Oco Capital Partners, L.P. Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Oco Capital Partners, L.P. disclosed 5 stock positions valued at approximately $568.98M as of quarter-end June 30, 2026. The largest holdings include VIASAT INC, ROCKET COS INC, and BLUE OWL CAPITAL INC.

Report Period
June 30, 2026
No. of Stocks
5
Portfolio Value
$568.98M
Holdings by Sector
Oco Capital Partners, L.P. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VIASAT INCVSATTechnology61.56%3,900,000-600,000-13.33%$350,259,000
ROCKET COS INCRKTFinancial Services15.92%5,750,000+1,750,000+43.75%$90,562,500
BLUE OWL CAPITAL INCOWLFinancial Services11.34%7,375,000+5,175,000+235.23%$64,531,250
APOLLO GLOBAL MGMT INCAPOFinancial Services11.12%535,000+10,000+1.90%$63,295,850
KATAPULT HOLDINGS INCKPLTTechnology0.06%50,000--$330,500
Showing 5 of 5 holdings in the latest reporting period.