CIG
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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
Q2 		– Sell
-10,300
Closed -$114K – 163
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)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cascade Investment Group's OBDC Position: Q2 2026 in Review

Cascade Investment Group sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 10,300 shares — an estimated $114K sold.

Cascade Investment Group first reported a position in OBDC in Q1 2023 and held it in 13 quarters. The position peaked at $339K in Q2 2024. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Cascade Investment Group reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Cascade Investment Group sold 10,300 Blue Owl Capital shares in Q2 2026, an estimated $114K.
  • Cascade Investment Group first reported a position in Blue Owl Capital in Q1 2023 and held it in 13 quarters.
  • Cascade Investment Group's Blue Owl Capital position peaked at $339K in Q2 2024.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.