Arkolith/Funds/Muzinich & Co., Inc.

Muzinich & Co., Inc.

CIK 1618824
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Muzinich & Co., Inc. holds a focused book of 38 stocks worth $292.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened PDD Holdings Inc and trimmed Blue Owl Capital Corp. Their largest long position is Ares Capital Corp at 14% of the equity book. Cloning the disclosed picks since 2024 would be -7% (-4.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Muzinich & Co., Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
20
existing
Trimmed
4
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-7.2%
-4.2%/yr · since Nov '24
Their reported book
-8.9%
held from quarter-end
S&P 500
+27.3%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Muzinich & Co., Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.7 points over this window.

Growth of $10,000 cloning Muzinich & Co., Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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: focused book

Top 5 holdings
51%
Top 10 holdings
76%
Top 20 holdings
98%

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

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Real Estate
1%

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

Holdings: largest first

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

38 positions
#SecurityValueShares% PortLast moveHistory
1Ares Capital Corp
COM
$41.7M2.25M
14.2%
+1.3%
Added · +30K sh
2Blackstone Secd Lending FD
COMMON STOCK
$28.4M1.20M
9.7%
+0.7%
Added · +9K sh
3Blue Owl Capital Corporation
COM
$26.6M2.44M
9.1%
−1.0%
Reduced · −25K sh
4Golub Cap BDC Inc
COM
$26.5M2.06M
9.0%
+3.5%
Added · +70K sh
5Main STR Cap Corp
COM
$25.7M495.9K
8.8%
+2.3%
Added · +11K sh
6Hercules Capital Inc
COM
$21.4M1.36M
7.3%
+0.5%
Added · +7K sh
7Sixth Street Specialty Lendi
COM
$18.5M1.08M
6.3%
+2.7%
Added · +28K sh
8Morgan Stanley Direct Lendin
COM SHS
$12.7M838.9K
4.3%
+9.3%
Added · +71K sh
9Bain Cap Specialty Fin Inc
COM STK
$10.6M846.8K
3.6%
+5.7%
Added · +46K sh
10Capital Southwest Corp
COM
$10.4M435.9K
3.5%
+2.3%
Added · +10K sh
11FS KKR Cap Corp
COM
$8.9M847.1K
3.0%
−1.0%
Reduced · −9K sh
12Goldman Sachs BDC Inc
SHS
$8.1M853.9K
2.8%
+6.5%
Added · +52K sh
13Carlyle Secured Lending Inc
COM
$7.8M741.3K
2.7%
+0.5%
Added · +4K sh
14Midcap Financial Invstmnt Co
COM NEW
$7.5M744.4K
2.6%
+3.9%
Added · +28K sh
15Fidus Invt Corp
COM
$7.0M368.3K
2.4%
+5.7%
Added · +20K sh
16SLR Investment Corp
COM
$6.7M544.2K
2.3%
+1.0%
Added · +5K sh
17New MTN Fin Corp
COM
$6.1M850.2K
2.1%
+0.1%
Added · +1K sh
18Barings BDC Inc
COM
$6.1M715.0K
2.1%
+2.1%
Added · +14K sh
19Oaktree Specialty Lending Co
COM
$4.0M334.7K
1.4%
+0.3%
Added · +1K sh
20Stellus Cap Invt Corp
COM
$2.1M255.0K
0.7%
+0.1%
Added · +192 sh
21Crescent Cap BDC Inc
COM
$1.7M155.2K
0.6%
+1.2%
Added · +2K sh
22Pennantpark Floating Rate Ca
COM
$1.3M172.1K
0.4%
+0.1%
Added · +192 sh
23BlackRock TCP Capital Corp
COM
$939K279.5K
0.3%
Held
24Invesco QQQ TR
UNIT SER 1
$368K500
0.1%
Held
25Equinix Inc
COM
$210K201
0.1%
−20%
Reduced · −50 sh
26Digital Rlty TR Inc
COM
$209K1.2K
0.1%
Held
27Iron MTN Inc Del
COM
$198K1.6K
0.1%
Held
28Simon Ppty Group Inc New
COM
$189K843
0.1%
Held
29Host Hotels & Resorts Inc
COM
$166K7.0K
0.1%
Held
30Prologis Inc.
COM
$164K1.2K
0.1%
−12%
Reduced · −170 sh
31American Tower Corp New
COM
$108K658
0.0%
Held
32Equity Residential
SH BEN INT
$90K1.3K
0.0%
Held
33Extra Space Storage Inc
COM
$74K512
0.0%
Held
34Crown Castle Inc
COM
$68K892
0.0%
Held
35American Homes 4 Rent
CL A
$64K1.9K
0.0%
Held
36Avalonbay Cmntys Inc
COM
$62K326
0.0%
Held
37Essex Ppty TR Inc
COM
$55K190
0.0%
Held
38BXP Inc
COM
$38K575
0.0%
Held
Showing all 38 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202638$292.7M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202638$285.9M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202638$318.0M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202539$258.8M13F-HR
Q2 2025Jun 30, 2025Aug 4, 202559$230.4M13F-HR
Q1 2025Mar 31, 2025May 5, 202556$176.1M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202559$159.6M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202452$141.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.