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Winton Group’s Oaktree Specialty Lending OCSL Stock Holding History

Winton Group’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 		– Sell
-36,516
Closed -$413K – 1404
2026
Q1 		$413K Buy
36,516
+20,216
+124% +$242K 0.01% 772
2025
Q4 		$208K Buy
+16,300
New +$218K 0.01% 825
2024
Q1 		– Sell
-25,817
Closed -$527K – 801
2023
Q4 		$527K Buy
25,817
+7,147
+38% +$141K 0.04% 266
2023
Q3 		$376K Buy
+18,670
New +$373K 0.03% 441

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Winton Group's OCSL Position: Q2 2026 in Review

Winton Group sold out of Oaktree Specialty Lending (OCSL) in Q2 2026, closing a stake of 36,516 shares — an estimated $413K sold.

Winton Group first reported a position in OCSL in Q3 2023 and held it in 4 quarters. The position peaked at $527K in Q4 2023. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Winton Group reported no remaining Oaktree Specialty Lending position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 36,516 Oaktree Specialty Lending shares in Q2 2026, an estimated $413K.
  • Winton Group first reported a position in Oaktree Specialty Lending in Q3 2023 and held it in 4 quarters.
  • Winton Group's Oaktree Specialty Lending position peaked at $527K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.