# SRH Total Return Fund, Inc.: overview

STEW · NYSE · CIK 102426 · [Other](/sectors/other.md) · fiscal year ends Nov 30

Pages: [Overview](/companies/stew.md) · [Financials](/companies/stew/financials.md) · [Filings](/companies/stew/filings.md) · [Insiders](/companies/stew/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/stew/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Atlas Wealth LLC](/funds/1964106.md) | 2026-06-30 | $62.9m | 3,511,313 |  | New +3,511,313 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $37.1m | 2,074,631 |  | Reduced −92,019 |
| [JP Wealth Management, Inc.](/funds/1967622.md) | 2026-06-30 | $28.2m | 1,573,433 |  | Added +17,738 |
| [Bulldog Investors, LLP](/funds/1504304.md) | 2026-06-30 | $24.1m | 1,347,582 |  | Added +60,000 |
| [1607 Capital Partners, LLC](/funds/1436866.md) | 2026-06-30 | $16.1m | 899,421 |  | Added +13,500 |
| [Pathstone Holdings, LLC](/funds/2011612.md) | 2026-06-30 | $16.0m | 891,906 |  | Reduced −18,321 |
| [Allspring Global Investments Holdings, LLC](/funds/1890906.md) | 2026-06-30 | $15.3m | 853,372 |  | Added +131,729 |
| [CSS LLC/IL](/funds/1103646.md) | 2026-06-30 | $8.3m | 461,965 |  | Unchanged |
| [LPL Financial LLC](/funds/1403438.md) | 2026-06-30 | $8.0m | 446,897 |  | Added +20,583 |
| [GatePass Capital, LLC](/funds/2087399.md) | 2026-06-30 | $7.9m | 443,600 |  | Added +13,005 |

## Recent filings

[All 524 filings](/companies/stew/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-13 | 14:35 ET | [DEF 14A](/filings/0001999371-26-022654.md) | Proxy statement, period 2026-11-12 | 0001999371-26-022654 |
| 2025-10-15 | 16:07 ET | [DEF 14A](/filings/0001999371-25-015479.md) | Proxy statement, period 2025-11-13 | 0001999371-25-015479 |
| 2024-10-15 | 16:25 ET | [DEF 14A](/filings/0001999371-24-013370.md) | Proxy statement, period 2024-11-14 | 0001999371-24-013370 |
| 2023-10-17 | 21:07 ET | [DEF 14A](/filings/0001398344-23-019325.md) | Proxy statement, period 2023-11-16 | 0001398344-23-019325 |
| 2022-10-19 | 18:50 ET | [DEF 14A](/filings/0001398344-22-020374.md) | Proxy statement, period 2022-11-17 | 0001398344-22-020374 |
| 2022-03-25 | 16:48 ET | [8-K](/filings/0001398344-22-006450.md) | 5.03 Amendment to articles or bylaws; 8.01 Other events; 9.01 Financial statements and exhibits | 0001398344-22-006450 |
| 2022-01-25 | 16:18 ET | [DEF 14A](/filings/0001398344-22-000978.md) | Proxy statement, period 2022-02-24 | 0001398344-22-000978 |
| 2021-10-08 | 15:48 ET | [DEF 14A](/filings/0001398344-21-019766.md) | Proxy statement, period 2021-11-12 | 0001398344-21-019766 |
| 2021-10-07 | 13:31 ET | [8-K](/filings/0001398344-21-019703.md) | 1.01 Entry into a material agreement; 1.02 Termination of a material agreement | 0001398344-21-019703 |
| 2020-11-24 | 14:37 ET | [SC 13D/A](/filings/0001104659-20-128947.md) | Ownership report, active investor, amended | 0001104659-20-128947 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 102426
- Tickers: STEW
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: MD
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 28, 2026, 08:03 ET. No prices; not investment advice.