Citadel Advisors
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Citadel Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Citadel Advisors’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 		$271K Buy
24,000
+6,700
+39% +$80.2K ﹤0.01% 10700
2025
Q4 		$220K Buy
17,300
+2,500
+17% +$33.4K ﹤0.01% 10829
2025
Q3 		$193K Sell
14,800
-80,300
-84% -$1.11M ﹤0.01% 11297
2025
Q2 		$1.3M Buy
95,100
+22,400
+31% +$316K ﹤0.01% 6537
2025
Q1 		$1.12M Buy
72,700
+49,900
+219% +$783K ﹤0.01% 6718
2024
Q4 		$348K Buy
22,800
+5,800
+34% +$92.9K ﹤0.01% 9348
2024
Q3 		$277K Sell
17,000
-400
-2% -$6.85K ﹤0.01% 9493
2024
Q2 		$327K Sell
17,400
-1,000
-5% -$19.3K ﹤0.01% 8963
2024
Q1 		$362K Buy
18,400
+6,300
+52% +$127K ﹤0.01% 9065
2023
Q4 		$247K Buy
12,100
+7,800
+181% +$154K ﹤0.01% 9545
2023
Q3 		$86.5K Sell
4,300
-4,200
-49% -$84K ﹤0.01% 11071
2023
Q2 		$165K Buy
8,500
+2,768
+48% +$52.1K ﹤0.01% 10185
2023
Q1 		$108K Buy
5,732
+5,599
+4,210% +$112K ﹤0.01% 11154
2022
Q4 		$2.75K Buy
+133
New +$2.68K ﹤0.01% 14292
2021
Q1 		– Sell
-12,100
Closed -$202K – 13555
2020
Q4 		$202K Buy
12,100
+7,100
+142% +$110K ﹤0.01% 9719
2020
Q3 		$73K Buy
+5,000
New +$71.4K ﹤0.01% 9443
2020
Q2 		– Sell
-11,533
Closed -$112K – 10289
2020
Q1 		$112K Buy
+11,533
New +$168K ﹤0.01% 8555
2019
Q2 		– Sell
-3,600
Closed -$56K – 9648
2019
Q1 		$56K Sell
3,600
-133
-4% -$1.98K ﹤0.01% 8782
2018
Q4 		$47K Sell
3,733
-300
-7% -$4.1K ﹤0.01% 8502
2018
Q3 		$60K Buy
+4,033
New +$59.5K ﹤0.01% 8765
2018
Q2 		– Sell
-3,333
Closed -$42K – 9138
2018
Q1 		$42K Sell
3,333
-10,267
-75% -$142K ﹤0.01% 7978
2017
Q4 		$200K Buy
13,600
+5,600
+70% +$89.7K ﹤0.01% 7117
2017
Q3 		$131K Buy
8,000
+3,933
+97% +$62.8K ﹤0.01% 6935
2017
Q2 		$59K Buy
+4,067
New +$52K ﹤0.01% 7056

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Citadel Advisors's OCSL Position: Q1 2026 in Review

Citadel Advisors increased its Oaktree Specialty Lending (OCSL) stake by 857% in Q1 2026, buying an estimated $3.66M and bringing the position to 341,616 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #4781.

Citadel Advisors first reported a position in OCSL in Q2 2013 and has held it in 50 quarters since. The position peaked at $27.8M in Q2 2014. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Citadel Advisors held 341,616 shares of Oaktree Specialty Lending worth $3.86M as of Q1 2026.
  • Citadel Advisors bought 305,918 Oaktree Specialty Lending shares in Q1 2026, an estimated $3.66M.
  • Oaktree Specialty Lending made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4781 holding.
  • Citadel Advisors first reported a position in Oaktree Specialty Lending in Q2 2013 and has held it in 50 quarters since.
  • Citadel Advisors's Oaktree Specialty Lending position peaked at $27.8M in Q2 2014.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.