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

Shikiar 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	$2.88M	Sell	223,750 -27,550	-11%	-$359K	0.73%	35
2026 Q1	$3.18M	Sell	251,300 -121,940	-33%	-$1.56M	0.92%	30
2025 Q4	$5.07M	Sell	373,240 -32,475	-8%	-$450K	1.26%	28
2025 Q3	$5.55M	Sell	405,715 -37,890	-9%	-$558K	1.4%	26
2025 Q2	$6.5M	Sell	443,605 -2,075	-0.5%	-$30.2K	1.81%	25
2025 Q1	$6.75M	Sell	445,680 -10,050	-2%	-$154K	2.01%	19
2024 Q4	$6.91M	Buy	455,730 +6,650	+1%	+$101K	1.83%	22
2024 Q3	$6.79M	Buy	449,080 +36,100	+9%	+$545K	1.78%	21
2024 Q2	$6.49M	Buy	412,980 +3,600	+0.9%	+$59.1K	1.73%	21
2024 Q1	$6.81M	Buy	409,380 +67,000	+20%	+$1.05M	1.99%	19
2023 Q4	$5.17M	Buy	342,380 +223,300	+188%	+$3.28M	1.6%	22
2023 Q3	$1.75M	Buy	119,080 +23,050	+24%	+$327K	0.61%	33
2023 Q2	$1.3M	Buy	96,030 +37,000	+63%	+$491K	0.42%	41
2023 Q1	$800K	Buy	+59,030	New	+$796K	0.28%	45
2022 Q3	$1.5M	Sell	120,640 -20,850	-15%	-$284K	0.6%	35
2022 Q2	$1.83M	Sell	141,490 -3,010	-2%	-$43.1K	0.7%	30
2022 Q1	$2.2M	Sell	144,500 -400	-0.3%	-$6.19K	0.62%	34
2021 Q4	$2.24M	Buy	144,900 +56,000	+63%	+$867K	0.57%	39
2021 Q3	$1.41M	Buy	88,900 +66,050	+289%	+$1.04M	0.4%	50
2021 Q2	$352K	Buy	22,850 +10,893	+91%	+$169K	0.1%	72
2021 Q1	$175K	Buy	+11,957	New	+$176K	0.06%	87

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Shikiar Asset Management reduced its Golub Capital BDC (GBDC) stake by 11% in Q2 2026, selling an estimated $359K and leaving 223,750 shares worth $2.88M. The position accounts for 0.73% of the portfolio, ranked #35.

Shikiar Asset Management first reported a position in GBDC in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.91M in Q4 2024. 118 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Shikiar Asset Management held 223,750 shares of Golub Capital BDC worth $2.88M as of Q2 2026.
Shikiar Asset Management sold 27,550 Golub Capital BDC shares in Q2 2026, an estimated $359K.
Golub Capital BDC made up 0.73% of Shikiar Asset Management's portfolio in Q2 2026, its #35 holding.
Shikiar Asset Management first reported a position in Golub Capital BDC in Q1 2021 and has held it in 21 quarters since.
Shikiar Asset Management's Golub Capital BDC position peaked at $6.91M in Q4 2024.
118 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.