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Disclosery

HMI Capital Management, L.P.: OWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on OWL, newest first. How the timeline and the estimate are built.

HMI Capital Management, L.P. held 0 OWL shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,412,457 shares

    13F-HR 0001469026-26-000004 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,412,457 shares
    Change vs previous 13F -3,292,023 shares

    2.96% of the 13F portfolio, value $36,042,108.

    13F-HR 0001469026-26-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 5,704,480 shares
    Change vs previous 13F 0 shares

    5.58% of the 13F portfolio, value $96,576,846.

    13F-HR 0001469026-25-000007 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F/A 5,704,480 shares
    Change vs previous 13F +4,190,380 shares

    6.22% of the 13F portfolio, value $109,583,061.

    13F-HR/A 0001085146-25-005720 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,514,100 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $30,342,564.

    13F-HR 0001085146-25-003236 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).