Investor
OCO Capital Partners, L.P.
CIK 0001764525 · filed 2026-05-15 · SEC filing
13F book
$407.9M
Positions
8
3 new · 0 sold
Largest name
50.5%
Viasat Inc · VSAT
Est. mark
$13.3M
Price effect on 5 names still held. Flow $15.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Viasat Inc | VSAT | 4.5M | $206.1M | 50.5% | $51M | Cut$1.06M |
| Apollo Global Mgmt Inc | — | 525K | $58.5M | 14.3% | −$15M | Added−$6.65M |
| Rocket Cos Inc | — | 4M | $57M | 14.0% | −$18.1M | Added−$11.7M |
| Kkr & Co Inc | — | 235K | $21.7M | 5.3% | — | New |
| Blue Owl Capital Inc | — | 2.2M | $20.1M | 4.9% | −$4.6M | Added$8.26M |
| Ares Management Corporation | — | 87.5K | $9.55M | 2.3% | — | New |
| Affirm Hldgs Inc | — | 150K | $6.87M | 1.7% | — | New |
| Katapult Holdings, Inc. | KPLT | 50K | $353K | 0.1% | $30K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.