As of the latest SEC filings, SARATOGA INVESTMENT CORP. (SAT) is held by 3 institutional funds. The largest fund shareholder is Holbrook Income Fund (HOBAX), holding an estimated $11,126,800.00 in market value, representing 0.30% of its portfolio.
Funds holding SARATOGA INVESTMENT CORP. (SAT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SAT
- CIK:
- 0001377936
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HOBAX
Holbrook Income Fund
|
MF | Independent / Boutique | 0.30% | $11,126,800.00 | 445,072 | Apr 30, 2026 | Jun 25, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.06% | $7,668,569.52 | 310,972 | Mar 31, 2026 | May 26, 2026 |
|
DGFFX
Destinations Global Fixed Income Opportunities Fund
|
MF | Independent / Boutique | 0.15% | $1,079,075.25 | 43,599 | Feb 28, 2026 | Apr 28, 2026 |
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