SIG
OCSL icon

Stonegate Investment Group’s Oaktree Specialty Lending OCSL Stock Holding History

Stonegate Investment 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
2025
Q3 		$198K Buy
15,171
+800
+6% +$11K ﹤0.01% 388
2025
Q2 		$196K Buy
14,371
+358
+3% +$5.05K ﹤0.01% 388
2025
Q1 		$215K Buy
14,013
+2,542
+22% +$39.9K 0.01% 325
2024
Q4 		$175K Hold
11,471
– – ﹤0.01% 339
2024
Q3 		$187K Hold
11,471
– – ﹤0.01% 349
2024
Q2 		$216K Hold
11,471
– – 0.01% 326
2024
Q1 		$226K Buy
+11,471
New +$232K 0.01% 298

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

Stonegate Investment Group's OCSL Position: Q3 2025 in Review

Stonegate Investment Group increased its Oaktree Specialty Lending (OCSL) stake by 5.6% in Q3 2025, buying an estimated $11K and bringing the position to 15,171 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Stonegate Investment Group first reported a position in OCSL in Q1 2024 and has held it in 7 quarters since. The position peaked at $226K in Q1 2024. 185 funds tracked by Wall St. Rank hold OCSL as of Q3 2025.

  • Stonegate Investment Group held 15,171 shares of Oaktree Specialty Lending worth $198K as of Q3 2025.
  • Stonegate Investment Group bought 800 Oaktree Specialty Lending shares in Q3 2025, an estimated $11K.
  • Oaktree Specialty Lending made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #388 holding.
  • Stonegate Investment Group first reported a position in Oaktree Specialty Lending in Q1 2024 and has held it in 7 quarters since.
  • Stonegate Investment Group's Oaktree Specialty Lending position peaked at $226K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.