North Ground Capital
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$83M
Holdings
40
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRSP
BRIGHTSPIRE CAPITAL INC
Q1 2026: Exited (was 3.05M shares)
10.8%
02
$RWAY
RUNWAY GROWTH FINANCE CORP
Q1 2026: Exited (was 1.57M shares)
8.0%
03
$GBDC
GOLUB CAP BDC INC
Q1 2026: Exited (was 326.1k shares)
7.3%
04
$MSIF
MSC INCOME FUND INC
Q1 2026: Exited (was 501.7k shares)
6.6%
05
$ACRE
ARES COML REAL ESTATE CORP
Q1 2026: Exited (was 1.55M shares)
6.5%
06
$CGBD
CARLYLE SECURED LENDING INC
Q1 2026: Exited (was 912.2k shares)
5.1%
07
$BCSF
BAIN CAP SPECIALTY FIN INC
Q1 2026: Exited (was 626.5k shares)
5.0%
08
$CCAP
CRESCENT CAP BDC INC
Q1 2026: Exited (was 835.3k shares)
5.0%
09
$MRP
MILLROSE PPTYS INC
Q1 2026: Exited (was 127.2k shares)
4.4%
10
$NRK
NUVEEN NY AMT FREE
Q1 2026: Exited (was 601.2k shares)
4.4%
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 15:05 UTC.