Skip to content
Disclosery

OCO Capital Partners, L.P.

Follow

13F filer, CIK 1764525, New York, NY

OCO Capital Partners, L.P. reported $407,941,250 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002109

Period
2026-03-31
Reported value
$408M
Holdings
9
Top 10 weight
100%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KKRnew+235,000$21.7M
OWLadded+1,408,238$12.9M
ARESnew+87,500$9.55M
APOadded+75,000$8.36M
AFRMnew+150,000$6.87M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VSATreduced-1,450,000-$66.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002109, largest first. % of portfolio is the value over $380,191,250, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,750,000 shares; 2025Q2: 6,000,000 shares; 2025Q3: 6,000,000 shares; 2025Q4: 5,950,000 shares; 2026Q1: 4,500,000 shares 4,500,000$206M54.21%-1,450,000Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 325,169 shares; 2025Q2: 410,000 shares; 2025Q3: 425,000 shares; 2025Q4: 450,000 shares; 2026Q1: 525,000 shares 525,000$58.5M15.39%+75,000Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,550,000 shares; 2026Q1: 4,000,000 shares 4,000,000$57M14.99%+450,000Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235,000 shares 235,000$21.7M5.72%newTimeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791,762 shares; 2026Q1: 2,200,000 shares 2,200,000$20.1M5.28%+1,408,238Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,500 shares 87,500$9.55M2.51%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,000 shares 150,000$6.87M1.81%newTimeline
KPLTKATAPULT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$353K0.09%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
KKRKKR & CO INC COMcall300,000$27.8Mnew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SBUXSTARBUCKS CORP2,000,000$168Mput

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002109 base2026-05-15acceptance time not in the bulk data set