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Oak Hill Advisors LP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1164688) · Explore on the interactive board

Oak Hill Advisors LP disclosed 12 US equity positions worth $700.9m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is VALARIS LTD at 40.5% of the reported book, followed by EXPRO GROUP HOLDINGS NV, FSK. The top ten holdings are 99.0% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 3, reduced 2 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$700.9mreported US equity book
12positions
40.5%largest position
99.0%top 10 weight
3.88effective positions (1/HHI)
2quarters on file since Q1 2026

What does Oak Hill Advisors LP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 3 added, 2 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 VALARIS LTD 40.5%$283.6m3,905,782 -18% reduced
2 EXPRO GROUP HOLDINGS NV 24.4%$171.1m11,584,789 -3% reduced
3 FSK FS KKR CAP CORP 17.0%$119.4m11,371,693 27% added
4 FS SPECIALTY LENDING FD 4.6%$32.0m2,872,108 4% added
5 IHRT IHEARTMEDIA INC 3.8%$26.6m6,200,000 27% added
6 SABR SABRE CORP Technology 3.0%$21.3m10,177,079 0% held
7 NUVEEN CR STRATEGIES INCOME 2.3%$16.0m3,301,932 0% held
8 EBS EMERGENT BIOSOLUTIONS INC Healthcare 1.3%$9.3m1,113,338 0% held
9 BLACKROCK CORPOR HI YLD FD I 1.3%$9.2m1,070,395 0% held
10 BLACKROCK DEBT STRATEGIES FD 0.8%$5.6m578,922 0% held
11 EATON VANCE LIMITED DURATION 0.5%$3.7m390,403 0% held
12 CTEV CLARITEV CORPORATION 0.4%$3.1m91,773 0% held

Sector mix

SectorWeight
Technology3.0%
Healthcare1.3%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202612$700.9m
Q1 202612$877.9m

How concentrated is Oak Hill Advisors LP's portfolio?

Across every quarter Oak Hill Advisors LP has filed, its median largest position is 47.0% of the book and its median top-ten weight is 99.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).