Saratoga Investment Corp. SAR
We take great care to ensure that the data presented and summarized in this overview for SARATOGA INVESTMENT CORP. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SAR
View all-
David A. Siegel Two Sigma Advisers, LP | New York, Ny147KShares$3.48 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.138KShares$3.27 Million0.16% of portfolio
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Private Advisor Group, LLC130KShares$3.07 Million0.02% of portfolio
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Israel Englander Millennium Management LLC | New York, Ny124KShares$2.93 Million0.0% of portfolio
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Two Sigma Investments, LP New York, NY121KShares$2.86 Million0.01% of portfolio
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Advisors Asset Management, Inc. Monument, CO112KShares$2.66 Million0.05% of portfolio
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International Assets Investment Management, LLC Orlando, FL112KShares$2.66 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA106KShares$2.52 Million0.0% of portfolio
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Legal & General Group PLC London, X0102KShares$2.42 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC92.8KShares$2.2 Million0.0% of portfolio
Latest Institutional Activity in SAR
Top Purchases
Top Sells
About SAR
Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The firm prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.
Insider Transactions at SAR
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 02
2024
|
Christian L Oberbeck CEO and Director |
BUY
Bona fide gift
|
Indirect |
7,680
+10.67%
|
-
|
Dec 02
2024
|
Christian L Oberbeck CEO and Director |
SELL
Bona fide gift
|
Direct |
12,800
-1.0%
|
-
|
Nov 05
2024
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
430
-0.07%
|
-
|
Oct 07
2024
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
248
-27.74%
|
-
|
Aug 13
2024
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
635
-0.1%
|
-
|
Aug 12
2024
|
Henri J Steenkamp CFO, CCO, Treasurer and Sec. |
BUY
Other acquisition or disposition
|
Direct |
5,514
+12.34%
|
-
|
Aug 12
2024
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
27,256
-4.07%
|
-
|
Dec 13
2023
|
Christian L Oberbeck CEO and Director |
BUY
Bona fide gift
|
Indirect |
6,708
+12.09%
|
-
|
Dec 13
2023
|
Christian L Oberbeck CEO and Director |
SELL
Bona fide gift
|
Direct |
11,180
-0.84%
|
-
|
Aug 16
2023
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
26,495
-3.82%
|
-
|
May 04
2023
|
Christian L Oberbeck CEO and Director |
BUY
Open market or private purchase
|
Direct |
2,000
+0.29%
|
$46,000
$23.81 P/Share
|
Mar 21
2023
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
100
-0.01%
|
-
|
Dec 06
2022
|
Christian L Oberbeck CEO and Director |
SELL
Bona fide gift
|
Direct |
379
-0.06%
|
-
|
Dec 05
2022
|
Christian L Oberbeck CEO and Director |
BUY
Bona fide gift
|
Indirect |
6,312
+14.04%
|
-
|
Dec 05
2022
|
Christian L Oberbeck CEO and Director |
SELL
Bona fide gift
|
Direct |
10,520
-0.76%
|
-
|
Oct 07
2022
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
256
-0.04%
|
-
|
Sep 27
2022
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
4,002
-0.58%
|
-
|
Aug 15
2022
|
Henri J Steenkamp CFO, CCO, Treasurer and Sec. |
BUY
Other acquisition or disposition
|
Direct |
3,638
+11.87%
|
-
|
Aug 15
2022
|
Christian L Oberbeck CEO and Director |
SELL
Other acquisition or disposition
|
Direct |
13,543
-1.91%
|
-
|
Aug 02
2022
|
Steven M Looney Director |
BUY
Open market or private purchase
|
Direct |
1,250
+24.96%
|
$28,750
$23.54 P/Share
|
Last 12 Months Summary
Bona fide gift | 7.68K shares |
---|---|
Other acquisition or disposition | 5.51K shares |
Bona fide gift | 12.8K shares |
---|---|
Other acquisition or disposition | 28.6K shares |