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Lewis Asset Management’s Blue Owl Capital OBDC Stock Holding History

Lewis Asset Management’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
Q1 		– Sell
-31,500
Closed -$392K – 210
2025
Q4 		$392K Buy
+31,500
New +$400K 0.16% 129

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Lewis Asset Management's OBDC Position: Q1 2026 in Review

Lewis Asset Management sold out of Blue Owl Capital (OBDC) in Q1 2026, closing a stake of 31,500 shares — an estimated $392K sold.

Lewis Asset Management first reported a position in OBDC in Q4 2025 and held it in 1 quarter. The position peaked at $392K in Q4 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Lewis Asset Management reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Lewis Asset Management sold 31,500 Blue Owl Capital shares in Q1 2026, an estimated $392K.
  • Lewis Asset Management first reported a position in Blue Owl Capital in Q4 2025 and held it in 1 quarter.
  • Lewis Asset Management's Blue Owl Capital position peaked at $392K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Lewis Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.