LSV Asset Management
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LSV Asset Management’s Golub Capital BDC GBDC Stock Holding History

LSV Asset Management’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.28M Sell
409,860
-436,040
-52% -$5.68M 0.01% 502
2026
Q1 		$10.7M Sell
845,900
-183,100
-18% -$2.35M 0.02% 388
2025
Q4 		$14M Sell
1,029,000
-12,400
-1% -$172K 0.03% 352
2025
Q3 		$14.3M Sell
1,041,400
-181,618
-15% -$2.67M 0.03% 360
2025
Q2 		$17.9M Sell
1,223,018
-13,200
-1% -$192K 0.04% 319
2025
Q1 		$18.7M Sell
1,236,218
-68,800
-5% -$1.06M 0.04% 317
2024
Q4 		$19.8M Buy
1,305,018
+68,700
+6% +$1.05M 0.05% 318
2024
Q3 		$18.7M Buy
1,236,318
+128,577
+12% +$1.94M 0.04% 324
2024
Q2 		$17.4M Sell
1,107,741
-900
-0.1% -$14.8K 0.04% 351
2024
Q1 		$18.4M Sell
1,108,641
-95,000
-8% -$1.48M 0.04% 343
2023
Q4 		$18.2M Buy
1,203,641
+10,555
+0.9% +$155K 0.04% 351
2023
Q3 		$17.5M Sell
1,193,086
-16,718
-1% -$237K 0.04% 339
2023
Q2 		$16.3M Buy
1,209,804
+385,588
+47% +$5.12M 0.04% 349
2023
Q1 		$11.2M Buy
824,216
+777,616
+1,669% +$10.5M 0.03% 401
2022
Q4 		$613K Hold
46,600
– – ﹤0.01% 706
2022
Q3 		$577K Sell
46,600
-22,942
-33% -$312K ﹤0.01% 705
2022
Q2 		$901K Buy
69,542
+442
+0.6% +$6.33K ﹤0.01% 691
2022
Q1 		$1.05M Hold
69,100
– – ﹤0.01% 699
2021
Q4 		$1.07M Buy
69,100
+58,900
+577% +$912K ﹤0.01% 704
2021
Q3 		$161K Hold
10,200
– – ﹤0.01% 845
2021
Q2 		$157K Hold
10,200
– – ﹤0.01% 862
2021
Q1 		$149K Hold
10,200
– – ﹤0.01% 881
2020
Q4 		$144K Buy
+10,200
New +$139K ﹤0.01% 888

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

LSV Asset Management's GBDC Position: Q2 2026 in Review

LSV Asset Management reduced its Golub Capital BDC (GBDC) stake by 52% in Q2 2026, selling an estimated $5.68M and leaving 409,860 shares worth $5.28M. The position accounts for 0.01% of the portfolio, ranked #502.

LSV Asset Management first reported a position in GBDC in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.8M in Q4 2024. 187 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • LSV Asset Management held 409,860 shares of Golub Capital BDC worth $5.28M as of Q2 2026.
  • LSV Asset Management sold 436,040 Golub Capital BDC shares in Q2 2026, an estimated $5.68M.
  • Golub Capital BDC made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #502 holding.
  • LSV Asset Management first reported a position in Golub Capital BDC in Q4 2020 and has held it in 23 quarters since.
  • LSV Asset Management's Golub Capital BDC position peaked at $19.8M in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.