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Osbon Capital Management’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Osbon Capital Management’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$164K Buy
11,749
+543
+5% +$8.4K 0.13% 81
2025
Q4 		$185K Buy
+11,206
New +$189K 0.17% 66

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $93.1B AUM 28.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Osbon Capital Management's MSDL Position: Q1 2026 in Review

Osbon Capital Management increased its Morgan Stanley Direct Lending Fund (MSDL) stake by 4.8% in Q1 2026, buying an estimated $8.4K and bringing the position to 11,749 shares worth $164K. The position accounts for 0.13% of the portfolio, ranked #81.

Osbon Capital Management first reported a position in MSDL in Q4 2025 and has held it in 2 quarters since. The position peaked at $185K in Q4 2025. 138 funds tracked by Wall St. Rank hold MSDL as of Q1 2026.

  • Osbon Capital Management held 11,749 shares of Morgan Stanley Direct Lending Fund worth $164K as of Q1 2026.
  • Osbon Capital Management bought 543 Morgan Stanley Direct Lending Fund shares in Q1 2026, an estimated $8.4K.
  • Morgan Stanley Direct Lending Fund made up 0.13% of Osbon Capital Management's portfolio in Q1 2026, its #81 holding.
  • Osbon Capital Management first reported a position in Morgan Stanley Direct Lending Fund in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Morgan Stanley Direct Lending Fund position peaked at $185K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.