JY
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Jeff Yass’s Blue Owl Capital OBDC Stock Holding History

Jeff Yass’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
Q2 		$9.34M Buy
859,100
+16,100
+2% +$180K ﹤0.01% 3514
2026
Q1 		$9.32M Buy
843,000
+193,500
+30% +$2.27M ﹤0.01% 3221
2025
Q4 		$8.07M Buy
649,500
+429,800
+196% +$5.46M ﹤0.01% 3332
2025
Q3 		$2.81M Buy
219,700
+141,500
+181% +$2.01M ﹤0.01% 5106
2025
Q2 		$1.12M Sell
78,200
-42,700
-35% -$607K ﹤0.01% 7141
2025
Q1 		$1.77M Sell
120,900
-17,400
-13% -$261K ﹤0.01% 5796
2024
Q4 		$2.09M Buy
138,300
+25,200
+22% +$380K ﹤0.01% 5218
2024
Q3 		$1.65M Sell
113,100
-12,800
-10% -$192K ﹤0.01% 5693
2024
Q2 		$1.93M Buy
125,900
+41,400
+49% +$662K ﹤0.01% 5159
2024
Q1 		$1.3M Buy
84,500
+19,700
+30% +$296K ﹤0.01% 6299
2023
Q4 		$956K Sell
64,800
-22,600
-26% -$321K ﹤0.01% 7093
2023
Q3 		$1.21M Sell
87,400
-117,500
-57% -$1.62M ﹤0.01% 6213
2023
Q2 		$2.75M Sell
204,900
-91,500
-31% -$1.2M ﹤0.01% 4515
2023
Q1 		$3.74M Buy
296,400
+178,300
+151% +$2.29M ﹤0.01% 3898
2022
Q4 		$1.36M Sell
118,100
-98,000
-45% -$1.17M ﹤0.01% 5489
2022
Q3 		$2.24M Buy
216,100
+200,300
+1,268% +$2.55M ﹤0.01% 4684
2022
Q2 		$195K Sell
15,800
-5,400
-25% -$74K ﹤0.01% 10675
2022
Q1 		$313K Sell
21,200
-24,300
-53% -$356K ﹤0.01% 10167
2021
Q4 		$644K Buy
45,500
+22,100
+94% +$316K ﹤0.01% 8478
2021
Q3 		$330K Buy
23,400
+2,800
+14% +$40.6K ﹤0.01% 10374
2021
Q2 		$294K Sell
20,600
-27,700
-57% -$398K ﹤0.01% 10809
2021
Q1 		$665K Buy
48,300
+18,900
+64% +$257K ﹤0.01% 8796
2020
Q4 		$372K Buy
+29,400
New +$373K ﹤0.01% 8868

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's OBDC Position: Q2 2026 in Review

Jeff Yass reduced its Blue Owl Capital (OBDC) stake by 20% in Q2 2026, selling an estimated $828K and leaving 296,190 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #5475.

Jeff Yass first reported a position in OBDC in Q1 2020 and has held it in 21 quarters since. The position peaked at $5.61M in Q4 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Jeff Yass held 296,190 shares of Blue Owl Capital worth $3.22M as of Q2 2026.
  • Jeff Yass sold 73,977 Blue Owl Capital shares in Q2 2026, an estimated $828K.
  • Blue Owl Capital made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5475 holding.
  • Jeff Yass first reported a position in Blue Owl Capital in Q1 2020 and has held it in 21 quarters since.
  • Jeff Yass's Blue Owl Capital position peaked at $5.61M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.