OCO Capital Partners
OCO Capital Partners reported 5 stocks worth $569M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are VSAT (61.6%), RKT (15.9%) and OWL (11.3%). Compared with Q1 2026, the fund added to RKT, OWL and APO, trimmed VSAT and sold out of KKR, ARES and AFRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VSAT Viasat Inc | $350M | 61.6% | 3.9M | −600K (−13%) | 6 of 8 | |
| 2 |  RKT Rocket Companies Cla A | $90.6M | 15.9% | 5.8M | +1.8M (+44%) | 3 of 8 | |
| 3 |  OWL Blue Owl Capital Inc | $64.5M | 11.3% | 7.4M | +5.2M (+235%) | 3 of 8 | |
| 4 |  APO Apollo Global Mgmt Inc | $63.3M | 11.1% | 535K | +10K (+2%) | 8 of 8 | |
| 5 |  KPLT Katapult Holdings Inc | $331K | 0.1% | 50K | No change | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →OCO Capital Partners 13F FAQ
What does OCO Capital Partners own?
OCO Capital Partners reported 5 stocks worth $569M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are VSAT (61.6%), RKT (15.9%) and OWL (11.3%). The table above lists every position in the filing (the top 10 without an account).
What did OCO Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 3 added to, 1 trimmed and 3 sold out. It sold all of KKR, ARES and AFRM.
When will OCO Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is OCO Capital Partners's portfolio worth?
The Q2 2026 filing reports $569M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.