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OAK HILL ADVISORS LP

Q2 2025 · Filed 2025-08-14
Market Value
$397M
+1.7%
Holdings
12
New Purchases
0
Added To
4
Closed
1
Reduced
5
Top 10 Concentration
99.8%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VAL 50.85% 48.18% +2.67% $202M
EBS 2.76% 1.39% +1.37% $11M
SABR 8.10% 7.33% +0.78% $32M
CTEV 1.04% 0.46% +0.58% $4M
IHRT 2.16% 2.06% +0.10% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XPRO 25.70% 30.90% -5.20% $102M
JQC 4.48% 4.58% -0.10% $18M
CMLSQ 0.00% 0.06% -0.06% $0
DSU 1.54% 1.60% -0.06% $6M
HYT 2.19% 2.22% -0.03% $9M
EVV 1.01% 1.03% -0.02% $4M
BRW 0.16% 0.18% -0.02% $640K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $202M 50.8%
Small Cap 9 $194M 49.0%
Micro Cap 2 $640K 0.2%

Portfolio Analytics

Avg Market Cap
$1.2B
Median Market Cap
$589M
Avg P/E
14.5
Median P/E
11.6
Avg Dividend Yield
0.06%
Avg Beta
0.98
# Stocks
7
# ETFs / Funds
5

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VAL 50.85% 4,791,979 $202M $42.11 $14M +2,997 +0.1%
2 XPRO 25.70% 12,140,755 $102M $8.40 -$19M +7,748 +0.1%
3 SABR 8.10% 10,177,079 $32M $3.16 $4M
4 JQC 4.48% 3,301,932 $18M $5.39 -$92K -3,348,320 -50.4%
5 EBS 2.76% 3,613,338 $11M $3.03 $6M +2,500,000 +224.6%
6 HYT 2.19% 891,998 $9M $9.75 $16K -14,118 -1.6%
7 IHRT 2.16% 4,880,530 $9M $1.76 $537K
8 DSU 1.54% 578,922 $6M $10.56 -$119K -18,082 -3.0%
9 CTEV 1.04% 91,773 $4M $45.13 $2M +4,310 +4.9%
10 EVV 1.01% 390,403 $4M $10.26 -$22K -13,201 -3.3%
11 BRW 0.16% 79,343 $640K $8.06 -$65K -11,489 -12.7%
12 CMLSQ —% -$235K -531,813 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CMLSQ —%
View SEC EDGAR Filings for OAK HILL ADVISORS LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms