Coastal Bridge Advisors, LLC GBDC GOLUB CAP BDC INC

Ownership history in Coastal Bridge Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Coastal Bridge Advisors, LLC reported GOLUB CAP BDC INC (GBDC) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.74% in 2023 Q4. The latest visible filing shows GBDC at 1.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GBDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastal Bridge Advisors, LLC's position in GOLUB CAP BDC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GBDC was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastal Bridge Advisors, LLC held GBDC — position size vs. price
% of Fund (quarterly)    GBDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,292,404 +794,222 +159.4% 1.16% $16.4M 2026-05-14 $13.17
2025 Q4 ADDED 498,182 +379,506 +319.8% 0.50% $6.8M 2026-02-18 $11.95
2024 Q1 REDUCED 73.5% -3.2% 118,676 -329,854 -73.5% 0.45% $2.0M 2024-05-15 $13.33
2023 Q4 REDUCED 21.6% +12.8% 448,530 -123,769 -21.6% 1.74% $6.8M 2024-02-15 $12.24
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coastal Bridge Advisors, LLC and GBDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastal Bridge Advisors, LLC reported owning GBDC?

Coastal Bridge Advisors, LLC reported GBDC across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GBDC position in Coastal Bridge Advisors, LLC's portfolio?

The largest reported portfolio weight for GBDC was 1.74% in 2023 Q4.

What is the latest reported GBDC position on this page?

The most recent filing on this page is 2026 Q1, when Coastal Bridge Advisors, LLC reported 1,292,404 shares, equal to 1.16% of portfolio, with an estimated market value of $16.4M.

What does the chart on this GBDC ownership page compare?

The chart compares Coastal Bridge Advisors, LLC's quarterly GBDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coastal Bridge Advisors, LLC time their GBDC position?

Based on 13F filing dates vs. subsequent GBDC price moves, Coastal Bridge Advisors, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on GBDC relative to SPY over the holding period was +6.4%.

← Back to Coastal Bridge Advisors, LLC Holdings