OCO Capital Partners, L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), OCO Capital Partners, L.P. reported 4 stock positions worth $233.1 million. Its top holding was Viasat (VSAT) at 37.6% of the portfolio, followed by Apollo Global Management (APO, 25.0%) and Mr Cooper (COOP, 24.0%). Compared with Q1 2025, it added to 2 and reduced 2. The biggest buy was Viasat (VSAT, shares +60%) and the biggest sale Mr Cooper (COOP, shares −21%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764525
Portfolio Value
$233.1M (Q2 2025)
SEC Filing
0001172661-25-003324 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $233.1M $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 · $233.1M
VSAT Viasat Inc. 37.59% 6,000,000 $87.6M Add +60.0%
APO Apollo Global Management Inc. 24.96% 410,000 $58.2M Add +26.1%
COOP Mr Cooper Group Inc. 24.01% 375,000 $56.0M Reduce -21.1%
OMF Onemain Holdings Inc. 13.45% 550,000 $31.4M Reduce -24.1%

Portfolio Sells Q1 2025 → Q2 2025
COOP Mr Cooper Group Inc. Reduce -21.1% 24.01% −8.31
OMF Onemain Holdings Inc. Reduce -24.1% 13.45% −6.70

Portfolio Buys Q1 2025 → Q2 2025
VSAT Viasat Inc. Add +60.0% 37.59% +15.37
APO Apollo Global Management Inc. Add +26.1% 24.96% −0.36

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