Titelia

Holdings of Catalyst/SMH Total Return Income Fund

MUTUAL FUND SERIES TRUST · Original filing · Compare with another fund · Report an error

Net assets
20.2M $ including 10.3M $ in equities, 50.7 %
Positions
31 in 2 countries
Bond lines
10 from 10 companies
Top ten
36.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1CAPITAL SOUTHWEST CORP 49,0001.1M $5.36 %
2SM Energy Co 33,7821.1M $5.21 %
3Trinity Capital Inc 70,3371M $5.12 %
4VICI Properties Inc 37,4751M $5.07 %
5Main Street Capital Corp. 12,128642.3K $3.18 %
6Hercules Capital Inc 40,565599.1K $2.96 %
7Carlyle Group Inc/The 11,000532.3K $2.63 %
8Prospect Capital Corp 200,742523.9K $2.59 %
9Rithm Capital Corp 54,106512.9K $2.54 %
10Suro Capital Corp 42,466454.8K $2.25 %
11Blue Owl Capital Inc 39,034356.4K $1.76 %
12Innovative Industrial Properties Inc 4,890245.3K $1.21 %
13American Tower Corp 1,200207.1K $1.02 %
14Dick's Sporting Goods Inc 1,000198.3K $0.98 %
15Ares Capital Corp 10,500189.2K $0.94 %
16CRESCENT CAPITAL BDC INC 15,000182.3K $0.90 %
17NexPoint Diversified Real Estate Trust 34,477161K $0.80 %
18TPG Inc 3,400137.7K $0.68 %
19Apollo Global Management Inc 1,000111.4K $0.55 %
20HA Sustainable Infrastructure Capital Inc 2,947108.3K $0.54 %
21CION Investment Corp. 14,60099.9K $0.49 %
22Blue Owl Capital Corp 8,70096.2K $0.48 %
23RUNWAY GROWTH FINANCE CORP. 14,00096.2K $0.48 %
24Blackstone Secured Lending Fund 4,00094.8K $0.47 %
25New Mountain Finance Corp 12,00093.1K $0.46 %
26Copa Holdings SA 70079.5K $0.39 %
27Extra Space Storage Inc 60078.7K $0.39 %
28Carlyle Secured Lending Inc 7,08777.5K $0.38 %
29Advanced Flower Capital Inc 26,00073.3K $0.36 %
30Ford Motor Co 6,20071.5K $0.35 %
31Palmer Square Capital BDC Inc 3,36332.9K $0.16 %

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The bonds it holds

10 companies, 10 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Lyft Inc1801.5K $3.97 %
2Riot Platforms Inc1633.9K $3.14 %
3Full House Resorts Inc1456.3K $2.26 %
4Nebius Group NV1314K $1.55 %
5Kohl's Corp1300.7K $1.49 %
6ICAHN ENTERPRISES LP1246.6K $1.22 %
7Hims & Hers Health Inc1150.1K $0.74 %
8Unisys Corp1129.2K $0.64 %
9Carvana Co143.3K $0.21 %
10Bed Bath & Beyond Inc12.3K $0.01 %

Sector breakdown

  • Real estate 12.0 %
  • Financials 1.1 %
  • Consumer discretionary 0.7 %
  • Unattributed 86.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.2 %
  • Panama 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3010.2M $99.22 %
2Panama179.5K $0.78 %
Cite this page

Titelia. "Holdings of Catalyst/SMH Total Return Income Fund". https://titelia.com/en/funds/S000022378