TWM
OCSL icon

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

Tortuga 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
2026
Q1 		$198K Sell
17,525
-921
-5% -$11K 0.19% 113
2025
Q4 		$235K Buy
+18,446
New +$246K 0.25% 81

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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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 $837M AUM 25.51% 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

Tortuga Wealth Management's OCSL Position: Q1 2026 in Review

Tortuga Wealth Management reduced its Oaktree Specialty Lending (OCSL) stake by 5% in Q1 2026, selling an estimated $11K and leaving 17,525 shares worth $198K. The position accounts for 0.19% of the portfolio, ranked #113.

Tortuga Wealth Management first reported a position in OCSL in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Tortuga Wealth Management held 17,525 shares of Oaktree Specialty Lending worth $198K as of Q1 2026.
  • Tortuga Wealth Management sold 921 Oaktree Specialty Lending shares in Q1 2026, an estimated $11K.
  • Oaktree Specialty Lending made up 0.19% of Tortuga Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Tortuga Wealth Management first reported a position in Oaktree Specialty Lending in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Oaktree Specialty Lending position peaked at $235K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.