Oaktree Specialty Lending Co (OCSL) Quarterly Institutional 13F Update (Q2 2026)

OCSL ranks #3417 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OCSL is a disclosed holding of Howard Marks (Oaktree Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 1.3% of that fund's own 13F portfolio.

OCSL is a top-conviction position for Melia Wealth LLC — at 5.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OCSL belongs to Oaktree Capital Management LP, but the position matters far more to Melia Wealth LLC, who has 5.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fiduciary Financial Group, LLC has added to its OCSL position for two straight quarters, increasing it by $485.9K to reach $2.2M today.

OCSL is down 1.6% today, but institutions show net buying of $101.7M this quarter — a divergence between today's price move and the underlying institutional flow.

OCSL closed its latest fiscal year with net income of $33.9M, and currently trades at a P/E of 29.4.

• Profitable — net income of $33.9M in the latest fiscal year
• Net income declined year over year, from $57.9M to $33.9M
• Generated $228.4M in positive operating cash flow