Chicago Atlantic BDCLIEN
13F holders, Q1 2025 (March 31)4holders
1new positions
1sold out
$11.30avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Chicago Atlantic BDC Inc. (LIEN) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Intrepid Capital Management Inc. ($8.5M), Tidal Investments LLC ($488K) and O'shaughnessy Asset Management, LLC ($131K).
- Company
- Chicago Atlantic BDC Inc.
- CUSIP
- 828174102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $488K |
| Exits | 1 | $579K |
All 13F filers, Q4 2024 → Q1 2025: 43,225 shares bought and 49,065 shares sold, net −5,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Intrepid Capital Management Inc. | 5.17% | No change | 756,185 | $8.5M |
| Tidal Investments LLC | 0.00% | New | 43,225 | $488K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.6% | 11,570 | $131K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $17 |
"% of holder's portfolio" is LIEN's weight in each manager's 13F, not the share of Chicago Atlantic BDC Inc. the manager owns.