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Vista Investment Partners II’s Oaktree Specialty Lending OCSL Stock Holding History

Vista Investment Partners II’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
Q2 		– Sell
-28,291
Closed -$435K – 141
2025
Q1 		$435K Sell
28,291
-40,503
-59% -$635K 0.24% 86
2024
Q4 		$1.05M Buy
+68,794
New +$1.1M 0.62% 48

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Oaktree Capital Management
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vista Investment Partners II's OCSL Position: Q2 2025 in Review

Vista Investment Partners II sold out of Oaktree Specialty Lending (OCSL) in Q2 2025, closing a stake of 28,291 shares — an estimated $435K sold.

Vista Investment Partners II first reported a position in OCSL in Q4 2024 and held it in 2 quarters. The position peaked at $1.05M in Q4 2024. 193 funds tracked by Wall St. Rank hold OCSL as of Q2 2025.

  • Vista Investment Partners II reported no remaining Oaktree Specialty Lending position as of Q2 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 28,291 Oaktree Specialty Lending shares in Q2 2025, an estimated $435K.
  • Vista Investment Partners II first reported a position in Oaktree Specialty Lending in Q4 2024 and held it in 2 quarters.
  • Vista Investment Partners II's Oaktree Specialty Lending position peaked at $1.05M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2025.

Based on Vista Investment Partners II's 13F filing for Q2 2025, filed 7 Aug 2025.