OCO Capital Partners, L.P.
OCO Capital Partners, L.P., managed by Samuel Francis Martini, reported 5 positions worth $568.98M in its 2026 Q2 13F filing: 0 new and 3 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +233.6% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +21.2% | +11.4% |
| 2025 Q3 | +46.1% | +7.6% |
| 2025 Q4 | +11.5% | +3.1% |
| 2026 Q1 | +8.5% | -5.8% |
| 2026 Q2 | +55.8% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| VSAT | VIASAT INC | $350.26M | 61.60% | -13.3% |
| RKT | ROCKET COS INC | $90.56M | 15.90% | +43.8% |
| OWL | BLUE OWL CAPITAL INC | $64.53M | 11.30% | +235.2% |
| APO | APOLLO GLOBAL MGMT INC | $63.30M | 11.10% | +1.9% |
| KPLT | KATAPULT HOLDINGS INC | $330.50K | 0.06% | NO CHANGE |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.