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LBO vs GABF

Shared holdings
3
LBO covered by GABF
11.53%
GABF covered by LBO
11.53%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

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%

GABF (March 31, 2026)

SecurityWeight
SuRo Capital Corporation5.40%
BERKSHIRE HATH-B5.31%
S&P GLOBAL INC5.15%
COHEN & STEERS4.76%
KKR & CO INC4.70%
MOODYS CORP4.31%
WELLS FARGO & CO4.08%
MASTERCARD INC CL A4.03%
TIPTREE INC3.89%
SCHWAB CHARLES CORP3.88%
BLACKSTONE INC3.79%
CAPITAL ONE FINANCIAL CORP3.77%
VISA INC-CLASS A3.56%
JPMORGAN CHASE and CO3.51%
FISERV INC3.37%
APOLLO GLOBAL MANAGEMENT INC3.12%
WR BERKLEY CORP3.01%
INTERACTIVE BROKERS GROUP INC2.92%
AFFIL MANAGERS2.92%
GPGI INC2.76%
ROCKET COS INC-A2.44%
HERTZ GLOBAL HOLDINGS INC2.09%
MILLROSE PROPERTIES INC2.05%
FIRST CITIZENS BANCSHARES INC CL A1.90%
LPL FINL HLDGS INC1.82%
WEALTHFRONT CORP1.76%
M&T BANK CORP1.67%
SAFEHOLD INC1.63%
PROGRESSIVE CORP OHIO0.99%
U.S. Treasury Bills0.82%
MARKEL GROUP INC0.72%
CHUBB LTD0.66%
HOWARD HUGHES HOLDINGS INC0.52%
U.S. Treasury Bills0.48%
AMERICAN EXPRESS CO0.38%
MORGAN STANLEY0.36%
BANK OF NEW YORK MELLON CORP0.34%
NASDAQ INC0.32%
RAYMOND JAMES FINANCIAL INC.0.20%
STATE STREET CORP0.18%
FEDERATED HERMES INC0.16%
STIFEL FINANCIAL CORP0.15%
WISDOMTREE INVESTMENTS INC0.12%

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