Bulldog Investors Portfolio
Invests via Bulldog Investors LLP | Managed by Bulldog Investors LLP
Invests via Bulldog Investors LLP
Managed by Bulldog Investors LLP
Automatically Tracked
Company Profile
Pursues an activist approach to unlock value in undervalued small-cap equities across North America, using concentrated equity stakes, board engagement and targeted restructurings. Bulldog Investors combines public-equity arbitrage with event-driven campaigns to press for divestitures, cost cuts and governance changes that aim to accelerate shareholder returns. Capital deployment typically favors liquid situations where operational fixes and strategic repositioning can create near- to medium-term value for institutional investors and dedicated funds.
Pursues an activist approach to unlock value in undervalued small-cap equities across North America, using concentrated equity stakes, board engagement and targeted restructurings. Bulldog Investors combines public-equity arbitrage with event-driven campaigns to press for divestitures, cost cuts and governance changes that aim to accelerate shareholder returns. Capital deployment typically favors liquid situations where operational fixes and strategic repositioning can create near- to medium-term value for institutional investors and dedicated funds.
Investment Philosophy & Strategy
Activist, value-oriented firm focused on unlocking hidden value in undervalued small- and micro-cap public companies across North America. Uses concentrated equity stakes, targeted board engagement and event-driven campaigns to press for divestitures, cost rationalization and governance reforms. Capital allocation favors liquid, operationally fixable situations where catalytic corporate actions can generate near- to medium-term returns. Investment horizon is pragmatic and campaign-driven, blending public-equity arbitrage with hands-on operational pressure, disciplined downside protection and selective use of leverage to amplify outcomes for institutional investors.
Activist, value-oriented firm focused on unlocking hidden value in undervalued small- and micro-cap public companies across North America. Uses concentrated equity stakes, targeted board engagement and event-driven campaigns to press for divestitures, cost rationalization and governance reforms. Capital allocation favors liquid, operationally fixable situations where catalytic corporate actions can generate near- to medium-term returns. Investment horizon is pragmatic and campaign-driven, blending public-equity arbitrage with hands-on operational pressure, disciplined downside protection and selective use of leverage to amplify outcomes for institutional investors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.56%
Gain
Monthly
0.22%
Yearly
2.61%
Drawdown
41.1%
$435.7M
Equity
Holdings
$435.7M
Investment
$415.94M
$127.24M
Profit -$825,960.84
Realized
$107.48M
Unrealized
$19.76M
Dividends
$670.33B
Goals
Avg. 77% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 25% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$825,960.84
Win %
75%
This Week
Compared To Last Week
Gain
0.22%
Profit
$966,654.35
Win %
75%
This Month
Compared to last month
Gain
-0.09%
Profit
-$373,493.39
Win %
75%
This Year
Compared to last year
Gain
3.15%
Profit
$13.3M
Win %
75%
CUBWW Lionheart Holdings Warrant
+111.92%
+$39,722.1 
SIMAW Sim Acquisition Corp. Warrant
+48.42%
+$25,679.89 
GTERW Globa Terra Acquisition Corporation Warrant
+44.48%
+$585.25 
RDAGW Republic Digital Acquisition Company Warrant
+28.2%
+$2,604.58 
BDCIW BTC Development Corp. Warrant
+21.95%
+$1,508.85 
CHPGR Championsgate Acquisition Co.
+21.9%
+$2,860 
CAPNR Cayson Acquisition Corp.
+20.72%
+$5,408.5 
ALFUW Centurion Acquisition Corp.
+19.72%
+$6,301.9 
TAVIR Tavia Acquisition Corp.
+15.17%
+$1,214.01 
POLEW Andretti Acquisition Corp.
+13.64%
+$3,712.26 
KOYNW CSLM Digital Asset Acquisition Corp III, Ltd Warrant
+12%
+$3,000 
LPBBW Launch Two Acquisition Corp.
+10.68%
+$1,460.91 
CCAQW Dune Acquisition Corporation II Warrants
+9.73%
+$7,492.98 
CRAQR Cal Redwood Acquisition Corp. Right
+8.7%
+$2,000 
FACT-WT FACT II Acquisition Corp. Warrant - on FACT II
+7.75%
+$2,675.27 
SVACW Spring Valley Acquisition Corp. III Warrant
+7.43%
+$8,308.69 
ALOVU Aldabra 4 Liquidity Opportunity Vehicle, Inc.
+4.86%
+$180,342.54 
BBCQU Bleichroeder Acquisition Corp. II Units
+3.7%
+$38,194.78 
TACOW Berto Acquisition Corp. Warrant
+2.76%
+$668.24 
FSK FS KKR Capital Corp.
+2.46%
+$134,007.32 
ICMB Investcorp Credit Management BDC, Inc.
+2.41%
+$11,816.24 
MBVIW M3-Brigade Acquisition VI Corp. Warrant
+2.31%
+$293.32 
MKLYR McKinley Acquisition Corporation Rights
+2.04%
+$960 
CION Cion Investment Corporation
+1.71%
+$169,187.81 
CNNE Cannae Holdings Inc.
+1.68%
+$75,513 
VLGEA Village Super Market, Inc. Class A Common Stock
+1.68%
+$124,475.95 
OTF Blue Owl Technology Finance Corp.
+1.65%
+$114,896.37 
BBDC Barings BDC Inc.
+1.53%
+$43,537.52 
OBDC Blue Owl Capital Corporation
+1.5%
+$55,830.89 
IPFXU Inflection Point Acquisition Corp. VI Unit
+1.41%
+$23,625 
PTMN Portman Ridge Finance Corporation
+1.41%
+$64,330.04 
ARTCU Art Technology Acquisition Corp. Unit
+1.12%
+$5,750 
CCAP Crescent Capital BDC, Inc.
+1.09%
+$54,743.21 
HHH Howard Hughes Holdings Inc.
+1.04%
+$9,000 
PCF High Income Securities Fund
+1.01%
+$767.86 
HEQ John Hancock Diversified Income Fund
+0.96%
+$61,412.01 
FSHPR Flag Ship Acquisition Corp
+0.92%
+$192.5 
TRC Tejon Ranch Co.
+0.88%
+$126,805.6 
ALX Alexander's Inc.
+0.73%
+$56,280 
NCDL Nuveen Churchill Direct Lending Corp.
+0.7%
+$20,233.98 
NXDT NexPoint Diversified Real Estate Trust
+0.69%
+$11,724.68 
OFS OFS Capital Corporation
+0.69%
+$1,440.97 
VNME Vendome Acquisition Corporation I
+0.69%
+$16,593.7 
CEPS Cantor Equity Partners VI, Inc.
+0.58%
+$2,100 
CXH MFS Investment Grade Municipal Trust
+0.53%
+$47,379.92 
SWZ Total Return Securities Fund
+0.51%
+$1,193.61 
GF New Germany Fund Inc.
+0.43%
+$26,603.7 
FVAV Fortress Value Acquisition Corp. V
+0.4%
+$8,433.64 
OIM OneIM Acquisition Corp.
+0.4%
+$9,242.6 
SCII SC II Acquisition Corp.
+0.4%
+$5,095.39 
TACHU Titan Acquisition Corp. Unit
+0.37%
+$6,000 
FIGXU FIGX Capital Acquisition Corp. Unit
+0.34%
+$3,503.15 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.32%
+$7,524.9 
MBVI M3-Brigade Acquisition VI Corp.
+0.29%
+$3,000 
BCSS Bain Capital GSS Investment Corp.
+0.29%
+$9,247.23 
GAM General American Investors Company, Inc.
+0.25%
+$47,432 
GDV Gabelli Dividend & Income Trust
+0.24%
+$21,412.22 
GDL GDL Fund
+0.24%
+$8,194.96 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+0.23%
+$6,164.55 
DHF BNY Mellon High Yield Strategies Fund
+0.21%
+$1,434.94 
HVMC Highview Merger Corp.
+0.2%
+$4,399.3 
FCRS FutureCrest Acquisition Corp.
+0.2%
+$500 
MBVIU M3-Brigade Acquisition VI Corp. Unit
+0.2%
+$304.8 
OYSE Oyster Enterprises II Acquisition Corp
+0.19%
+$6,488.72 
DMA Destra Multi-Alternative Fund
+0.19%
+$1,891.68 
COPL Copley Acquisition Corp.
+0.19%
+$2,000 
GLO Clough Global Opportunities Fund
+0.17%
+$6,190.01 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
+0.15%
+$1,125 
OACC Oaktree Acquisition Corp.
+0.14%
+$202.5 
RANG Range Capital Acquisition Co.
+0.14%
+$1,500 
STEW SRH Total Return Fund, Inc.
+0.14%
+$32,189.55 
IHD Voya Emerging Markets High Dividend Equity Fund
+0.13%
+$9,824.38 
GLQ Clough Global Equity Fund
+0.12%
+$1,719.06 
MEVO M Evo Global Acquisition Corp II
+0.1%
+$2,060.3 
SVIV Spring Valley Acquisition Corp. II
+0.1%
+$1,298.6 
CHPG Championsgate Acquisition Corp.
+0.1%
+$1,000 
TAVI Tavia Acquisition Corp.
+0.09%
+$1,000 
ALDF Aldel Financial II Inc.
+0.09%
+$569.4 
WENN Wen Acquisition Corp.
+0.09%
+$2,098.2 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
+0.09%
+$5,207.49 
LEO BNY Mellon Strategic Municipals, Inc.
+0.08%
+$7,881.85 
IAE Voya Asia Pacific High Dividend Equity Income Fund
+0.06%
+$2,206.3 
DNMX Dynamix Corporation III
+0.05%
+$250 
GIW GigCapital8 Corp.
+0.05%
+$774.47 
DSAC Daedalus Special Acquisition Corp.
+0.05%
+$99.84 
MKLY McKinley Acquisition Corporation
+0.05%
+$1,000 
AIIA AI Infrastructure Acquisition Corp.
0%
$0 
ALDFW Aldel Financial II Inc.
0%
$0 
APXTW
0%
$0 
BHAVU BHAV Acquisition Corp Unit
0%
$0 
BIIIU
0%
$0 
BLZRU
0%
$0 
BPRE
0%
$0 
BWIVU
0%
$0 
CAQUU Cambridge Acquisition Corp.
0%
$0 
CMIIU Columbus Circle Capital Corp II
0%
$0 
COPLWS
0%
$0 
CRANR Crane Harbor Acquisition Corp. II Right
0%
$0 
DBCAU D. Boral Acquisition I Corp.
0%
$0 
DNMXW
0%
$0 
DSACU Daedalus Special Acquisition Corp. Units
0%
$0 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
0%
$0 
DYOR Insight Digital Partners II
0%
$0 
EGHAR EGH Acquisition Corp. Rights
0%
$0 
EVAC
0%
$0 
EVACWS
0%
$0 
EVOXW Evolution Global Acquisition Corp Warrant
0%
$0 
FGIIU FG Imperii Acquisition Corp Unit
0%
$0 
FIGXW FIGX Capital Acquisition Corp. Warrant
0%
$0 
FMN Federated Hermes Premier Municipal Income Fund
0%
$0 
GIGGW GigCapital7, Inc. Warrant
0%
$0 
GIWWR GigCapital8 Corp. Rights
0%
$0 
GIXXU GigCapital9 Corp.
0%
$0 
GRAF
0%
$0 
GRAFWS
0%
$0 
HACQU HCM IV Acquisition Corp.
0%
$0 
ILLUU Illumination Acquisition Corp I Unit
0%
$0 
INAC Indigo Acquisition Corp.
0%
$0 
INACR Indigo Acquisition Corp. Right
0%
$0 
IPOD
0%
$0 
JACS Jackson Acquisition Company
0%
$0 
JACS-RI Jackson Acquisition Company II
0%
$0 
JENA Jena Acquisition Corporation II
0%
$0 
KCACU
0%
$0 
LEGOU Legato Merger Corp.
0%
$0 
LEGTWS
0%
$0 
LWACU LightWave Acquisition Corp. Unit
0%
$0 
MBAVW M3-Brigade Acquisition III Corp.
0%
$0 
MESHU Meshflow Acquisition Corp. Unit
0%
$0 
MEVOU M Evo Global Acquisition Corp II Unit
0%
$0 
MEVOW M Evo Global Acquisition Corp II Warrant
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
MTAL-UN Metals Acquisition Corp. II
0%
$0 
MXE Mexico Equity and Income Fund, Inc.
0%
$0 
NHICW NewHold Investment Corp II Warrant
0%
$0 
NWFL Norwood Financial Corp
0%
$0 
OTGAU OTG Acquisition Corp. I Unit
0%
$0 
OYSER Oyster Enterprises II Acquisition Corp Right
0%
$0 
PAACU Proficient Alpha Acquisition Corp
0%
$0 
QADRU QDRO Acquisition Corp.
0%
$0 
RANGR Range Capital Acquisition Co.
0%
$0 
RDAGU Republic Digital Acquisition Corp.
0%
$0 
RNGTW Range Capital Acquisition Corp. II Warrant
0%
$0 
SAC-UN Safeguard Acquisition Corp.
0%
$0 
SBXDWS
0%
$0 
SCIIR SC II Acquisition Corp. Right
0%
$0 
SCPQU Social Commerce Partners Corporation Units
0%
$0 
SIMA Sim Acquisition Corp I
0%
$0 
SOULRT
0%
$0 
SPEG Silver Pegasus Acquisition Corp.
0%
$0 
SPEGR Silver Pegasus Acquisition Corp. Right
0%
$0 
SVAC Spring Valley Acquisition Corp. III
0%
$0 
SVIVU Spring Valley Acquisition Corp. II Unit
0%
$0 
SZZLR Sizzle Acquisition Corp. Rights
0%
$0 
TACHW Titan Acquisition Corp
0%
$0 
TLNCW Talon Capital Corp. Warrant
0%
$0 
UACU
0%
$0 
VACI Viking Acquisition Corp. I
0%
$0 
VACIWS
0%
$0 
VNMEW Vendome Acquisition Corporation I Warrant
0%
$0 
WENNW Wen Acquisition Corp Warrant
0%
$0 
WLIIU Willow Lane Acquisition Corp.
0%
$0 
YHNAR YHN Acquisition I Ltd.
0%
$0 
CCIXW Churchill Capital Corp IV
-98.68%
-$17,557.17 
VACHW Voyager Acquisition Corp.
-53.65%
-$20,835 
DRDBW Roman DBDR Acquisition Corp. II Warrant
-42.44%
-$54,602.64 
BCARW D. Boral ARC Acquisition I Corp. Warrant expiring July 23, 2030
-27.88%
-$30,265.7 
HVMCW Highview Merger Corp. Warrant
-22.57%
-$8,688.42 
DMAAR Drugs Made In America Acquisition Corp.
-20.66%
-$1,027.73 
GTERR Globa Terra Acquisition Corporation Rights
-19.9%
-$360.37 
EURKR Eureka Acquisition Corp. Rights
-17.14%
-$3,060 
BLUWW Blue Water Acquisition Corp. III Warrant
-14.88%
-$1,898.76 
LWACW LightWave Acquisition Corp. Redeemable Warrant
-14.29%
-$5,143.72 
BEAGR Bold Eagle Acquisition Corp
-9.74%
-$3,240 
BACCR Blue Acquisition Corp. Right
-9.61%
-$26,067.42 
PGR Progressive Corporation
-7.92%
-$197,340 
FERAR Fifth Era Acquisition Corp I
-7.84%
-$1,631.52 
BIXIW Bitcoin Infrastructure Acquisition Corp Ltd. Warrant
-7.6%
-$855 
IPEXR Inflection Point Acquisition Corp. V Rights
-7.19%
-$1,035 
GYRO Gyrodyne LLC
-3.69%
-$13,800 
PFX PhenixFIN Corporation
-3.24%
-$28,636.74 
ELME Elme Communities
-2.6%
-$80,000 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-2.36%
-$438,649.12 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
-1.86%
-$61,686.9 
PONOU Pono Capital Corp.
-1.84%
-$4,703.83 
CB Chubb Limited
-1.75%
-$84,840 
CXE MFS High Income Municipal Trust
-1.35%
-$22,481.65 
JOF Japan Smaller Capitalization Fund Inc.
-1.33%
-$16,148.06 
ECF Ellsworth Growth and Income Fund Ltd.
-1.18%
-$34,269.09 
SVIVW Spring Valley Acquisition Corp. Warrant
-1.16%
-$324.65 
TPL Texas Pacific Land Corporation
-1.14%
-$151,360 
CCIF Carlyle Credit Income Fund
-1.05%
-$6,589.8 
RWAY Runway Growth Finance Corp
-0.95%
-$66,007.1 
HCICU Hennessy Capital Investment Corp. V
-0.88%
-$26,086.05 
ARCIU Archimedes Tech SPAC Partners III Co. Unit
-0.59%
-$4,050 
BBCQ Bleichroeder Acquisition Corp. II
-0.58%
-$9,469.98 
BBCQW Bleichroeder Acquisition Corp
-0.48%
-$498.32 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.45%
-$1,343 
EIC Eagle Point Income Company Inc.
-0.4%
-$8,704 
HFRO Highland Opportunities and Income Fund
-0.39%
-$315.02 
CET Central Securities Corporation
-0.36%
-$75,328.73 
CRAQ Cal Redwood Acquisition Corp.
-0.34%
-$3,500 
CCII Cohen Circle Acquisition Corp. II
-0.34%
-$743.61 
NHIC NewHold Investment Corp III
-0.23%
-$2,500 
BDCI BTC Development Corp.
-0.2%
-$1,341.2 
RNGT Range Capital Acquisition Corp II
-0.2%
-$702.1 
MKLYU McKinley Acquisition Corp. Unit
-0.19%
-$338.42 
BEAG Bold Eagle Acquisition Corp.
-0.19%
-$6,039.72 
BRK-A Berkshire Hathaway Inc.
-0.16%
-$12,063.75 
CMU MFS Municipal High Income Fund
-0.15%
-$17,658.66 
BCV Bancroft Fund Ltd.
-0.14%
-$1,412.24 
TLNC Talon Capital Corp.
-0.13%
-$2,335.61 
EVOX Evolution Global Acquisition Corp
-0.1%
-$1,028.92 
CRAN Crane Harbor Acquisition Corp. Class A Ordinary Shares
-0.05%
-$303.43 
FERA Fifth Era Acquisition Corp.
-0.05%
-$254.76 Events
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Dividends
Dividend Analysis
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| Trades 6303 | Longs Won 3277/6303 51% | Profit Factor 1.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $863,133 |
| Average Win $81,489.93 | Best Trade (Dec 30) $61.9M | Sharpe Ratio -6.07 |
| Average Loss -$46,209.19 | Worst Trade (Dec 31) -$9.4M | Z-Score -31.14 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $20,186.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.54% | 8.48% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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