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CAZ INVESTMENTS LP: OBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAZ INVESTMENTS LP on OBDC, newest first. How the timeline and the estimate are built.

CAZ INVESTMENTS LP held 1,633,305 OBDC shares at 2026-06-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,633,305 shares
    Change vs previous 13F +509,000 shares

    7.5% of the 13F portfolio, value $17,754,025.

    13F-HR/A 0001159363-26-000012 filed by CAZ INVESTMENTS LP
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,124,305 shares
    Change vs previous 13F 0 shares

    14.98% of the 13F portfolio, value $12,434,813.

    13F-HR 0001159363-26-000005 filed by CAZ INVESTMENTS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,124,305 shares
    Change vs previous 13F 0 shares

    24.19% of the 13F portfolio, value $13,975,111.

    13F-HR 0001159363-26-000002 filed by CAZ INVESTMENTS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,124,305 shares
    Change vs previous 13F not available

    26.71% of the 13F portfolio, value $14,357,375.

    13F-HR 0001159363-25-000010 filed by CAZ INVESTMENTS LP
    Filed (acceptance time not in the bulk data set), ingested

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