MeadowBrook Investment Advisors LLC FDUS — Fidus Investment Cor

Ownership history in MeadowBrook Investment Advisors LLC  ·  9 quarters on record

AI Ownership Summary

MeadowBrook Investment Advisors LLC reported Fidus Investment Cor (FDUS) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows FDUS at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MeadowBrook Investment Advisors LLC's position in Fidus Investment Cor, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDUS was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDUS stock page MeadowBrook Investment Advisors LLC fund profile MeadowBrook Investment Advisors LLC full holdings
How MeadowBrook Investment Advisors LLC held FDUS — position size vs. price
% of Fund (quarterly)    FDUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,355 +265 +8.6% 0.05% $58K 2026-04-22 $18.80
2025 Q4 ADDED — — — 3,090 +240 +8.4% 0.05% $60K 2026-01-14 $19.43
2025 Q2 ADDED — — — 2,850 +1,350 +90.0% 0.05% $58K 2025-08-04 $18.96
2025 Q1 REDUCED 41.5% +1.8% ❌ 1,500 -1,065 -41.5% 0.03% $31K 2025-04-30 $16.95
2024 Q4 REDUCED 15.6% -0.4% ✅ 2,565 -475 -15.6% 0.05% $54K 2025-01-29 $19.43
2024 Q3 ADDED — — — 3,040 +275 +9.9% 0.05% $60K 2024-11-06 $16.64
2024 Q2 REDUCED 9.3% +3.5% ❌ 2,765 -285 -9.3% 0.05% $54K 2024-07-23 $16.09
2024 Q1 ADDED — — — 3,050 +170 +5.9% 0.06% $60K 2024-04-30 $16.29
2023 Q4 INITIATED — — — 2,880 — — 0.05% $57K 2024-02-06 $14.60

🏢 Other funds also holding FDUS

As of 2026 Q1 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 2.12% Significant Wealth Partners LLC 1.37% Columbus Macro, LLC 3Y 7Y 0.94% Palogic Value Management, L.P. 3Y 0.54% Davis Investment Partners, LLC 3Y 0.44% MQS Management LLC 3Y 0.41% Plan Group Financial, LLC 3Y 0.4% Haven Private, LLC 0.37% Legacy Capital Wealth Partners, LLC 3Y 0.29% nVerses Capital, LLC 0.29%

FAQ About MeadowBrook Investment Advisors LLC and FDUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MeadowBrook Investment Advisors LLC reported owning FDUS?

MeadowBrook Investment Advisors LLC reported FDUS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDUS position in MeadowBrook Investment Advisors LLC's portfolio?

The largest reported portfolio weight for FDUS was 0.06% in 2024 Q1.

What is the latest reported FDUS position on this page?

The most recent filing on this page is 2026 Q1, when MeadowBrook Investment Advisors LLC reported 3,355 shares, equal to 0.05% of portfolio, with an estimated market value of $58K.

What does the chart on this FDUS ownership page compare?

The chart compares MeadowBrook Investment Advisors LLC's quarterly FDUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MeadowBrook Investment Advisors LLC time their FDUS position?

Based on 13F filing dates vs. subsequent FDUS price moves, MeadowBrook Investment Advisors LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on FDUS relative to SPY over the holding period was -6.1%.

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