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Rezny Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Rezny Wealth Management’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
Q3 		– Sell
-187,957
Closed -$2.57M – 40
2025
Q2 		$2.57M Sell
187,957
-95,376
-34% -$1.34M 0.58% 13
2025
Q1 		$4.35M Buy
283,333
+9,298
+3% +$146K 1.13% 12
2024
Q4 		$4.19M Buy
274,035
+16,544
+6% +$265K 1.03% 12
2024
Q3 		$4.2M Buy
257,491
+2,512
+1% +$43K 1.06% 13
2024
Q2 		$4.8M Buy
+254,979
New +$4.93M 1.28% 12
2024
Q1 		– Sell
-264,023
Closed -$5.33M – 11
2023
Q4 		$5.39M Sell
264,023
-5,125
-2% -$101K 1.72% 11
2023
Q3 		$5.42M Sell
269,148
-2,579
-0.9% -$51.6K 1.91% 12
2023
Q2 		$5.28M Buy
271,727
+8,430
+3% +$159K 1.78% 12
2023
Q1 		$4.94M Buy
263,297
+1,883
+0.7% +$37.5K 1.82% 12
2022
Q4 		$5.39M Sell
261,414
-4,698
-2% -$94.6K 2.07% 10
2022
Q3 		$4.79M Buy
266,112
+4,633
+2% +$94.3K 1.94% 10
2022
Q2 		$5.14M Sell
261,479
-614
-0.2% -$12.9K 1.98% 10
2022
Q1 		$5.79M Buy
262,093
+59,875
+30% +$1.34M 1.89% 11
2021
Q4 		$4.53M Buy
202,218
+6,137
+3% +$136K 1.4% 10
2021
Q3 		$4.15M Buy
196,081
+162,670
+487% +$3.44M 1.41% 10
2021
Q2 		$670K Buy
33,411
+26,037
+353% +$521K 0.23% 12
2021
Q1 		$137K Buy
+7,374
New +$133K 0.05% 14

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 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

Rezny Wealth Management's OCSL Position: Q3 2025 in Review

Rezny Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q3 2025, closing a stake of 187,957 shares — an estimated $2.57M sold.

Rezny Wealth Management first reported a position in OCSL in Q1 2021 and held it in 17 quarters. The position peaked at $5.79M in Q1 2022. 185 funds tracked by Wall St. Rank hold OCSL as of Q3 2025.

  • Rezny Wealth Management reported no remaining Oaktree Specialty Lending position as of Q3 2025 after selling out during the quarter.
  • Rezny Wealth Management sold 187,957 Oaktree Specialty Lending shares in Q3 2025, an estimated $2.57M.
  • Rezny Wealth Management first reported a position in Oaktree Specialty Lending in Q1 2021 and held it in 17 quarters.
  • Rezny Wealth Management's Oaktree Specialty Lending position peaked at $5.79M in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2025.

Based on Rezny Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.