Oco Capital Partners, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Oco Capital Partners, L.P. disclosed 8 US equity positions worth $380.2m in its Q1 2026 13F filing. The largest position was VSAT at 54.2% of the reported book, followed by APO and RKT.
What did Oco Capital Partners, L.P. own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VSAT VIASAT INC | Technology | 54.2% | $206.1m | 4,500,000 | – | |
| 2 | APO APOLLO GLOBAL MGMT INC | Financial Services | 15.4% | $58.5m | 525,000 | – | |
| 3 | RKT ROCKET COS INC | Financial Services | 15.0% | $57.0m | 4,000,000 | – | |
| 4 | KKR KKR & CO INC | Financial Services | 5.7% | $21.7m | 235,000 | – | |
| 5 | OWL BLUE OWL CAPITAL INC | Financial Services | 5.3% | $20.1m | 2,200,000 | – | |
| 6 | ARES ARES MANAGEMENT CORPORATION | Financial Services | 2.5% | $9.5m | 87,500 | – | |
| 7 | AFRM AFFIRM HLDGS INC | Financial Services | 1.8% | $6.9m | 150,000 | – | |
| 8 | KPLT KATAPULT HOLDINGS INC | 0.1% | $353.0k | 50,000 | – |
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.