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Private Management Group’s Oaktree Specialty Lending OCSL Stock Holding History

Private Management Group’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 		$42.1M Buy
3,721,494
+462,124
+14% +$5.53M 1.21% 13
2025
Q4 		$41.5M Buy
3,259,370
+245,207
+8% +$3.28M 1.21% 11
2025
Q3 		$39.3M Buy
3,014,163
+607,493
+25% +$8.37M 1.17% 17
2025
Q2 		$32.9M Buy
2,406,670
+221,664
+10% +$3.12M 1.07% 28
2025
Q1 		$33.6M Buy
2,185,006
+55,804
+3% +$875K 1.2% 21
2024
Q4 		$32.5M Buy
2,129,202
+721,629
+51% +$11.6M 1.17% 18
2024
Q3 		$23M Buy
1,407,573
+672,561
+92% +$11.5M 0.81% 51
2024
Q2 		$13.8M Sell
735,012
-24,812
-3% -$480K 0.53% 81
2024
Q1 		$14.9M Sell
759,824
-62,136
-8% -$1.26M 0.57% 76
2023
Q4 		$16.8M Sell
821,960
-6,737
-0.8% -$133K 0.64% 69
2023
Q3 		$16.7M Sell
828,697
-186,620
-18% -$3.73M 0.68% 62
2023
Q2 		$19.7M Sell
1,015,317
-5,318
-0.5% -$100K 0.84% 51
2023
Q1 		$19.2M Sell
1,020,635
-115,635
-10% -$2.3M 0.86% 48
2022
Q4 		$23.4M Sell
1,136,270
-36,497
-3% -$735K 1.04% 39
2022
Q3 		$21.1M Sell
1,172,767
-29,079
-2% -$592K 0.98% 42
2022
Q2 		$23.6M Sell
1,201,846
-10,709
-0.9% -$225K 1.04% 43
2022
Q1 		$26.8M Sell
1,212,555
-467,101
-28% -$10.5M 1.09% 39
2021
Q4 		$37.6M Sell
1,679,656
-235,899
-12% -$5.22M 1.51% 18
2021
Q3 		$40.6M Sell
1,915,555
-42,636
-2% -$901K 1.69% 10
2021
Q2 		$39.3M Sell
1,958,191
-55,497
-3% -$1.11M 1.72% 11
2021
Q1 		$37.5M Buy
2,013,688
+533,371
+36% +$9.59M 1.71% 14
2020
Q4 		$24.7M Sell
1,480,317
-14,937
-1% -$232K 1.26% 33
2020
Q3 		$21.7M Sell
1,495,254
-30,027
-2% -$429K 1.42% 29
2020
Q2 		$20.5M Sell
1,525,281
-21,154
-1% -$263K 1.42% 27
2020
Q1 		$15M Sell
1,546,435
-22,742
-1% -$332K 1.22% 36
2019
Q4 		$25.7M Buy
1,569,177
+25,092
+2% +$395K 1.27% 30
2019
Q3 		$24M Buy
1,544,085
+1,249
+0.1% +$19.7K 1.27% 30
2019
Q2 		$25.1M Sell
1,542,836
-45,706
-3% -$739K 1.29% 27
2019
Q1 		$24.7M Sell
1,588,542
-9,324
-0.6% -$139K 1.23% 32
2018
Q4 		$20.3M Buy
1,597,866
+14,892
+0.9% +$204K 1.11% 36
2018
Q3 		$23.6M Buy
1,582,974
+12,708
+0.8% +$188K 1.11% 34
2018
Q2 		$22.5M Buy
1,570,266
+60,558
+4% +$843K 1.1% 36
2018
Q1 		$19.1M Buy
+1,509,708
New +$20.9M 1.02% 42

Other funds holding OCSL

Morgan Stanley
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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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 $6.56B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Private Management Group's OCSL Position: Q1 2026 in Review

Private Management Group increased its Oaktree Specialty Lending (OCSL) stake by 14% in Q1 2026, buying an estimated $5.53M and bringing the position to 3,721,494 shares worth $42.1M. The position accounts for 1.21% of the portfolio, ranked #13.

Private Management Group first reported a position in OCSL in Q1 2018 and has held it in 33 quarters since. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Private Management Group held 3,721,494 shares of Oaktree Specialty Lending worth $42.1M as of Q1 2026.
  • Private Management Group bought 462,124 Oaktree Specialty Lending shares in Q1 2026, an estimated $5.53M.
  • Oaktree Specialty Lending made up 1.21% of Private Management Group's portfolio in Q1 2026, its #13 holding.
  • Private Management Group first reported a position in Oaktree Specialty Lending in Q1 2018 and has held it in 33 quarters since.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Private Management Group's 13F filing for Q1 2026, filed 8 May 2026.