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CEIIX vs LBO

Shared holdings
3
CEIIX covered by LBO
10.08%
LBO covered by CEIIX
10.08%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CEIIX (March 31, 2026)

SecurityWeight
SPECTRUM BRANDS HOLDINGS INC10.89%
MLP9.81%
VIATRIS INC7.89%
GSK plc SPONSORED ADR5.48%
REALTY INCOME CORP REIT4.80%
BLACKSTONE INC4.71%
WOLVERINE WORLD WIDE INC4.52%
FOUR CORNERS PRO4.36%
GENESIS ENERGY L.P. PARTNERSHIP SHARES3.99%
PERDOCEO EDUCATION CORP3.71%
MATCH GROUP INC3.58%
APOLLO GLOBAL MANAGEMENT INC3.32%
BLUE OWL CAPITAL INC A3.04%
UDR INC2.95%
EXTRA SPACE STORAGE INC2.88%
SS&C TECHNOLOGIE2.61%
GLOBAL PAYMENTS INC2.57%
PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES2.06%
TARGET CORP1.98%
BAXTER INTL INC1.87%
JACK IN THE BOX INC1.68%
OWENS CORNING INC1.41%
CAPITAL ONE FINANCIAL CORP1.37%
SPONSORED ADR1.30%
MILLROSE PROPERTIES INC1.25%
DYNEX CAPITAL1.18%
OVINTIV INC1.03%
UGI CORP NEW0.93%
SHUTTERSTOCK INC0.77%
GRAPHIC PACKAGING HOLDING CO0.70%
DREY-GVT CSH-I0.63%
LAZARD INC CL A0.59%
WALGREENS BOOTS ALLIANCE INC - CVR 20250.10%

LBO (April 30, 2026)

SecurityWeight
COMMSTCK10.45%
APOLLO GLOBAL MANAGEMENT INC9.30%
KKR & CO INC7.80%
COMMON STOCK7.49%
HERCULES CAPITAL INC7.43%
GOLUB CAPITAL BDC INC COMMON STOCK5.57%
BLACKROCK INC4.77%
BLUE OWL CAPITAL INC A4.60%
CARLYLE GROUP INC (THE)4.39%
COMPASS DIVERSIF3.90%
ARES MANAGEMENT CORP CL A3.77%
BLACKSTONE INC3.71%
Trinity Capital Inc., BDC3.27%
BROOKFIELD CORP CL A3.20%
TPG INC3.15%
BROOKFIELD ASSET MANAGEMENT LTD A3.00%
FRST AM-GV OB-X2.14%
Sixth Street Specialty Lending, Inc.1.94%
MidCap Financial Investment Corp., BDC1.94%
STEPSTONE GROUP INC CLASS A1.44%
CION Investment Corporation1.15%
MAIN STREET CAPITAL CORP COMMON STOCK USD.010.92%
Barings BDC, Inc.0.91%
Bain Capital Specialty Finance Inc0.91%
HAMILTON LANE INC - A0.89%
Prospect Capital Corp.0.80%
RIDGEPOST CAPITAL INC0.30%
SAUDI ARABIAN RYAL0.12%
NEW MOUNTAIN FINANCE CORP COMMON STOCK0.10%
PENNANTPARK INVESTMENT CORP COMMON STOCK0.09%
FS KKR CAPITAL CORP COMMON STOCK0.09%
Stellus Capital Investment Corp0.08%
Gladstone Investment Corporation0.07%
Capital Southwest Corp., BDC0.07%
Fidus Investment Corp., BDC0.06%
GCM GROSVENOR INC - CLASS A0.06%
Gladstone Capital Corp0.05%
BlackRock TCP Capital Corp., BDC0.04%
Goldman Sachs BDC, Inc. SHS0.01%
TCG BDC, Inc.0.01%
TriplePoint Venture Growth BDC Corporation0.01%
PennantPark Floating Rate Capital Ltd., BDC0.01%

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