1y return+187.0%S&P 500 +20.9%
3y return+522.6%S&P 500 +68.5%
5y return+552.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $1,338 against $232 in the S&P 500.2
OCO Capital Partners, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VSATViasat Inc | $350.3M | 61.6% | −13.3% |
| RKTRocket Cos Inc | $90.6M | 15.9% | +43.8% |
| OWLBlue Owl Capital Inc | $64.5M | 11.3% | +235.2% |
| APOApollo Global Mgmt Inc | $63.3M | 11.1% | +1.9% |
| KPLTKatapult Holdings Inc | $330K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VSATViasat Inc | March 31, 2025 | +761.9% | $350.3M |
| APOApollo Global Mgmt Inc | March 31, 2022 | +90.9% | $63.3M |
| KPLTKatapult Holdings Inc | December 31, 2025 | +2.3% | $330K |
| RKTRocket Cos Inc | December 31, 2025 | −18.6% | $90.6M |
| OWLBlue Owl Capital Inc | December 31, 2025 | −41.4% | $64.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +55.8% | +14.8% |
| March 31, 2026 | +8.5% | −4.6% |
| December 31, 2025 | +16.2% | +2.4% |
| September 30, 2025 | +46.1% | +7.8% |
| June 30, 2025 | +21.2% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | +16.6% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +18.3% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | +11.8% | −3.6% |
| June 30, 2023 | +19.9% | +8.3% |
| March 31, 2023 | −2.7% | +7.0% |
| December 31, 2022 | +17.3% | +7.1% |
| September 30, 2022 | −3.7% | −5.3% |
| June 30, 2022 | −29.3% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | +7.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: OCO Capital Partners, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1764525&type=13F-HR&dateb=&owner=include&count=40CIK 1764525
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1764525/000117266126002808/Filed July 27, 2026 · accession 0001172661-26-002808