SEC 13F Intelligence

Claret Asset Management Corp / OCSL

Claret Asset Management Corp’s Oaktree Specialty Lending Position

Does Claret Asset Management Corp own Oaktree Specialty Lending (OCSL)? Yes1.67M shares worth $19M (+2.25% of its 13F portfolio) as of Q1 2026, up from 1.66M shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
1.67M
% of Portfolio
+2.25%
Quarters Held
13
currently held

Position History OCSL

Reported value by quarter
Q1 ’23: $20MQ1 ’23Q2 ’23: $22MQ3 ’23: $23MQ3 ’23Q4 ’23: $24MQ1 ’24: $23MQ1 ’24Q2 ’24: $24MQ3 ’24: $24MQ3 ’24Q4 ’24: $23MQ1 ’25: $23MQ1 ’25Q2 ’25: $23MQ3 ’25: $22MQ3 ’25Q4 ’25: $21MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.67M$19M+2.25%
Q4 20251.66M$21M+2.46%
Q3 20251.69M$22M+2.63%
Q2 20251.70M$23M+3.01%
Q1 20251.52M$23M+3.37%
Q4 20241.50M$23M+3.61%
Q3 20241.48M$24M+3.96%
Q2 20241.25M$24M+4.18%
Q1 20241.19M$23M+3.94%
Q4 20231.16M$24M+4.23%
Q3 20231.13M$23M+4.47%
Q2 20231.14M$22M+4.30%
Q1 20231.09M$20M+4.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Claret Asset Management Corp’s full portfolio or all institutional holders of OCSL.