Skip to main content
Equibles

CALDWELL SUTTER CAPITAL, INC.

Position in MPV — Barings Participation Investors

CIK 702007 SAUSALITO, CA
Back to MPV Full portfolio

Position in MPV

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$736,834
-$13,126 QoQ
Shares Held
43,755
0.0% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#12
of 34 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MPV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $9,520,490 across 42 Asset Management names. MPV ranks #5 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 141,106 $1,951,495
2 CET
Central Securities Corp
 28,121 $1,474,946
3 MCI
Barings Corporate Investors
 83,984 $1,474,759
4 CSWC
Capital Southwest Corp
 36,618 $870,409
5 MPV
Barings Participation Investors
This page 		43,755 $736,834
6 STT
State Street Corp
 3,750 $636,000
7 VCTR
Victory Capital Holdings, Inc.
 4,878 $410,044
8 BGH
Barings Global Short Duration High Yield Fund
 16,400 $231,240

All Filings in MPV

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $736,834 43,755
2026-03-31 $749,960 43,755
2025-12-31 $695,266 43,755
2025-09-30 $881,663 43,755
2025-06-30 $879,913 43,755
2025-03-31 $796,823 45,197
2024-12-31 $772,416 45,197
2024-09-30 $774,954 45,747
2024-06-30 $749,628 45,377
2024-03-31 $731,477 45,377
2023-12-31 $707,881 45,377
2023-09-30 $609,413 45,377
2023-06-30 $585,817 45,377
2023-03-31 $581,733 45,377
2022-12-31 $557,812 45,277