Legacy Capital Wealth Partners, LLC
Position in MSDL — Morgan Stanley Direct Lending Fund
CIK 1766228
LITTLE ROCK, AR
Position in MSDL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,201,020
-$67,643 QoQ
Shares Held
86,033
+11.8% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSDL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Legacy Capital Wealth Partners, LLC holds $22,521,300 across 19 Asset Management names. MSDL ranks #13 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,308 | $2,219,626 | |
| 2 | GAIN |
Gladstone Investment Corporationde
|
119,068 | $1,690,765 | |
| 3 | CSWC |
Capital Southwest Corp
|
71,174 | $1,574,368 | |
| 4 | TRIN |
Trinity Capital Inc.
|
105,499 | $1,551,890 | |
| 5 | MAIN |
Main Street Capital CORP
|
28,752 | $1,522,705 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
119,692 | $1,515,300 | |
| 7 | ARCC |
Ares Capital Corp
|
83,838 | $1,510,760 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
98,333 | $1,452,378 |
All Filings in MSDL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,201,020 | 86,033 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,268,663 | 76,982 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,138,898 | 70,827 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,330,823 | 71,091 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,493,526 | 74,826 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||