Skip to main content

Capital Planning Advisors, LLC

Position in OBDC — Blue Owl Capital Corp

CIK 1631941 Roseville, CA

Position in OBDC

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$159,297
-$24,517 QoQ
Shares Held
14,403
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OBDC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $4,313,680 across 5 Asset Management names. OBDC ranks #5 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 OBDC
Blue Owl Capital Corp
This page
14,403 $159,297

All Filings in OBDC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $159,297 14,403
2025-12-31 $183,814 14,788
2025-09-30 $480,752 37,647
2025-06-30 $516,655 36,029
2025-03-31 $528,185 36,029