OCO Capital Partners, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), OCO Capital Partners, L.P. reported 5 stock positions worth $569.0 million. Its top holding was Viasat (VSAT) at 61.6% of the portfolio, followed by Rocket Cos Class A (RKT, 15.9%) and Blue Owl Capital (OWL, 11.3%). Compared with Q1 2026, it sold out of 3, added to 3 and reduced 1. The biggest buy was Blue Owl Capital (OWL, shares +235%) and the biggest sale an exit from KKR (KKR).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764525
Portfolio Value
$569.0M (Q2 2026)
SEC Filing
0001172661-26-002808 ↗ filed Jul 27, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $106.9M Q1 2024 Q2 2024: $116.9M Q2 2024 Q3 2024: $131.4M Q3 2024 Q4 2024: $153.2M Q4 2024 Q1 2025: $175.9M Q1 2025 Q2 2025: $233.1M Q2 2025 Q3 2025: $311.5M Q3 2025 Q4 2025: $351.1M Q4 2025 Q1 2026: $380.2M Q1 2026 Q2 2026: $569.0M $569.0M Q2 2026

Holdings 5 stocks · $569.0M
VSAT Viasat Inc. 61.56% 3,900,000 $350.3M Reduce -13.3%
RKT Rocket Cos Inc. Class A 15.92% 5,750,000 $90.6M Add +43.8%
OWL Blue Owl Capital Inc. 11.34% 7,375,000 $64.5M Add +235.2%
APO Apollo Global Management Inc. 11.12% 535,000 $63.3M Add +1.9%
KPLT Katapult Holdings Inc. 0.06% 50,000 $331K No change

Portfolio Sells Q1 2026 → Q2 2026
KKR KKR & Co. Inc. Sold out 0.00% −5.72
ARES Ares Management Corp. Class A Sold out 0.00% −2.51
AFRM Affirm Holdings Inc. Sold out 0.00% −1.81
VSAT Viasat Inc. Reduce -13.3% 61.56% +7.35

Portfolio Buys Q1 2026 → Q2 2026
OWL Blue Owl Capital Inc. Add +235.2% 11.34% +6.06
RKT Rocket Cos Inc. Class A Add +43.8% 15.92% +0.92
APO Apollo Global Management Inc. Add +1.9% 11.12% −4.26

Options Activity Q1 2026 → Q2 2026
KKR KKR & Co. Inc. call Sold out 300,000 $27.8Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$569.0MVSAT, RKT, OWL, APO, KPLT
Q1 2026 8$380.2MVSAT, APO, RKT, KKR, OWL
Q4 2025 5$351.1MVSAT, RKT, APO, OWL, KPLT
Q3 2025 3$311.5MVSAT, COOP, APO
Q2 2025 4$233.1MVSAT, APO, COOP, OMF
Q1 2025 4$175.9MCOOP, APO, VSAT, OMF
Q4 2024 3$153.2MAPO, COOP, OMF
Q3 2024 3$131.4MAPO, COOP, OMF
Q2 2024 3$116.9MAPO, COOP, OMF
Q1 2024 3$106.9MAPO, COOP, OMF