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Leeward Investments’s Blue Owl Capital OWL Stock Holding History

Leeward Investments’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
2026
Q2 		$4.6M Sell
525,372
-30,268
-5% -$288K 0.21% 138
2026
Q1 		$5.07M Sell
555,640
-19,365
-3% -$234K 0.25% 136
2025
Q4 		$8.59M Buy
+575,005
New +$8.99M 0.43% 108

Other funds holding OWL

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Leeward Investments's OWL Position: Q2 2026 in Review

Leeward Investments reduced its Blue Owl Capital (OWL) stake by 5.4% in Q2 2026, selling an estimated $288K and leaving 525,372 shares worth $4.6M. The position accounts for 0.21% of the portfolio, ranked #138.

Leeward Investments first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.59M in Q4 2025. 181 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Leeward Investments held 525,372 shares of Blue Owl Capital worth $4.6M as of Q2 2026.
  • Leeward Investments sold 30,268 Blue Owl Capital shares in Q2 2026, an estimated $288K.
  • Blue Owl Capital made up 0.21% of Leeward Investments's portfolio in Q2 2026, its #138 holding.
  • Leeward Investments first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • Leeward Investments's Blue Owl Capital position peaked at $8.59M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.