GAIN
Gladstone Investment Corporation
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Gladstone Investment Corporation
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Gladstone Investment Corporation specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated notes; junior subordinated debt securities such as subordinated notes and mezzanine loans; limited liability company interests, and warrants or options. The fund does not invest in start-ups. The fund seeks to invest in manufacturing, consumer products and business services/ distribution sector. It seeks to invest in small and mid-sized companies based in the United States. The fund prefers to make debt investments between $5 million and $30 million and equity investments between $10 million and $40 million in companies. The fund seeks to invest in companies with sales between $20 million and $100 million. The fund invests in companies with EBITDA from $3 million to $20 million. It seeks minority equity ownership and prefers to hold a board seat in its portfolio companies. It also prefers to take majority stake in its portfolio companies. The fund typically holds the investments for seven years and exits via sale or recapitalization, initial public offering, or sale to third party.
Gladstone Investment Corporation specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated notes; junior subordinated debt securities such as subordinated notes and mezzanine loans; limited liability company interests, and warrants or options. The fund does not invest in start-ups. The fund seeks to invest in manufacturing, consumer products and business services/ distribution sector. It seeks to invest in small and mid-sized companies based in the United States. The fund prefers to make debt investments between $5 million and $30 million and equity investments between $10 million and $40 million in companies. The fund seeks to invest in companies with sales between $20 million and $100 million. The fund invests in companies with EBITDA from $3 million to $20 million. It seeks minority equity ownership and prefers to hold a board seat in its portfolio companies. It also prefers to take majority stake in its portfolio companies. The fund typically holds the investments for seven years and exits via sale or recapitalization, initial public offering, or sale to third party.
Annual filing, covered
10-K parsed · May 12 '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 · May 12 '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
Gladstone Investment Corporation
15.27
0.00 · +0.02%
No peers for Gladstone Investment Corporation yet.
No peers for Gladstone Investment Corporation yet.
Largest filed tie
0
filed ties
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Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| VAN ECK | $12.4M | 10.88% | +35.84% |
| Melia Wealth | $10.1M | 8.88% | −38.63% |
| UBS | $9.6M | 8.37% | −15.58% |
| Two Sigma | $9.0M | 7.91% | −27.37% |
| Cooper Creek Partners | $8.9M | 7.80% | new |
| Manager | Value | % base | |
|---|---|---|---|
| VAN ECK | $12.4M | 10.88% | +35.84% |
| Melia Wealth | $10.1M | 8.88% | −38.63% |
| UBS | $9.6M | 8.37% | −15.58% |
| Two Sigma | $9.0M | 7.91% | −27.37% |
| Cooper Creek Partners | $8.9M | 7.80% | new |
Expected move
Inputsspot 15.27exp Nov 20ATM strike 15ATM straddle 1.48IV 54%