Koch Industries’s Blue Owl Capital OWL Stock Holding History

Koch Industries’s Portfolio OWL Stock Details OWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,800,594	Closed	-$55.9M	–	11
2023 Q2	$55.9M	Sell	4,800,594 -9,791,223	-67%	-$105M	5.01%	6
2023 Q1	$162M	Sell	14,591,817 -21,375,854	-59%	-$256M	13.02%	4
2022 Q4	$381M	Hold	35,967,671	–	–	24.22%	2
2022 Q3	$332M	Hold	35,967,671	–	–	22.33%	2
2022 Q2	$361M	Hold	35,967,671	–	–	34.94%	1
2022 Q1	$456M	Hold	35,967,671	–	–	31.96%	1
2021 Q4	$560M	Hold	35,967,671	–	–	31.92%	1
2021 Q3	$560M	Buy	+35,967,671	New	+$499M	57.83%	1

Other funds holding OWL

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return