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The Analysis of OCO Capital Partners, L.P.'s Holdings & P&L
Currently, OCO Capital Partners, L.P. holds 5 types of securities in its portfolio with a total value $569.0M. In the most recent quarter, they have increased their positions in OWL (+5.2M shares, valued at $45.3M), RKT (+1.8M shares, valued at $27.6M), N/A (+10.0K shares, valued at $1.2M); decreased their positions in VSAT (-600.0K shares, valued at $53.9M).
1M P&L
-23.1M-5.10%
3M P&L
+27.2M+6.75%
HY P&L
+89.8M+26.34%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Communication Equipment350.3M
69.3%
2Mortgage Finance90.6M
17.9%
3Asset Management64.5M
12.8%
Top Industries by Stock Count
1Asset Management1 stocks
33.3%
2Mortgage Finance1 stocks
33.3%
3Communication Equipment1 stocks
33.3%
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Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
VSAT
-13.33%VIASAT INC
Shares3.9M
Event2026-06-30
Filed2026-07-27
RKT
43.75%ROCKET COS INC
Shares5.8M
Event2026-06-30
Filed2026-07-27
OWL
235.23%BLUE OWL CAPITAL INC
Shares7.4M
Event2026-06-30
Filed2026-07-27
APOLLO GLOBAL MGMT INC
1.90%APOLLO GLOBAL MGMT INC
Shares535.0K
Event2026-06-30
Filed2026-07-27
KATAPULT HOLDINGS INC
0.00%KATAPULT HOLDINGS INC
Shares50.0K
Event2026-06-30
Filed2026-07-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available