OCO Capital Partners, L.P.

CIK 0001764525 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

OCO Capital Partners, L.P. reported 5 positions worth $569.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VSAT (61.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$569.0M
2026 Q2
Positions
5
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
2026 Q2
5 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VSATVIASAT INCSH$350.3M61.56%3,900,000
2RKTROCKET COS INCSH$90.6M15.92%5,750,000
3OWLBLUE OWL CAPITAL INCSH$64.5M11.34%7,375,000
4APOAPOLLO GLOBAL MGMT INCSH$63.3M11.12%535,000
5KPLTKATAPULT HOLDINGS INCSH$330.5K0.06%50,000

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does OCO Capital Partners, L.P. hold as of Q2 2026?

OCO Capital Partners, L.P. reported 5 positions worth $569.0M in its Q2 2026 13F filing. Largest positions: VSAT (61.6%), RKT (15.9%), OWL (11.3%), APO (11.1%) and KPLT (0.1%).

What did OCO Capital Partners, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did OCO Capital Partners, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.