Bain Capital Specialty Finance, Inc. (NYSE:BCSF) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Bain Capital Specialty Finance First Quarter Ended March 31, 2026 Earnings Conference Call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 1,514,955 | $18,785,442 | +160% | 0.02% |
| 2. | Trexquant Investment LP Tyger (Taesoon) Park | 138,994 | $1,723,526 | +36% | 0.01% |
| 3. | Callodine Capital Management James Morrow | 107,349 | $1,331,128 | 0.09% | |
| 4. | Cerberus Capital Management Stephen Feinberg | 85,000 | $1,054,000 | 0.04% | |
| 5. | Balyasny Asset Management Dmitry Balyasny | 51,375 | $637,050 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.55 | 2,300 | $28,865.00 | 9,560 | 2026-03-03 | Filing | |
| $16.43 | 1,530 | $25,137.90 | 20,835 | 2025-03-17 | Filing | |
| $14.59 | 3,400 | $49,606.00 | 16,784 | 2022-08-10 | Filing | |
| $15.94 | 6,272 | $99,974.25 | 27,680 | 2022-03-25 | Filing | |
| $16.18 | 3,090 | $49,996.52 | 12,792 | 2022-03-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,822,433 | $146,598,165 | 48.39% | |
| 2. | 2,737,475 | $33,944,689 | 0% | |
| 3. | 2,072,844 | $25,703,267 | 0.11% | |
| 4. | 1,404,548 | $17,416,395 | 0% | |
| 5. | 1,224,490 | $15,183,676 | 2.13% |