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Bulldog Investors, LLP
Bulldog Investors, LLP is a US-based investment adviser headquartered in Saddle Brook, New Jersey. It focuses primarily on value investing in closed-end funds, special situations, and activist investing opportunities. The firm was originally established as Bulldog Investors, LLC before transitioning to LLP status. Bulldog is owned and managed by Phillip Goldstein and Andrew Dakos, both recognized for their involvement in shareholder activism since the firm's founding. It serves institutional and high-net-worth individual investors, with a boutique employee count.
Investment Strategy
Bulldog Investors, LLP is known for its activist approach with a primary focus on closed-end funds, undervalued securities, and special situations. The firm seeks to unlock value for shareholders through corporate actions, constructive engagement, and proxy contests when necessary. Its philosophy is rooted in value investing—purchasing securities at a discount to their intrinsic value and employing catalyst-driven strategies to realize gains.
Latest 13F Filing Activity
Bulldog Investors, LLP filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions with a total 13F market value of $396M. The fund increased holdings in Central Secs Corp., Neuberger Berman Next Genera, Tejon Ranch Co. among other positions. Bulldog Investors, LLP reduced exposure to BNY Mellon Mun Income Inc., Haymaker Acquisition Corp. IV, Aa Mission Acquisition Corp. among others.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GAM | GENERAL AMERN INVS CO INC | 4.85% | $19.2M | 342,110 | $35.47 | $56.04 | +$1.9M |
C CET | CENTRAL SECS CORP | 4.45% | $17.6M | 368,084 | $34.36 | $47.86 | +$6.1M |
N NBXG | NEUBERGER BERMAN NEXT GENERA | 4.19% | $16.6M | 1,134,288 | $12.57 | $14.60 | +$5.6M |
C CION | CION INVT CORP | 3.72% | $14.7M | 1,538,071 | $11.08 | $9.57 | -$2.8M |
D DSM | BNY MELLON STRATEGIC MUN BD | 3.68% | $14.5M | 2,596,631 | $5.75 | $5.60 | -$42.1K |
Industry Allocation
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