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CCLFX CLIFFWATER CORPORATE LENDING FUND CLASS I

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SHS (common)

4 managers (4 13F filers) reported a position in CCLFX shares at 2026-06-30, 310,587 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
4
13F filers
4
New
1
Added
0
Reduced
1
Sold out
1
Shares held by filers
310,587

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …222,828$2.33M0.38%13F-HRTimelineGroup
Wealthspire Advisors, LLC72,761$762K<0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC10,100$106K<0.01%013F-HRTimeline
Luminist Capital LLC4,898$51.3K0.06%-94613F-HRTimeline