Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Oaktree Specialty Lending OCSL Stock Holding History

Kovitz Investment Group Partners’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
-178,375
Closed -$2.33M – 1045
2025
Q3 		$2.33M Buy
178,375
+10,656
+6% +$147K 0.01% 618
2025
Q2 		$2.29M Sell
167,719
-2,872
-2% -$40.5K 0.01% 605
2025
Q1 		$2.62M Sell
170,591
-88,262
-34% -$1.38M 0.01% 531
2024
Q4 		$3.96M Buy
258,853
+84,155
+48% +$1.35M 0.02% 445
2024
Q3 		$2.85M Buy
+174,698
New +$2.99M 0.02% 436

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

Kovitz Investment Group Partners's OCSL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 178,375 shares — an estimated $2.33M sold.

Kovitz Investment Group Partners first reported a position in OCSL in Q3 2024 and held it in 5 quarters. The position peaked at $3.96M in Q4 2024. 203 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 178,375 Oaktree Specialty Lending shares in Q4 2025, an estimated $2.33M.
  • Kovitz Investment Group Partners first reported a position in Oaktree Specialty Lending in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Oaktree Specialty Lending position peaked at $3.96M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.