| $705M | ||
| $248M | ||
| $183M | ||
| $155M | ||
| $119M | ||
| $68M |
Buys | $0 | 0 | – |
Sells | $0 | 0 | – |
Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The firm prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.
Over the last 12 months, insiders at Saratoga Investment Corp. have bought $0 and sold $0 worth of Saratoga Investment Corp. stock.
On average, over the past 5 years, insiders at Saratoga Investment Corp. have bought $38,523 and sold $0 worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 2,000 shares for transaction amount of $47,620 was made by Oberbeck Christian L (CEO, Director and President) on 2023‑05‑04.
| 2023-05-04 | Oberbeck Christian L | CEO, Director and President | 2,000 0.0169% | $23.81 | $47,620 | +11.12% | ||
| 2022-08-02 | Looney Steven M | 1,250 0.0103% | $23.54 | $29,425 | +12.38% | |||
| 2020-07-24 | Oberbeck Christian L | CEO and Director | 1,000 0.0089% | $16.89 | $16,891 | +36.83% | ||
| 2020-07-23 | Oberbeck Christian L | CEO and Director | 3,000 0.0266% | $17.50 | $52,508 | +34.05% | ||
| 2020-07-22 | Oberbeck Christian L | CEO and Director | 2,000 0.0178% | $17.53 | $35,060 | +33.78% | ||
| 2019-01-15 | Steenkamp Henri J | CFO, CCO, Treasurer& Secretary | 1,208 0.0161% | $22.00 | $26,576 | +17.43% | ||
| 2018-06-25 | Sale | Oberbeck Elizabeth | director | 60,000 0.8618% | $25.53 | $1.53M | -6.04% | |
| 2015-11-20 | Looney Steven M | director | 550 0.0098% | $14.92 | $8,204 | +16.25% | ||
| 2014-10-17 | Sale | WILLIAMS GEORGE CABELL III | director | 2,033 0.0373% | $14.90 | $30,290 | +12.14% | |
| 2007-11-02 | HAYDEN RICHARD M | Chairman of the Bd of Director | 61,216 0.7563% | $11.50 | $704,219 | -0.50% | ||
| 2007-11-02 | Wright Alexander B | Man. Dir. of CCG of GSC Group | 750 0.0093% | $11.56 | $8,669 | -0.50% | ||
| 2007-07-31 | INGLESBY THOMAS V | Chief Executive Officer | 4,000 0.0485% | $12.03 | $48,110 | -2.59% | ||
| 2007-07-20 | Allorto Richard T JR | Chief Financial Officer | 480 0.0058% | $13.00 | $6,240 | -10.77% | ||
| 2007-03-23 | BARKER PETER K | director | 2,000 0.0258% | $15.00 | $30,000 | -21.25% |
| INGLESBY THOMAS V | Chief Executive Officer | 36333333 224.5008% | $795.34M | 1 | 0 | <0.0001% |
| Oberbeck Christian L | CEO, Director and President | 689775 4.2621% | $15.1M | 4 | 0 | +28.95% |
| Oberbeck Elizabeth | director | 684183 4.2275% | $14.98M | 0 | 1 | |
| HAYDEN RICHARD M | Chairman of the Bd of Director | 164749 1.018% | $3.61M | 1 | 0 | <0.0001% |
| WILLIAMS GEORGE CABELL III | director | 20376 0.1259% | $446,030.64 | 0 | 1 | |
| Steenkamp Henri J | CFO, CCO, Treasurer& Secretary | 9026 0.0558% | $197,579.14 | 1 | 0 | +17.43% |
| Wright Alexander B | Man. Dir. of CCG of GSC Group | 5750 0.0355% | $125,867.50 | 1 | 0 | <0.0001% |
| Looney Steven M | 3758 0.0232% | $82,262.62 | 2 | 0 | +14.31% | |
| BARKER PETER K | director | 2000 0.0124% | $43,780.00 | 1 | 0 | <0.0001% |
| Allorto Richard T JR | Chief Financial Officer | 480 0.003% | $10,507.20 | 1 | 0 | <0.0001% |
$4,932,892 | 291 | 13.13% | $343.18M | |
$15,976,037 | 152 | 32.19% | $251.19M | |
$11,103,219 | 145 | 25.90% | $303.63M | |
$9,351,327 | 116 | 12.82% | $252.13M | |
$8,121,707 | 113 | 7.92% | $556.31M | |
$6,032,453 | 97 | 9.47% | $306.96M | |
$4,260,367 | 95 | 4.27% | $402.16M | |
$3,763,592 | 94 | 10.10% | $395.93M | |
$2,625,041 | 91 | 4.01% | $202.44M | |
$3,229,650 | 85 | 11.55% | $385.93M | |
$12,336,658 | 66 | 11.15% | $478.42M | |
$1,926,120 | 65 | 6.57% | $345.68M | |
$29,991,020 | 65 | 13.77% | $467.07M | |
$4,437,197 | 53 | 19.67% | $212.5M | |
$36,712,281 | 51 | 24.10% | $204.54M | |
$2,791,735 | 41 | 15.64% | $468.36M | |
$29,554,520 | 21 | -5.77% | $471.87M | |
$2,776,698 | 16 | 10.44% | $391.81M | |
Saratoga Investment Corp. (SAR) | $1,013,522 | 12 | 10.52% | $354.27M |
| Increased Positions | 32 | +38.1% | 315,619 | +13.92% |
| Decreased Positions | 33 | -39.29% | 483,385 | -21.32% |
| New Positions | 11 | New | 221,921 | New |
| Sold Out Positions | 10 | Sold Out | 135,196 | Sold Out |
| Total Postitions | 83 | -1.19% | 2M | -7.4% |
| Lido Advisors, Llc | $4,585.00 | 1.24% | 197,873 | +11,620 | +6.24% | 2025-09-30 |
| Hennion & Walsh Asset Management, Inc. | $4,172.00 | 1.13% | 180,063 | -28,545 | -13.68% | 2025-09-30 |
| Private Advisor Group, Llc | $3,667.00 | 0.99% | 158,286 | +7,006 | +4.63% | 2025-09-30 |
| Advisors Asset Management, Inc. | $2,679.00 | 0.72% | 115,641 | +10,356 | +9.84% | 2025-09-30 |
| Two Sigma Investments, Lp | $2,665.00 | 0.72% | 115,035 | -60,805 | -34.58% | 2025-09-30 |
| Lpl Financial Llc | $2,519.00 | 0.68% | 108,729 | +12,045 | +12.46% | 2025-09-30 |
| Two Sigma Advisers, Lp | $2,332.00 | 0.63% | 100,647 | -131,153 | -56.58% | 2025-09-30 |
| Blackrock, Inc. | $2,291.00 | 0.62% | 98,866 | +29,268 | +42.05% | 2025-09-30 |
| Legal & General Group Plc | $2,167.00 | 0.59% | 93,529 | -1,421 | -1.5% | 2025-09-30 |
| Wells Fargo & Company/Mn | $1,949.00 | 0.53% | 84,099 | -16,821 | -16.67% | 2025-09-30 |