13FPulse
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BC

BCSF BAIN CAPITAL SPECIALTY FINAN

2026Q2 · CUSIP 05684B107 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
127
Institutions that reported holding it to the SEC
Net decrease in holders
5
Last quarter 132 → now 127
How unusual is that
Below average
Stronger than only 20% of US stocks
What the filings say, in one paragraph

127 funds held BCSF at the end of 2026Q2, down 5 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, the P/E is 12.0x, return on equity is 5.9%. BCSF has had 4 buying rushes in its history, and the price moved +12.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q1: holders=29 2019Q2: holders=55 2019Q3: holders=62 2019Q4: holders=80 2020Q1: holders=84 2020Q2: holders=83 2020Q3: holders=83 2020Q4: holders=92 2021Q1: holders=94 2021Q2: holders=94 2021Q3: holders=97 2021Q4: holders=100 2022Q1: holders=90 2022Q2: holders=99 2022Q3: holders=99 2022Q4: holders=120 2023Q1: holders=115 2023Q2: holders=119 2023Q3: holders=125 2023Q4: holders=135 2024Q1: holders=137 2024Q2: holders=143 2024Q3: holders=133 2024Q4: holders=138 2025Q1: holders=146 2025Q2: holders=143 2025Q3: holders=139 2025Q4: holders=142 2026Q1: holders=132 2026Q2: holders=127 -26 -13 +0 +13 +26 2690154 19Q119Q420Q321Q222Q122Q423Q324Q225Q125Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2022Q4 Top 20% -1.3% +26.2%
2022Q2 Top 20% -4.2% -7.2%
2020Q1 Top 20% +9.3% +17.3%
2019Q2 Top 5% +7.9% +15.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
55
Change in large funds
+1
Total value they hold
$444M
Funds buying for the first time
19
Funds that sold out entirely
24
Price change that quarter
-6.4%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
12.0
EPS (TTM)
$0.99
EPS YoY
-40.4%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
5.9%
Debt ratio
58.8%
FCF (TTM)
—
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.36 2021-12-31: EPS 0.35 2022-03-31: EPS 0.52 2022-06-30: EPS 0.27 2022-09-30: EPS 0.17 2022-12-31: EPS 0.67 2023-03-31: EPS 0.45 2023-06-30: EPS 0.45 2023-09-30: EPS 0.52 2023-12-31: EPS 0.48 2024-03-31: EPS 0.55 2024-06-30: EPS 0.45 2024-09-30: EPS 0.51 2024-12-31: EPS 0.34 2025-03-31: EPS 0.44 2025-06-30: EPS 0.37 2025-09-30: EPS 0.29 2025-12-31: EPS 0.43 2026-03-31: EPS 0.05 2026-06-30: EPS 0.22 0.00 0.37 0.74 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 7 5 9 13 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.