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North Star Investment Management’s Blue Owl Capital OBDC Stock Holding History

North Star Investment 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 		$9.4K Buy
850
+440
+107% +$5.17K ﹤0.01% 1046
2025
Q4 		$5.1K Buy
+410
New +$5.21K ﹤0.01% 1095

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 $7.58B AUM 27.19% 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 $25.2B AUM 30.31% 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

North Star Investment Management's OBDC Position: Q1 2026 in Review

North Star Investment Management increased its Blue Owl Capital (OBDC) stake by 107% in Q1 2026, buying an estimated $5.17K and bringing the position to 850 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

North Star Investment Management first reported a position in OBDC in Q4 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • North Star Investment Management held 850 shares of Blue Owl Capital worth $9.4K as of Q1 2026.
  • North Star Investment Management bought 440 Blue Owl Capital shares in Q1 2026, an estimated $5.17K.
  • Blue Owl Capital made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1046 holding.
  • North Star Investment Management first reported a position in Blue Owl Capital in Q4 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.