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Saba Capital Management, L.P.

Location
NEW YORK, NY
Portfolio Value
Mid $3,497,185,550
Diversification
Diversified
Filing Date
Global Rank
#840 / 8,621 ▲ 52 · as of Mar 2026
Top Industry
Asset Management 66.6%
3Y Alpha vs SPY
-5.3%
Period ended 4 months ago
Filed May 20, 2026 · 2mo
25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+45.3%
SPY
+67.5%
Annualised alpha
-5.5%
Max drawdown
−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 85% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

204 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
10.5%
−2.0 pts
Top 5
30.7%
−4.4 pts
Top 10
46.2%
−3.1 pts
HHI
320
Jun 2023 → Mar 2026 · range 266 – 543
Diversified−69

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 74.4% $2,602,621,623
Technology 10.7% $373,232,400
Consumer Cyclical 5.9% $206,830,319
Communication Services 4.2% $147,123,877
Industrials 2.7% $94,520,870
Real Estate 0.7% $23,086,504
Consumer Defensive 0.4% $15,722,951
Healthcare 0.4% $14,585,937
Unclassified 0.3% $11,697,197
Basic Materials 0.2% $5,342,937
Utilities 0.0% $1,341,796
Energy 0.0% $1,079,139

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
23 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
204 positions · $3,497,185,550 total · as of Mar 31, 2026
Showing 1–50 of 204 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History