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 Q2	$166K	Sell	13,880 -5,181	-27%	-$62.5K	0.02%	266
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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

PMG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Principal Street Partners's OCSL Position: Q2 2026 in Review

Principal Street Partners reduced its Oaktree Specialty Lending (OCSL) stake by 27% in Q2 2026, selling an estimated $62.5K and leaving 13,880 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #266.

Principal Street Partners first reported a position in OCSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $478K in Q3 2024. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Principal Street Partners held 13,880 shares of Oaktree Specialty Lending worth $166K as of Q2 2026.
Principal Street Partners sold 5,181 Oaktree Specialty Lending shares in Q2 2026, an estimated $62.5K.
Oaktree Specialty Lending made up 0.02% of Principal Street Partners's portfolio in Q2 2026, its #266 holding.
Principal Street Partners first reported a position in Oaktree Specialty Lending in Q3 2024 and has held it in 8 quarters since.
Principal Street Partners's Oaktree Specialty Lending position peaked at $478K in Q3 2024.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.