Dudley Capital Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Dudley Capital Management’s Portfolio NCDL Stock Details NCDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Hold	17,750	–	–	0.09%	139
2026 Q1	$226K	Sell	17,750 -5,350	-23%	-$71.8K	0.1%	119
2025 Q4	$308K	Sell	23,100 -3,300	-13%	-$46.9K	0.13%	105
2025 Q3	$364K	Sell	26,400 -6,662	-20%	-$107K	0.16%	95
2025 Q2	$535K	Sell	33,062 -800	-2%	-$12.7K	0.27%	74
2025 Q1	$575K	Buy	33,862 +1,675	+5%	+$28.8K	0.3%	70
2024 Q4	$540K	Buy	32,187 +20,473	+175%	+$351K	0.27%	71
2024 Q3	$204K	Buy	+11,714	New	+$205K	0.11%	116

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

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

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dudley Capital Management's NCDL Position: Q2 2026 in Review

Dudley Capital Management held its Nuveen Churchill Direct Lending (NCDL) position steady in Q2 2026 at 17,750 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #139.

Dudley Capital Management first reported a position in NCDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $575K in Q1 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Dudley Capital Management held 17,750 shares of Nuveen Churchill Direct Lending worth $220K as of Q2 2026.
Dudley Capital Management left its Nuveen Churchill Direct Lending share count unchanged in Q2 2026.
Nuveen Churchill Direct Lending made up 0.09% of Dudley Capital Management's portfolio in Q2 2026, its #139 holding.
Dudley Capital Management first reported a position in Nuveen Churchill Direct Lending in Q3 2024 and has held it in 8 quarters since.
Dudley Capital Management's Nuveen Churchill Direct Lending position peaked at $575K in Q1 2025.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.