Principal Street Partners’s Oaktree Specialty Lending OCSL Stock Holding History

Principal Street 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
2026 Q1	$215K	Sell	19,061 -1,824	-9%	-$21.8K	0.04%	221
2025 Q4	$266K	Sell	20,885 -4,213	-17%	-$56.3K	0.04%	183
2025 Q3	$328K	Sell	25,098 -3,712	-13%	-$51.1K	0.05%	180
2025 Q2	$394K	Sell	28,810 -400	-1%	-$5.64K	0.04%	231
2025 Q1	$449K	Buy	29,210 +300	+1%	+$4.71K	0.08%	135
2024 Q4	$442K	Sell	28,910 -379	-1%	-$6.07K	0.09%	130
2024 Q3	$478K	Buy	+29,289	New	+$502K	0.08%	139

Other funds holding OCSL

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

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

Principal Street Partners's OCSL Position: Q1 2026 in Review

Principal Street Partners reduced its Oaktree Specialty Lending (OCSL) stake by 8.7% in Q1 2026, selling an estimated $21.8K and leaving 19,061 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #221.

Principal Street Partners first reported a position in OCSL in Q3 2024 and has held it in 7 quarters since. The position peaked at $478K in Q3 2024. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

Principal Street Partners held 19,061 shares of Oaktree Specialty Lending worth $215K as of Q1 2026.
Principal Street Partners sold 1,824 Oaktree Specialty Lending shares in Q1 2026, an estimated $21.8K.
Oaktree Specialty Lending made up 0.04% of Principal Street Partners's portfolio in Q1 2026, its #221 holding.
Principal Street Partners first reported a position in Oaktree Specialty Lending in Q3 2024 and has held it in 7 quarters since.
Principal Street Partners's Oaktree Specialty Lending position peaked at $478K in Q3 2024.
187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.