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Fund holdings profileCurrent N-PORT coverage

Rational Special Situations Income Fund

As of February 27, 2026Source: SEC Form N-PORT, CIK 810695
Latest answer
As of the reporting period ending December 31, 2025, Rational Special Situations Income Fund reported 1074 structured-finance (asset-backed) positions totaling $1.2B, 82.7% of its $1.4B SEC Form N-PORT portfolio.
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Rational Special Situations Income Fund: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending December 31, 2025, Rational Special Situations Income Fund reported 1074 structured-finance (asset-backed) positions totaling $1.2B, 82.7% of its $1.4B SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 810695)Reporting period ending December 31, 2025License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does Rational Special Situations Income Fund hold?

Rational Special Situations Income Fund reported 1074 structured-finance (asset-backed) positions totaling $1.2B, 82.7% of its $1.4B portfolio, as of the reporting period ending December 31, 2025 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 3 positions ($1.6M, 0.1%); collateralized bond/debt obligations (ABS-CBDO): 11 positions ($20.5M, 1.4%); other asset-backed securities (ABS-O): 1060 positions ($1.2B, 81.2%).

What is Rational Special Situations Income Fund's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

Rational Special Situations Income Fund's structured-finance (ABS/MBS) exposure is $1.2B across 1074 positions, or 82.7% of the $1.4B portfolio, as of the reporting period ending December 31, 2025.

As of when is Rational Special Situations Income Fund's structured-finance holdings data reported?

This reflects Rational Special Situations Income Fund's most recent SEC Form N-PORT filing, filed February 27, 2026, covering the reporting period ending December 31, 2025. Figures are point-in-time holdings as reported to the SEC.

Where can I get Rational Special Situations Income Fund's structured-finance holdings data?

Rational Special Situations Income Fund's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 810695) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track Rational Special Situations Income Fund's latest news, products, partnerships, or leadership changes?

No. DealCharts covers Rational Special Situations Income Fund's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameRational Special Situations Income Fund
Fund LEI
549300LC5CGS20PBIT17
CIK810695
Fund ID
S000065726

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$1,437,711,190
Total Positions
1,092
Average Position Size
$1,316,585

Asset Distribution

Filing Date
February 27, 2026
Report Date
December 31, 2025

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 1,092 total holdings, or open the complete machine-readable file.
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Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects Rational Special Situations Income Fund's most recent SEC Form N-PORT filing, dated February 27, 2026, covering the reporting period ending December 31, 2025.

Rational Special Situations Income Fund reported 1,092 portfolio positions with a total reported market value of $1.4B as of the reporting period ending December 31, 2025, an average of $1.3M per position.

By reported market value, the portfolio was predominantly securitized-credit-oriented (82.7% of holdings).

The largest reported asset categories were other asset-backed securities (ABS-O) (81.2%), debt (12.5%), and short-term investments (4.2%).

The single largest asset category, other asset-backed securities (ABS-O), accounted for 81.2% of reported market value across 1,060 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
February 27, 2026
Report period
December 31, 2025
SEC CIK
810695
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "Rational Special Situations Income Fund",
  "fund_lei": "549300LC5CGS20PBIT17",
  "total_holdings": 1092,
  "total_value": 1437711190.26,
  "asset_types": [],
  "filing_date": "2026-02-27"
}
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