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CAZ Investments’s Blue Owl Capital OWL Stock Holding History

CAZ Investments’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.3K Buy
+10,000
New +$121K 0.11% 21

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

CAZ Investments's OWL Position: Q1 2026 in Review

CAZ Investments opened a new position in Blue Owl Capital (OWL) in Q1 2026: 75,000 shares worth $685K. The stake represents 0.8% of the portfolio and ranks #13 among its holdings. This is a return to the name: CAZ Investments previously reported a position in OWL as recently as Q4 2024.

CAZ Investments first reported a position in OWL in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.52M in Q3 2024. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • CAZ Investments held 75,000 shares of Blue Owl Capital worth $685K as of Q1 2026.
  • Blue Owl Capital was a new CAZ Investments position in Q1 2026.
  • Blue Owl Capital made up 0.8% of CAZ Investments's portfolio in Q1 2026, its #13 holding.
  • CAZ Investments first reported a position in Blue Owl Capital in Q2 2021 and has held it in 16 quarters since.
  • CAZ Investments's Blue Owl Capital position peaked at $5.52M in Q3 2024.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on CAZ Investments's 13F filing for Q1 2026, filed 12 May 2026.