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Joel Greenblatt’s Oaktree Specialty Lending OCSL Stock Holding History

Joel Greenblatt’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
-73,966
Closed -$942K – 1833
2025
Q4 		$942K Buy
+73,966
New +$988K ﹤0.01% 1277
2023
Q1 		– Sell
-3,435
Closed -$70.8K – 1370
2022
Q4 		$70.8K Sell
3,435
-710
-17% -$14.3K ﹤0.01% 1188
2022
Q3 		$75K Buy
4,145
+436
+12% +$8.87K ﹤0.01% 1138
2022
Q2 		$73K Buy
+3,709
New +$78.1K ﹤0.01% 1090

Other funds holding OCSL

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

Joel Greenblatt's OCSL Position: Q1 2026 in Review

Joel Greenblatt sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 73,966 shares — an estimated $942K sold.

Joel Greenblatt first reported a position in OCSL in Q2 2022 and held it in 4 quarters. The position peaked at $942K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Joel Greenblatt reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Joel Greenblatt sold 73,966 Oaktree Specialty Lending shares in Q1 2026, an estimated $942K.
  • Joel Greenblatt first reported a position in Oaktree Specialty Lending in Q2 2022 and held it in 4 quarters.
  • Joel Greenblatt's Oaktree Specialty Lending position peaked at $942K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.