Empirical Asset Management’s Oaktree Specialty Lending OCSL Stock Holding History

Empirical Asset 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	–	Sell	-15,968	Closed	-$16K	–	423
2025 Q4	$16K	Hold	15,968	–	–	﹤0.01%	353
2025 Q3	$16K	Buy	+15,968	New	+$220K	﹤0.01%	365

Other funds holding OCSL

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

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 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 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

Empirical Asset Management's OCSL Position: Q1 2026 in Review

Empirical Asset Management sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 15,968 shares — an estimated $16K sold.

Empirical Asset Management first reported a position in OCSL in Q3 2025 and held it in 2 quarters. The position peaked at $16K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

Empirical Asset Management reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
Empirical Asset Management sold 15,968 Oaktree Specialty Lending shares in Q1 2026, an estimated $16K.
Empirical Asset Management first reported a position in Oaktree Specialty Lending in Q3 2025 and held it in 2 quarters.
Empirical Asset Management's Oaktree Specialty Lending position peaked at $16K in Q4 2025.
187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.