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Bulldog Investors, LLP — 13F Holdings & Portfolio

CIK 1504304 · latest 13F-HR filed 2026-05-08

Backtest portfolio

Bulldog Investors, LLP manages $445.0M in 13F-reported U.S. long-equity assets across 216 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are STEW (4.95%), DSM (4.56%), CET (4.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 53 new positions, exited 58, added to 37, and trimmed 77.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$445.0M

Long-equity book

Holdings

216

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+53 / −58 / ↑37 / ↓77

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TEXAS PACIFIC LAND CORPORATI$6.1M +66.8%
  • BERKSHIRE HATHAWAY INC DEL$4.9M +217.1%
  • NORWOOD FINANCIAL CORP$3.2M +178.0%
  • BLUEROCK PVT REAL ESTATE FD$2.6M +70.3%
  • TEJON RANCH CO$2.4M +19.6%
Show all 37 →

Top Trims

  • CION INVT CORP-$4.4M -29.3%
  • CANNAE HLDGS INC-$3.7M -52.1%
  • RUNWAY GROWTH FINANCE CORP-$2.5M -23.1%
  • SIM ACQUISITION CORP. I-$2.2M -51.2%
  • COHEN & STEERS INFRASTRUCTUR-$2.2M -88.6%
Show all 77 →

New Positions

  • ELME COMMUNITIES$4.0M
  • ALDABRA 4 LQDTY OPP VEH INC$3.7M
  • KENSINGTON CAP ACQUIST CORP$3.5M
  • WILLOW LANE ACQUISITION CRP$3.3M
  • XAI OCTAGN FLT RAT & ALT INM$3.2M
Show all 53 →

Exited Positions

  • OXFORD LANE CAP CORP$7.1M
  • ROMAN DBDR ACQUISITION CORP$7.1M
  • CENTURION ACQUISITION CORP$3.8M
  • MORGAN STANLEY INDIA INVT FD$3.6M
  • LIONHEART HOLDINGS$3.5M
Show all 58 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SRH TOTAL RETURN FUND INC STEW 101507101 $22.0M 4.95% 1,287,582 SH
2 BNY MELLON STRATEGIC MUN BD DSM 09662E109 $20.3M 4.56% 3,373,942 SH
3 CENTRAL SECS CORP CET 155123102 $19.7M 4.42% 396,467 SH
4 GENERAL AMERN INVS CO INC GAM 368802104 $17.3M 3.90% 296,450 SH
5 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $15.2M 3.41% 32,000 SH
6 NEUBERGER NEXT GENERATION NBXG 64133Q108 $15.1M 3.38% 1,169,731 SH
7 TEJON RANCH CO TRC 879080109 $14.9M 3.36% 792,535 SH
8 MFS HIGH YIELD MUN TR CMU 59318E102 $12.6M 2.84% 3,531,732 SH
9 CION INVT CORP CION 17259U204 $10.5M 2.36% 1,538,071 SH
10 BNY MELLON STRATEGIC MUNS IN LEO 05588W108 $9.9M 2.23% 1,576,371 SH
11 MFS INVT GRADE MUN TR CXH 59318B108 $9.5M 2.13% 1,184,498 SH
12 BLUE OWL TECHNOLOGY FIN CORP OTF 095924106 $8.4M 1.88% 675,861 SH
13 RUNWAY GROWTH FINANCE CORP RWAY 78163D100 $8.2M 1.85% 1,200,129 SH
14 GABELLI DIVID & INCOME TR GDV 36242H104 $8.1M 1.81% 299,891 SH
15 VILLAGE SUPER MKT INC VLGEA 927107409 $7.2M 1.62% 170,515 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $7.2M 1.61% 10 SH
17 ALEXANDERS INC ALX 014752109 $6.6M 1.49% 28,000 SH
18 VOYA EMERGING MKTS HIGH DIVI IHD 92912P108 $6.5M 1.47% 982,438 SH
19 BLUEROCK PVT REAL ESTATE FD BPRE 09631P102 $6.2M 1.39% 373,019 SH
20 JOHN HANCOCK DIVERSIFIED INC HEQ 47804L102 $6.1M 1.36% 558,291 SH
21 CRESCENT CAP BDC INC CCAP 225655109 $5.6M 1.25% 456,955 SH
22 BNY MELLON MUN BD INFRASTRUC DMB 09662W109 $5.5M 1.23% 520,749 SH
23 NEW GERMANY FD INC GF 644465106 $5.4M 1.22% 532,074 SH
24 FS KKR CAP CORP FSK 302635206 $5.1M 1.16% 505,688 SH
25 NORWOOD FINANCIAL CORP NWFL 669549107 $5.0M 1.12% 170,000 SH
26 CHUBB LTD SWITZ CB H1467J104 $4.6M 1.03% 14,000 SH
27 MONROE CAP CORP JMON 610335101 $4.4M 1.00% 966,788 SH
28 JACKSON ACQUISITION CO II JACS G4992A110 $4.3M 0.97% 408,760 SH
29 ELME COMMUNITIES ELME 939653101 $4.0M 0.90% 2,000,000 SH
30 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $3.7M 0.84% 338,369 SH
31 ALDABRA 4 LQDTY OPP VEH INC ALOVU G01900201 $3.7M 0.82% 368,046 SH
32 KENSINGTON CAP ACQUIST CORP KCAC.U G5235S123 $3.5M 0.79% 351,020 SH
33 CLOUGH GLOBAL OPPORTUNITIES GLO 18914E106 $3.4M 0.77% 619,001 SH
34 CANNAE HLDGS INC CNNE 13765N107 $3.4M 0.77% 302,052 SH
35 GDL FD GDL 361570104 $3.4M 0.77% 409,748 SH
36 OYSTER ENTERPRISES II ACQUIS OYSE G6861F104 $3.3M 0.74% 324,436 SH
37 WILLOW LANE ACQUISITION CRP WLIIU G9675K129 $3.3M 0.73% 323,460 SH
38 VOYA ASIA PAC HIGH DIV EQT I IAE 92912J102 $3.3M 0.73% 441,260 SH
39 INSIGHT DIGITAL PARTNERS II DYOR G4814G105 $3.2M 0.72% 323,088 SH
40 XAI OCTAGN FLT RAT & ALT INM XFLT 98400T304 $3.2M 0.72% 186,930 SH
41 BOLD EAGLE ACQUISITION CORP BEAG G2003N105 $3.2M 0.72% 301,986 SH
42 BAIN CAP GSS INVT CORP BCSS G0R78B106 $3.1M 0.70% 308,241 SH
43 HENNESSY CAP INVTS CORP VIII HCICU G44055112 $2.9M 0.65% 289,845 SH
44 NUVEEN CHURCHILL DIRECT LEND NCDL 67090S108 $2.9M 0.64% 224,822 SH
45 BCP INVESTMENT CORPORATION BCIC 73688F201 $2.8M 0.64% 378,412 SH
46 DAEDALUS SPL ACQUISITION COR DSACU G2616C124 $2.8M 0.64% 281,901 SH
47 BARINGS BDC INC BBDC 06759L103 $2.8M 0.62% 334,904 SH
48 LIGHTWAVE ACQUISITION CORP LWAC G5490M100 $2.6M 0.59% 257,186 SH
49 DUNE ACQUISITION CORP II IPOD G2867S109 $2.6M 0.58% 249,705 SH
50 ELLSWORTH GROWTH & INCOME FD ECF 289074106 $2.5M 0.57% 228,613 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $445.0M 216 0001398344-26-008719
2025-12-31 2026-02-13 $449.0M 223 0001398344-26-003036