JY
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Jeff Yass’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Jeff Yass’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
Q1 		– Sell
-39,027
Closed -$521K – 13787
2025
Q4 		$521K Buy
39,027
+27,989
+254% +$397K ﹤0.01% 8696
2025
Q3 		$152K Buy
+11,038
New +$177K ﹤0.01% 11266

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Jeff Yass's NCDL Position: Q1 2026 in Review

Jeff Yass sold out of Nuveen Churchill Direct Lending (NCDL) in Q1 2026, closing a stake of 39,027 shares — an estimated $521K sold.

Jeff Yass first reported a position in NCDL in Q3 2025 and held it in 2 quarters. The position peaked at $521K in Q4 2025. 67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

  • Jeff Yass reported no remaining Nuveen Churchill Direct Lending position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 39,027 Nuveen Churchill Direct Lending shares in Q1 2026, an estimated $521K.
  • Jeff Yass first reported a position in Nuveen Churchill Direct Lending in Q3 2025 and held it in 2 quarters.
  • Jeff Yass's Nuveen Churchill Direct Lending position peaked at $521K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.