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Monroe Capital (MRCC) sees over 5% stake reported by Goldstein

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Monroe Capital received a Schedule 13G filing from Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos reporting passive ownership of its common stock as of December 31, 2025. Bulldog Investors reports beneficial ownership of 1,016,123 shares, or 4.69% of the outstanding common stock.

Phillip Goldstein reports beneficial ownership of 1,128,192 shares, or 5.21%, while Andrew Dakos reports 954,816 shares, or 4.41%. The filers certify the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Monroe Capital.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Bulldog Investors, LLP
Signature:/s/ Andrew Dakos
Name/Title:Andrew Dakos, Partner
Date:02/13/2026
Phillip Goldstein
Signature:/s/ Phillip Goldstein
Name/Title:Phillip Goldstein
Date:02/13/2026
Andrew Dakos
Signature:/s/ Andrew Dakos
Name/Title:Andrew Dakos
Date:02/13/2026

FAQ

What does the Schedule 13G filing for Monroe Capital (MRCC) disclose?

The Schedule 13G shows Bulldog Investors, Phillip Goldstein, and Andrew Dakos collectively reporting significant beneficial ownership of Monroe Capital common stock as of December 31, 2025, with holdings ranging from 4.41% to 5.21% of the company’s outstanding common stock.

How many Monroe Capital (MRCC) shares does Bulldog Investors beneficially own?

Bulldog Investors, LLP reports beneficial ownership of 1,016,123 Monroe Capital common shares, representing 4.69% of the class. This includes 61,307 shares over which it has sole voting and dispositive power and 954,816 shares over which it shares voting and dispositive power.

What is Phillip Goldstein’s ownership stake in Monroe Capital (MRCC)?

Phillip Goldstein reports beneficial ownership of 1,128,192 Monroe Capital common shares, equal to 5.21% of the class. He has sole voting and dispositive power over 61,307 shares and shared voting and dispositive power over 1,066,885 additional shares.

How many Monroe Capital (MRCC) shares does Andrew Dakos report owning?

Andrew Dakos reports beneficial ownership of 954,816 Monroe Capital common shares, representing 4.41% of the class. He has no sole voting or dispositive power but shares voting and dispositive power over all 954,816 reported shares with related accounts.

Is the Bulldog Investors position in Monroe Capital (MRCC) passive or activist?

The filing characterizes the position as passive. The reporting persons certify the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Monroe Capital, consistent with Schedule 13G requirements.

Who is entitled to dividends and sale proceeds from the Monroe Capital (MRCC) shares?

Clients of Bulldog Investors, LLP and other accounts for which Phillip Goldstein and/or Andrew Dakos are deemed beneficial owners are entitled to receive dividends and proceeds from any sale of the Monroe Capital shares, according to the ownership disclosure in the filing.
Monroe Capital

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