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Shikiar Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Shikiar Asset Management’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$975K Buy
102,900
+33,950
+49% +$315K 0.25% 60
2026
Q1 		$612K Sell
68,950
-151,900
-69% -$1.4M 0.18% 67
2025
Q4 		$2.05M Buy
220,850
+125
+0.1% +$1.23K 0.51% 41
2025
Q3 		$2.25M Buy
220,725
+4,225
+2% +$48.1K 0.56% 41
2025
Q2 		$2.44M Sell
216,500
-67,290
-24% -$742K 0.68% 41
2025
Q1 		$3.3M Sell
283,790
-166,300
-37% -$2.08M 0.99% 29
2024
Q4 		$5.45M Buy
450,090
+28,100
+7% +$369K 1.44% 26
2024
Q3 		$5.81M Sell
421,990
-132,300
-24% -$1.92M 1.53% 25
2024
Q2 		$8.33M Buy
554,290
+76,715
+16% +$1.18M 2.23% 19
2024
Q1 		$7.15M Buy
477,575
+110,975
+30% +$1.68M 2.09% 17
2023
Q4 		$5.37M Buy
366,600
+34,050
+10% +$494K 1.66% 21
2023
Q3 		$4.84M Buy
332,550
+119,475
+56% +$1.72M 1.68% 19
2023
Q2 		$2.95M Buy
213,075
+112,450
+112% +$1.53M 0.95% 26
2023
Q1 		$1.37M Buy
+100,625
New +$1.5M 0.49% 36
2022
Q3 		$1.74M Buy
120,400
+1,675
+1% +$28.3K 0.7% 32
2022
Q2 		$2M Sell
118,725
-1,575
-1% -$29.1K 0.77% 28
2022
Q1 		$2.36M Buy
120,300
+33,550
+39% +$663K 0.67% 32
2021
Q4 		$1.66M Buy
86,750
+45,000
+108% +$854K 0.42% 47
2021
Q3 		$766K Buy
41,750
+22,300
+115% +$427K 0.22% 61
2021
Q2 		$381K Buy
19,450
+9,450
+95% +$187K 0.11% 71
2021
Q1 		$193K Buy
+10,000
New +$187K 0.07% 85

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

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

Shikiar Asset Management increased its Goldman Sachs BDC (GSBD) stake by 49% in Q2 2026, buying an estimated $315K and bringing the position to 102,900 shares worth $975K. The position accounts for 0.25% of the portfolio, ranked #60.

Shikiar Asset Management first reported a position in GSBD in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.33M in Q2 2024. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Shikiar Asset Management held 102,900 shares of Goldman Sachs BDC worth $975K as of Q2 2026.
  • Shikiar Asset Management bought 33,950 Goldman Sachs BDC shares in Q2 2026, an estimated $315K.
  • Goldman Sachs BDC made up 0.25% of Shikiar Asset Management's portfolio in Q2 2026, its #60 holding.
  • Shikiar Asset Management first reported a position in Goldman Sachs BDC in Q1 2021 and has held it in 21 quarters since.
  • Shikiar Asset Management's Goldman Sachs BDC position peaked at $8.33M in Q2 2024.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

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