Callodine Capital Management’s Goldman Sachs BDC GSBD Stock Holding History

Callodine Capital Management’s Portfolio GSBD Stock Details GSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Buy	+250,000	New	+$2.32M	0.15%	49
2024 Q3	–	Sell	-700,000	Closed	-$10.5M	–	47
2024 Q2	$10.5M	Hold	700,000	–	–	2.45%	16
2024 Q1	$10.5M	Buy	700,000 +50,000	+8%	+$756K	2.54%	19
2023 Q4	$9.52M	Buy	650,000 +200,000	+44%	+$2.9M	2.51%	21
2023 Q3	$6.55M	Buy	450,000 +150,000	+50%	+$2.16M	1.83%	27
2023 Q2	$4.16M	Buy	300,000 +200,000	+200%	+$2.72M	1.19%	29
2023 Q1	$1.36M	Buy	+100,000	New	+$1.49M	0.4%	39

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Callodine Capital Management's GSBD Position: Q2 2026 in Review

Callodine Capital Management opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 250,000 shares worth $2.37M. The stake represents 0.15% of the portfolio and ranks #49 among its holdings. This is a return to the name: Callodine Capital Management previously reported a position in GSBD as recently as Q2 2024.

Callodine Capital Management first reported a position in GSBD in Q1 2023 and has held it in 7 quarters since. The position peaked at $10.5M in Q2 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Callodine Capital Management held 250,000 shares of Goldman Sachs BDC worth $2.37M as of Q2 2026.
Goldman Sachs BDC was a new Callodine Capital Management position in Q2 2026.
Goldman Sachs BDC made up 0.15% of Callodine Capital Management's portfolio in Q2 2026, its #49 holding.
Callodine Capital Management first reported a position in Goldman Sachs BDC in Q1 2023 and has held it in 7 quarters since.
Callodine Capital Management's Goldman Sachs BDC position peaked at $10.5M in Q2 2024.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Callodine Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.