Howard Marks' Oaktree Capital Management increased its Oaktree Specialty Lending Corp (OCSL) position by 325% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 1.85M to 7.87M shares, worth about $94M, and from 0.35% to 1.77% of the reported portfolio.
What did the 2026 Q2 filing report for OCSL?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.85M | 7.87M |
| Shares added | +6.02M (325%) | |
| Reported value | $20.9M | $94M |
| Portfolio weight | 0.35% | 1.77% |
| Rank in portfolio | 13th of 51 |
How much did Howard Marks add to OCSL?
Howard Marks added 6.02M shares of OCSL during 2026 Q2, taking the stake from 1.85M to 7.87M. The reported value of the position rose by about $73.1M, from about $20.9M to about $94M.
Where does OCSL sit in the Howard Marks portfolio?
OCSL ranks 13th of 51 stock positions in the Howard Marks portfolio at 1.77%, above the fund's average stock position of 1%. The OCSL addition was the 8th largest of the quarter's 47 position changes by percent change to portfolio. The largest stock position is TRMD at 9.87%. Next come EXE at 8.99% and GTX at 5.18%. The three largest stocks together are 24.05% of the book. Across the 2026 Q2 portfolio, Howard Marks reported 51 stock positions, with 10 opened and 11 closed. The total portfolio value is about $5.3B, down 10% from the prior quarter.
How long has Howard Marks held OCSL?
Howard Marks first reported OCSL in the quarter ended December 31, 2017. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Howard Marks OCSL trade history page.
FAQ
How many OCSL shares did Howard Marks buy in 2026 Q2?
Howard Marks added 6.02M shares of OCSL, a 325% increase, to 7.87M shares.
What is the OCSL position of Howard Marks worth now?
The OCSL position of Howard Marks is worth about $94M at June 30, 2026 prices, 1.77% of the portfolio.
Is OCSL a top holding of Howard Marks?
OCSL ranks 13th of 51 stock positions in the Howard Marks portfolio, at 1.77%.