OCO Capital Partners, L.P.
Net seller this quarter
$569M
5
-$23.4M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VSAT | $350M | 61.56% | 2.86% | -13.3% | Q1 2025 |
 RKT | $90.6M | 15.92% | Not reported | +43.8% | Q4 2025 |
 OWL | $64.5M | 11.34% | 107.27% | +235.2% | Q4 2025 |
 APO | $63.3M | 11.12% | 0.09% | +1.9% | Q1 2022 |
 KPLT | $331K | 0.06% | 1.04% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| VSAT | $206M | 50.52% | 3.30% | -24.4% | Q1 2025 |
| APO | $58.5M | 14.34% | 0.09% | +16.7% | Q1 2022 |
| RKT | $57M | 13.97% | Not reported | +12.7% | Q4 2025 |
 KKR | $21.7M | 5.33% | 0.03% | Not reported | Q1 2020 |
| OWL | $20.1M | 4.92% | 32.00% | +177.9% | Q4 2025 |
 ARES | $9.55M | 2.34% | 0.03% | New | Q1 2026 |
 AFRM | $6.87M | 1.68% | 0.25% | New | Q1 2026 |
| KPLT | $353K | 0.09% | 1.05% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| VSAT | $205M | 39.47% | 4.40% | -0.8% | Q1 2025 |
| RKT | $68.7M | 13.23% | Not reported | New | Q4 2025 |
| APO | $65.1M | 12.54% | 0.08% | +5.9% | Q1 2022 |
| OWL | $11.8M | 2.28% | 11.52% | New | Q4 2025 |
| KPLT | $323K | 0.06% | 1.05% | New | Q4 2025 |
| Q3 2025 | |||||
| VSAT | $176M | 56.44% | 4.47% | Not reported | Q1 2025 |
| COOP | $79M | 25.38% | Not reported | Not reported | Q4 2019 |
| APO | $56.6M | 18.18% | 0.07% | +3.7% | Q1 2022 |