EQS
Equus Total Return, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Equus Total Return, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
0
filed ties
—
No changes.
No changes.
Equus Total Return, Inc. is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equity-oriented securities issued by privately owned companies, debt securities including subordinate debt, debt convertible into common or preferred stock, or debt combined with warrants and common and preferred stock, and preferred equity financing. It invests in small to mid-sized companies and acts as a lead investor. It invests in technology, telecommunication, financial services, natural resource and industrial manufacturing and services. It invests in companies engaged in the alternative energy, real estate, healthcare, education, e-learning, leisure and entertainment, and foreign investment sector in the United States, China, India, and Europe. It investments include common and preferred stock, debt convertible into common or preferred stock, debt combined with warrants and options, and other rights to acquire common or preferred stock. It seeks to invest in companies between $1 million to $25 million with revenues between $5 million and $150 million with EBITDA between $2 million to $50 million. It seeks to take control and non-control equity positions. Equus Total Return, Inc. was founded in 1991 and is based in Houston, Texas with additional office in Vancouver, Canada.
Equus Total Return, Inc. is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equity-oriented securities issued by privately owned companies, debt securities including subordinate debt, debt convertible into common or preferred stock, or debt combined with warrants and common and preferred stock, and preferred equity financing. It invests in small to mid-sized companies and acts as a lead investor. It invests in technology, telecommunication, financial services, natural resource and industrial manufacturing and services. It invests in companies engaged in the alternative energy, real estate, healthcare, education, e-learning, leisure and entertainment, and foreign investment sector in the United States, China, India, and Europe. It investments include common and preferred stock, debt convertible into common or preferred stock, debt combined with warrants and options, and other rights to acquire common or preferred stock. It seeks to invest in companies between $1 million to $25 million with revenues between $5 million and $150 million with EBITDA between $2 million to $50 million. It seeks to take control and non-control equity positions. Equus Total Return, Inc. was founded in 1991 and is based in Houston, Texas with additional office in Vancouver, Canada.
No thesis.
Annual filing, covered
10-K parsed · Apr 17 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
No N-PORT holders
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Apr 17 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
No N-PORT holders
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No peers for Equus Total Return, Inc. yet.
No peers for Equus Total Return, Inc. yet.
—
+1.28%
shares held · 5 largest managers
| Manager | Value | % base | |
|---|---|---|---|
| Morgan Stanley | $44,226 | 29.09% | 0.00% |
| Shufro Rose | $38,796 | 25.51% | 0.00% |
| Citadel | $25,209 | 16.58% | new |
| Schwarz Dygos Wheeler Investment | $24,800 | 16.31% | 0.00% |
| Blue Bell Private Wealth | $11,032 | 7.26% | −2.25% |
| Manager | Value | % base | |
|---|---|---|---|
| Morgan Stanley | $44,226 | 29.09% | 0.00% |
| Shufro Rose | $38,796 | 25.51% | 0.00% |
| Citadel | $25,209 | 16.58% | new |
| Schwarz Dygos Wheeler Investment | $24,800 | 16.31% | 0.00% |
| Blue Bell Private Wealth | $11,032 | 7.26% | −2.25% |
Tall tick = annual report · Source: EDGAR
Expected move
No implied move.
Equus Total Return, Inc.
0.61
−0.03 · −4.70%
post 0.61 0.00%