Nordwand Advisors, LLC OCSL — OAKTREE SPECIALTY LENDING CORP COM

Ownership history in Nordwand Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

Nordwand Advisors, LLC reported OAKTREE SPECIALTY LENDING CORP COM (OCSL) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.52% in 2024 Q2. The latest visible filing shows OCSL at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OCSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nordwand Advisors, LLC's position in OAKTREE SPECIALTY LENDING CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OCSL was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OCSL stock page Nordwand Advisors, LLC fund profile Nordwand Advisors, LLC full holdings
How Nordwand Advisors, LLC held OCSL — position size vs. price
% of Fund (quarterly)    OCSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 29.4% +0.7% ❌ 39,776 -16,535 -29.4% 0.08% $519K 2025-10-29 $13.12
2025 Q2 REDUCED — — — 56,311 -1,205 -2.1% 0.12% $769K 2025-08-11 $12.23
2025 Q1 UNCHANGED — — — 57,516 — 0% 0.33% $883K 2025-05-12 $12.36
2024 Q4 REDUCED 8.5% +3.7% ❌ 57,516 -5,340 -8.5% 0.36% $879K 2025-02-07 $13.24
2024 Q3 UNCHANGED — — — 62,856 — 0% 0.27% $1.0M 2024-11-01 $13.19
2024 Q2 UNCHANGED — — — 62,856 — 0% 0.52% $1.2M 2024-08-05 $12.56
2024 Q1 UNCHANGED — — — 62,856 — 0% 0.48% $1.2M 2024-05-06 $14.90
2023 Q4 ADDED — — — 62,856 +8,000 +14.6% 0.34% $1.3M 2024-02-08 $14.85
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OCSL

As of 2026 Q1 — sorted by position size

Beach Point Capital Management LP 3Y 7Y 4.94% Triad Investment Management 3Y 7Y 2.57% Muzinich & Co., Inc. 3Y 7Y 1.32% SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.75% Old Port Advisors 3Y 7Y 0.55% Significant Wealth Partners LLC 0.53% Plan Group Financial, LLC 3Y 0.43% United Advisor Group, LLC 0.4% Tortuga Wealth Management, Inc 0.25% Naviter Wealth, LLC 3Y 0.23%

FAQ About Nordwand Advisors, LLC and OCSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nordwand Advisors, LLC reported owning OCSL?

Nordwand Advisors, LLC reported OCSL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OCSL position in Nordwand Advisors, LLC's portfolio?

The largest reported portfolio weight for OCSL was 0.52% in 2024 Q2.

What is the latest reported OCSL position on this page?

The most recent filing on this page is 2025 Q3, when Nordwand Advisors, LLC reported 39,776 shares, equal to 0.08% of portfolio, with an estimated market value of $519K.

What does the chart on this OCSL ownership page compare?

The chart compares Nordwand Advisors, LLC's quarterly OCSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nordwand Advisors, LLC time their OCSL position?

Based on 13F filing dates vs. subsequent OCSL price moves, Nordwand Advisors, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on OCSL relative to SPY over the holding period was -20.1%.

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