HI
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Harbour Investments’s Oaktree Specialty Lending OCSL Stock Holding History

Harbour Investments’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
2025
Q4 		– Sell
-3,091
Closed -$40.3K – 3974
2025
Q3 		$40.3K Sell
3,091
-748
-19% -$10.3K ﹤0.01% 2003
2025
Q2 		$52.4K Buy
3,839
+21
+0.6% +$296 ﹤0.01% 1803
2025
Q1 		$58.6K Buy
3,818
+19
+0.5% +$298 ﹤0.01% 1685
2024
Q4 		$58.1K Buy
3,799
+24
+0.6% +$385 ﹤0.01% 1632
2024
Q3 		$61.6K Buy
3,775
+22
+0.6% +$377 ﹤0.01% 1558
2024
Q2 		$70.6K Buy
3,753
+234
+7% +$4.52K ﹤0.01% 1394
2024
Q1 		$69.2K Buy
3,519
+11
+0.3% +$222 ﹤0.01% 1372
2023
Q4 		$71.6K Buy
3,508
+12
+0.3% +$237 ﹤0.01% 1284
2023
Q3 		$70.3K Hold
3,496
– – ﹤0.01% 1191
2023
Q2 		$67.9K Sell
3,496
-298
-8% -$5.6K ﹤0.01% 1225
2023
Q1 		$71.2K Buy
+3,794
New +$75.6K ﹤0.01% 1198
2022
Q4 		– Sell
-3,455
Closed -$68K – 3080
2022
Q3 		$68K Hold
3,455
– – ﹤0.01% 1140
2022
Q2 		$68K Buy
+3,455
New +$72.7K ﹤0.01% 1140
2021
Q4 		$77K Sell
3,439
-704
-17% -$15.6K ﹤0.01% 1078
2021
Q3 		$88K Buy
4,143
+51
+1% +$1.08K ﹤0.01% 1445
2021
Q2 		$82K Buy
4,092
+334
+9% +$6.69K ﹤0.01% 1509
2021
Q1 		$70K Buy
+3,758
New +$67.6K ﹤0.01% 1491

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 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

Harbour Investments's OCSL Position: Q4 2025 in Review

Harbour Investments sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 3,091 shares — an estimated $40.3K sold.

Harbour Investments first reported a position in OCSL in Q1 2021 and held it in 17 quarters. The position peaked at $88K in Q3 2021. 204 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Harbour Investments reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 3,091 Oaktree Specialty Lending shares in Q4 2025, an estimated $40.3K.
  • Harbour Investments first reported a position in Oaktree Specialty Lending in Q1 2021 and held it in 17 quarters.
  • Harbour Investments's Oaktree Specialty Lending position peaked at $88K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.