STEW

Srh Total Return Fund Inc

Latest period2026 - Q1Total superinvestors124

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 124 superinvestors own shares of Srh Total Return Fund Inc (STEW), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Srh Total Return Fund Inc (STEW), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Srh Total Return Fund Inc (STEW) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Srh Total Return Fund Inc (STEW) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -8.29%
0.01%
$37.05M
2.167M shares@ 17.11 avg price
Jessica Collins@Jp Wealth Management, Inc.
Recent Activity
Increased 5.42%
18.04%
$26.602M
1.556M shares@ 17.11 avg price
Phillip Goldstein@Bulldog Investors, Llp
Recent Activity
Increased 3.52%
4.95%
$22.018M
1.288M shares@ 17.1 avg price
Caitlyn MB Lynn@Pathstone Holdings, Llc
Recent Activity
Decreased -2.49%
0.07%
$15.565M
910,227 shares@ 17.1 avg price
Kevin Rutherford@1607 Capital Partners, Llc
Recent Activity
Increased 2.33%
1.1%
$15.149M
885,921 shares@ 17.1 avg price
Jimmy Tran@Allspring Global Investments Holdings, Llc
Recent Activity
Increased 9.64%
0.03%
$12.34M
721,643 shares@ 17.1 avg price
Mitchel Bialek@Css Llc Il
Recent Activity
0.38%
$7.9M
461,965 shares@ 17.11 avg price
Matthew Jenkins@Gatepass Capital, Llc
Recent Activity
Decreased -0.93%
3.44%
$7.363M
430,595 shares@ 17.11 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 8.29%
0.01%
$7.29M
426,314 shares@ 17.11 avg price
Daniel Ortega@B. Riley Wealth Advisors, Inc.
Recent Activity
Increased 1.3%
0.43%
$6.746M
403,720 shares@ 16.71 avg price

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