13F Insight
DOSSIER · 13F-HR · Q1 2026

ROBERT WOOD JOHNSON FOUNDATION

$125M in tracked AUM across 2 positions as of Q1 2026.

RW
CIK 0000315157 · last filed Mar 31, 2026
Total AUM
$125M
as of Q1 2026
Holdings
2
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

The Robert Wood Johnson Foundation’s 13F filing for the period ending December 31, 2025, reveals a highly concentrated and aggressively restructured portfolio. The total portfolio value surged by 129.9%, growing from $53.87 million in the previous quarter to $123.88 million. This substantial increase in asset value is driven primarily by capital reallocation rather than broad market appreciation, as the foundation completely overhauled its holdings. The portfolio currentl...

Key Holdings

The portfolio is dominated by two distinct positions that account for 100% of the total assets. The largest holding is Karman Hldgs Inc., which represents 57.67% of the portfolio, valued at $71.43 million. This position consists of 976,000 shares. The second holding is OBDC (Blue Owl Capital Corporation), a financial services entity, which makes up the remaining 42.33% of the portfolio with a value of $52.44 million, comprising 4.22 million shares.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
KRMN
KARMAN HLDGS INC.
$78M976K62.6%02
OBDC
BLUE OWL CAPITAL CORPORATION
$47M4.2M37.4%

Filing history

2026Q1Mar 31
$125M▲ 0.8%
2 positionsView →2025Q4Dec 31
$124M▲ 129.9%
2 positionsView →2025Q3Sep 30
$54M▼ 52.4%
1 positionsView →2025Q2Jun 30
$113M▲ 83.1%
2 positionsLocked2025Q1Mar 31
$62M▲ 4583.4%
1 positionsLocked2024Q4Dec 31
$1M▼ 20.4%
3 positionsLocked2024Q3Sep 30
$2M▲ 5.0%
3 positionsLocked2024Q2Jun 30
$2M▼ 7.3%
2 positionsLocked2024Q1Mar 31
$2M▼ 3.2%
2 positionsLocked2023Q4Dec 31
$2M▼ 1.0%
2 positionsLocked2023Q3Sep 30
$2M▼ 14.1%
4 positionsLocked2023Q2Jun 30
$2M▼ 99.9%
4 positionsLocked
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