account_balance
Investment manager · 13F filer · SEC CIK 2055446
North Ground Capital
Reported value$83.4Mas of Jun 30, 2026
Positions33 8 new, 15 sold out
Top 10 weight67.7%FSSL alone is 11%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FSSLFs Specialty Lending Fd
10.9%Added +227%
CGBDCarlyle Secured Lending Inc
7.8%Added +59%
MSIFMSC Income Fund Inc
7.5%Added +20%
BRSPBrightspire Capital Inc
7.1%Trimmed −32%
CCAPCrescent Cap BDC Inc
6.8%Added +54%
ACREAres Coml Real Estate Corp
6.7%Added +10%
MRPMillrose Pptys Inc
6.5%Added +38%
GLOClough Global Opportunities
5.3%Added +37%
RWAYRunway Growth Finance Corp
4.9%Trimmed −24%
NRKNuveen Ny Amt Free
4.2%Trimmed −9%
MXFMexico Fd Inc
3.6%Added +91%
OTFBlue Owl Technology Fin Corp
3.4%Added +47%
FSSLFs Specialty Lending Fd
10.9%Added +227%
CGBD7.8%MSIF7.5%BRSPBrightspire Capital Inc
7.1%Trimmed −32%
CCAPCrescent Cap BDC Inc
6.8%Added +54%
ACREAres Coml Real Estate Corp
6.7%Added +10%
MRP6.5%GLO5.3%RWAY4.9%NRK4.2%MXF3.6%OTF3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FSSL Fs Specialty Lending Fd 10.9% Added +227%CGBD Carlyle Secured Lending Inc 7.8% Added +59%MSIF MSC Income Fund Inc 7.5% Added +20%BRSP Brightspire Capital Inc 7.1% Trimmed −32%CCAP Crescent Cap BDC Inc 6.8% Added +54%ACRE Ares Coml Real Estate Corp 6.7% Added +10%MRP Millrose Pptys Inc 6.5% Added +38%GLO Clough Global Opportunities 5.3% Added +37%RWAY Runway Growth Finance Corp 4.9% Trimmed −24%NRK Nuveen Ny Amt Free 4.2% Trimmed −9%MXF Mexico Fd Inc 3.6% Added +91%OTF Blue Owl Technology Fin Corp 3.4% Added +47%
What changed