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

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

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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

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Net income-$18.9M+47.9%

EPS (diluted)-$0.21+50.0%

Balance sheet

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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

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Market cap$1B-16.8%

Enterprise value$2.43B-4.4%

P/E20.2×-113×

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 official record: Oaktree Specialty Lending’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

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.