OCO Capital Partners, L.P.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), OCO Capital Partners, L.P. reported 4 stock positions worth $175.9 million. Its top holding was Mr Cooper (COOP) at 32.3% of the portfolio, followed by Apollo Global Management (APO, 25.3%) and Viasat (VSAT, 22.2%). Compared with Q4 2024, it opened 1 new position and reduced 3. The biggest buy was a new position in Viasat (VSAT) and the biggest sale Apollo Global Management (APO, shares −19%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764525
Portfolio Value
$175.9M (Q1 2025)
SEC Filing
0001172661-25-001946 ↗ filed May 15, 2025

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 $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 4 stocks · $175.9M
COOP Mr Cooper Group Inc. 32.32% 475,243 $56.8M Reduce -5.0%
APO Apollo Global Management Inc. 25.32% 325,169 $44.5M Reduce -18.7%
VSAT Viasat Inc. 22.22% 3,750,000 $39.1M New
OMF Onemain Holdings Inc. 20.15% 725,000 $35.4M Reduce -3.3%

Portfolio Sells Q4 2024 → Q1 2025
APO Apollo Global Management Inc. Reduce -18.7% 25.32% −17.81
OMF Onemain Holdings Inc. Reduce -3.3% 20.15% −5.38
COOP Mr Cooper Group Inc. Reduce -5.0% 32.32% +0.98

Portfolio Buys Q4 2024 → Q1 2025
VSAT Viasat Inc. New 22.22% +22.22

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