KPF
OXLC

K2 Principal Fund’s Oxford Lane Capital OXLC Stock Holding History

K2 Principal Fund’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,868
Closed -$218K – 447
2025
Q3 		$218K Buy
12,868
+8,868
+222% +$162K 0.02% 248
2025
Q2 		$84K Buy
4,000
+2,000
+100% +$44.9K 0.01% 234
2025
Q1 		$47.2K Buy
+2,000
New +$49.7K 0.01% 274

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

K2 Principal Fund's OXLC Position: Q4 2025 in Review

K2 Principal Fund sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 12,868 shares — an estimated $218K sold.

K2 Principal Fund first reported a position in OXLC in Q1 2025 and held it in 3 quarters. The position peaked at $218K in Q3 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • K2 Principal Fund reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • K2 Principal Fund sold 12,868 Oxford Lane Capital shares in Q4 2025, an estimated $218K.
  • K2 Principal Fund first reported a position in Oxford Lane Capital in Q1 2025 and held it in 3 quarters.
  • K2 Principal Fund's Oxford Lane Capital position peaked at $218K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on K2 Principal Fund's 13F filing for Q4 2025, filed 13 Feb 2026.