Logan Ridge Finance Corp. LRFC
We take great care to ensure that the data presented and summarized in this overview for Logan Ridge Finance Corp. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding LRFC
View all-
Punch & Associates Investment Management, Inc. Edina, MN230KShares$5.79 Million0.34% of portfolio
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Wealth Enhancement Advisory Services, LLC161KShares$4.06 Million0.01% of portfolio
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Bulldog Investors, LLP Saddle Brook, NJ138KShares$3.48 Million1.73% of portfolio
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Arbiter Partners Capital Management LLC New York, NY60.3KShares$1.52 Million1.61% of portfolio
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Repertoire Partners LP New York, NY47.1KShares$1.19 Million1.37% of portfolio
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Bridgeway Capital Management, LLC Houston, TX26.7KShares$673,8630.01% of portfolio
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Dakota Wealth Management15KShares$376,8890.01% of portfolio
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Empowered Funds, LLC14.1KShares$356,2170.01% of portfolio
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Ubs Group Ag11.8KShares$297,0240.0% of portfolio
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Ea Series Trust Havertown, PA9.94KShares$250,4610.01% of portfolio
Latest Institutional Activity in LRFC
Top Purchases
Top Sells
About LRFC
Logan Ridge Finance Corporation, formerly known as, Capitala Finance Corp. is a Business Development Company specializing in senior subordinated debt and unitranche debt, unitranche loan, first-lien and second-lien loans, lower middle market and middle market, equity co-investment in sponsored companies. The fund targets companies in the Aerospace, defense, business services, education, food and beverage, Industrial & Environmental Services, logistics, distribution, media, telecommunication, manufacturing, consumer goods and health-care industries. It typically considers investments in the United States. The fund invests $5 million and $50 million per transaction in companies with EBITDA between $5 million to $50 million and enterprise value less than $250 million. The fund makes minority equity co-investments, alongside management or financial sponsors.
Insider Transactions at LRFC
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Nov 16
2021
|
Patrick Schafer Chief Investment Officer |
BUY
Open market or private purchase
|
Direct |
500
+33.33%
|
$12,500
$25.45 P/Share
|
|
Nov 15
2021
|
Patrick Schafer Chief Investment Officer |
BUY
Open market or private purchase
|
Direct |
500
+50.0%
|
$12,000
$24.99 P/Share
|
|
Jun 23
2021
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
2,000
+3.1%
|
$48,000
$24.8 P/Share
|
|
Jun 16
2021
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
3,400
+5.32%
|
$85,000
$25.87 P/Share
|
|
Jun 14
2021
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
3,000
+4.99%
|
$78,000
$26.31 P/Share
|
|
Dec 17
2020
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
1,766
+3.16%
|
$24,724
$14.0 P/Share
|
|
Dec 16
2020
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
2,592
+4.71%
|
$33,696
$13.98 P/Share
|
|
Dec 15
2020
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
3,541
+6.64%
|
$46,033
$13.98 P/Share
|
|
Dec 08
2020
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
2,000
+4.14%
|
$28,000
$14.15 P/Share
|
|
Nov 20
2020
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
5,000
+10.13%
|
$50,000
$10.47 P/Share
|
|
Nov 18
2020
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
3,371
+7.89%
|
$33,710
$10.48 P/Share
|
|
Nov 06
2020
|
Larry W. Carroll Director |
BUY
Open market or private purchase
|
Direct |
5,968
+14.23%
|
$53,712
$9.75 P/Share
|