Oaktree Specialty Lending Corporation (OCSL)
Technology · NasdaqGS · US
Fundamentals
Valuation and ratings
Oaktree Specialty Lending Corporation trades at USD12.43. We do not hold enough of the inputs to run a discounted cash flow on this company, so we publish no fair value for it rather than a number we would not defend.
About Oaktree Specialty Lending Corporation
Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies. The firm invest in companies having enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
OCSL passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
6 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Howard Marks, OAKTREE CAPITAL MANAGEMENT LP$20.93M · 0.3% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$9.98M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$3.86M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$403.1K · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$313.3K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Which funds own OCSL?
6 of the institutions we track reported a position in OCSL in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.