OCO Capital Partners, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), OCO Capital Partners, L.P. reported 3 stock positions worth $106.9 million. Its top holding was Apollo Global Management (APO) at 42.1% of the portfolio, followed by Mr Cooper (COOP, 36.4%) and Onemain (OMF, 21.5%). Compared with Q4 2023, it sold out of 1, added to 1 and reduced 2. The biggest buy was Onemain (OMF, shares +6%) and the biggest sale Apollo Global Management (APO, shares −62%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764525
Portfolio Value
$106.9M (Q1 2024)
SEC Filing
0001172661-24-002360 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $106.9M $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 Q2 2026

Holdings 3 stocks · $106.9M
APO Apollo Global Management Inc. 42.06% 400,000 $45.0M Reduce -61.9%
COOP Mr Cooper Group Inc. 36.44% 500,000 $39.0M Reduce -28.6%
OMF Onemain Holdings Inc. 21.50% 450,000 $23.0M Add +5.9%

Portfolio Sells Q4 2023 → Q1 2024
APO Apollo Global Management Inc. Reduce -61.9% 42.06% −16.74
CUROQ Curo Oldco LLC Sold out 0.00% −1.25
COOP Mr Cooper Group Inc. Reduce -28.6% 36.44% +9.05

Portfolio Buys Q4 2023 → Q1 2024
OMF Onemain Holdings Inc. Add +5.9% 21.50% +8.93

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