Oco Capital Partners, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Oco Capital Partners, L.P. disclosed 5 US equity positions worth $569.0m in its Q2 2026 13F filing. The largest position was VSAT at 61.6% of the reported book, followed by RKT and OWL. Against the Q1 2026 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 5 holdings.
What did Oco Capital Partners, L.P. own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VSAT VIASAT INC | Technology | 61.6% | $350.3m | 3,900,000 | -13% | reduced |
| 2 | RKT ROCKET COS INC | Financial Services | 15.9% | $90.6m | 5,750,000 | 44% | added |
| 3 | OWL BLUE OWL CAPITAL INC | Financial Services | 11.3% | $64.5m | 7,375,000 | 235% | added |
| 4 | APO APOLLO GLOBAL MGMT INC | Financial Services | 11.1% | $63.3m | 535,000 | 2% | added |
| 5 | KPLT KATAPULT HOLDINGS INC | 0.1% | $330.5k | 50,000 | 0% | held |
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.