Seelaus Asset Management’s Bain Capital Specialty BCSF Stock Holding History

Seelaus Asset Management’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	$141K	Sell	11,300 -750	-6%	-$9.78K	0.1%	199
2026 Q1	$149K	Hold	12,050	–	–	0.11%	194
2025 Q4	$168K	Sell	12,050 -1,250	-9%	-$17.5K	0.13%	166
2025 Q3	$190K	Hold	13,300	–	–	0.15%	166
2025 Q2	$200K	Hold	13,300	–	–	0.18%	162
2025 Q1	$221K	Buy	13,300 +250	+2%	+$4.4K	0.21%	138
2024 Q4	$229K	Hold	13,050	–	–	0.21%	136
2024 Q3	$217K	Hold	13,050	–	–	0.2%	140
2024 Q2	$213K	Hold	13,050	–	–	0.22%	143
2024 Q1	$205K	Buy	13,050 +2,550	+24%	+$39.4K	0.2%	151
2023 Q4	$158K	Sell	10,500 -5,000	-32%	-$76.1K	0.15%	167
2023 Q3	$237K	Hold	15,500	–	–	0.27%	128
2023 Q2	$209K	Sell	15,500 -2,000	-11%	-$24.7K	0.16%	168
2023 Q1	$205K	Hold	17,500	–	–	0.15%	174
2022 Q4	$208K	Hold	17,500	–	–	0.16%	176
2022 Q3	$210K	Hold	17,500	–	–	0.17%	169
2022 Q2	$238K	Hold	17,500	–	–	0.18%	165
2022 Q1	$273K	Hold	17,500	–	–	0.16%	189
2021 Q4	$266K	Hold	17,500	–	–	0.14%	190
2021 Q3	$260K	Buy	+17,500	New	+$266K	0.15%	199

Other funds holding BCSF

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Seelaus Asset Management's BCSF Position: Q2 2026 in Review

Seelaus Asset Management reduced its Bain Capital Specialty (BCSF) stake by 6.2% in Q2 2026, selling an estimated $9.78K and leaving 11,300 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #199.

Seelaus Asset Management first reported a position in BCSF in Q3 2021 and has held it in 20 quarters since. The position peaked at $273K in Q1 2022. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

Seelaus Asset Management held 11,300 shares of Bain Capital Specialty worth $141K as of Q2 2026.
Seelaus Asset Management sold 750 Bain Capital Specialty shares in Q2 2026, an estimated $9.78K.
Bain Capital Specialty made up 0.1% of Seelaus Asset Management's portfolio in Q2 2026, its #199 holding.
Seelaus Asset Management first reported a position in Bain Capital Specialty in Q3 2021 and has held it in 20 quarters since.
Seelaus Asset Management's Bain Capital Specialty position peaked at $273K in Q1 2022.
128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.