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Holdings (Monthly) Guide ↗

Matisse Discounted Closed-End Fund Strategy

· Starboard Investment Trust
Monthly Holdings $68M AUM 36 positions Period Mar 2026 Filed May 22, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 TETRAGON FINANCIAL G8766R134 Mar 2023 319,771 $4.5M 6.90% EC
2 NexPoint Diversified 65340G205 Mar 2023 877,806 $4.1M 6.32% EC
3 Taiwan Fund Inc/The 874036106 Mar 2023 52,000 $3.4M 5.27% EC
4 Pershing Square Hold G7016V101 Mar 2023 62,368 $3.3M 5.15% EC
5 Mexico Fund Inc/The 592835102 Mar 2023 130,000 $2.7M 4.20% EC
6 Bluerock Total Incom 09631P102 Mar 2026 160,000 $2.7M 4.10% EC
7 XAI Octagon Floating 98400T304 Mar 2026 148,000 $2.5M 3.92% EC
8 ROYCE GLOBAL VALUE 78081T104 Mar 2026 188,000 $2.5M 3.87% EC
9 BlackRock Technology 09260Q108 Mar 2023 380,000 $2.5M 3.87% EC
10 The FS Credit 30290Y101 Mar 2023 470,000 $2.4M 3.70% EC
11 SRH Total Return 101507101 Mar 2026 140,000 $2.4M 3.69% EC
12 FS Specialty Lending 644323107 Mar 2026 190,000 $2.4M 3.66% EC
13 HIGHLAND GLOBAL 43010T104 Mar 2023 290,000 $2.3M 3.59% EC
14 THE KOREA FUND 500634209 Mar 2023 49,895 $2.2M 3.45% EC
15 Templeton Dragon 88018T101 Mar 2026 210,000 $2.2M 3.44% EC
16 Destra Multi-Alterna 25065A502 Mar 2023 268,000 $2.2M 3.35% EC
17 HIGHLAND INCOME FUND 43010E404 Mar 2023 380,000 $2.2M 3.35% EC
18 Dividend and Income 25538A204 Mar 2023 141,063 $2.1M 3.21% EC
19 Third Point Investor G8827C100 Mar 2026 130,000 $2.1M 3.19% EC
20 Central Securities C 155123102 Mar 2026 40,000 $2.0M 3.06% EC
21 Morgan Stanley China 617468103 Mar 2026 109,619 $1.9M 2.96% EC
22 Mexico Equity & Inco 592834105 Mar 2023 132,000 $1.7M 2.63% EC
23 Neuberger Berman Nex 64133Q108 Mar 2023 129,790 $1.7M 2.58% EC
24 CLOUGH GLOBAL 18914E106 Mar 2026 298,611 $1.7M 2.56% EC
25 SWISS HELVETIA FUND 870875101 Mar 2026 259,717 $1.5M 2.37% EC
26 EUROPEAN EQUITY FUND 298768102 Mar 2023 141,440 $1.4M 2.16% EC
27 Clough Global 18913Y103 Mar 2026 232,798 $1.4M 2.12% EC
28 PIMCO California Mun 72200N106 Mar 2026 112,411 $964K 1.49% EC
29 Central and Eastern 153436100 Mar 2023 33,995 $622K 0.96% EC
30 EXOR Holdings N.V. N3140A107 Mar 2026 8,000 $616K 0.95% EC
31 North Atlantic Small G66132120 Mar 2026 130,000 $576K 0.89%
32 CLOUGH GLOBAL EQUITY 18914C100 Mar 2026 45,982 $346K 0.53% EC
33 Saba Capital Income 78518H202 Mar 2026 41,493 $280K 0.43% EC
34 REPURCHASE AGREEMENT REPO.8 Mar 2026 -400,000 $-400000 -0.62% DBT
35 REPURCHASE AGREEMENT REPO.6 Mar 2026 -500,000 $-500000 -0.77% DBT
36 REPURCHASE AGREEMENT REPO.4 Mar 2026 -2,000,000 $-2000000 -3.08% DBT