What does equity method investments mean?

Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

Oaktree Specialty Lending (OCSL) Equity Method Investments

Screener

Equity Method Investments at other companies

Ares CapitalARCC

$13.1M-77.0%

Main Street CapitalMAIN

$5.67B—

FS KKR Capital Corp.FSK

$2.6M+44.4%

Blue Owl CapitalOBDC

$15.34B-13.3%

MidCap Financial Investment CorporationMFIC

$48K-99.3%

Sixth Street Specialty LendingTSLX

$3.31B-2.9%

Segments

By geography

See full

Northeast$975M+2.4%

Midwest$494.45M0.0%

Southeast$401.1M+5.5%

International$314.4M+7.6%

West$253.33M-20.4%

Southwest$177.07M-35.0%

Other financials

Income statement

See full

Net income-$18.9M+47.9%

EPS (diluted)-$0.21+50.0%

Balance sheet

See full

Cash & equivalents$51.3M-52.6%

Total debt$1.5B+2.3%

Total equity$1.4B-6.3%

Total assets$2.9B-6.0%

Cash flow

See full

Operating cash flow$130.7M+111%

Valuation

See full

Market cap$1.14B-3.7%

Enterprise value$2.57B+0.7%

P/E23×-2.6×

Returns & leverage

See full

Return on equity3.5%+2.9pp

Debt / equity1.1×+0.1×

Where this comes from

Reported directly by Oaktree Specialty Lending in its filing.

Tagged under the XBRL concept us-gaap:InvestmentOwnedAtFairValue.

The source filing: Oaktree Specialty Lending’s 10-Q, filed May 5, 2026.

Filed: May 4, 2026, 8:00 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q1 2026
Accession: 0001414932-26-000012

Line item	March 31, 2026 (unaudited)	September 30, 2025
Control investments (cost March 31, 2026: $378,041; cost September 30, 2025: $377,709)	$210,855	$227,748
Affiliate investments (cost March 31, 2026: $78,141; cost September 30, 2025: $58,344)	73,337	54,999
Non-control/Non-affiliate investments (cost March 31, 2026: $2,611,720; cost September 30, 2025: $2,639,069)	2,482,175	2,565,035
Total investments at fair value (cost March 31, 2026: $3,067,902; cost September 30, 2025: $3,075,122)	2,766,367	2,847,782
Cash and cash equivalents	51,261	79,630
Interest, dividends and fees receivable	22,886	31,868
Due from portfolio companies	297	3,186
Receivables from unsettled transactions	20,515	4,949

Item 1. Consolidated Financial Statements.

FAQ

What is Oaktree Specialty Lending's equity method investments?: Oaktree Specialty Lending (OCSL) reported equity method investments of $2.77B in Q1 2026.
What does equity method investments mean?: Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.