Joel Greenblatt’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Joel Greenblatt’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 Q2	$248K	Hold	20,000	–	–	﹤0.01%	1692
2026 Q1	$254K	Hold	20,000	–	–	﹤0.01%	1634
2025 Q4	$267K	Hold	20,000	–	–	﹤0.01%	1594
2025 Q3	$276K	Hold	20,000	–	–	﹤0.01%	1531
2025 Q2	$324K	Hold	20,000	–	–	﹤0.01%	1440
2025 Q1	$340K	Buy	+20,000	New	+$344K	﹤0.01%	1329

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Joel Greenblatt's NCDL Position: Q2 2026 in Review

Joel Greenblatt held its Nuveen Churchill Direct Lending (NCDL) position steady in Q2 2026 at 20,000 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Joel Greenblatt first reported a position in NCDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $340K in Q1 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Joel Greenblatt held 20,000 shares of Nuveen Churchill Direct Lending worth $248K as of Q2 2026.
Joel Greenblatt left its Nuveen Churchill Direct Lending share count unchanged in Q2 2026.
Nuveen Churchill Direct Lending made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1692 holding.
Joel Greenblatt first reported a position in Nuveen Churchill Direct Lending in Q1 2025 and has held it in 6 quarters since.
Joel Greenblatt's Nuveen Churchill Direct Lending position peaked at $340K in Q1 2025.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.