PRIMECAP Odyssey Funds
Printed from CEF Radar (cefradar.com). Source: public filings at the U.S. Securities and Exchange Commission. Last checked: Nov 2, 2026, 8:03 p.m. New York time.
PRIMECAP Odyssey Funds is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Yes - one large investor holds a stake, but it has not asked for changes.
- Principle Wealth Partners LLC owns 37.2% as a passive investor. On file since Oct 28, 2026.
What this means for you
One large investor owns more than 5% of this company but has told the regulator it is not seeking changes. That is common for banks, brokers and index funds that hold shares for their clients.
Nothing is required of you. If an investor changes its mind, it must file a new notice within days, and it will show up here.
What happened, and when
-
Nov 2, 2026
Mordecai Alfred Winborne sold down below 5% and stopped reporting.
Original document → -
Nov 2, 2026
Molinelli Gregory Todd sold down below 5% and stopped reporting.
Original document → -
Oct 28, 2026
Principle Wealth Partners LLC now owns 37.2%, as a passive investor.
Original document → -
Oct 26, 2026
Mordecai Alfred Winborne now owns 6.6%. It has said it may push for changes.
Original document → -
Oct 26, 2026
Molinelli Gregory Todd now owns 10.5%. It has said it may push for changes.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| Nov 2, 2026 | Mordecai Alfred Winborne | 2.4% | Sold down below 5% |
| Nov 2, 2026 | Molinelli Gregory Todd | 3.9% | Sold down below 5% |
| Oct 28, 2026 | Principle Wealth Partners LLC | 37.2% | Passive investor |
| Oct 26, 2026 | Mordecai Alfred Winborne | 6.6% | May push for changes |
| Oct 26, 2026 | Molinelli Gregory Todd | 10.5% | May push for changes |
No announcements from the fund on file. Most funds announce their payout on their own website, not in a filing with the regulator, so a cut or a raise there does not show up here.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- not listed
See this fund's page at the SEC →
Email me when something new is filed for PRIMECAP Odyssey Funds
Free. One email when a large investor files a notice, or when the fund announces a buy-back, a vote or a closing - usually within a day. No password. Most funds announce payout changes on their own website, where we do not look.