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Monroe Cap shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Monroe Cap by O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $170k 24k 7.07
2023-09-30 $106k 14k 7.45

More positions owned by O'shaughnessy Asset Management

Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
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Builders FirstSource (BLDR)
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NVIDIA Corporation (NVDA)
Marathon Petroleum Corp (MPC)
Ishares Tr Core Us Aggbd Et (AGG)
Altria (MO)
Comcast Corp Cl A (CMCSA)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Kla Corp Com New (KLAC)
American Intl Group Com New (AIG)

View all positions for O'shaughnessy Asset Management

Top funds holding Monroe Cap

Advisor Group Holdings
William Blair $ Company
Two Sigma Investments
Two Sigma Advisers
Schechter Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Citadel Advisors
Fiera Capital Corporation
Connor, Clark & Lunn Investment Management
Chiron Capital Management
U.S. Capital Wealth Advisors
Koshinski Asset Management
UBS Group
Forum Financial Management

View all funds holding Monroe Cap