MondegarAI
Karpus Management, Inc.

Q4 2025 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2026-02-13 · accession 0001072613-26-000174

$489.0M
Reported value
100
Positions
2025-12-31
Period end
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The Brief · Karpus Management, Inc. · Q4 2025

AI · grounded in 13F

Karpus Management, Inc. closed its position in VOO, reducing exposure by $271.6M. The fund also exited positions in BLV and BTT, selling $115.2M and $99M respectively. To offset these exits, the fund established new positions in ECC for $64.6M and OFS for $32.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
269809414ECCEAGLE POINT CREDIT 7.75 percent DUE 06/30/2030$64.6M13.2%2,573,963CommonSOLE
67103B803OFSOFS CAPITAL CORP 7.5 percent DUE 7/31/2058$32.3M6.61%1,259,030CommonSOLE
83617A306SPMCSOUND POINT MERIDIAN CAPITAL 7.875 percent DUE 7/31/2030$31.1M6.36%1,232,329CommonSOLE
80349A802SARSARATOGA INVESTMENT CORP 6.00 percent DUE 04/30/2027$25.1M5.14%1,014,297CommonSOLE
69181V602OXSQOXFORD SQUARE CAPITAL CORP 7.75 percent DUE 7/31/2030$22.1M4.52%867,122CommonSOLE
691543854OXLCOXFORD LANE CAPITAL CORP. 7.95 percent 2/29/2032$21.6M4.41%853,683CommonSOLE
691543888OXLCOXFORD LANE CAPITAL CORP, 5 percent, DUE 1/31/2027$16.3M3.34%669,336CommonSOLE
652526708NEWTNEWTEK BUSINESS SERVICES 5.5 percent DUE 2/1/2026$15.0M3.07%595,191CommonSOLE
390320604GECCGREAT ELM CAPITAL CORP 5 7/8 percent DUE 6/30/2026$14.8M3.03%592,725CommonSOLE
88104C202TERINC 7 03/31/26TERRA INCOME 6 7 percent DUE 3/31/2026$14.8M3.02%594,051CommonSOLE
691543870OXLCOXFORD LANE CAPITAL CORP. 7.125 percent 6/30/2029$14.7M3.00%603,268CommonSOLE
376546800GAINGLADSTONE INVESTMENT CORP 5 percent DUE 5/1/2026$13.5M2.77%537,845CommonSOLE
376546867GAINGLADSTONE INVESTMENT CORP 7.875 percent 02/01/2023$12.3M2.52%480,025CommonSOLE
691543805OXLCOXFORD LANE CAPITAL CORP 6 percent DUE 8/31/2029$12.1M2.47%516,391CommonSOLE
390320869GECCGREAT ELM CAPITAL CORP 7.75 percent DUE 12/31/2030$12.0M2.46%480,605CommonSOLE
67103B704OFSOFS CAPITAL CORP 4.95 percent DUE 10/31/2028$11.4M2.32%479,881CommonSOLE
67111Q404OCCIOFS CREDIT CO 5.25 percent DUE 12/31/2026$11.2M2.28%452,345CommonSOLE
269809885ECCEAGLE POINT CREDIT 5.375 percent DUE 1/31/2029$10.6M2.17%443,719CommonSOLE
83617A207SPMCSOUND POINT MERIDIAN CAPITAL, INC. 8 percent 11/30/2029$10.1M2.08%402,904CommonSOLE
70476Q209PDCCPEARL DIVER CREDIT COMPANY INC. 8 percent 12/31/2029$9.1M1.87%362,372CommonSOLE
390320877GECCGREAT ELM CAPITAL CORP 8.125 percent DUE 12/31/2029$8.1M1.66%322,014CommonSOLE
80349A869SARSARATOGA INVESTMENT CORP 8.50 percent DUE 04/15/2028$8.0M1.63%315,605CommonSOLE
225655208CCAPCRESCENT CAPITAL BDC INC$8.0M1.63%317,674CommonSOLE
67111Q503OCCIOFS CREDIT CO 7 7/8 percent DUE 10/31/2029$6.8M1.39%269,146CommonSOLE
92535C609CCIFCARLYLE CREDIT INCOME FUND 7.375 percent DUE 10/30/2028$6.7M1.37%264,150CommonSOLE
95MSENTF6OPPORTUNISTIC VALUE FUND, D SUB-SERIES$6.5M1.33%577,234CommonSOLE
17259U303CIONCION INVESTMENT CORP 7.5 percent DUE 12/30/2029$6.1M1.25%242,975CommonSOLE
269819207EAPIIF 8.125 10/31/29 AEAGLE POINT INST INCOME FUND 8.125 percent DUE 10/31/29$6.1M1.25%241,666CommonSOLE
691543607OXLCOXFORD LANE CAPITAL CORP 6.375 percent 2027$4.7M0.97%192,355CommonSOLE
72200Y102PNIPIMCO NEW YORK MUNICIPAL II$4.5M0.92%654,456CommonSOLE
269817201EICEAGLE POINT INCOME CO 5 percent 10/30/26$4.3M0.87%173,736CommonSOLE
69181V503OXSQOXFORD SQUARE CAPITAL CO 5.5 percent DUE 7/31/2028$4.1M0.85%171,471CommonSOLE
44045A409HRZNHORIZON TECHNOLOGY FINANCE 4 7/8 percent DUE 3/30/2026$4.0M0.82%160,657CommonSOLE
691543862OXLCOXFORD LANE CAPITAL CORP 8.75 percent DUE 06/30/2030$3.9M0.79%150,975CommonSOLE
78163D209RUNWAY FINANCE CORP, 7.5 percent DUE 7/28/2027$3.7M0.75%145,772CommonSOLE
269809802ECCEAGLE POINT CREDIT CO 6.75 percent PERPETUAL PFD$3.4M0.69%169,456CommonSOLE
390320885GECCGREAT ELM CAPITAL CORP. 8.5 percent 04/30/2029$2.9M0.60%116,338CommonSOLE
269817409EICEAGLE POINT INCOME COMPANY 8 percent 04/30/2029$2.5M0.52%100,141CommonSOLE
80349a877SARATOGA INVESTMENT CORP 8 1/8 percent DUE 12/31/2027$2.1M0.43%83,275CommonSOLE
G4828B100WELWFINTEGRATED WELLNESS ACQ CRP UNIT; TNT ACQ DT: 09/13/2023; CASH: $10.20$2.1M0.43%163,875CommonSOLE
67111Q305OCCIOFS CREDIT 6.125 percent DUE 4/30/2026$2.0M0.40%78,615CommonSOLE
269809877ECCEAGLE POINT CREDIT 8 percent DUE 01/31/2029$1.9M0.39%76,710CommonSOLE
44045A508HRZNHORIZON TECHNOLOGY FINANCE CORP 6.25 percent 6/15/2027$1.8M0.37%73,779CommonSOLE
269809703ECCEAGLE POINT CREDIT CO 6.5 percent DUE 6/30/31$1.5M0.31%61,395CommonSOLE
39037G208GEGGREAT ELM GROUP INC 7.25 percent 6/30/2027$1.5M0.30%58,900CommonSOLE
74274W772PRIORT 6 12/31/28 JPRIORITY INCOME FUND SERIES J 6 percent DUE 12/31/2028$1.4M0.28%58,070CommonSOLE
78163D308RWAYRUNWAY FINANCE CORP, 8 percent DUE 12/31/2027$1.2M0.25%48,362CommonSOLE
691543706OXLCOXFORD LANE CAPITAL CORP 6.75 percent DUE 3/31/2031$924,1650.19%38,367CommonSOLE
80349A885SARSARATOGA INVESTMENT CORP 8.00 percent DUE 10/31/2027$743,7760.15%29,225CommonSOLE
74274W756PRIORT 6.375 03/31/29 LPRIORITY INCOME FUND 6.375 percent DUE 3/31/2029$529,8810.11%22,060CommonSOLE
G9R16L100VMCAFVALUENCE ACQ CRP; TNT ACQ DT: 6/1/2023; CASH: $10.30$294,5000.06%23,750CommonSOLE
269809505ECCEAGLE POINT CREDIT CO 6.6875 percent 04/30/28$227,4010.05%9,031CommonSOLE
269809604ECCEAGLE POINT CREDIT CORP 6.75 percent DUE 3/31/2031$182,1000.04%7,325CommonSOLE
71742W301PFXPHENIXFIN CORPORATION 5.25 percent DUE 11/1/28$180,1960.04%7,600CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$147,6090.03%1,030CommonSOLE
713448108PEPPEPSICO INC COM$143,5200.03%1,000CommonSOLE
95766T100PAIWESTERN ASSET INCOME FD COM$113,3310.02%9,081CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND$110,1500.02%1,000CommonSOLE
46434G822EWJISHARES MSCI JAPAN ETF$80,7400.02%1,000CommonSOLE
58155Q103MCKMCKESSON CORP$63,1620.01%77CommonSOLE
92189f528VANECK VECTORS ETF TR AMT FREE SHORT M$60,9350.01%3,500CommonSOLE
278277108EOSEATON VANCE ENHANCED EQUITY IN$51,5490.01%2,202CommonSOLE
376546883GAINGLADSTONE INVESTMENT CORP 4.875 percent DUE 11/1/2028$50,1060.01%2,100CommonSOLE
50208A102XSCDXLMP CAPITAL AND INCOME FUND INC$43,7040.01%2,951CommonSOLE
G20315100ALFCENTURION ACQ CRP; TNT ACQ DT: 6/13/2026; CASH: $10.00$43,6650.01%4,100CommonSOLE
464288257ACWIISHARES MSCI ACWI INDEX FUND$36,9290.01%261CommonSOLE
G24979109CHACCRANE HARBOR ACQ CRP; TNT AC DT: 4/24/2027; CASH: $10.00$32,3100.01%3,000CommonSOLE
896442605TRINTRINITY CAPITAL 7.875 percent DUE 3/30/2029$30,8780.01%1,225CommonSOLE
09262J102MUNEXBLACKROCK MUNICIPAL CREDIT ALPHA PORTFOLIO INC$28,5700.01%2,304CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR COMMUNICATION$27,5460.01%234CommonSOLE
166764100CVXCHEVRON CORP$26,6720.01%175CommonSOLE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$26,4530.01%523CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$26,2300.01%46CommonSOLE
464288414MUBISHARES NAT AMT FREE BD$24,9510.01%233CommonSOLE
464288661IEIISHARES TR 3-7 YR TR BD ETF$23,5120.00%197CommonSOLE
87911J103HQHTEKLA HEATHCARE INVESTORS$20,2660.00%1,070CommonSOLE
81369y209SELECT SECTOR SPDR TR SBI HEALTHCARE$20,1240.00%130CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE COND ETF$19,0550.00%239CommonSOLE
24703L202DELLDELL TECHNOLOGIES -C$19,0080.00%151CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR$18,7160.00%130CommonSOLE
09255G107MPABLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND$17,4840.00%1,578CommonSOLE
746909100PIMPUTNAM MASTER INTERMEDIATE INCOME TRUST$16,7000.00%5,000CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS$15,9020.00%496CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$14,5320.00%31CommonSOLE
464287432TLTISHARES LEHMAN 20plus YR TREAS$13,5100.00%155CommonSOLE
81369y704INDUSTRIAL SELECT SECT SPDR$12,4100.00%80CommonSOLE
92206c870VANGUARD INTERM-TERM CORP BD ETF$9,7990.00%117CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$8,2710.00%1,446CommonSOLE
278274105EOIEATON VANCE ENHANCED EQ INC FD COM$4,3180.00%210CommonSOLE
41013v100JOHN HANCOCK T/A DVD INCOME$3,5490.00%150CommonSOLE
277461406KODKEASTMAN KODAK CO$2,2330.00%264CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND$1,9940.00%130CommonSOLE
962166104WYWEYERHAEUSER COMPANY$9480.00%40CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$8090.00%130CommonSOLE
643822109ANEFXAMER FNDS NEW ECONOMY-A$6980.00%10CommonSOLE
921943858VEAVANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF$6870.00%11CommonSOLE
09032H113BCGWWBINAH CAPITAL GROUP INC$6640.00%4,425CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$820.00%1CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$290.00%1CommonSOLE
26884J203ERHEERHC ENERGY INC$20.00%800CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.