Bulldog Investors, LLP
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$445M
Holdings
111
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$STEW
SRH TOTAL RETURN FUND INC
Q1 2026: Exited (was 1.24M shares)
5.5%
02
$DSM
BNY MELLON STRATEGIC MUN BD
Q1 2026: Exited (was 3.31M shares)
5.0%
03
$CET
CENTRAL SECS CORP
Q1 2026: Exited (was 390.9k shares)
4.9%
04
$GAM
GENERAL AMERN INVS CO INC
Q1 2026: Exited (was 297.0k shares)
4.3%
05
$TPL
TEXAS PACIFIC LAND CORPORATI
Q1 2026: Exited (was 31.7k shares)
3.8%
06
$NBXG
NEUBERGER NEXT GENERATION
Q1 2026: Exited (was 1.17M shares)
3.7%
07
$TRC
TEJON RANCH CO
Q1 2026: Exited (was 791.5k shares)
3.7%
08
$CMU
MFS HIGH YIELD MUN TR
Q1 2026: Exited (was 3.59M shares)
3.1%
09
$CION
CION INVT CORP
Q1 2026: Exited (was 1.54M shares)
2.6%
10
$LEO
BNY MELLON STRATEGIC MUNS IN
Q1 2026: Exited (was 1.48M shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.