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North Ground Capital

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055446

$83.4M

disclosed book value

33

positions

10.9%

largest position share

Positions, as of 2026-06-30

top 33 of 33 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1FSSLFS SPECIALTY LENDING FD817,600$9.1M10.9%
2CGBDCARLYLE SECURED LENDING INC616,000$6.5M7.8%
3MSIFMSC INCOME FUND INC537,600$6.2M7.5%
4BRSPBRIGHTSPIRE CAPITAL INC1.1M$6.0M7.1%
5CCAPCRESCENT CAP BDC INC520,800$5.7M6.8%
6ACREARES COML REAL ESTATE CORP1.2M$5.5M6.7%
7MRPMILLROSE PPTYS INC179,200$5.4M6.5%
8GLOCLOUGH GLOBAL OPPORTUNITIES728,000$4.5M5.3%
9RWAYRUNWAY GROWTH FINANCE CORP728,000$4.1M4.9%
10NRKNUVEEN NY AMT FREE323,680$3.5M4.2%
11MXFMEXICO FD INC136,348$3.0M3.6%
12OTFBLUE OWL TECHNOLOGY FIN CORP277,467$2.9M3.4%
13BCSFBAIN CAP SPECIALTY FIN INC224,000$2.8M3.4%
14SLRCSLR INVESTMENT CORP168,000$2.1M2.5%
15GLADGLADSTONE CAP CORP105,280$2.0M2.5%
16TYGTORTOISE ENERGY INFRSTRCTR C44,800$1.9M2.3%
17BXMTBLACKSTONE MORTGAGE TRUST IN106,400$1.8M2.2%
18JFRNUVEEN FLOATING RATE INCOME222,501$1.7M2%
19AOMRANGEL OAK MORTGAGE REIT INC164,369$1.5M1.8%
20NFJVIRTUS DIVIDEND INTEREST & P89,387$1.4M1.6%
21IQIINVESCO QUALITY MUN INCOME T120,018$1.2M1.5%
22NMZNUVEEN MUN HIGH INCOME OPPOR89,600$947,0721.1%
23XGLQXCLOUGH GLOBAL EQUITY FD89,094$767,9900.9%
24GLVCLOUGH GLOBAL DIVID & INCOME91,500$607,5600.7%
25FSCOFS CREDIT OPPORTUNITIES CORP89,600$447,1040.5%
26ECATBLACKROCK ESG CAP ALLC TERM28,000$440,1600.5%
27BRWSABA CAPITAL INCOME & OPRNT56,000$367,9200.4%
28XJQCXNUVEEN CR STRATEGIES INCOME74,901$364,0190.4%
29DMADESTRA MULTI-ALTERNATIVE FD30,000$224,4000.3%
30FMNFEDERATED HERMES PREM MUNI I15,818$181,7490.2%
31HFROHIGHLAND OPPS & INCOME FD24,731$176,3320.2%
32JOFJAPAN SMALLER CAPITALIZATION10,000$117,8000.1%
33ICMBINVESTCORP CR MGMT BDC INC28,000$32,7600%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.