Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
SRH Total Return Fund, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Financial
Prev close 18.20 · gapped above the open, then crossed back over prior close. High/low 18.25 at 10:45 am ET, 18.17 at 1:30 pm ET.
127 institutional managers report a position in SRH Total Return Fund, Inc. worth $348.0M between them, filed on form 13F for the quarter ending 2026-06-30. 23 of them hold 80% of it, the largest being Atlas Wealth LLC at 18.06%.
102 more managers in the register
23 managers hold 80% of the $348.0M institutional base. The other 104 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
STEW (SRH Total Return Fund, Inc.) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
via Atlas Wealth LLC, 1607 Capital Partners, LLC, Allspring Global Investments Holdings, LLC +7 more · 18.06% of STEW, 9.84% of SDHY
via Atlas Wealth LLC, Bulldog Investors, LLC, Blue Bell Private Wealth Management, LLC +4 more · 18.06% of STEW, 20.22% of DMA
via Atlas Wealth LLC, Flagship Harbor Advisors, LLC, Cambridge Investment Research Advisors, Inc. +1 more · 18.06% of STEW, 18.92% of NPCT
via Pathstone Holdings, LLC, Bulldog Investors, LLC, Allspring Global Investments Holdings, LLC +7 more · 4.59% of STEW, 16.84% of GLO
via Atlas Wealth LLC, Pathstone Holdings, LLC, Cohen & Steers Inc +1 more · 18.06% of STEW, 7.45% of GUG
via Bulldog Investors, LLC, Atlas Wealth LLC, Blue Bell Private Wealth Management, LLC +8 more · 6.93% of STEW, 3.58% of NBXG
Managers holding a meaningful stake in STEW also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.