Muzinich & Co., Inc. — 13F Holdings & Portfolio

CIK 1618824 · latest 13F-HR filed 2026-04-24

Muzinich & Co., Inc. manages $285.9M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ARCC (14.00%), BXSL (9.85%), OBDC (9.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 14, and trimmed 20.

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

$285.9M

Long-equity book

Holdings

38

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+0 / −0 / ↑14 / ↓20

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EQUINIX INC$138.8K +129.4%
  • DIGITAL RLTY TR INC$127.0K +152.9%
  • IRON MTN INC DEL$110.0K +220.0%
  • SIMON PPTY GROUP INC NEW$101.9K +184.1%
  • PROLOGIS INC.$98.0K +115.7%
Show all 14

Top Trims

  • HERCULES CAPITAL INC-$5.2M -20.7%
  • FS KKR CAP CORP-$3.9M -31.2%
  • ARES CAPITAL CORP-$3.3M -7.7%
  • BLUE OWL CAPITAL CORPORATION-$3.2M -10.6%
  • BLACKSTONE SECD LENDING FD-$2.7M -8.6%
Show all 20

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
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 ARES CAPITAL CORP ARCC 04010L103 $40.0M 14.00% 2,220,399 SH
2 BLACKSTONE SECD LENDING FD BXSL 09261X102 $28.2M 9.85% 1,188,414 SH
3 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $27.3M 9.55% 2,468,547 SH
4 MAIN STR CAP CORP MAIN 56035L104 $25.7M 8.98% 484,823 SH
5 GOLUB CAP BDC INC GBDC 38173M102 $25.1M 8.79% 1,985,488 SH
6 HERCULES CAPITAL INC HTGC 427096508 $19.9M 6.98% 1,350,125 SH
7 SIXTH STREET SPECIALTY LENDI TSLX 83012A109 $19.2M 6.73% 1,046,996 SH
8 MORGAN STANLEY DIRECT LENDIN MSDL 61774A103 $10.7M 3.75% 767,802 SH
9 BAIN CAP SPECIALTY FIN INC BCSF 05684B107 $9.9M 3.48% 801,257 SH
10 CAPITAL SOUTHWEST CORP CSWC 140501107 $9.4M 3.30% 426,243 SH
11 FS KKR CAP CORP FSK 302635206 $8.7M 3.05% 855,844 SH
12 CARLYLE SECURED LENDING INC CGBD 872280102 $8.1M 2.82% 737,744 SH
13 MIDCAP FINANCIAL INVSTMNT CO MFIC 03761U502 $8.1M 2.82% 716,498 SH
14 SLR INVESTMENT CORP SLRC 83413U100 $7.7M 2.70% 538,843 SH
15 GOLDMAN SACHS BDC INC GSBD 38147U107 $7.1M 2.49% 801,533 SH
16 NEW MTN FIN CORP NMFC 647551100 $6.6M 2.30% 848,918 SH
17 FIDUS INVT CORP FDUS 316500107 $6.1M 2.12% 348,311 SH
18 BARINGS BDC INC BBDC 06759L103 $5.8M 2.02% 700,459 SH
19 OAKTREE SPECIALTY LENDING CO OCSL 67401P405 $3.8M 1.32% 333,559 SH
20 STELLUS CAP INVT CORP SCM 858568108 $2.3M 0.82% 254,834 SH
21 CRESCENT CAP BDC INC CCAP 225655109 $1.9M 0.65% 153,282 SH
22 PENNANTPARK FLOATING RATE CA PFLT 70806A106 $1.4M 0.48% 171,904 SH
23 BLACKROCK TCP CAPITAL CORP TCPC 09259E108 $1.0M 0.35% 279,505 SH
24 INVESCO QQQ TR QQQ 46090E103 $288.6K 0.10% 500 SH
25 EQUINIX INC EQIX 29444U700 $246.0K 0.09% 251 SH
26 DIGITAL RLTY TR INC DLR 253868103 $210.1K 0.07% 1,166 SH
27 PROLOGIS INC. PLD 74340W103 $182.8K 0.06% 1,383 SH
28 IRON MTN INC DEL IRM 46284V101 $160.1K 0.06% 1,567 SH
29 SIMON PPTY GROUP INC NEW SPG 828806109 $157.2K 0.06% 843 SH
30 HOST HOTELS & RESORTS INC HST 44107P104 $134.2K 0.05% 7,003 SH
31 AMERICAN TOWER CORP NEW AMT 03027X100 $113.6K 0.04% 658 SH
32 EQUITY RESIDENTIAL EQR 29476L107 $78.4K 0.03% 1,326 SH
33 CROWN CASTLE INC CCI 22822V101 $72.5K 0.03% 892 SH
34 EXTRA SPACE STORAGE INC EXR 30225T102 $67.1K 0.02% 512 SH
35 AMERICAN HOMES 4 RENT AMH 02665T306 $53.7K 0.02% 1,922 SH
36 AVALONBAY CMNTYS INC AVB 053484101 $53.3K 0.02% 326 SH
37 ESSEX PPTY TR INC ESS 297178105 $46.0K 0.02% 190 SH
38 BXP INC BXP 101121101 $29.8K 0.01% 575 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $285.9M 38 0001618824-26-000004
2025-12-31 2026-01-21 $318.0M 38 0001618824-26-000002