Arkolith/Funds/Bulldog Investors, LLP

Bulldog Investors, LLP

CIK 1504304
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Bulldog Investors, LLP holds a diversified book of 225 stocks worth $454.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Stratus Properties Inc and trimmed Bnym Strat Muni BND. Their largest long position is SRH Total Return Fund Inc at 5% of the equity book. Cloning the disclosed picks since 2025 would be +3% (+4.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
67
bought for the first time
Added to
34
already held, bought more
Trimmed
71
sold some, still holds it
Sold out
58
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+3.2%
+4.0%/yr · since Nov '25
Their reported book
+1.6%
held from quarter-end
S&P 500
+14.6%
same window
$9K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Aug '26
Bulldog Investors, LLP (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.6 points over this window.

Growth of $10,000 cloning Bulldog Investors, LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
36%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Financials
30%
Real Estate
8%
Consumer Staples
2%
Consumer Discretionary
0%
Industrials
0%
Information Technology
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bulldog Investors, LLP

Manager / fundShared namesTheir $ in those
MORGAN STANLEY68 / 80$5.3B
UBS Group AG58 / 80$2.3B
WELLS FARGO & COMPANY/MN48 / 80$2.2B
OSAIC HOLDINGS, INC.48 / 80$197.7M
ROYAL BANK OF CANADA45 / 80$1.5B
BNP PARIBAS FINANCIAL MARKETS45 / 80$854.4M
TWO SIGMA INVESTMENTS, LP44 / 80$949.7M
Clear Street Group Inc.40 / 80$44.7M

Ranked by how many of Bulldog Investors, LLP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

225 positions
#SecurityValueShares% PortLast moveHistory
1SRH Total Return Fund Inc
COM
$24.1M1.35M
5.3%
+4.7%
Added · +60K sh
2Central Secs Corp
COM
$23.5M447.3K
5.2%
+13%
Added · +51K sh
3Neuberger Next Generation
COMMON STOCK
$19.4M1.17M
4.3%
+0.2%
Added · +2K sh
4General Amern Invs Co Inc
COM
$18.9M296.4K
4.2%
Held
5Bny Mellon Strategic Mun BD
COM
$18.9M3.07M
4.1%
−9.1%
Reduced · −308K sh
6Tejon Ranch Co
COM
$14.8M793.4K
3.3%
+0.1%
Added · +914 sh
7Texas Pacific Land Corporati
COM
$14.4M33.0K
3.2%
+3.1%
Added · +1K sh
8Bny Mellon Strategic Muns In
COM
$9.8M1.51M
2.1%
−4.2%
Reduced · −66K sh
9Cion Invt Corp
COM
$9.6M1.54M
2.1%
Held
10Gabelli Divid & Income TR
COM
$8.8M299.5K
1.9%
−0.1%
Reduced · −433 sh
11Stratus Pptys Inc
COM NEW
$8.2M286.5K
1.8%
New
New position
12Blue Owl Technology Fin Corp
COMMON STOCK
$8.2M792.8K
1.8%
+17%
Added · +117K sh
13Alexanders Inc
COM
$7.7M28.0K
1.7%
Held
14Berkshire Hathaway Inc Del
CL A
$7.5M10
1.6%
Held
15Village Super MKT Inc
CL A NEW
$7.2M170.5K
1.6%
Held
16Chubb Limited
COM
$7.2M21.0K
1.6%
+50%
Added · +7K sh
17Voya Emerging MKTS High Divi
COM
$6.9M881.5K
1.5%
−10%
Reduced · −101K sh
18Dynamix Corp
SHS CL A
$6.4M589.7K
1.4%
New
New position
19John Hancock Diversified Inc
COM
$6.3M551.0K
1.4%
−1.3%
Reduced · −7K sh
20New Germany FD Inc
COM
$6.1M532.1K
1.3%
Held
21Bluerock PVT Real Estate FD
COM
$5.8M445.8K
1.3%
+20%
Added · +73K sh
22Runway Growth Finance Corp
COM
$5.7M1.02M
1.3%
−15%
Reduced · −181K sh
23Xai Floating Rate & Alter In
COM SHS BENF INT
$5.6M316.5K
1.2%
+69%
Added · +130K sh
24Norwood Financial Corp
COM
$5.5M170.0K
1.2%
Held
25Clough Global Opportunities
SH BEN INT
$5.4M877.4K
1.2%
+42%
Added · +258K sh
26Duff & Phelps Utlity And Inf
COM
$4.9M327.4K
1.1%
+86%
Added · +151K sh
27Crescent Cap BDC Inc
COM
$4.8M437.2K
1.0%
−4.3%
Reduced · −20K sh
28Collective Acquisition Corp
SHS CL A
$4.5M429.6K
1.0%
+72%
Added · +180K sh
29Bny Mellon Mun BD Infrastruc
COM SHS
$4.4M400.3K
1.0%
−23%
Reduced · −120K sh
30Voya Asia Pac High Div Eqt I
COM
$4.0M436.6K
0.9%
−1.1%
Reduced · −5K sh
31Rre Ventures Acquisition Cor
UNIT 04/22/2031
$4.0M402.9K
0.9%
New
New position
32Aldabra 4 Lqdty Opp Veh Inc
CL A ORD SHS
$3.7M367.3K
0.8%
New
New position
33Nuveen S&P 500 Dynamic Overw
COM
$3.5M187.6K
0.8%
+50%
Added · +62K sh
34M Evo GBL Acquisition Corp I
ORD SHS CL A
$3.5M352.3K
0.8%
+71%
Added · +146K sh
35GDL FD
COM SH BEN IT
$3.5M409.7K
0.8%
Held
36Oyster Enterprises II Acquis
ORD SHS CL A
$3.3M320.4K
0.7%
−1.2%
Reduced · −4K sh
37Fortress Value Acqu Corp V
ORD SHS CL A
$3.3M322.1K
0.7%
+53%
Added · +111K sh
38Blue Owl Capital Corporation
COM
$3.2M298.4K
0.7%
−12%
Reduced · −40K sh
39Insight Digital Partners II
CL A ORD
$3.2M321.5K
0.7%
−0.5%
Reduced · −2K sh
40Bold Eagle Acquisition Corp
CL A
$3.2M302.0K
0.7%
~0%
Added · +47 sh
41Bain Cap GSS Invt Corp
ORD CL A
$3.2M306.9K
0.7%
−0.4%
Reduced · −1K sh
42Nuveen Churchill Direct Lend
COM SHS
$3.1M251.0K
0.7%
+12%
Added · +26K sh
43Horizon Technology Fin Corp
COM
$3.1M658.6K
0.7%
New
New position
44Daedalus SPL Acquisition Cor
USD CL A ORD SHS
$3.0M299.4K
0.7%
15×
Added · +279K sh
45Ellsworth Growth & Income FD
COM
$3.0M228.1K
0.7%
−0.2%
Reduced · −479 sh
46Elme Communities
SH BEN INT
$3.0M2.00M
0.7%
Held
47Barings BDC Inc
COM
$2.9M336.4K
0.6%
+0.4%
Added · +1K sh
48BCP Investment Corporation
COM NEW
$2.8M378.4K
0.6%
Held
49Eagle Point Income Company I
COM
$2.8M273.5K
0.6%
+26%
Added · +56K sh
50Royce Micro-Cap TR Inc
COM
$2.7M182.0K
0.6%
New
New position
Showing 50 of 225 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026228$454.7M13F-HR
Q1 2026Mar 31, 2026May 8, 2026216$445.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026223$449.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025198$432.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.