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CAZ Investments’s Golub Capital BDC GBDC Stock Holding History

CAZ Investments’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.66M Buy
516,739
+486,739
+1,622% +$6.34M 1.47% 11
2026
Q1 		$380K Buy
+30,000
New +$385K 0.44% 14
2021
Q4 		– Sell
-21,393
Closed -$338K – 35
2021
Q3 		$338K Hold
21,393
– – 0.12% 29
2021
Q2 		$330K Hold
21,393
– – 0.11% 31
2021
Q1 		$313K Hold
21,393
– – 0.14% 31
2020
Q4 		$302K Buy
21,393
+6,768
+46% +$92.5K 0.13% 32
2020
Q3 		$194K Hold
14,625
– – 0.25% 26
2020
Q2 		$170K Buy
14,625
+2,679
+22% +$30.2K 0.16% 32
2020
Q1 		$147K Buy
+11,946
New +$196K 0.38% 42

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAZ Investments's GBDC Position: Q2 2026 in Review

CAZ Investments increased its Golub Capital BDC (GBDC) stake by 1,622% in Q2 2026, buying an estimated $6.34M and bringing the position to 516,739 shares worth $6.66M. The position accounts for 1.47% of the portfolio, ranked #11.

CAZ Investments first reported a position in GBDC in Q1 2020 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • CAZ Investments held 516,739 shares of Golub Capital BDC worth $6.66M as of Q2 2026.
  • CAZ Investments bought 486,739 Golub Capital BDC shares in Q2 2026, an estimated $6.34M.
  • Golub Capital BDC made up 1.47% of CAZ Investments's portfolio in Q2 2026, its #11 holding.
  • CAZ Investments first reported a position in Golub Capital BDC in Q1 2020 and has held it in 9 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on CAZ Investments's 13F filing for Q2 2026, filed 13 Aug 2026.