Question 1

Does Allen Investment Management own GBDC stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Allen Investment Management holds 2,312,879 shares of GBDC (Golub Capital BDC), worth $29.2M.

Question 2

How many shares of GBDC does Allen Investment Management own?

Accepted Answer

As of its Q3 2026 13F, Allen Investment Management holds 2,312,879 shares of GBDC (Golub Capital BDC).

Question 3

What is Allen Investment Management's GBDC position worth?

Accepted Answer

As of its Q3 2026 13F, Allen Investment Management's GBDC position is worth $29.2M.

Question 4

Is Allen Investment Management buying or selling GBDC?

Accepted Answer

In Q3 2026, Allen Investment Management reduced its GBDC position by 861,179 shares (-27.1%).

Question 5

When did Allen Investment Management first buy GBDC?

Accepted Answer

Allen Investment Management already held GBDC in its Q1 2019 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	2.3M	-27.1%	$29.2M	0.3%	$12.63	0
2026-Q2	Decreased	3.2M	-5.7%	$40.9M	0.5%	$12.55	0
2026-Q1	Decreased	3.4M	-17.3%	$42.6M	0.5%	$12.03	0
2025-Q4	Decreased	4.1M	-2.5%	$55.2M	0.6%	$12.54	0
2025-Q3	Decreased	4.2M	-1.5%	$57.1M	0.6%	$12.30	0
2025-Q2	Increased	4.2M	+2.5%	$62.1M	0.7%	$12.82	43
2025-Q1	Increased	4.1M	+11.9%	$62.6M	0.7%	$12.91	47
2024-Q4	Increased	3.7M	+37.8%	$56M	0.6%	$12.60	54
2024-Q3	Increased	2.7M	+19.3%	$40.5M	0.5%	$12.17	41
2024-Q2	Increased	2.2M	+6.9%	$35.3M	0.4%	$12.25	37
2024-Q1	Increased	2.1M	+29.6%	$34.9M	0.4%	$12.59	44
2023-Q4	Increased	1.6M	+18.3%	$24.5M	0.3%	$11.10	40
2023-Q3	Increased	1.4M	+114.5%	$20.1M	0.3%	$10.46	55
2023-Q2	Increased	639,059	+163.3%	$8.6M	0.1%	$9.36	53
2023-Q1	Unchanged	242,675	0.0%	$3.3M	0.1%	$9.17	0
2022-Q4	Increased	242,675	+5.3%	$3.2M	0.1%	$8.69	28
2022-Q3	Unchanged	230,375	0.0%	$2.9M	0.0%	$7.98	0
2022-Q2	Unchanged	230,375	0.0%	$3M	0.0%	$8.17	0
2022-Q1	Unchanged	230,375	0.0%	$3.5M	0.0%	$9.38	0
2021-Q4	Unchanged	230,375	0.0%	$3.6M	0.0%	$9.34	0
2021-Q3	Unchanged	230,375	0.0%	$3.6M	0.0%	$9.38	0
2021-Q2	Increased	230,375	+3.2%	$3.6M	0.0%	$8.98	27
2021-Q1	Unchanged	223,322	0.0%	$3.3M	0.1%	$8.36	0
2020-Q4	Unchanged	223,322	0.0%	$3.2M	0.1%	$7.93	0
2020-Q3	Unchanged	223,322	0.0%	$3M	0.1%	$7.28	0
2020-Q2	Increased	223,322	+25.0%	$2.6M	0.1%	$6.26	32
2020-Q1	Decreased	178,659	-0.9%	$2.2M	0.1%	$6.46	0
2019-Q4	Increased	180,324	+1110.7%	$3.3M	0.1%	$9.30	43
2019-Q3	Unchanged	14,894	0.0%	$281,000	0.0%	$9.26	0
2019-Q2	Unchanged	14,894	0.0%	$265,000	0.0%	$8.60	0
2019-Q1	First report	14,894	-	$266,000	0.0%	$8.48	0