BH
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Burk Holdings’s Oaktree Specialty Lending OCSL Stock Holding History

Burk Holdings’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
Q2 		$12K Hold
1,008
– – ﹤0.01% 250
2026
Q1 		$11.4K Buy
+1,008
New +$12.1K ﹤0.01% 253

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Burk Holdings's OCSL Position: Q2 2026 in Review

Burk Holdings held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 1,008 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Burk Holdings first reported a position in OCSL in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Burk Holdings held 1,008 shares of Oaktree Specialty Lending worth $12K as of Q2 2026.
  • Burk Holdings left its Oaktree Specialty Lending share count unchanged in Q2 2026.
  • Oaktree Specialty Lending made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #250 holding.
  • Burk Holdings first reported a position in Oaktree Specialty Lending in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.