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Anchor Investment Management’s Oaktree Specialty Lending OCSL Stock Holding History

Anchor Investment Management’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.2K Hold
3,200
– – ﹤0.01% 633
2025
Q4 		$40.8K Hold
3,200
– – ﹤0.01% 616
2025
Q3 		$41.8K Hold
3,200
– – ﹤0.01% 611
2025
Q2 		$43.7K Hold
3,200
– – ﹤0.01% 602
2025
Q1 		$49.2K Buy
+3,200
New +$50.2K ﹤0.01% 572
2024
Q4 		– Sell
-800
Closed -$13K – 1052
2024
Q3 		$13K Buy
+800
New +$13.7K ﹤0.01% 747

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Anchor Investment Management's OCSL Position: Q1 2026 in Review

Anchor Investment Management held its Oaktree Specialty Lending (OCSL) position steady in Q1 2026 at 3,200 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Anchor Investment Management first reported a position in OCSL in Q3 2024 and has held it in 6 quarters since. The position peaked at $49.2K in Q1 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Anchor Investment Management held 3,200 shares of Oaktree Specialty Lending worth $36.2K as of Q1 2026.
  • Anchor Investment Management left its Oaktree Specialty Lending share count unchanged in Q1 2026.
  • Oaktree Specialty Lending made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #633 holding.
  • Anchor Investment Management first reported a position in Oaktree Specialty Lending in Q3 2024 and has held it in 6 quarters since.
  • Anchor Investment Management's Oaktree Specialty Lending position peaked at $49.2K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.