North Ground Capital
North Ground Capital reported 33 stocks worth $83.4M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are FSSL (10.9%), CGBD (7.8%) and MSIF (7.5%). Compared with Q1 2026, the fund opened new positions in SLRC, TYG and BXMT, added to FSSL, CGBD and MSIF, trimmed BRSP, RWAY and NRK and sold out of GBDC, TCPC and NVG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FSSL FS Specialty Lending Fund Fssl | $9.1M | 10.9% | 818K | +568K (+227%) | 3 of 7 | |
| 2 |  CGBD Carlyle Secured Lending Inc | $6.5M | 7.8% | 616K | +228K (+59%) | 4 of 7 | |
| 3 |  MSIF Msc Income Fund Inc | $6.2M | 7.5% | 538K | +89K (+20%) | 4 of 7 | |
| 4 |  BRSP Brightspire Capital Inc | $6M | 7.1% | 1.1M | −508K (−32%) | 7 of 7 | |
| 5 |  CCAP Crescent Cap Bdc Inc | $5.7M | 6.8% | 521K | +182K (+54%) | 5 of 7 | |
| 6 |  ACRE Ares Coml Real Estate Corp | $5.5M | 6.7% | 1.2M | +112K (+10%) | 5 of 7 | |
| 7 |  MRP Millrose Pptys Inc | $5.4M | 6.5% | 179K | +49K (+38%) | 5 of 7 | |
| 8 |  GLO Clough Global Opportunities | $4.5M | 5.3% | 728K | +198K (+37%) | 7 of 7 | |
| 9 |  RWAY Runway Growth Finance Corp | $4.1M | 4.9% | 728K | −233K (−24%) | 7 of 7 | |
| 10 |  NRK Nuveen New York Amt Qlt Muni | $3.5M | 4.2% | 324K | −31K (−9%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GBDC Golub Cap Bdc Inc | $6.1M | 479K |
 TCPC Blackrock Tcp Capital Corp C | $3.1M | 850K |
 NVG Nuveen Amt Free Mun CR Inc FD Com | $1.4M | 113K |
 XNQPX Nuveen Pennsylvania Qlt Mun C | $1M | 85K |
 XNXJX Nuveen New Jersey Qult Mun F | $770K | 63K |
🔒 Free account: see all 15.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →North Ground Capital 13F FAQ
What does North Ground Capital own?
North Ground Capital reported 33 stocks worth $83.4M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are FSSL (10.9%), CGBD (7.8%) and MSIF (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did North Ground Capital buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 14 added to, 11 trimmed and 15 sold out. New positions include SLRC, TYG and BXMT. It sold all of GBDC, TCPC and NVG.
When will North Ground Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is North Ground Capital's portfolio worth?
The Q2 2026 filing reports $83.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.