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Samalin Investment Counsel’s Oaktree Specialty Lending OCSL Stock Holding History

Samalin Investment Counsel’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
-95,946
Closed -$1.25M – 333
2025
Q3 		$1.25M Buy
95,946
+8,434
+10% +$116K 0.43% 56
2025
Q2 		$1.2M Buy
87,512
+2,235
+3% +$31.5K 0.46% 54
2025
Q1 		$1.31M Buy
85,277
+44,743
+110% +$702K 0.53% 41
2024
Q4 		$619K Sell
40,534
-15,595
-28% -$250K 0.27% 108
2024
Q3 		$915K Buy
56,129
+3,703
+7% +$63.4K 0.4% 62
2024
Q2 		$986K Buy
52,426
+2,754
+6% +$53.2K 0.46% 53
2024
Q1 		$977K Buy
49,672
+1,845
+4% +$37.3K 0.47% 60
2023
Q4 		$977K Sell
47,827
-687
-1% -$13.6K 0.49% 45
2023
Q3 		$976K Buy
48,514
+579
+1% +$11.6K 0.56% 47
2023
Q2 		$931K Buy
47,935
+6,875
+17% +$129K 0.5% 49
2023
Q1 		$771K Buy
41,060
+10,632
+35% +$212K 0.46% 54
2022
Q4 		$627K Buy
30,428
+5,510
+22% +$111K 0.4% 74
2022
Q3 		$449K Buy
24,918
+1,346
+6% +$27.4K 0.33% 92
2022
Q2 		$463K Buy
23,572
+1,693
+8% +$35.6K 0.33% 94
2022
Q1 		$484K Buy
21,879
+6,638
+44% +$149K 0.29% 100
2021
Q4 		$341K Buy
15,241
+6,315
+71% +$140K 0.2% 155
2021
Q3 		$189K Buy
8,926
+3,559
+66% +$75.2K 0.12% 224
2021
Q2 		$108K Buy
+5,367
New +$107K 0.07% 232

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 $5.53B AUM 35.1% 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 $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

Samalin Investment Counsel's OCSL Position: Q4 2025 in Review

Samalin Investment Counsel sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 95,946 shares — an estimated $1.25M sold.

Samalin Investment Counsel first reported a position in OCSL in Q2 2021 and held it in 18 quarters. The position peaked at $1.31M in Q1 2025. 204 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Samalin Investment Counsel reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 95,946 Oaktree Specialty Lending shares in Q4 2025, an estimated $1.25M.
  • Samalin Investment Counsel first reported a position in Oaktree Specialty Lending in Q2 2021 and held it in 18 quarters.
  • Samalin Investment Counsel's Oaktree Specialty Lending position peaked at $1.31M in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Samalin Investment Counsel's 13F filing for Q4 2025, filed 30 Jan 2026.