OCSL

Oaktree Specialty Lending Co

Latest period2024 - Q4Total superinvestors16

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 16 superinvestors own shares of Oaktree Specialty Lending Co (OCSL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Oaktree Specialty Lending Co (OCSL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Oaktree Specialty Lending Co (OCSL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Oaktree Specialty Lending Co (OCSL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Brian C. Rezny@Rezny Wealth Management, Inc.
Recent Activity
Increased 6.43%
1.03%
$4.187M
274,035 shares@ 15.29 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -14.33%
0.13%
$2.66M
174,090 shares@ 15.28 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 0.54%
0.03%
$1.993M
130,410 shares@ 15.28 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
0.07%
$947,986
62,041 shares@ 15.28 avg price
Antti Toivainen@Mandatum Life Insurance Co Ltd
Recent Activity
Increased 2.31%
0.17%
$564,061
36,915 shares@ 15.28 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -74.01%
0.02%
$509,664
33,355 shares@ 15.28 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -22.24%
0.01%
$463,000
30,293 shares@ 15.29 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Decreased -60.72%
0.18%
$345,529
22,613 shares@ 15.29 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
New Position
0.06%
$269,502
18,015 shares@ 14.96 avg price
Keith Marks@Kelleher Financial Advisors
Recent Activity
New Position
0.07%
$163,500
10,700 shares@ 15.29 avg price