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Disclosery

Baron Capital: MTN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on MTN, newest first. How the timeline and the estimate are built.

Baron Capital held 6,536,697 MTN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,536,697 shares
    Change vs previous 13F +1,493,164 shares

    1.34% of the 13F portfolio, value $889,971,297.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,043,533 shares
    Change vs previous 13F +233,605 shares

    1.95% of the 13F portfolio, value $647,186,155.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,809,928 shares
    Change vs previous 13F -892,764 shares

    1.73% of the 13F portfolio, value $638,758,438.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,702,692 shares
    Change vs previous 13F +227,143 shares

    2.26% of the 13F portfolio, value $852,951,642.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,475,549 shares
    Change vs previous 13F +191,327 shares

    2.33% of the 13F portfolio, value $860,373,014.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,284,222 shares
    Change vs previous 13F -6,324 shares

    2.48% of the 13F portfolio, value $845,581,204.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,290,546 shares
    Change vs previous 13F +105,410 shares

    2.56% of the 13F portfolio, value $991,712,848.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,185,136 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $903,717,353.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).