Robert Wood Johnson Foundation Portfolio: 100% Concentration in Blue Owl Capital Stock

The Robert Wood Johnson Foundation's portfolio, as of September 30, 2026, exhibits extreme concentration, with all assets invested in a single stock. The total portfolio value stands at $44.3 million, fully allocated to shares of Blue Owl Capital Corp (OBDC).

Single-Stock Holding Dominates Portfolio

Blue Owl Capital Inc., trading under the ticker OBDC, represents the sole investment in the portfolio. The foundation holds 4,218,864 shares of this company, with a total stock value of $44.3 million. This level of commitment indicates a significant focus on the performance of this single entity, with no other stocks or assets present in their holdings.

Entire Allocation in Financial Services Sector

The portfolio's sector allocation is entirely within the Financial Services industry. Blue Owl Capital Inc. operates within this sector, and the foundation's investment is fully exposed to the dynamics and performance of the Financial Services industry. This sector allocation is undiversified, as there are no other sectors represented in the portfolio.

High Concentration Levels Observed

The portfolio demonstrates a 100% concentration in its top holding, which is Blue Owl Capital Inc. (OBDC). This means that any adverse event affecting OBDC could have a magnified impact on the overall portfolio value. The top holdings list, while empty in the provided data, confirms this complete concentration, as the foundation has no other significant positions. The portfolio's allocation is entirely dependent on the success of this single investment.

Implications of Extreme Concentration

Investors should note that this portfolio is highly concentrated, lacking diversification across different companies or sectors. This strategy increases risk exposure significantly, as the portfolio's performance is entirely contingent on the success of Blue Owl Capital Inc. (OBDC). There have been no changes in holdings during the prior period, suggesting a static position. The foundation has not engaged in any large buy or sell activities recently, as indicated by the absence of significant transactions.