Long-term investor

Karpus Management, Inc. @karpusmanagementinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001048703).

Record

  • Tracked since 2025-06-30 (431 days), 405 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.8% · 6 months +9.6% · 1 year +14.0% · all +14.0%
  • Max drawdown -0.7% · Sharpe 1.24 · win rate 48% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 7.2% · long · since 2025-06-30
  • MHD · 6.8% · long · since 2025-06-30
  • 921937793 · 4.2% · long · since 2025-06-30
  • BTT · 3.0% · long · since 2025-06-30
  • 922908751 · 2.8% · long · since 2025-06-30
  • MYN · 2.3% · long · since 2025-06-30
  • 922042858 · 2.2% · long · since 2025-06-30
  • 922042775 · 2.2% · long · since 2025-06-30
  • 464287432 · 2.2% · long · since 2025-12-31
  • 95766Q106 · 2.0% · long · since 2025-06-30
  • MYI · 1.7% · long · since 2025-06-30
  • 464287200 · 1.7% · long · since 2025-06-30

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