Triad Investment Management’s Oaktree Specialty Lending OCSL Stock Holding History

Triad Investment 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 Q2	$1.06M	Sell	88,563 -108,767	-55%	-$1.31M	1.17%	27
2026 Q1	$2.23M	Sell	197,330 -3,523	-2%	-$42.2K	2.63%	19
2025 Q4	$2.56M	Buy	+200,853	New	+$2.68M	2.59%	19
2024 Q1	$3.64M	Buy	185,300 +51,369	+38%	+$1.04M	4.42%	8
2023 Q4	$2.73M	Buy	133,931 +7,912	+6%	+$156K	3.59%	12
2023 Q3	$2.54M	Buy	126,019 +10,903	+9%	+$218K	3.7%	10
2023 Q2	$2.24M	Sell	115,116 -75	-0.1%	-$1.41K	3.11%	14
2023 Q1	$2.16M	Buy	115,191 +8,118	+8%	+$162K	3.14%	13
2022 Q4	$2.21M	Sell	107,073 -6,588	-6%	-$133K	3.45%	10
2022 Q3	$2.05M	Buy	113,661 +11,510	+11%	+$234K	3.55%	9
2022 Q2	$2.01M	Sell	102,151 -36,380	-26%	-$766K	2.97%	11
2022 Q1	$3.06M	Sell	138,531 -38,726	-22%	-$867K	2.9%	14
2021 Q4	$2.94M	Buy	+177,257	New	+$3.92M	2.67%	18
2020 Q4	$3.89M	Sell	232,901 -12,043	-5%	-$187K	4.32%	4
2020 Q3	$3.56M	Sell	244,944 -7,818	-3%	-$112K	5.04%	3
2020 Q2	$3.39M	Sell	252,762 -11,216	-4%	-$140K	4.59%	3
2020 Q1	$2.57M	Buy	263,978 +43,720	+20%	+$638K	4.46%	5
2019 Q4	$3.61M	Sell	220,258 -4,463	-2%	-$70.3K	3.5%	9
2019 Q3	$3.19M	Buy	224,721 +26,487	+13%	+$417K	3.47%	11
2019 Q2	$3.22M	Buy	198,234 +38,464	+24%	+$622K	3.34%	14
2019 Q1	$2.48M	Buy	159,770 +68,808	+76%	+$1.03M	2.53%	19
2018 Q4	$1.15M	Buy	+90,962	New	+$1.24M	1.51%	31

Other funds holding OCSL

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CAM

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

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

CLA

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Triad Investment Management's OCSL Position: Q2 2026 in Review

Triad Investment Management reduced its Oaktree Specialty Lending (OCSL) stake by 55% in Q2 2026, selling an estimated $1.31M and leaving 88,563 shares worth $1.06M. The position accounts for 1.17% of the portfolio, ranked #27.

Triad Investment Management first reported a position in OCSL in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.89M in Q4 2020. 45 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Triad Investment Management held 88,563 shares of Oaktree Specialty Lending worth $1.06M as of Q2 2026.
Triad Investment Management sold 108,767 Oaktree Specialty Lending shares in Q2 2026, an estimated $1.31M.
Oaktree Specialty Lending made up 1.17% of Triad Investment Management's portfolio in Q2 2026, its #27 holding.
Triad Investment Management first reported a position in Oaktree Specialty Lending in Q4 2018 and has held it in 22 quarters since.
Triad Investment Management's Oaktree Specialty Lending position peaked at $3.89M in Q4 2020.
45 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.