OCO Capital Partners, L.P. 13F Holdings · Q2 2026
OCO Capital Partners, L.P. reported 5 securities worth $568.98M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VSAT (61.56%), RKT (15.92%), OWL (11.34%). Among its top 25 positions this quarter: 3 added, 1 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC | $350.3M | 61.56% | 3.9M | Trimmed |
| 2 | RKT | ROCKET COS INC | $90.6M | 15.92% | 5.8M | Added |
| 3 | OWL | BLUE OWL CAPITAL INC | $64.5M | 11.34% | 7.4M | Added |
| 4 | APO | APOLLO GLOBAL MGMT INC | $63.3M | 11.12% | 535,000 | Added |
| 5 | KPLT | KATAPULT HOLDINGS INC | $330,500 | 0.06% | 50,000 | Hold |
| 6 | AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | Exited |
| 7 | ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | Exited |
| 8 | KKR | KKR & CO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR