Arbo · 13F Signal Engine

☆OAK HILL ADVISORS LP

CIK 0001164688 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe

Quality Q

0.873

AUM ($M)

701

Positions

Turnover

0.13

Top-10 wt

99%

Herfindahl

0.258

History (qtrs)

Excess Return

-34.7%

No AI Eval requested yet for this fund.

Ticker	Name	Activity	Security Type	Weight	Δ Weight	Value ($M)	Shares	Δ Shares	Qtrs Held	Excess Return
☆VAL funds ›	VALARIS LTD	TRIM	—	40.5%	-13.1%	283.6	3,905,782	-886,197	5	—
☆CUSIP:N3144W105 funds ›	EXPRO GROUP HOLDINGS NV	TRIM	—	24.4%	+0.7%	171.1	11,584,789	-360,067	5	—
☆FSK funds ›	FS KKR CAP CORP	ADD	—	17.0%	+6.6%	119.4	11,371,693	+2,395,866	3	-34.9%
☆FSSL funds ›	FS SPECIALTY LENDING FD	ADD	—	4.6%	+0.6%	32.0	2,872,108	+105,831	3	-34.6%
☆IHRT funds ›	IHEARTMEDIA INC	ADD	—	3.8%	+2.2%	26.6	6,200,000	+1,319,470	5	—
☆SABR funds ›	SABRE CORP	HOLD	—	3.0%	+1.4%	21.3	10,177,079	+0	5	—
☆JQC funds ›	NUVEEN CR STRATEGIES INCOME	HOLD	—	2.3%	+0.5%	16.0	3,301,932	+0	5	—
☆EBS funds ›	EMERGENT BIOSOLUTIONS INC	HOLD	—	1.3%	+0.3%	9.3	1,113,338	+0	5	—
☆HYT funds ›	BLACKROCK CORPOR HI YLD FD I	HOLD	—	1.3%	+0.3%	9.2	1,070,395	+0	5	—
☆DSU funds ›	BLACKROCK DEBT STRATEGIES FD	HOLD	—	0.8%	+0.2%	5.6	578,922	+0	5	—
☆EVV funds ›	EATON VANCE LIMITED DURATION	HOLD	—	0.5%	+0.1%	3.7	390,403	+0	5	—
☆CTEV funds ›	CLARITEV CORPORATION	HOLD	—	0.4%	+0.3%	3.1	91,773	+0	5	—

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.

Period	AUM ($M)	Positions	Turnover	Top-10 wt	Herfindahl	Quality Q	Skill	Universe
2026Q2	701	12	0.13	99%	0.258	0.873	—	in
2026Q1	878	12	0.18	99%	0.356	0.846	—	in
2025Q4	613	13	0.17	98%	0.242	0.786	—	in
2025Q3	480	12	0.08	99%	0.330	0.880	—	in
2025Q2	399	12	0.17	99%	0.332	0.782	—	entered
2025Q1	472	14	0.00	99%	0.259	0.000	—	out

Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status