Bulldog Investors, LLP

13F Portfolio Filings

Most recent 13F
Q2 2026
13D/G filings
13D on 3 securities, 13G on 8 securities
Location
Saddle Brook, NJ
CIK
0001504304
Alternate names
Bulldog Investors, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 225 454,726 STEW, CET, NBXG, GAM 13F-HR 8/14/2026 000139834426014636
Q1 2026 216 444,980 STEW, DSM, CET, GAM 13F-HR 5/8/2026 000139834426008719
Q4 2025 221 448,984 STEW, DSM, CET, GAM 13F-HR 2/13/2026 000139834426003036
Q3 2025 197 432,083 GAM, STEW, CET, NBXG 13F-HR 11/14/2025 000139834425020984
Q2 2025 171 395,516 STEW, GAM, CET, NBXG 13F-HR 8/14/2025 000139834425015654
Q1 2025 142 369,566 STEW, CION, GAM, DSM 13F-HR 5/15/2025 000139834425009632
Q4 2024 142 382,875 STEW, CION, GAM, DSM 13F-HR 2/14/2025 000139834425002898
Q3 2024 141 297,376 STEW, GAM, CION, CET 13F-HR 11/14/2024 000139834424020861
Q2 2024 142 267,596 STEW, GAM, CION, CET 13F-HR 8/9/2024 000139834424014228
Q1 2024 161 302,612 STEW, GAM, KTF, CION 13F-HR 5/10/2024 000139834424009115
Q4 2023 169 304,385 STEW, GAM, SCRM, CION 13F-HR 2/14/2024 000139834424003117
Q3 2023 210 288,037 STEW, GAM, CION, CET 13F-HR 11/13/2023 000139834423020546
Q2 2023 223 301,869 STEW, GAM, CION, CET 13F-HR 8/14/2023 000139834423014791
Q1 2023 260 311,126 STEW, GAM, CION, CET 13F-HR 5/15/2023 000139834423009787
Q4 2022 280 332,500 GAM, STEW, TPL, CION 13F-HR 2/14/2023 000139834423003450
Q3 2022 331 342,332 GAM, STEW, CION, CET 13F-HR 11/14/2022 000139834422021930
Q2 2022 336 362,120 GAM, STEW, TWN, CET 13F-HR 8/15/2022 000139834422015585
Q1 2022 333 389,405 GAM, STEW, CET, TWN 13F-HR 5/13/2022 000139834422009546
Q4 2021 288 374,325 CET, GAM, STEW, TWN 13F-HR 2/11/2022 000139834422002793
Q3 2021 259 352,783 CET, GAM, NSLR, TWN 13F-HR 11/12/2021 000139834421021300
Q2 2021 247 375,319 CET, GAM, STEW, NSLR 13F-HR 8/13/2021 000139834421016093
Q1 2021 209 340,308 CET, GAM, STEW, SOR 13F-HR 5/14/2021 000139834421010708
Q4 2020 155 271,746 CET, PPR, GAM, STEW 13F-HR 2/12/2021 000139834421003151
Q3 2020 150 310,495 BPR, CET, PPR, GAM 13F-HR 11/13/2020 000139834420022561
Q2 2020 136 224,385 CET, BWG, GAM, STEW 13F-HR 8/13/2020 000139834420015699
Q1 2020 150 189,673 BWG, CET, GAM, STEW 13F-HR 5/12/2020 000139834420009884
Q4 2019 157 233,832 CET, BWG, GAM, VTA 13F-HR 2/14/2020 000139834420003336
Q3 2019 156 222,805 BWG, CET, NTC, GAM 13F-HR 11/14/2019 000139834419020340
Q2 2019 167 319,663 GAM, CET, NTC, STEW 13F-HR 8/14/2019 000139834419014306
Q1 2019 152 225,180 AKP, CET, GAM, NHS 13F-HR 5/15/2019 000139834419008890
Q4 2018 153 266,729 PCF, AKP, CET, CHN 13F-HR 2/14/2019 000139834419002876
Q3 2018 1 17,845 PCF NEW HOLDINGS 11/20/2018 000139834418016814
Q3 2018 122 337,727 SWZ, CET, CHN, AKP 13F-HR 11/14/2018 000139834418016484
Q2 2018 122 379,977 SWZ, HIL, CHN, PCF 13F-HR 8/13/2018 000139834418011691
Q1 2018 118 366,326 SWZ, STC, HIL, CHN 13F-HR 5/14/2018 000139834418007372
Q4 2017 104 368,293 STC, SWZ, HIL, NYRT 13F-HR 2/14/2018 000139834418002175
Q3 2017 88 344,829 NYRT, STC, SWZ, HIL 13F-HR 11/14/2017 000139834417014604
Q2 2017 89 393,524 STC, NYRT, SWZ, JFC 13F-HR 8/14/2017 000139834417010230
Q1 2017 83 388,497 STC, NYRT, SWZ, GLQ RESTATEMENT 4/19/2017 000139834417005015
Q4 2016 81 391,030 STC, NRO, NYRT, DCA 13F-HR 2/14/2017 000139834417002004
Q3 2016 84 443,592 STC, JGV, NRO, DCA 13F-HR 11/14/2016 000139834416020636
Q2 2016 90 388,905 STC, NRO, JGV, FUR 13F-HR 8/12/2016 000139834416016556
Q1 2016 93 427,061 STC, RIT, FUR, NRO 13F-HR 5/13/2016 000139834416013313
Q4 2015 93 474,453 STC, RIT, FUR, NRO RESTATEMENT 2/24/2016 000139834416010189
Q3 2015 57 158,128 GAM, LCM, USA, SWZ NEW HOLDINGS 1/12/2016 000139834416008966
Q3 2015 9 89,467 RIT, DHG, HIL, MVC NEW HOLDINGS 11/17/2015 000139834415007710
Q3 2015 24 217,216 STC, FUR, EMGCQ, DRA 13F-HR 11/12/2015 000139834415007567
Q2 2015 57 196,473 GAM, USA, STEW, CTF NEW HOLDINGS 1/12/2016 000139834416008958
Q2 2015 21 288,095 STC, FUR, DRA, IFT 13F-HR 8/13/2015 000139834415005248
Q1 2015 50 185,783 GAM, USA, STEW, IMPERIAL HOLDINGS INC 8.5% 2/15/2019 NEW HOLDINGS 1/11/2016 000139834416008931
Q1 2015 20 261,936 STEWART INFO SERVICES, DRA, FUR, DHG 13F-HR 5/12/2015 000139834415003215
Q4 2014 57 269,222 GAM, STC, USA, FUR NEW HOLDINGS 1/11/2016 000139834416008925
Q4 2014 15 192,721 JGH, DRA, SVVC, DHG 13F-HR 2/12/2015 000139834415000867
Q3 2014 63 245,309 GAM, USA, STC, ACG NEW HOLDINGS 11/12/2015 000139834415007563
Q3 2014 18 233,642 JGT, SVVC, DRA, SWZ 13F-HR 11/13/2014 000139834414005840
Q2 2014 1 1,799 NRO NEW HOLDINGS 1/11/2016 000139834416008918
Q2 2014 68 296,884 USA, JGT, GAM, ACG NEW HOLDINGS 8/12/2015 000139834415005202
Q2 2014 15 174,749 SVVC, SWZ, MVC, CSP 13F-HR 8/12/2014 000139834414004094
Q1 2014 63 204,680 USA, STC, ACG, DHG NEW HOLDINGS 1/11/2016 000139834416008912
Q1 2014 18 234,341 ETJ, SVVC, SWZ, ZTR 13F-HR 5/14/2014 000139834414002751
Q4 2013 63 207,101 USA, GAM, ACG, GLQ NEW HOLDINGS 1/11/2016 000139834416008908
Q4 2013 19 239,579 ETJ, SWZ, ZTR, SVVC 13F-HR 2/12/2014 000139834414000833
Q3 2013 71 198,289 USA, GAM, TTF, GLQ NEW HOLDINGS 11/6/2015 000139834415007469
Q2 2013 58 256,023 USA, GAM, TTF, SWZ NEW HOLDINGS 8/5/2015 000139834415004920
Q1 2013 70 412,650 ETJ, USA, ZTR, THAI CAPITAL FUND INC NEW HOLDINGS 7/7/2015 000139834415004298
Q4 2012 54 202,651 USA, THAI CAPITAL FUND INC, TTF, MVC NEW HOLDINGS 1/4/2016 000139834416008673
Q4 2012 72 419,173 ETJ, USA, GREATER CHINA FUND, ZTR NEW HOLDINGS 7/7/2015 000139834415004296
Q3 2012 80 378,482 ETJ, USA, GYRO, ZTR 13F-HR 12/30/2015 000139834415008575
Q2 2012 89 331,212 USA, ETJ, GYRO, ZWEIG TOTAL RETURN FD INC 13F-HR 12/28/2015 000139834415008494
Q1 2012 82 335,351 USA, ETJ, GYRO, AWP 13F-HR 12/21/2015 000139834415008346
Q4 2011 75 317,761 SUNAMERICA FCSED ALPHA GRW F, GYRO, SUNAMERICA FOCUSE ALPHA LC F, USA 13F-HR 12/14/2015 000139834415008199
Q3 2011 79 315,844 USA, SUNAMERICA FCSED ALPHA GRW F, SUNAMERICA FOCUSE ALPHA LC F, GYRO 13F-HR 12/9/2015 000139834415008121
Q2 2011 76 274,944 SUNAMERICA FCSED ALPHA GRW F, SUNAMERICA FOCUSE ALPHA LC F, GYRO, ASG 13F-HR 12/2/2015 000139834415007980
Q1 2011 74 273,140 SUNAMERICA FCSED ALPHA GRW F, SUNAMERICA FOCUSE ALPHA LC F, CASY, GYRO 13F-HR 11/30/2015 000139834415007922
Q4 2010 73 239,447 SUNAMERICA FCSED ALPHA GRW F, GYRO, BLUE CHIP VALUE FD INC, SUNAMERICA FOCUSE ALPHA LC F 13F-HR 11/24/2015 000139834415007839
Q3 2010 63 257,008 SUNAMERICA FCSED ALPHA GRW F, SUNAMERICA FOCUSE ALPHA LC F, GYRO, FIRST TR FOUR CRNRS SR FLT R 13F-HR 11/20/2015 000139834415007771
Q2 2010 66 201,360 SUNAMERICA FCSED ALPHA GRW F, SUNAMERICA FOCUSE ALPHA LC F, ASG, LIBERTY ACQUISITION HLDGS CO 13F-HR 11/18/2015 000139834415007733
Q1 2010 66 209,935 SUNAMERICA FCSED ALPHA GRW F, SUNAMERICA FOCUSE ALPHA LC F, NNA, LIBERTY ACQUISITION HLDGS CO 13F-HR 11/13/2015 000139834415007654
Q4 2009 68 228,390 SUNAMERICA FCSED ALPHA GRW F, INSURED MUN INCOME FD, TRIAN ACQUISITION I CORP, CLAYMORE DIVID & INCOME FD 13F-HR 10/29/2015 000139834415007183
Additional filings from Bulldog Investors, LLP that have since been restated

13D and 13G Filings

All 13D and 13G filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Dynamix Corp 13D
DYNC · G2949D104
 3.6% 7/28/2026
Event 7/24/2026
MFS High Yield Municipal Trust 13D/A
CMU · 59318E102
 1.0% 5/12/2026
Event 5/6/2026
Principal Real Estate Income Fund 13D/A
PGZ · 74255X104
 4.98% 8/12/2025
Event 8/7/2025

8 other securities where the latest filing is a 13G, the newest filed 5/7/2026. View all