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OCO Capital Partners, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$233M
+32.5%
Holdings
4
New Purchases
0
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VSAT 37.59% 22.22% +15.37% $88M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COOP 24.01% 32.32% -8.31% $56M
OMF 13.45% 20.15% -6.70% $31M
APO 24.96% 25.32% -0.36% $58M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $202M 86.5%
Mid Cap 1 $31M 13.5%

Portfolio Analytics

Avg Market Cap
$26.0B
Median Market Cap
$11.8B
Avg P/E
23.6
Median P/E
27.5
Avg Dividend Yield
0.03%
Avg Beta
1.38
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VSAT 37.59% 6,000,000 $88M $14.60 $49M +2,250,000 +60.0%
2 APO 24.96% 410,000 $58M $141.87 $14M +84,831 +26.1%
3 COOP 24.01% 375,000 $56M $149.21 -$885K -100,243 -21.1%
4 OMF 13.45% 550,000 $31M $57.00 -$4M -175,000 -24.1%
View SEC EDGAR Filings for OCO Capital Partners, L.P. →

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