Skip to content

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

Similar metrics at other companies

Capital Southwest logo
CSWCSouthwest — Cost
$433.47M+36.6%
Golub Capital logo
GBDCSouthwest — Amortized Cost
$1.04B-4.1%
Capital Southwest logo
CSWCSouthwest — Investments at fair value
$446.24M+37.7%
Main Street Capital logo
MAINSouthwest — Investments at fair value:
$1.06B+5.7%
Golub Capital logo
GBDCSouthwest — Investments, at fair value
$977.98M-8.0%
Capital Southwest logo
CSWCSouthwest — Percentage of Net Assets at Fair Value
44.1%+7.4pp

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$1B-17.1%
Enterprise value$2.43B-4.6%
P/E20.2×-114×

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:InvestmentOwnedAtCost.

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

Ask your AI about Oaktree Specialty Lending's southwest — investment owned, at cost.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

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.