Bancroft Fund Ltd
Bancroft Fund Ltd

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
86
Top-10 weight
22.55%
Effective holdings ?
67
Crowding ?
43.1

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 BTSG 6.75 02/01/27 BTSGU 29,600 $4.20M 3.05%
2 FLUOR CORP SR UNSECURED 08/29 1.125 FLR 3,350,000 $4.14M 3.00%
3 Lumentum Holdings Inc., Conv. LITE 1,000,000 $3.85M 2.79%
4 NORTHERN OIL & GAS INC 3.625000% 04/15/2029 NOG 3,500,000 $3.85M 2.79%
5 Bridgebio Pharma Inc 2,250,000 $3.82M 2.77%
6 HPE 7 5/8 HPEPC 57,000 $3.68M 2.66%
7 PPL Capital Funding, Inc., Convertible PPL 3,000,000 $3.52M 2.55%
8 MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028 MCHPP 7 1/2 61,500 $3.50M 2.54%
9 FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.875 FE 3,000,000 $3.46M 2.51%
10 BABA 0.5 06/01/31 BABA 2,450,000 $3.40M 2.46%
11 SAREPTA THERAPEUTICS INC CONV 4.875% 09/01/2030 4,000,000 $3.36M 2.43%
12 DLR 1.875 11/15/29 DLR 3,000,000 $3.18M 2.31%
13 LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A LGND 2,600,000 $3.15M 2.28%
14 CYBR 0 06/15/30 CYBR 3,000,000 $3.09M 2.24%
15 WEC ENERGY GROUP INC SR UNSECURED 06/29 4.375 WEC 2,450,000 $3.03M 2.20%
16 HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A HALO 3,000,000 $2.97M 2.15%
17 Akamai Technologies, Inc., Convertible 2,000,000 $2.77M 2.01%
18 OSI SYSTEMS INC CONV 2.25% 08/01/2029 OSIS 1,750,000 $2.69M 1.95%
19 Applied Digital Corporation, Convertible 1,000,000 $2.66M 1.92%
20 MPUS 3 03/01/30 MPUS 1,100,000 $2.62M 1.90%
21 BWX Technologies, Inc., Convertible BWXT 2,500,000 $2.60M 1.88%
22 UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.875 UBER 2,140,000 $2.58M 1.87%
23 CYTOKINETICS INC SR UNSECURED 144A 10/31 1.75 CYTK 2,000,000 $2.55M 1.85%
24 SOLARIS ENERGY INFRASTRUCTURE SR UNSECURED 10/31 0.25 SEI 2,000,000 $2.51M 1.82%
25 IONS 0 12/01/30 IONS 2,400,000 $2.51M 1.82%
26 ANI PHARMACEUTICALS INC CONV 2.25% 09/01/2029 2,000,000 $2.49M 1.80%
27 RIOT PLATFORMS INC CONV 0.75% 01/15/2030 2,150,000 $2.48M 1.79%
28 AVAV 0 07/15/30 AVAV 2,500,000 $2.45M 1.78%
29 WisdomTree Inc 2,350,000 $2.44M 1.77%
30 GOLAR LNG LTD CONV 2.75% 12/15/2030 144A GLNG 2,000,000 $2.38M 1.73%
31 NEBIUS GROUP NV CONV 2.75% 09/15/2032 144A NBIS 2,250,000 $2.35M 1.71%
32 NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234 NEEPT 44,000 $2.31M 1.67%
33 CRGY 2.75 03/15/31 2,000,000 $2.30M 1.67%
34 GALAXY DIGITAL HOLDINGS LP CONV 2.5% 12/01/2029 144A 2,000,000 $2.29M 1.66%
35 Bitfarms Ltd/Canada 3,495,000 $2.27M 1.65%
36 CMS Energy Corporation, Convertible CMS 2,000,000 $2.26M 1.64%
37 TEMPUS AI INC CONV 0.75% 07/15/2030 144A TEM 2,250,000 $2.15M 1.56%
38 Voyager Technologies, Inc., Conv. 2,000,000 $2.08M 1.51%
39 CLSK 0 02/15/32 CLSK 3,000,000 $2.03M 1.47%
40 VSE CORP 5.75% PC 02/01/2029 40,000 $2.01M 1.46%
41 ZTS 0.25 06/15/29 ZTS 2,000,000 $1.99M 1.44%
42 U.S. Treasury Bills B 1,995,000 $1.98M 1.43%
43 TRANSMEDICS GROUP INC CONV 1.5% 06/01/2028 TMDX 1,500,000 $1.94M 1.41%
44 INDIE SEMICONDUCTOR INC CONV 3.5% 12/15/2029 144A 2,000,000 $1.93M 1.40%
45 LEU 0 08/15/32 LEU 1,800,000 $1.91M 1.39%
46 BLACKSKY TECHNOLOGY INC CONV 8.25% 08/01/2033 144A BKSY 1,500,000 $1.81M 1.31%
47 AST SPACEMOBILE INC SR UNSECURED 144A 01/36 2 ASTS 1,700,000 $1.80M 1.30%
48 Oracle Corp., Series D 39,000 $1.76M 1.27%
49 Liberty Energy, Inc. 1,600,000 $1.75M 1.27%
50 LYV 2.875 01/15/30 LYV 1,600,000 $1.73M 1.25%
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