Logan Ridge FinanceLRFC
13F holders, Q2 2025 (June 30)12holders +2
5new positions
2sold out
1famous investor
$18.95avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding Logan Ridge Finance Corp. (LRFC) in their 13F filings, up 2 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were Bulldog Investors, LLP ($4.4M), Punch & Associates Investment Management, Inc. ($4.3M) and Wealth Enhancement Advisory Services, LLC ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Logan Ridge Finance Corp.
- CUSIP
- 541098109
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 2 | $3.4M |
All 13F filers, Q1 2025 → Q2 2025: 86,639 shares bought and 178,633 shares sold, net −91,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Bulldog Investors, LLP | 1.13% | Reduce -2.8% | 233,549 | $4.4M |
| Punch & Associates Investment Management, Inc. | 0.27% | No change | 227,960 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.8% | 137,736 | $2.6M |
| CSS LLC | 0.15% | New | 42,240 | $802K |
| Almitas Capital LLC | 0.15% | New | 30,999 | $577K |
| Dakota Wealth Management | 0.01% | No change | 14,950 | $284K |
| Citadel Advisors | 0.00% | New | 13,185 | $250K |
| UBS Group AG | 0.00% | Reduce -58.2% | 5,274 | $100K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,000 | $19K |
| Osaic Holdings, Inc. | 0.00% | New | 182 | $3K |
| Raymond James Financial Inc. | 0.00% | New | 33 | $627 |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is LRFC's weight in each manager's 13F, not the share of Logan Ridge Finance Corp. the manager owns.