OCO Capital Partners, L.P.

Portfolio Overview

OCO Capital Partners, L.P. disclosed 5 positions worth $569.0M in its Form 13F-HR for Q2 2026, led by $VSAT (VIASAT INC) at 61.6% of the equity portfolio, followed by $RKT and $OWL. During the quarter the fund opened 0 new positions and exited 4 and a full exit from $KKR. The portfolio is most concentrated in Communication Services (61.6% of disclosed assets). All figures are sourced directly from OCO Capital Partners, L.P.’s Form 13F-HR filing with the SEC under CIK 1764525.

• 

  VIASAT INC

  $VSAT

  58.8#975

  Quality

  $350.3M3,900,000 sh
• 

  Rocket Companies, Inc.

  $RKT

  74.2#114

  Quality

  $90.6M5,750,000 sh
• 

  BLUE OWL CAPITAL INC.

  $OWL

  48.8#1,695

  Quality

  $64.5M7,375,000 sh
• 

  Apollo Global Management, Inc.

  $APO

  52.1

  Quality

  $63.3M535,000 sh
• 

  Katapult Holdings, Inc.

  $KPLT

  48.7

  Quality

  $330.5K50,000 sh

Company	Quality	Value	Shares
VIASAT INC$VSAT	58.8#975	$350.3M	3,900,000
Rocket Companies, Inc.$RKT	74.2#114	$90.6M	5,750,000
BLUE OWL CAPITAL INC.$OWL	48.8#1,695	$64.5M	7,375,000
Apollo Global Management, Inc.$APO	52.1	$63.3M	535,000
Katapult Holdings, Inc.$KPLT	48.7	$330.5K	50,000

Showing top 5 of 5 holdings.

Full Holdings — OCO Capital Partners, L.P. (Q2 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$VSAT	VIASAT INC	$350.3M	61.6%	-13%	58.8
2	$RKT	Rocket Companies, Inc.	$90.6M	15.9%	+44%	74.2
3	$OWL	BLUE OWL CAPITAL INC.	$64.5M	11.3%	+235%	48.8
4	$APO	Apollo Global Management, Inc.	$63.3M	11.1%	+2%	52.1
5	$KPLT	Katapult Holdings, Inc.	$330,500	0.1%	+0%	48.7