Grantham, Mayo, Van Otterloo & Co (GMO)’s Blue Owl Capital OBDC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q1	$1.2M	Buy	108,871 +3,163	+3%	+$37.1K	﹤0.01%	491
2025 Q4	$1.31M	Buy	105,708 +862	+0.8%	+$11K	﹤0.01%	466
2025 Q3	$1.34M	Buy	104,846 +2,657	+3%	+$37.8K	﹤0.01%	415
2025 Q2	$1.47M	Sell	102,189 -38,699	-27%	-$550K	﹤0.01%	395
2025 Q1	$2.07M	Buy	+140,888	New	+$2.12M	0.01%	375

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s OBDC Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Blue Owl Capital (OBDC) stake by 3% in Q1 2026, buying an estimated $37.1K and bringing the position to 108,871 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in OBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.07M in Q1 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 108,871 shares of Blue Owl Capital worth $1.2M as of Q1 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 3,163 Blue Owl Capital shares in Q1 2026, an estimated $37.1K.
Blue Owl Capital made up ﹤0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #491 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Blue Owl Capital position peaked at $2.07M in Q1 2025.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.