SCM STELLUS CAPITAL INVESTMENT COR

Ownership history in Muzinich & Co., Inc.  ·  45 quarters on record

AI Ownership Summary

Muzinich & Co., Inc. reported STELLUS CAPITAL INVESTMENT COR (SCM) in 45 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows SCM at 1.01% 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 SCM 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 STELLUS CAPITAL 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
2025 Q4

SCM was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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 SCM — position size vs. price
% of Fund (quarterly)    SCM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 253,534 +46,641 +22.5% 1.01% $3.2M 2026-02-14 (Est.) $11.35
2025 Q3 ADDED 206,893 +62,888 +43.7% 1.04% $2.7M 2025-10-20 $11.51
2025 Q2 ADDED 144,005 +56,885 +65.3% 0.87% $2.0M 2025-08-04 $13.00
2025 Q1 ADDED 87,120 +21,355 +32.5% 0.69% $1.2M 2025-05-05 $11.55
2024 Q4 UNCHANGED 65,765 0% 0.57% $905K 2025-02-05 $12.76
2024 Q3 UNCHANGED 65,765 0% 0.64% $900K 2024-11-06 $11.85
2024 Q2 REDUCED 65,765 -3,304 -4.8% 0.69% $903K 2024-08-07 $11.33
2024 Q1 UNCHANGED 69,069 0% 0.59% $888K 2024-05-13 $11.50
2023 Q4 REDUCED 69,069 -2,351 -3.3% 0.59% $888K 2024-02-14 $9.97
2023 Q3 ADDED 71,420 +4,709 +7.1% 0.67% $971K 2023-11-13 $9.63
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Muzinich & Co., Inc. and SCM

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 SCM?

Muzinich & Co., Inc. reported SCM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for SCM was 1.04% in 2025 Q3.

What is the latest reported SCM position on this page?

The most recent filing on this page is 2025 Q4, when Muzinich & Co., Inc. reported 253,534 shares, equal to 1.01% of portfolio, with an estimated market value of $3.2M.

What does the chart on this SCM ownership page compare?

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