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. | Callodine Capital Management James Morrow | 200,000 | $2,504,000 | +87% | 0.16% |
| 2. | Trexquant Investment LP Tyger (Taesoon) Park | 92,973 | $1,164,022 | -34% | 0.01% |
| 3. | Cerberus Capital Management Stephen Feinberg | 85,000 | $1,064,200 | 0.05% | |
| 4. | 28,200 | $353,064 | +106% | 0% | |
| 5. | PDT Partners Peter Muller | 26,013 | $325,683 | +83% | 0.02% |
| 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 | $148,016,857 | 40.24% | |
| 2. | 2,540,286 | $31,804,375 | 0% | |
| 3. | 2,394,561 | $29,979,901 | 0.11% | |
| 4. | 1,460,135 | $18,280,890 | 0% | |
| 5. | 1,378,326 | $17,256,642 | 0.01% |