Comparable stake leader
Oaktree Capital I, L.P.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001414932.
Comparable stake leader
Oaktree Capital I, L.P.
Disclosed value leader
Oaktree Capital I, L.P.
Comparable rows
50/50
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Oaktree Capital I, L.P. |
13D/G
Oaktree Capital Holdings, LLC
|
8.6%
|
$109,633,495
7,524,605 shares
|
$0 | 03 Feb 2025 |
| Craig A. Jacobson |
3/4/5
Director
|
0.08%
|
$960,939
71,667 shares
|
— | 06 May 2025 |
| Deborah Ann Gero |
3/4/5
Director
|
0.03%
|
$263,123
24,411 shares
|
+$21,558 | 16 Mar 2026 |
| Phyllis R. Caldwell |
3/4/5
Director
|
0.03%
|
$253,095
23,500 shares
|
+$66,501 | 16 Mar 2026 |
| Armen Panossian |
3/4/5
Chief Executive Officer and Co-Chief Investment Officer
|
0.02%
|
$293,748
20,789 shares
|
— | 07 May 2025 |
| PRIVATE MANAGEMENT GROUP INC |
13F
Company
|
4.2%
|
$42,052,882
3,721,494 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
2.9%
|
$28,948,395
2,561,804 shares
|
— | 31 Mar 2026 |
| BRUNI J V & CO /CO |
13F
Company
|
2.8%
|
$28,225,976
2,497,874 shares
|
— | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$88,059.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 4,500 | 0 | $48,483 | $0 | +$48,483 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 3,000 | 0 | $39,576 | $0 | +$39,576 |
Reporting owners
Showing 1-11 of 11 reporting-owner rows connected to Oaktree Specialty Lending Corp. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Leonard M. Tannenbaum | Other* | $299,508,516 | Mixed | 28 Dec 2021 | ||
| Craig A. Jacobson | Director | $960,939 | Filing P/S | 06 May 2025 | ||
| Mathew Pendo | President | $837,591 | Filing P/S | 24 Feb 2025 | ||
| Armen Panossian | Chief Executive Officer and Co-Chief Investment Officer | $293,748 | Filing P/S | 07 May 2025 | ||
| Deborah Ann Gero | Director | $263,123 | +$21,558 | +8.9% | Filing P/S | 16 Mar 2026 |
| Phyllis R. Caldwell | Director | $253,095 | +$66,501 | +36% | Filing P/S | 16 Mar 2026 |
| Matthew Stewart | Chief Operating Officer | $174,024 | Filing P/S | 23 Mar 2023 | ||
| Raghav Khanna | Co-Chief Investment Officer | $95,700 | Filing P/S | 24 Feb 2025 | ||
| Christopher McKown | Chief Financial Officer and Treasurer | $91,656 | Mixed | 17 Mar 2023 | ||
| Ashley Pak | Chief Compliance Officer | $34,565 | Mixed | 09 Mar 2023 | ||
| Brett McKeone | Chief Operating Officer | Mixed | 31 Dec 2025 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Phyllis R. Caldwell | OCSL | Common Stock, par value $0.01 per share | Purchase | 11.9% | $26,925 | $10.77 | 2,500 | 23,500 | 16 Mar 2026 | Direct |
| Deborah Ann Gero | OCSL | Common Stock, par value $0.01 per share | Purchase | 8.92% | $21,558 | $10.78 | 2,000 | 24,411 | 16 Mar 2026 | Direct |
| Phyllis R. Caldwell | OCSL | Common Stock, par value $0.01 per share | Purchase | 16.7% | $39,576 | $13.19 | 3,000 | 21,000 | 15 Sep 2025 | Direct |