Patrick Schafer is Chief Investment Officer at Portman Ridge Finance Corp (PTMN). They have made 13 open-market trades across 3 companies since 2019, most recently 2026-03-20.
CIK 0001772591
13 open-market purchases totalling $486K since 2019, never a sale. Across 10 scored buys the stock is down 1.0% at ninety days, and 8.9 points behind the S&P over the same stretch.
10 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| BCIC | 27,265 | $183K |
| PTMN | 12,305 | $151K |
| LRFC | 1,389 | — |
| Total | $334K |
Shares reported on the most recent Form 4, priced at the 2026-03-23 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 20% | 50% | 40% |
| Avg Move | -5.9% | -2.2% | -1.0% |
| Alpha | -7.1% | -6.5% | -8.9% |
| Scored | 10 | 10 | 10 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| BCIC | BUY | 2026-03-20 | 2026-03-23 | $7.48 | $40K | +6.1% | +10.1% | -1.5% |
| BCIC | BUY | 2025-12-12 | 2025-12-16 | $13.63 | $300K | -2.8% | +0.2% | -35.4% |
| BCIC | BUY | 2025-09-19 | 2025-09-23 | $12.33 | $10K | -3.2% | -6.1% | -3.4% |
| PTMN | BUY | 2025-05-13 | 2025-05-15 | $12.46 | $10K | -3.2% | -8.6% | -1.3% |
| LRFC | BUY | 2025-05-13 | 2025-05-15 | $17.69 | $5K | N/A | N/A | N/A |
| LRFC | BUY | 2021-11-16 | 2021-11-17 | $25.45 | $13K | N/A | N/A | N/A |
| LRFC | BUY | 2021-11-15 | 2021-11-16 | $24.99 | $12K | N/A | N/A | N/A |
| PTMN | BUY | 2021-11-15 | 2021-11-16 | $25.04 | $25K | -1.4% | -2.0% | -0.2% |
| PTMN | BUY | 2020-08-12 | 2020-08-13 | $1.28 | $32K | -7.3% | +2.4% | +11.3% |
| PTMN | BUY | 2020-03-16 | 2020-03-16 | $1.36 | $5K | -16.0% | -6.1% | +13.2% |
| PTMN | BUY | 2020-03-12 | 2020-03-13 | $1.52 | $24K | -30.1% | -18.9% | -9.1% |
| PTMN | BUY | 2019-11-25 | 2019-11-26 | $2.07 | $6K | -2.9% | +1.9% | +6.7% |
| PTMN | BUY | 2019-11-22 | 2019-11-25 | $2.09 | $4K | +2.0% | +4.9% | +9.8% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.