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Horan Capital Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Horan Capital 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
2025
Q1 		$181K Hold
11,757
– – 0.06% 117
2024
Q4 		$180K Hold
11,757
– – 0.06% 112
2024
Q3 		$192K Hold
11,757
– – 0.06% 120
2024
Q2 		$221K Hold
11,757
– – 0.08% 105
2024
Q1 		$231K Hold
11,757
– – 0.08% 108
2023
Q4 		$240K Hold
11,757
– – 0.09% 108
2023
Q3 		$237K Buy
+11,757
New +$235K 0.1% 104

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 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 $928M AUM 25.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horan Capital Advisors's OCSL Position: Q1 2025 in Review

Horan Capital Advisors held its Oaktree Specialty Lending (OCSL) position steady in Q1 2025 at 11,757 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #117.

Horan Capital Advisors first reported a position in OCSL in Q3 2023 and has held it in 7 quarters since. The position peaked at $240K in Q4 2023. 188 funds tracked by Wall St. Rank hold OCSL as of Q1 2025.

  • Horan Capital Advisors held 11,757 shares of Oaktree Specialty Lending worth $181K as of Q1 2025.
  • Horan Capital Advisors left its Oaktree Specialty Lending share count unchanged in Q1 2025.
  • Oaktree Specialty Lending made up 0.06% of Horan Capital Advisors's portfolio in Q1 2025, its #117 holding.
  • Horan Capital Advisors first reported a position in Oaktree Specialty Lending in Q3 2023 and has held it in 7 quarters since.
  • Horan Capital Advisors's Oaktree Specialty Lending position peaked at $240K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.