OCO Capital Partners, L.P.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), OCO Capital Partners, L.P. reported 3 stock positions worth $311.5 million. Its top holding was Viasat (VSAT) at 56.4% of the portfolio, followed by Mr Cooper (COOP, 25.4%) and Apollo Global Management (APO, 18.2%). Compared with Q2 2025, it sold out of 1 and added to 1. The biggest buy was Apollo Global Management (APO, shares +4%) and the biggest sale an exit from Onemain (OMF).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001764525
- Portfolio Value
- $311.5M (Q3 2025)
- SEC Filing
- 0001172661-25-004815 ↗ filed Nov 14, 2025
Holdings Value
Holdings 3 stocks · $311.5M
Portfolio Sells Q2 2025 → Q3 2025
| OMF Onemain Holdings Inc. | Sold out | 0.00% | −13.45 |
Portfolio Buys Q2 2025 → Q3 2025
| APO Apollo Global Management Inc. | Add +3.7% | 18.18% | −6.77 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $569.0M | VSAT, RKT, OWL, APO, KPLT |
| Q1 2026 | 8 | $380.2M | VSAT, APO, RKT, KKR, OWL |
| Q4 2025 | 5 | $351.1M | VSAT, RKT, APO, OWL, KPLT |
| Q3 2025 | 3 | $311.5M | VSAT, COOP, APO |
| Q2 2025 | 4 | $233.1M | VSAT, APO, COOP, OMF |
| Q1 2025 | 4 | $175.9M | COOP, APO, VSAT, OMF |
| Q4 2024 | 3 | $153.2M | APO, COOP, OMF |
| Q3 2024 | 3 | $131.4M | APO, COOP, OMF |
| Q2 2024 | 3 | $116.9M | APO, COOP, OMF |
| Q1 2024 | 3 | $106.9M | APO, COOP, OMF |