StockDriftsStockDriftsTop 40 North Ground Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRSP | BRIGHTSPIRE CAPITAL INC | 10.79% | 1.60M | $9.0M | -47.62%(-1.45M) | $5.45(-0.16%) | 2026-03-31 | |
| RWAY | RUNWAY GROWTH FINANCE CORP | 7.96% | 961.3K | $6.6M | -38.73%(-607.72K) | $10.05(-45.38%) | 2026-03-31 | |
| GBDC | GOLUB CAP BDC INC | 7.3% | 478.9K | $6.1M | +46.85%(+152.79K) | $13.52(-3.93%) | 2026-03-31 | |
| MSIF | MSC INCOME FUND INC | 6.59% | 448.9K | $5.5M | -10.52%(-52.76K) | $14.18(-18.78%) | 2026-03-31 | |
| ACRE | ARES COML REAL ESTATE CORP | 6.48% | 1.12M | $5.4M | -27.83%(-431.81K) | $4.68(-3.39%) | 2026-03-31 | |
| CGBD | CARLYLE SECURED LENDING INC | 5.11% | 387.5K | $4.2M | -57.52%(-524.70K) | $12.81(-14.96%) | 2026-03-31 | |
| BCSF | BAIN CAP SPECIALTY FIN INC | 4.99% | 334.0K | $4.1M | -46.69%(-292.53K) | $14.24(-11.22%) | 2026-03-31 | |
| CCAP | CRESCENT CAP BDC INC | 4.96% | 338.9K | $4.1M | -59.43%(-496.40K) | $14.77(-24.73%) | 2026-03-31 | |
| MRP | MILLROSE PPTYS INC | 4.38% | 130.0K | $3.6M | +2.21%(+2.81K) | $24.91(+19.52%) | 2026-03-31 | |
| NRK | NUVEEN NY AMT FREE | 4.36% | 354.4K | $3.6M | -41.05%(-246.80K) | $10.46(+2.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.06% | -34.29% |
| Top 20 Holdings Unweighted | -10.76% | -28.93% |
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