Dakos Andrew

CIK 0001341021

President and CEODirector10% Owner

Filings

Latest Jun 4, 2026

Issuers covered

Showing

35 of 35

Page 1

Track record

45 of 55 open-market trades scored (82% price coverage) - 10 issuers without price data. Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).

Horizon	Trades	Win rate	Avg	Median	Best	Worst
30 days	45	36%	-1.2%	-1.8%	+6.8%	-11.0%
90 days	31	29%	-1.9%	-2.5%	+7.7%	-10.8%
180 days	4	0%	-13.3%	-14.5%	-8.9%	-15.1%
365 days	4	0%	-12.7%	-12.7%	-11.5%	-14.1%

Issuers

Companies where Dakos Andrew has filed

Ticker	Issuer	Filings	Last filed
SWZ	Total Return Securities Fund	18	May 29, 2026
SPE	Special Opportunities Fund, Inc.	5	Jun 4, 2026
TRC	Tejon Ranch Co	4	Apr 7, 2026
PCF	High Income Securities Fund	3	Dec 16, 2024
CXH	Mfs Investment Grade Municipal Trust	3	Feb 26, 2026
CMU	Mfs High Yield Municipal Trust	2	Jan 23, 2026

All filings

35 Form 4 / 4-A filings, newest first

Filed	Issuer	Top transaction	Shares	Price	Value
Jun 4, 2026	SPESpecial Opportunities Fund, Inc.	SSale	5,184	$14.11	$73,146
May 29, 2026	SWZTotal Return Securities Fund	PPurchase	5,400	$5.99	$32,346
May 20, 2026	SWZTotal Return Securities Fund	PPurchase	4,000	$5.95	$23,800
Apr 20, 2026	SWZTotal Return Securities Fund	PPurchase	4,718	$6.06	$28,591
Apr 9, 2026	SWZTotal Return Securities Fund	PPurchase	4,000	$5.975	$23,900
Apr 7, 2026	TRCTejon Ranch Co	AGrant	913	$18.84	$17,201
Apr 6, 2026	SWZTotal Return Securities Fund	PPurchase	4,863	$5.928	$28,828
Mar 31, 2026	SWZTotal Return Securities Fund	PPurchase	5,900	$5.92	$34,928
Mar 26, 2026	SWZTotal Return Securities Fund	PPurchase	5,000	$5.96	$29,800
Mar 13, 2026	SWZTotal Return Securities Fund	PPurchase	3,324	$6.00	$19,944
Mar 9, 2026	SWZTotal Return Securities Fund	PPurchase	12,500	$5.97	$74,625
Mar 4, 2026	SWZTotal Return Securities Fund	PPurchase	9,918	$5.95	$59,012
Mar 2, 2026	SWZTotal Return Securities Fund	PPurchase	5,000	$6.17	$30,850
Feb 26, 2026	CXHMfs Investment Grade Municipal Trust	PPurchase	1,372	$8.12	$11,141
Feb 25, 2026	SWZTotal Return Securities Fund	PPurchase	2,000	$6.14	$12,280
Feb 23, 2026	SWZTotal Return Securities Fund	PPurchase	4,881	$6.12	$29,872
Feb 13, 2026	CXHMfs Investment Grade Municipal Trust	PPurchase	3,989	$8.10	$32,311
Feb 5, 2026	SWZTotal Return Securities Fund	PPurchase	7,000	$5.97	$41,790
Jan 27, 2026	SWZTotal Return Securities Fund	DDisposition	11,675	$6.81	$79,507
Jan 26, 2026	CXHMfs Investment Grade Municipal Trust	PPurchase	10,000	$7.97	$79,700
Jan 23, 2026	CMUMfs High Yield Municipal TrustA	PPurchase	678	$3.50	$2,373
Jan 22, 2026	CMUMfs High Yield Municipal Trust	PPurchase	678	$3.50	$2,373
Jan 13, 2026	TRCTejon Ranch Co	AGrant	1,043	$15.77	$16,448
Dec 31, 2025	SPESpecial Opportunities Fund, Inc.	SSale	4,098	$14.6571	$60,065
Dec 12, 2025	SWZTotal Return Securities Fund	MExercise	35,064	$6.07	$212,838
Nov 6, 2025	TRCTejon Ranch Co	AGrant	1,032	$15.98	$16,491
Jul 18, 2025	TRCTejon Ranch Co	AGrant	461	$16.96	$7,819
Dec 16, 2024	PCFHigh Income Securities Fund	DDisposition	94,433	$7.07	$667,641
Sep 23, 2024	SPESpecial Opportunities Fund, Inc.	SSale	377	$13.741	$5,180
Aug 19, 2024	PCFHigh Income Securities Fund	MExercise	70,092	$6.48	$454,196
Jun 9, 2022	PCFHigh Income Securities FundA	MExercise	33,301	$8.36	$278,396
Apr 7, 2022	SPESpecial Opportunities Fund, Inc.	DDisposition	2,016	$15.69	$31,631
Mar 4, 2022	SWZTotal Return Securities Fund	PPurchase	1,000	$8.82	$8,820
Feb 4, 2022	SWZTotal Return Securities Fund	PPurchase	572	$9.31	$5,325
Jan 28, 2022	SPESpecial Opportunities Fund, Inc.	Holdings only	-	-	-

Showing 1-35 of 35

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Filed		Top transaction	Shares	Price	Value