SEC 13F Intelligence

Managers / Q1 2024 · view latest →

McGowan Group Asset Management, Inc.

CIK 0001633227 · 300 CRESCENT COURT, SUITE 1776, DALLAS, TX, 75201 · 214.720.4400

Reported Value
$694M
Q1 2024
Positions
129
Filings on Record
30
2019–present window
Filed
May 15, 2024
original filing

Summary

Mcgowan Group Asset Management, Inc. reported $694M in U.S.-listed holdings across 129 positions for Q1 2024.

Its largest position, XAWFX, represents 7.2% of the portfolio.

Compared with Q4 2023, the fund opened 10 new positions and exited 12.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $556MQ4 ’18Q1 ’19: $627MQ2 ’19: $637MQ3 ’19: $622MQ4 ’19: $588MQ4 ’19Q1 ’20: $456MQ2 ’20: $537MQ3 ’20: $528MQ4 ’20: $585MQ4 ’20Q1 ’21: $613MQ2 ’21: $637MQ3 ’21: $588MQ4 ’21: $569MQ4 ’21Q1 ’22: $651MQ2 ’22: $597MQ3 ’22: $577MQ4 ’22: $627.9BQ4 ’22Q1 ’23: $630MQ2 ’23: $642MQ3 ’23: $633MQ4 ’23: $623MQ4 ’23Q1 ’24: $694MQ2 ’24: $718MQ3 ’24: $759MQ4 ’24: $747MQ4 ’24Q1 ’25: $756MQ2 ’25: $794MQ3 ’25: $807MQ4 ’25: $806MQ4 ’25Q1 ’26: $785Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 40.6%Closed-End Fund: 38.0%Other: 5.6%MLP: 5.1%ADR: 4.5%Other: 6.2%
  • Common Stock · 40.6% · $281M
  • Closed-End Fund · 38.0% · $264M
  • Other · 5.6% · $39M
  • MLP · 5.1% · $35M
  • ADR · 4.5% · $31M
  • Other · 6.2% · $43M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$785M154May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$806M126Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$807M121Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$794M125Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$756M124May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$747M124Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$759M127Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$718M122Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$694M129May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$623M131Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$633M125Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$642M137Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$630M136May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$627.9B134Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$577M117Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$597M120Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$651M122May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$569M120Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$588M110Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$637M109Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$613M108May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$585M98Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$528M89Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$537M88Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$456M81May 18, 202013F-HRchanges · EDGAR ↗
Q4 2019$588M91Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$622M91Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$637M105Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$627M106May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$556M93Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.