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Westbourne Investments’s Oaktree Specialty Lending OCSL Stock Holding History

Westbourne Investments’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 		– Sell
-10,000
Closed -$137K – 150
2025
Q2 		$137K Hold
10,000
– – 0.07% 135
2025
Q1 		$154K Buy
+10,000
New +$157K 0.09% 132

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

Westbourne Investments's OCSL Position: Q3 2025 in Review

Westbourne Investments sold out of Oaktree Specialty Lending (OCSL) in Q3 2025, closing a stake of 10,000 shares — an estimated $137K sold.

Westbourne Investments first reported a position in OCSL in Q1 2025 and held it in 2 quarters. The position peaked at $154K in Q1 2025. 185 funds tracked by Wall St. Rank hold OCSL as of Q3 2025.

  • Westbourne Investments reported no remaining Oaktree Specialty Lending position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 10,000 Oaktree Specialty Lending shares in Q3 2025, an estimated $137K.
  • Westbourne Investments first reported a position in Oaktree Specialty Lending in Q1 2025 and held it in 2 quarters.
  • Westbourne Investments's Oaktree Specialty Lending position peaked at $154K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.