Cascade Investment Group’s Blue Owl Capital OBDC Stock Holding History

Cascade Investment Group’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Sell	10,300 -8,125	-44%	-$95.4K	0.08%	144
2025 Q4	$229K	Sell	18,425 -2,650	-13%	-$33.7K	0.15%	129
2025 Q3	$269K	Hold	21,075	–	–	0.18%	116
2025 Q2	$302K	Hold	21,075	–	–	0.21%	104
2025 Q1	$309K	Sell	21,075 -625	-3%	-$9.39K	0.24%	96
2024 Q4	$328K	Sell	21,700 -375	-2%	-$5.65K	0.23%	99
2024 Q3	$322K	Hold	22,075	–	–	0.24%	93
2024 Q2	$339K	Buy	22,075 +1,800	+9%	+$28.8K	0.26%	84
2024 Q1	$312K	Buy	20,275 +1,250	+7%	+$18.8K	0.23%	99
2023 Q4	$281K	Buy	19,025 +1,600	+9%	+$22.7K	0.23%	104
2023 Q3	$241K	Sell	17,425 -800	-4%	-$11K	0.23%	100
2023 Q2	$245K	Buy	18,225 +1,275	+8%	+$16.7K	0.22%	102
2023 Q1	$214K	Buy	+16,950	New	+$218K	0.21%	115

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Cascade Investment Group's OBDC Position: Q1 2026 in Review

Cascade Investment Group reduced its Blue Owl Capital (OBDC) stake by 44% in Q1 2026, selling an estimated $95.4K and leaving 10,300 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #144.

Cascade Investment Group first reported a position in OBDC in Q1 2023 and has held it in 13 quarters since. The position peaked at $339K in Q2 2024. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Cascade Investment Group held 10,300 shares of Blue Owl Capital worth $114K as of Q1 2026.
Cascade Investment Group sold 8,125 Blue Owl Capital shares in Q1 2026, an estimated $95.4K.
Blue Owl Capital made up 0.08% of Cascade Investment Group's portfolio in Q1 2026, its #144 holding.
Cascade Investment Group first reported a position in Blue Owl Capital in Q1 2023 and has held it in 13 quarters since.
Cascade Investment Group's Blue Owl Capital position peaked at $339K in Q2 2024.
457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.