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Joel Greenblatt’s Blue Owl Capital OBDC Stock Holding History

Joel Greenblatt’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
2023
Q1 		– Sell
-22,235
Closed -$257K – 1369
2022
Q4 		$257K Buy
+22,235
New +$267K 0.01% 1075

Other funds holding OBDC

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

Joel Greenblatt's OBDC Position: Q1 2023 in Review

Joel Greenblatt sold out of Blue Owl Capital (OBDC) in Q1 2023, closing a stake of 22,235 shares — an estimated $257K sold.

Joel Greenblatt first reported a position in OBDC in Q4 2022 and held it in 1 quarter. The position peaked at $257K in Q4 2022. 294 funds tracked by Wall St. Rank hold OBDC as of Q1 2023.

  • Joel Greenblatt reported no remaining Blue Owl Capital position as of Q1 2023 after selling out during the quarter.
  • Joel Greenblatt sold 22,235 Blue Owl Capital shares in Q1 2023, an estimated $257K.
  • Joel Greenblatt first reported a position in Blue Owl Capital in Q4 2022 and held it in 1 quarter.
  • Joel Greenblatt's Blue Owl Capital position peaked at $257K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2023.

Based on Gotham Asset Management's 13F filing for Q1 2023, filed 15 May 2023.