Portman Ridge Finance Corp (PTMN)

• Market cap: $156M
• 1 day: 0.06%
• 5 days: -2.52%
• 1 month: -1.10%
• 3 months: 1.49%
• 6 months: -7.20%
• Year to date: 3.72%
• 1 year: -9.95%
• 5 years: -6.54%
• 10 years: -77.17%

About: Portman Ridge Finance Corp Inc is a non-diversified closed-end investment company. The company originates, structures, and invests in secured term loans, bonds or notes, and mezzanine debt primarily in privately-held middle market companies but may also invest in other investments such as loans to publicly traded companies, high-yield bonds, and distressed debt securities. The company's investment objective in the Debt securities portfolio is to generate current income and, to a lesser extent, capital appreciation from the investments in senior secured term loans, mezzanine debt, and selected equity investments in privately-held middle market companies.

Employees: 13

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.98% less ownership

Funds ownership: 17.57% [Q3] → 16.58% (-0.98%) [Q4]

2% less funds holding

Funds holding: 41 [Q3] → 40 (-1) [Q4]

15% less capital invested

Capital invested by funds: $29.3M [Q3] → $25M (-$4.34M) [Q4]

88% less call options, than puts

Call options by funds: $124K | Put options by funds: $1.02M