LI
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LRI Investments’s Blue Owl Capital OBDC Stock Holding History

LRI Investments’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
Q2 		$6.8K Buy
626
+20
+3% +$224 ﹤0.01% 1078
2026
Q1 		$6.71K Buy
606
+17
+3% +$200 ﹤0.01% 998
2025
Q4 		$7.32K Buy
589
+16
+3% +$203 ﹤0.01% 952
2025
Q3 		$7.32K Buy
573
+14
+3% +$199 ﹤0.01% 943
2025
Q2 		$8.01K Buy
559
+15
+3% +$213 ﹤0.01% 897
2025
Q1 		$7.98K Buy
544
+13
+2% +$195 ﹤0.01% 835
2024
Q4 		$8.03K Hold
531
– – ﹤0.01% 821
2024
Q3 		$7.87K Buy
+531
New +$7.97K ﹤0.01% 828

Other funds holding OBDC

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

LRI Investments's OBDC Position: Q2 2026 in Review

LRI Investments increased its Blue Owl Capital (OBDC) stake by 3.3% in Q2 2026, buying an estimated $224 and bringing the position to 626 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

LRI Investments first reported a position in OBDC in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.03K in Q4 2024. 159 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • LRI Investments held 626 shares of Blue Owl Capital worth $6.8K as of Q2 2026.
  • LRI Investments bought 20 Blue Owl Capital shares in Q2 2026, an estimated $224.
  • Blue Owl Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1078 holding.
  • LRI Investments first reported a position in Blue Owl Capital in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's Blue Owl Capital position peaked at $8.03K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.