCap Financial Investment shares in Q2 2026, an estimated $22K.
  • MidCap Financial Investment made up 0.08% of LB Partners's portfolio in Q2 2026, its #32 holding.
  • LB Partners first reported a position in MidCap Financial Investment in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.