Company Capitala Finance Corp. Nasdaq

Equities

CPTA

US14054R5028

Investment Management & Fund Operators

End-of-day quote Nasdaq 06:00:00 2024-02-04 pm EST 5-day change 1st Jan Change
22.47 USD +1.33% Intraday chart for Capitala Finance Corp. +0.27% -0.62%

Business Summary

Logan Ridge Finance Corporation is a business development company. The Company’s investment objective is to generate both current income and capital appreciation through debt and equity investments. It offers customized financing to business owners, management teams and financial sponsors for change of ownership transactions, recapitalizations, strategic acquisitions, business expansion and other growth initiatives. The Company invests in first lien loans, and, to a lesser extent, second lien loans and equity securities issued by lower middle-market and traditional middle-market companies. The Company invests in middle market businesses that operate across a range of industries, such as aerospace/defense, business services, consumer products, education, food and beverage, healthcare, industrial and environmental services, logistics and distribution, manufacturing, and media and telecommunications. The Company's investment advisor is Mount Logan Management LLC (Mount Logan).

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
29 100.0 % 4 100.0 % -86.81%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
29 100.0 % 4 100.0 % -86.81%

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 2,678,155 2,448,969 ( 91.44 %) 0 91.44 %

Shareholders

NameEquities%Valuation
Punch & Associates Investment Management, Inc.
8.672 %
232,240 8.672 % 5 M $
205,151 7.660 % 5 M $
Wealth Enhancement Advisory Services LLC
6.384 %
170,968 6.384 % 4 M $
Bulldog Investors LLP
4.405 %
117,979 4.405 % 3 M $
Fort Hoosac
2.282 %
61,113 2.282 % 1 M $
Bridgeway Capital Management LLC
1.049 %
28,083 1.049 % 631 587 $
23,000 0.8588 % 517 270 $
CapFinancial Partners LLC
0.8107 %
21,711 0.8107 % 488 280 $
Dakota Wealth LLC
0.5831 %
15,616 0.5831 % 351 204 $
Empowered Funds LLC
0.4363 %
11,685 0.4363 % 262 796 $

Company contact information

Logan Ridge Finance Corp.

650 Madison Avenue 23rd floor

10022, New York

+212 891 2880

http://www.loganridgefinance.com
address Capitala Finance Corp.(CPTA)
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