First Manhattan’s Golub Capital BDC GBDC Stock Holding History

First Manhattan’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	$289K	Buy	22,434 +1,634	+8%	+$21.3K	﹤0.01%	665
2026 Q1	$263K	Buy	+20,800	New	+$267K	﹤0.01%	679

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Manhattan's GBDC Position: Q2 2026 in Review

First Manhattan increased its Golub Capital BDC (GBDC) stake by 7.9% in Q2 2026, buying an estimated $21.3K and bringing the position to 22,434 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

First Manhattan first reported a position in GBDC in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

First Manhattan held 22,434 shares of Golub Capital BDC worth $289K as of Q2 2026.
First Manhattan bought 1,634 Golub Capital BDC shares in Q2 2026, an estimated $21.3K.
Golub Capital BDC made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #665 holding.
First Manhattan first reported a position in Golub Capital BDC in Q1 2026 and has held it in 2 quarters since.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.