BBDC BARINGS BDC INC

Ownership history in Muzinich & Co., Inc.  ·  30 quarters on record

AI Ownership Summary

Muzinich & Co., Inc. reported BARINGS BDC INC (BBDC) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.02% in 2025 Q4. The latest visible filing shows BBDC at 2.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Muzinich & Co., Inc.'s position in BARINGS BDC INC, 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
2025 Q4

BBDC was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2025 Q4

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 2025 Q4

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.

How Muzinich & Co., Inc. held BBDC — position size vs. price
% of Fund (quarterly)    BBDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 698,945 +212,847 +43.8% 2.02% $6.4M 2026-02-14 (Est.) $8.81
2025 Q3 ADDED 486,098 +194,725 +66.8% 1.65% $4.3M 2025-10-20 $8.12
2025 Q2 ADDED 291,373 +28,463 +10.8% 1.16% $2.7M 2025-08-04 $8.36
2025 Q1 ADDED 262,910 +20,680 +8.5% 1.42% $2.5M 2025-05-05 $7.58
2024 Q4 REDUCED 242,230 -10,288 -4.1% 1.45% $2.3M 2025-02-05 $8.63
2024 Q3 ADDED 252,518 +70,722 +38.9% 1.75% $2.5M 2024-11-06 $8.15
2024 Q2 REDUCED 181,796 -73,691 -28.8% 1.35% $1.8M 2024-08-07 $7.67
2024 Q1 UNCHANGED 255,487 0% 1.46% $2.2M 2024-05-13 $7.75
2023 Q4 REDUCED 255,487 -1,256 -0.5% 1.46% $2.2M 2024-02-14 $6.80
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Muzinich & Co., Inc. and BBDC

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

How long has Muzinich & Co., Inc. reported owning BBDC?

Muzinich & Co., Inc. reported BBDC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BBDC position in Muzinich & Co., Inc.'s portfolio?

The largest reported portfolio weight for BBDC was 2.02% in 2025 Q4.

What is the latest reported BBDC position on this page?

The most recent filing on this page is 2025 Q4, when Muzinich & Co., Inc. reported 698,945 shares, equal to 2.02% of portfolio, with an estimated market value of $6.4M.

What does the chart on this BBDC ownership page compare?

The chart compares Muzinich & Co., Inc.'s quarterly BBDC 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.

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