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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

GAM

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

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

UBP

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M 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. 80 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.
80 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.