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Oaktree Specialty Lending OCSL Southwest — Investment owned, at cost

Other geography segments

Northeast
$1.13B+6.0%
Midwest
$507.62M+0.5%
Southeast
$494.03M+5.1%
International
$309.9M+7.7%
West
$262.59M-17.7%
South
$143.18M-23.4%
Northwest
$13.66M—

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$12.93M+47.2%
MSD
MSDLCA — Investment Owned At Cost
$123.15M-22.9%

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

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Operating cash flow$130.7M+111%

Valuation

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Market cap$1.14B-3.7%
Enterprise value$2.57B+0.7%
P/E23×-2.6×

Returns & leverage

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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:InvestmentOwnedAtCost.

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
March 31, 2026September 30, 2025September 30, 2025 / % of Total Investments
507,618490,842%15.96%
494,026479,013%15.58%
309,901339,829%11.05%
262,592284,586%9.25%
209,083234,192%7.62%
143,179164,434%5.35%
13,6589,620%0.31%
$3,067,902$$3,075,122%100.00%

Item 1. Consolidated Financial Statements.

FAQ

What is Oaktree Specialty Lending's southwest — investment owned, at cost?
Oaktree Specialty Lending (OCSL) reported southwest — investment owned, at cost of $209.08M in Q1 2026.
How has Oaktree Specialty Lending's southwest — investment owned, at cost changed year-over-year?
Oaktree Specialty Lending's southwest — investment owned, at cost decreased by 25.7% year-over-year, from $281.29M to $209.08M.
What is the long-term trend for Oaktree Specialty Lending's southwest — investment owned, at cost?
Over 2 years (2023 to 2025), Oaktree Specialty Lending's southwest — investment owned, at cost has grown at a 16.0% compound annual growth rate (CAGR), from $754.91M to $1.02B.
What does southwest — investment owned, at cost mean?
This metric represents the total historical cost basis of all debt and equity investments held within the Southwest geographic segment. It serves as a baseline for evaluating the initial capital deployed into this specific region before accounting for subsequent fair value adjustments. Monitoring this figure helps investors track the scale and growth of the company's regional investment footprint over time.

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