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Oaktree Specialty Lending OCSL Southwest — Investments at fair value

Other geography segments

Northeast
$975M+2.4%
Midwest
$494.45M0.0%
Southeast
$401.1M+5.5%
International
$314.4M+7.6%
West
$253.33M-20.4%
South
$138.27M-24.6%
Northwest
$12.75M—

Similar metrics at other companies

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 — Fair Value:
12.3%-0.4pp
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
Capital Southwest logo
CSWCSouthwest — Percentage of Total Portfolio at Fair Value
0.7%—

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

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: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 southwest — investments at fair value?
Oaktree Specialty Lending (OCSL) reported southwest — investments at fair value of $177.07M in Q1 2026.
How has Oaktree Specialty Lending's southwest — investments at fair value changed year-over-year?
Oaktree Specialty Lending's southwest — investments at fair value decreased by 35.0% year-over-year, from $272.42M to $177.07M.
What is the long-term trend for Oaktree Specialty Lending's southwest — investments at fair value?
Over 2 years (2023 to 2025), Oaktree Specialty Lending's southwest — investments at fair value has grown at a 18.2% compound annual growth rate (CAGR), from $698.85M to $976.24M.
What does southwest — investments at fair value mean?
This metric reflects the current market valuation of all investment assets held in the Southwest segment, adjusted for credit quality and market conditions. It provides a real-time view of the portfolio's worth, which is essential for calculating net asset value and assessing the performance of regional lending activities. Investors use this to understand the current economic value of the segment's holdings compared to their original cost.