Pearl Diver Credit Co Inc. - PDCC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Wisconsin Foundation | History | No change | 1,459,021 | 20,324 | 17.09% | 20.39% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 250,000 | 3,482 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 249,368 | 3,473 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 161,386 | 2,248 | 0.0% | 0.0% | 4 | -3,442 | -2.09% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 89,484 | 1,246 | 0.06% | 0.09% | 5 | +799 | 0.9% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,600 | 22 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | New | 600 | 15 | 0.0% | — | 7 | +600 | New | Q4 2025 | Feb 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,000 | 13 | 0.0% | 0.0% | 9 | +600 | 150.0% | Q4 2025 | Jan 28, 2026 |
| MORGAN STANLEY | History | No change | 1,000 | 13 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 200 | 2 | 0.0% | 0.0% | 10 | -2,466 | -92.5% | Q4 2025 | Jan 29, 2026 |