Saratoga Investment Corp. (SAR)
NYSE
Price as at 1 Oct 2026, 00:55 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Saratoga Investment Corp. trades at $16.66. We do not hold enough of the inputs to value this company with the confidence the estimate implies, so we publish no fair value for it rather than a number we would not defend.
About Saratoga Investment Corp.
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. The fund 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 fund 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. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
Super investor ownership
2 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Ken Griffin, CITADEL ADVISORS LLC$1.13M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$388.6K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Which funds own SAR?
2 of the institutions we track reported a position in SAR in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its SAR data?
Fundamentals for SAR come from company filings and exchange data, as listed on NYSE; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 00:55 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SAR, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.