OCO Capital Partners, L.P.

New York, NY · CIK 1764525 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 2018 · limited partnership

As an employer

$569.0m reported value +49.7% vs Q1 2026

5positions

100.0%in top 10

0 new 3 added 1 reduced 3 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VIASAT INC COM VSAT	VSAT	3,900,000	$350.3m61.56%	61.56%	Reduced -600.0k	-600,000 -13.3%
2	ROCKET COS INC COM CL A RKT	RKT	5,750,000	$90.6m15.92%	15.92%	Added +1.8m	+1,750,000 43.8%
3	BLUE OWL CAPITAL INC COM CL A OWL	OWL	7,375,000	$64.5m11.34%	11.34%	Added +5.2m	+5,175,000 235.2%
4	APOLLO GLOBAL MGMT INC COM APO	APO	535,000	$63.3m11.12%	11.12%	Added +10.0k	+10,000 1.9%
5	KATAPULT HOLDINGS INC COM NEW KPLT	KPLT	50,000	$330.5k0.06%	0.06%	Unchanged

Security	Ticker	Shares held before	Value then
KKR & CO INC KKR	KKR	235,000	$21.7m235.0k shares
ARES MANAGEMENT CORPORATION ARES	ARES	87,500	$9.5m87.5k shares
AFFIRM HLDGS INC AFRM	AFRM	150,000	$6.9m150.0k shares