Karpus Management, Inc.

Pittsford, NY · CIK 1048703 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$3.5bn reported value +8.4% vs Q1 2026

233positions

35.0%in top 10

27 new 63 added 115 reduced 25 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	366,496	$251.7m7.24%	7.24%	Reduced -26.4k	-26,376 -6.7%
2	BLACKROCK MUNIHOLDINGS FD IN COM MHD	MHD	19,816,954	$235.8m6.78%	6.78%	Reduced -216.4k	-216,439 -1.1%
3	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	2,132,736	$147.0m4.23%	4.23%	Added +162.4k	+162,408 8.2%
4	BLACKROCK MUN TARGET TERM TR COM SHS BEN IN BTT	BTT	4,641,247	$105.6m3.04%	3.04%	Reduced -48.1k	-48,066 -1.0%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	319,556	$96.9m2.79%	2.79%	Reduced -2.1k	-2,128 -0.7%
6	BLACKROCK MUNIYIELD N Y QUAL COM MYN	MYN	7,938,637	$80.6m2.32%	2.32%	Reduced -220.8k	-220,786 -2.7%
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,294,280	$77.3m2.22%	2.22%	Reduced -27.3k	-27,294 -2.1%
8	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	911,846	$76.4m2.20%	2.20%	Reduced -64.9k	-64,873 -6.6%
9	ISHARES TR 20 YR TR BD ETF TLT	TLT	882,953	$76.3m2.20%	2.20%	Added +609.5k	+609,538 222.9%
10	WESTERN ASST INFLTN LKD INM COM SH BEN INT XWIAX	XWIAX	8,648,798	$70.3m2.02%	2.02%	Added +302.4k	+302,388 3.6%
11	BLACKROCK MUNIYIELD QUALITY COM MYI	MYI	5,442,103	$60.5m1.74%	1.74%	Reduced -234.6k	-234,550 -4.1%
12	ISHARES TR CORE S&P500 ETF IVV	IVV	80,591	$60.4m1.74%	1.74%	Reduced -10.2k	-10,199 -11.2%
13	ANGEL OAK FINL STRATEGIES IN COM BEN INT FINS	FINS	4,654,677	$59.6m1.71%	1.71%	Reduced -43.2k	-43,169 -0.9%
14	BLACKROCK MUNIHLDNGS CALI QL COM MUC	MUC	4,603,531	$50.6m1.46%	1.46%	Reduced -776.3k	-776,322 -14.4%
15	NEUBERGER BERMAN NEXT GENERA COMMON STOCK NBXG	NBXG	2,981,177	$49.3m1.42%	1.42%	Reduced -87.9k	-87,923 -2.9%
16	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	613,630	$46.9m1.35%	1.35%	Added +23.6k	+23,571 4.0%
17	GABELLI DIVID & INCOME TR COM XGDVX	XGDVX	1,444,270	$42.5m1.22%	1.22%	Reduced -55.4k	-55,430 -3.7%
18	CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT CSQ	CSQ	2,052,204	$42.2m1.21%	1.21%	Added +107.6k	+107,581 5.5%
19	NUVEEN NASDAQ 100 DYNAMIC OV COM SHS QQQX	QQQX	1,393,850	$42.0m1.21%	1.21%	Reduced -243.1k	-243,109 -14.8%
20	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	565,055	$41.5m1.19%	1.19%	Added +215.5k	+215,468 61.6%
21	ALLIANCEBERNSTEIN NATL MUN I COM AFB	AFB	3,603,262	$41.1m1.18%	1.18%	Added +1.1m	+1,050,144 41.1%
22	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	337,048	$39.0m1.12%	1.12%	Reduced -30.8k	-30,773 -8.4%
23	ISHARES TR CORE MSCI EURO IEUR	IEUR	481,445	$36.2m1.04%	1.04%	Reduced -11.1k	-11,092 -2.2%
24	BLACKROCK SCIENCE & TECHNOLO SHS BST	BST	639,482	$32.4m0.93%	0.93%	Added +76.6k	+76,573 13.6%
25	ISHARES TR 7-10 YR TRSY BD IEF	IEF	331,612	$31.4m0.90%	0.90%	Added +304.4k	+304,401 1118.7%
26	ISHARES TR RUS 1000 ETF IWB	IWB	74,490	$30.5m0.88%	0.88%	Reduced -10.6k	-10,606 -12.5%
27	SC II ACQUISITION CORP ORD SHS CLASS A SCII	SCII	2,942,837	$29.5m0.85%	0.85%	Reduced -83.6k	-83,642 -2.8%
28	DRUGS MADE IN AMER ACQ II CO USD ORD SHS DMII	DMII	2,787,998	$28.0m0.81%	0.81%	Added +190.1k	+190,075 7.3%
29	BLACKROCK MUNIYILD QULT FD I COM MQY	MQY	2,414,908	$28.0m0.81%	0.81%	Reduced -202.0k	-201,986 -7.7%
30	DRUGS MADE IN AMER ACQUTN CO ORD SHS DMAA	DMAA	2,507,817	$26.7m0.77%	0.77%	Reduced -22.7k	-22,700 -0.9%
31	APOGEE ACQUISITION CORP ORD SHS CL A 2659054D	2659054D	2,648,075	$26.3m0.76%	0.76%	New
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	68,670	$25.4m0.73%	0.73%	Reduced -12.0k	-12,001 -14.9%
33	DWS MUN INCOME TR COM KTF	KTF	2,760,957	$25.4m0.73%	0.73%	Reduced -530.1k	-530,059 -16.1%
34	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	283,483	$25.1m0.72%	0.72%	Reduced -5.3k	-5,344 -1.9%
35	LIBERTY ALL-STAR GROWTH FD I COM ASG	ASG	4,548,670	$24.9m0.72%	0.72%	Added +328.2k	+328,182 7.8%
36	CALAMOS GBL DYN INCOME FUND COM CHW	CHW	2,460,540	$21.9m0.63%	0.63%	Added +269.1k	+269,121 12.3%
37	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	405,788	$21.8m0.63%	0.63%	Added +1	+1 0.0%
38	EATON VANCE TAX-ADVANTAGED G COM ETO	ETO	699,132	$21.6m0.62%	0.62%	Added +53.3k	+53,336 8.3%
39	AI INFRASTRUCTURE ACQUISI ORD SHS CL A AIIA	AIIA	2,009,049	$20.6m0.59%	0.59%	Reduced -57.1k	-57,149 -2.8%
40	TAVIA ACQUISITION CORP SHS TAVI	TAVI	1,893,627	$20.2m0.58%	0.58%	Reduced -283.6k	-283,575 -13.0%
41	BLACKROCK INCOME TR INC COM NEW BKT	BKT	1,828,427	$19.6m0.56%	0.56%	Reduced -22.6k	-22,625 -1.2%
42	ISHARES INC MSCI EURZONE ETF EZU	EZU	278,697	$19.4m0.56%	0.56%	Reduced -1.6k	-1,600 -0.6%
43	VANGUARD WORLD FD INF TECH ETF VGT	VGT	161,378	$19.3m0.55%	0.55%	Reduced -5.7k	-5,662 -3.4%
44	LIBERTY ALL STAR EQUITY FD SH BEN INT USA	USA	3,271,867	$19.0m0.55%	0.55%	Added +155.4k	+155,356 5.0%
45	MCKINLEY ACQUISITION CORP SHS CL A MKLY	MKLY	1,825,871	$18.5m0.53%	0.53%	Reduced -77.5k	-77,500 -4.1%
46	AGRICULTURE & NAT SOL ACQ CO SHS CL A SHS CL A		1,613,968	$18.4m0.53%	0.53%	Reduced -48.5k	-48,475 -2.9%
47	ISHARES INC MSCI CDA ETF EWC	EWC	317,284	$18.3m0.53%	0.53%	Added +3.0k	+2,992 0.9%
48	PIMCO CALIF MUN INCOME FD COM XPCQX	XPCQX	2,031,479	$18.2m0.52%	0.52%	Added +252.5k	+252,546 14.2%
49	PACER FDS TR GLOBL CASH ETF GCOW	GCOW	413,372	$17.9m0.51%	0.51%	Added +21.4k	+21,416 5.5%
50	RF ACQUISITION CORP II SHS RFAI	RFAI	1,619,533	$17.9m0.51%	0.51%	Reduced -21.2k	-21,200 -1.3%
51	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	201,907	$17.4m0.50%	0.50%	Reduced -923	-923 -0.5%
52	BLACKROCK CORE BD TR SHS BEN INT BHK	BHK	1,858,353	$17.0m0.49%	0.49%	Reduced -21.2k	-21,225 -1.1%
53	EATON VANCE MUN BD FD COM EIM	EIM	1,660,000	$16.5m0.48%	0.48%	Reduced -636.3k	-636,254 -27.7%
54	WHITE PEARL ACQUISITION CORP ORD SHS CL A WPAC	WPAC	1,641,020	$16.4m0.47%	0.47%	Added +38.4k	+38,425 2.4%
55	COPLEY ACQUISITION CORP ORD SHS CL A COPL	COPL	1,510,297	$15.8m0.45%	0.45%	Reduced -16.5k	-16,530 -1.1%
56	EATON VANCE TAX-MANAGED GLOB COM ETW	ETW	1,616,305	$15.6m0.45%	0.45%	Reduced -9.1k	-9,098 -0.6%
57	J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN BBJP	BBJP	204,173	$15.4m0.44%	0.44%	Reduced -26.6k	-26,564 -11.5%
58	CHARLTON ARIA ACQUISITION CO ORD SHS CL A CHAR	CHAR	1,410,653	$15.2m0.44%	0.44%	Reduced -7.5k	-7,457 -0.5%
59	GLOBA TERRA ACQUISITION COR CL A ORD SHS GTERA	GTERA	1,461,112	$15.1m0.43%	0.43%	Reduced -9.6k	-9,575 -0.7%
60	ISHARES TR CORE DIV GRWTH DGRO	DGRO	196,580	$14.9m0.43%	0.43%	Added +1.5k	+1,502 0.8%
61	VERNAL CAP ACQUISITION CORP ORD SHS VECA	VECA	1,484,400	$14.8m0.42%	0.42%	New
62	BLACKROCK ENHANCED GLOBAL DI COM XBOEX	XBOEX	1,206,786	$14.6m0.42%	0.42%	Reduced -5.0k	-4,956 -0.4%
63	BLACKROCK SCIENCE & TECHNOLO SHS BEN INT BSTZ	BSTZ	483,321	$14.5m0.42%	0.42%	Added +73.4k	+73,390 17.9%
64	WESTIN ACQUISITION CORP ORD SHS CL A WSTN	WSTN	1,388,365	$14.0m0.40%	0.40%	Reduced -1.4k	-1,425 -0.1%
65	ACP HOLDINGS ACQUISITION COR CL A ACGC	ACGC	1,348,625	$13.4m0.39%	0.39%	New
66	BLACKROCK ENHANCED INTL DIV COM BENE INTER XBGYX	XBGYX	2,327,943	$13.4m0.38%	0.38%	Added +378.3k	+378,256 19.4%
67	ORIGIN INVT CORP I ORD SHS ORIQ	ORIQ	1,286,528	$13.3m0.38%	0.38%	Added +410.8k	+410,800 46.9%
68	MFS INTER INCOME TR SH BEN INT SH BEN INT		5,323,675	$13.1m0.38%	0.38%	Added +47.8k	+47,765 0.9%
69	K&F GROWTH ACQUISITION CORP SHS CL A KFII	KFII	1,245,037	$13.1m0.38%	0.38%	Reduced -72.1k	-72,100 -5.5%
70	VENDOME ACQUISITION CORP I COM CL A VNME	VNME	1,247,903	$12.7m0.37%	0.37%	Added +162.8k	+162,850 15.0%
71	LAKE SUPERIOR ACQUISITION CO USD CL A ORD SHS LKSP	LKSP	1,249,608	$12.7m0.36%	0.36%	Reduced -34.4k	-34,425 -2.7%
72	APEX TREAS CORP ORD SHS CL A APXT	APXT	1,253,557	$12.6m0.36%	0.36%	Added +90.0k	+90,000 7.7%
73	BHAV ACQUISITION CORP CL A ORD SHS BHAV	BHAV	1,267,457	$12.6m0.36%	0.36%	New
74	SPACSPHERE ACQUISITION CORP CL A SHS SSAC	SSAC	1,248,875	$12.5m0.36%	0.36%	Added +31.7k	+31,665 2.6%
75	CHENGHE ACQUISITION III CO ORD SHS CL A CHEC	CHEC	1,176,550	$11.9m0.34%	0.34%	Reduced -12.0k	-12,000 -1.0%
76	FIGX CAP ACQUISITION CORP. USD CL A ORD SHS FIGX	FIGX	1,163,324	$11.9m0.34%	0.34%	Added +723.4k	+723,375 164.4%
77	APEX TECH ACQUISITION INC ORD SHS TRAD	TRAD	1,171,450	$11.7m0.34%	0.34%	New
78	FUTURE MONEY ACQUISITION COR ORD SHS FMAC	FMAC	1,163,950	$11.6m0.33%	0.33%	New
79	EATON VANCE TAX-MANAGED GLOB COM XEXGX	XEXGX	1,166,515	$11.4m0.33%	0.33%	Reduced -12.0k	-11,977 -1.0%
80	EATON VANCE TAX ADVT DIV INC COM XEVTX	XEVTX	412,721	$11.4m0.33%	0.33%	Reduced -3.7k	-3,654 -0.9%
81	GABELLI EQUITY TR INC COM GAB	GAB	1,973,929	$11.2m0.32%	0.32%	New
82	MORGAN STANLEY INDIA INVT FD COM IIF	IIF	477,621	$10.9m0.31%	0.31%	Added +81.9k	+81,933 20.7%
83	ALLSPRING GLOBAL DIVIDEND OP COM EOD	EOD	1,620,995	$10.6m0.30%	0.30%	Reduced -44.6k	-44,581 -2.7%
84	MELAR ACQUISITION CORP. I SHS CL A MACI	MACI	961,303	$10.5m0.30%	0.30%	Reduced -27.2k	-27,202 -2.8%
85	JOHN HANCOCK HEDGED EQUITY & COM HEQ	HEQ	909,620	$10.4m0.30%	0.30%	Added +391.1k	+391,119 75.4%
86	QUARTZSEA ACQUISITION CORP ORD SHS QSEA	QSEA	974,765	$10.3m0.29%	0.29%	Reduced -1.3m	-1,282,040 -56.8%
87	ABRDN AUSTRALIA EQUITY FD IN COM IAF	IAF	822,927	$10.2m0.29%	0.29%	Added +111.7k	+111,740 15.7%
88	ISHARES INC MSCI STH KOR ETF EWY	EWY	50,375	$10.2m0.29%	0.29%	Reduced -25.1k	-25,100 -33.3%
89	MORGAN STANLEY CHINA A SH FD COM XCAFX	XCAFX	482,293	$10.1m0.29%	0.29%	Added +9.0k	+9,030 1.9%
90	MAYWOOD ACQUISITION CORP ORD SHS CL A ORD SHS CL A		962,657	$10.1m0.29%	0.29%	Reduced -44.5k	-44,486 -4.4%
91	NYLI CBRE GBL INFR MEGTRNDS COM MEGI	MEGI	656,967	$10.0m0.29%	0.29%	Added +147.9k	+147,858 29.0%
92	EMMIS ACQUISITION CORP. SHS CL A EMIS	EMIS	981,161	$9.9m0.29%	0.29%	Unchanged
93	ART TECHNOLOGY ACQUISITION C USD CL A ORD SHS ARTC	ARTC	973,200	$9.7m0.28%	0.28%	New
94	GIGCAPITAL8 CORP ORD CL A GIW	GIW	945,625	$9.5m0.27%	0.27%	Reduced -18.0k	-18,025 -1.9%
95	TEMPLETON DRAGON FD INC COM TDF	TDF	871,955	$9.5m0.27%	0.27%	Added +2.1k	+2,071 0.2%
96	ISHARES TR MSCI DENMARK ETF EDEN	EDEN	85,230	$9.4m0.27%	0.27%	Added +6.5k	+6,475 8.2%
97	HANCOCK JOHN INCOME SECS TR COM JHS	JHS	846,161	$9.3m0.27%	0.27%	Added +313.5k	+313,463 58.8%
98	VIRTUS ARTIFICIAL INTELLIGEN COM AIO	AIO	324,291	$9.1m0.26%	0.26%	Added +130.7k	+130,659 67.5%
99	COLUMBIA SELIGM PREM TECH GR COM STK	STK	168,899	$9.1m0.26%	0.26%	Reduced -17.5k	-17,469 -9.4%
100	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	261,401	$9.0m0.26%	0.26%	Added +8.0k	+8,002 3.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GP-ACT III ACQUISITION CORP GPAT	GPAT	2,230,216	$24.2m2.2m shares
LEGATO MERGER CORP III		2,139,308	$23.5m2.1m shares
SIM ACQUISITION CORP. I SIMA	SIMA	1,725,032	$18.5m1.7m shares
LAUNCH ONE ACQUISITION CORP LPAA	LPAA	1,085,250	$11.6m1.1m shares
LIONHEART HOLDINGS CUB	CUB	1,031,975	$11.1m1.0m shares
ISHARES TR IGE	IGE	127,079	$8.0m127.1k shares
FLAG SHIP ACQUISITION CORP FSHP	FSHP	727,825	$8.0m727.8k shares
EATON VANCE TX ADV GLBL DIV ETG	ETG	387,327	$7.8m387.3k shares
RISING DRAGON ACQUISITION CO RDAC	RDAC	736,550	$7.7m736.5k shares
VOYAGER ACQUISITION CORP		667,041	$7.1m667.0k shares
A PARADISE ACQUISITION CORP ENHA	ENHA	654,061	$6.7m654.1k shares
BLUE ACQUISITION CORP. BACC	BACC	645,990	$6.6m646.0k shares
MOUNTAIN LAKE ACQUISITION CO		620,220	$6.5m620.2k shares
TRANSLATIONAL DEV ACQUISITIO TDAC	TDAC	603,425	$6.4m603.4k shares
TAIWAN FD INC TWN	TWN	75,028	$4.9m75.0k shares
ARMADA ACQUISITION CORP II		299,800	$3.2m299.8k shares
EUREKA ACQUISITION CORP EURK	EURK	200,925	$2.3m200.9k shares
GRAF GLOBAL CORP TONT	TONT	192,600	$2.1m192.6k shares
BEST SPAC I ACQUISITION CORP BSAA	BSAA	170,501	$1.7m170.5k shares
AXIOM INTELLIGENCE AC CORP 1 AXIN	AXIN	102,500	$1.0m102.5k shares
NEWHOLD INVT CORP III		83,900	$870.0k83.9k shares
OAK WOODS ACQUISITION CORP OAKU	OAKU	66,700	$813.7k66.7k shares
SRH TOTAL RETURN FUND INC STEW	STEW	29,393	$502.6k29.4k shares
AA MISSION ACQUISITION CORP AAM	AAM	20,000	$213.4k20.0k shares
ABRDN TOTAL DYNAMIC DIVIDEND XAODX	XAODX	11,500	$105.9k11.5k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on. The largest 25 of 62.

Company	Ticker	Stake	Change	Schedule	Last filed
BLACKROCK MUNICIPAL INCOME XMUIX · 13G · filed 2025-03-07	XMUIX	47.1%	+6.1 pts	13G	2025-03-07
WESTERN ASST INFLTN LKD INM XWIAX · 13D · filed 2026-10-01	XWIAX	38.1%≈ $72.3m	+1.1 pts	13D	2026-10-01
EAGLE POINT INCOME COMPANY INC EIC 7.75 07.31.28 B · 13G · filed 2025-11-14	EIC 7.75 07.31.28 B	37.6%		13G	2025-11-14
PEARL DIVER CREDIT COMPANY PDCC 8 12.31.29 A · 13G · filed 2025-08-14	PDCC 8 12.31.29 A	26.9%	+1.6 pts	13G	2025-08-14
SOUNDPTMERIDIANCAPINC SPMC 7.875 07.31.30 B · 13G · filed 2025-08-07	SPMC 7.875 07.31.30 B	26.5%		13G	2025-08-07
RF ACQUISITION CORP II RFAI · 13G · filed 2026-09-04	RFAI	24.8%≈ $10.5m	+5.1 pts	13G	2026-09-04
CARLYLE CREDIT INCOME FUND CCIF · 13G · filed 2025-12-05	CCIF	22.1%	new	13G	2025-12-05
TAVIA ACQUISITION CORP TAVI · 13G · filed 2026-07-07	TAVI	21.6%≈ $20.2m	+9.7 pts	13G	2026-07-07
OFS CREDIT COMPANY INC OCCI · 13G · filed 2026-05-07	OCCI	19.9%		13G	2026-05-07
EAGLE POINT INSTITUTIONAL EAPIIF 8.125 10.31.29 A · 13G · filed 2025-11-14	EAPIIF 8.125 10.31.29 A	19.7%	-4.0 pts	13G	2025-11-14
CO2 ENERGY TRANSITION CORP NOEM · 13G · filed 2026-08-07	NOEM	18.0%≈ $7.0m	+10.5 pts	13G	2026-08-07
WESTIN ACQUISITION CORP WSTN · 13G · filed 2026-05-14	WSTN	17.2%≈ $14.0m	+2.3 pts	13G	2026-05-14
EAGLE POINT CREDIT COMPANY I ECC · 13G · filed 2026-05-14	ECC	16.9%	-0.1 pts	13G	2026-05-14
PANTAGES CAPITAL ACQUISITION PGAC · 13G · filed 2026-09-04	PGAC	16.0%≈ $8.7m	+7.9 pts	13G	2026-09-04
ORIGIN INVT CORP I ORIQ · 13G · filed 2026-07-07	ORIQ	14.9%≈ $13.3m	+5.4 pts	13G	2026-07-07
ANGEL OAK FINL STRATEGIES IN FINS · 13G · filed 2026-05-14	FINS	14.1%≈ $60.1m	-1.4 pts	13G	2026-05-14
ALLIANCEBERNSTEIN NATL MUN I AFB · 13G · filed 2026-10-02	AFB	13.6%≈ $44.5m	+1.0 pts	13G	2026-10-02
CHARLTON ARIA ACQUISITION CO CHAR · 13G · filed 2025-11-14	CHAR	13.2%≈ $15.6m	-1.2 pts	13G	2025-11-14
FUTURE VISION II ACQUISITION FVN · 13G · filed 2026-08-07	FVN	12.7%≈ $5.2m	+6.2 pts	13G	2026-08-07
OFSCREDITCOMPANYINC OCCI 7.875 10.31.29 F · 13G · filed 2026-05-07	OCCI 7.875 10.31.29 F	12.3%		13G	2026-05-07
SC II ACQUISITION CORP SCII · 13G · filed 2026-02-06	SCII	12.0%≈ $29.9m	new	13G	2026-02-06
VERNAL CAP ACQUISITION CORP VECA · 13G · filed 2026-06-05	VECA	11.9%≈ $14.8m	new	13G	2026-06-05
BHAV ACQUISITION CORP BHAV · 13G · filed 2026-06-05	BHAV	11.8%≈ $12.6m	new	13G	2026-06-05
APOGEE ACQUISITION CORP 2659054D · 13G · filed 2026-07-07	2659054D	11.3%≈ $26.3m	new	13G	2026-07-07
EAGLE POINT INCOME COMPANY I EIC · 13G · filed 2026-05-07	EIC	11.2%	+8.2 pts	13G	2026-05-07