HCM
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HMI Capital Management’s Blue Owl Capital OWL Stock Holding History

HMI Capital Management’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$110M Buy
5,704,480
+4,190,380
+277% +$80.5M 6.22% 8
2025
Q1 		$30.3M Buy
+1,514,100
New +$30.3M 1.65% 10