Blue Owl Capital Corporation (OBDC): A Bull Case Theory
We came across a bullish thesis on Blue Owl Capital Corporation on Investing Lawyer’s Substack. In this article, we will summarize the bulls’ thesis on OBDC.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | D E Shaw D. E. Shaw | 595,025 | $8,532,659 | -38% | 0.01% |
2. | Callodine Capital Management James Morrow | 325,000 | $4,660,500 | 0.48% | |
3. | Quantinno Capital Hoon Kim | 161,276 | $2,312,704 | +1195% | 0.01% |
4. | Millennium Management Israel Englander | 146,126 | $2,095,447 | -87% | 0% |
5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 93,691 | $1,343,529 | +134% | 0% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$14.19 | 14,703 | $208,581.17 | 30,032 | 2025-08-15 | Filing | |
$14.19 | 850 | $12,058.36 | 15,329 | 2025-08-15 | Filing | |
$14.45 | 6,915 | $99,921.75 | 28,191 | 2025-05-27 | Filing | |
$14.80 | 15,000 | $222,000.00 | 51,000 | 2025-03-06 | Filing | |
$15.02 | 2,500 | $37,550.00 | 9,016 | 2024-08-27 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$14.92 | 124,437 | $1,855,977.86 | 39,139,093 | 2021-06-16 | Filing | |
$14.81 | 109,744 | $1,625,198.90 | 39,263,530 | 2021-06-15 | Filing | |
$14.82 | 96,669 | $1,432,731.25 | 39,373,274 | 2021-06-14 | Filing | |
$14.76 | 93,286 | $1,377,087.93 | 39,469,943 | 2021-06-11 | Filing | |
$14.69 | 61,981 | $910,376.93 | 39,563,229 | 2021-06-10 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 67,828 | $134,261,877 | 1.91% | |
2. | 3,406,230 | $43,497,557 | 25.01% | |
3. | 3,392,554 | $41,490,935 | 2.27% | |
4. | 1,150,169 | $15,113,432 | 4.36% | |
5. | 404,249 | $5,162,260 | 2.11% |