Sullivan Wood Capital Management’s Oaktree Specialty Lending OCSL Stock Holding History

Sullivan Wood Capital 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
2026 Q1	–	Sell	-30,450	Closed	-$388K	–	22
2025 Q4	$388K	Buy	30,450 +19,700	+183%	+$263K	0.59%	19
2025 Q3	$140K	Buy	+10,750	New	+$148K	0.21%	19

Other funds holding OCSL

PMG

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

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

JVBC

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 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 $7.21B AUM 45.97% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CAM

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Sullivan Wood Capital Management's OCSL Position: Q1 2026 in Review

Sullivan Wood Capital Management sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 30,450 shares — an estimated $388K sold.

Sullivan Wood Capital Management first reported a position in OCSL in Q3 2025 and held it in 2 quarters. The position peaked at $388K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

Sullivan Wood Capital Management reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
Sullivan Wood Capital Management sold 30,450 Oaktree Specialty Lending shares in Q1 2026, an estimated $388K.
Sullivan Wood Capital Management first reported a position in Oaktree Specialty Lending in Q3 2025 and held it in 2 quarters.
Sullivan Wood Capital Management's Oaktree Specialty Lending position peaked at $388K in Q4 2025.
187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q1 2026, filed 6 May 2026.