OCO Capital Partners, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
OCO Capital Partners, L.P. disclosed 4 US equity positions worth $233.1m in its Q2 2025 13F filing. The largest position was VSAT at 37.6% of the reported book, followed by APO and 07WA. Against the Q1 2025 filing, it opened 0 new positions, added to 2 and reduced 2 among the top 4 holdings.
What did OCO Capital Partners, L.P. own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VSAT VIASAT INC | Technology | 37.6% | $87.6m | 6,000,000 | 60% | added |
| 2 | APO APOLLO GLOBAL MGMT INC | Financial Services | 25.0% | $58.2m | 410,000 | 26% | added |
| 3 | 07WA MR COOPER GROUP INC | 24.0% | $56.0m | 375,000 | -21% | reduced | |
| 4 | OMF ONEMAIN HLDGS INC | Financial Services | 13.5% | $31.4m | 550,000 | -24% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.