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10-Q Filing

BROOKFIELD OAKTREE HOLDINGS, LLC CIK: 1403528 Q2 2020
Filing Information
Form Type 10-Q
Accession Number 0001403528-20-000017
Period End Date 20200630
Filing Date 20200807
Fiscal Year 2020
Fiscal Period Q2
XBRL Instance oak-20200630_htm.xml
Balance Sheet 34 line items
Line Item Tag Value Unit Period
Receivable for securities sold AccountsReceivableNet $45.84M USD Point-in-time
Receivable for securities sold AccountsReceivableNet $65.35M USD Point-in-time
Derivative assets, at fair value DerivativeAssets $452.00K USD Point-in-time
Total assets Assets $9.26B USD Point-in-time
Total assets Assets $8.62B USD Point-in-time
Operating lease liabilities OperatingLeaseLiability $43.61M USD Point-in-time
Derivative liabilities, at fair value DerivativeLiabilities $4.25M USD Point-in-time
Derivative liabilities, at fair value DerivativeLiabilities $2.34M USD Point-in-time
Total liabilities Liabilities $6.65B USD Point-in-time
Total liabilities Liabilities $6.70B USD Point-in-time
Commitments and contingencies (Note 17) CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies (Note 17) CommitmentsAndContingencies - USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $391.29M USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $866.22M USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $1.09B USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $961.62M USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $750.30M USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $777.69M USD Point-in-time
Retained earnings (accumulated deficit) RetainedEarningsAccumulatedDeficit $-36.47M USD Point-in-time
Retained earnings (accumulated deficit) RetainedEarningsAccumulatedDeficit $51.53M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-3.50M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-6.53M USD Point-in-time
Unitholders capital attributable to Oaktree Capital Group, LLC StockholdersEquity $1.14B USD Point-in-time
Unitholders capital attributable to Oaktree Capital Group, LLC StockholdersEquity $1.20B USD Point-in-time
Non-controlling interests in consolidated subsidiaries NonredeemableNoncontrollingInterest $445.75M USD Point-in-time
Non-controlling interests in consolidated subsidiaries NonredeemableNoncontrollingInterest $503.25M USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.70B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.41B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.48B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.58B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Total liabilities and unitholders capital LiabilitiesAndStockholdersEquity $8.62B USD Point-in-time
Total liabilities and unitholders capital LiabilitiesAndStockholdersEquity $9.26B USD Point-in-time
Income Statement 100 line items
Line Item Tag Value Unit Period
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $92.31M USD 1 Quarter
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $579.90M USD 2 Qtrs
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $136.23M USD 2 Qtrs
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $313.48M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $30.25M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $62.71M USD 2 Qtrs
Compensation and benefits CompensationAndBenefits $223.64M USD 2 Qtrs
Compensation and benefits CompensationAndBenefits $109.11M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $22.65M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $3.95M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $36.98M USD 2 Qtrs
Equity-based compensation ShareBasedCompensation $9.31M USD 2 Qtrs
Incentive income compensation IncentiveIncomeCompensation $14.71M USD 1 Quarter
Incentive income compensation IncentiveIncomeCompensation $125.42M USD 2 Qtrs
Incentive income compensation IncentiveIncomeCompensation $73.12M USD 1 Quarter
Incentive income compensation IncentiveIncomeCompensation $15.14M USD 2 Qtrs
Total compensation and benefits expense LaborAndRelatedExpense $87.16M USD 2 Qtrs
Total compensation and benefits expense LaborAndRelatedExpense $204.88M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $48.91M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $386.04M USD 2 Qtrs
General and administrative GeneralAndAdministrativeExpense $5.92M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $12.42M USD 2 Qtrs
General and administrative GeneralAndAdministrativeExpense $50.14M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $97.74M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $6.57M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $13.13M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $485.00K USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $937.00K USD 2 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $6.14M USD 1 Quarter
Consolidated fund expenses ConsolidatedFundExpenses $4.30M USD 1 Quarter
Consolidated fund expenses ConsolidatedFundExpenses $20.02M USD 2 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $6.45M USD 2 Qtrs
Total expenses CostsAndExpenses $61.45M USD 1 Quarter
Total expenses CostsAndExpenses $120.54M USD 2 Qtrs
Total expenses CostsAndExpenses $265.89M USD 1 Quarter
Total expenses CostsAndExpenses $503.36M USD 2 Qtrs
Interest expense InterestExpense $43.99M USD 1 Quarter
Interest expense InterestExpense $89.76M USD 2 Qtrs
Interest expense InterestExpense $86.33M USD 2 Qtrs
Interest expense InterestExpense $41.72M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $70.37M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $164.17M USD 2 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $176.90M USD 2 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $84.65M USD 1 Quarter
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-38.76M USD 1 Quarter
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $447.00K USD 1 Quarter
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-5.37M USD 2 Qtrs
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-78.01M USD 2 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $58.93M USD 2 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $-223.28M USD 2 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $1.81M USD 1 Quarter
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $102.79M USD 1 Quarter
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $32.84M USD 1 Quarter
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $67.41M USD 1 Quarter
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $-42.27M USD 2 Qtrs
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $94.98M USD 2 Qtrs
Other income (loss), net OtherNonoperatingIncomeExpense $-36.00K USD 1 Quarter
Other income (loss), net OtherNonoperatingIncomeExpense $36.00K USD 1 Quarter
Other income (loss), net OtherNonoperatingIncomeExpense $16.00K USD 2 Qtrs
Other income (loss), net OtherNonoperatingIncomeExpense $58.00K USD 2 Qtrs
Total other income (loss) NonoperatingIncomeExpense $235.74M USD 2 Qtrs
Total other income (loss) NonoperatingIncomeExpense $75.78M USD 1 Quarter
Total other income (loss) NonoperatingIncomeExpense $160.04M USD 1 Quarter
Total other income (loss) NonoperatingIncomeExpense $-265.70M USD 2 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $123.38M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $190.91M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-250.01M USD 2 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $312.28M USD 2 Qtrs
Income taxes IncomeTaxExpenseBenefit $3.53M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $1.85M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $5.33M USD 2 Qtrs
Income taxes IncomeTaxExpenseBenefit $6.35M USD 2 Qtrs
Net income (loss) ProfitLoss $305.93M USD 2 Qtrs
Net income (loss) ProfitLoss $121.53M USD 1 Quarter
Net income (loss) ProfitLoss $-255.34M USD 2 Qtrs
Net income (loss) ProfitLoss $187.38M USD 1 Quarter
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $103.36M USD 2 Qtrs
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $108.22M USD 1 Quarter
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $-52.68M USD 2 Qtrs
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $49.27M USD 1 Quarter
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $6.83M USD 1 Quarter
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $6.83M USD 1 Quarter
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $13.66M USD 2 Qtrs
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $13.66M USD 2 Qtrs
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $-66.34M USD 2 Qtrs
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $101.39M USD 1 Quarter
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $89.70M USD 2 Qtrs
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $42.44M USD 1 Quarter
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared - USD 1 Quarter
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $1.80 USD 2 Qtrs
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $0.22 USD 2 Qtrs
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $1.05 USD 1 Quarter
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $1.23 USD 2 Qtrs
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $-0.67 USD 2 Qtrs
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $1.03 USD 1 Quarter
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $0.57 USD 1 Quarter
Weighted average Oaktree Operating Group units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 72.99M shares 2 Qtrs
Weighted average Oaktree Operating Group units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 74.34M shares 1 Quarter
Weighted average Oaktree Operating Group units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 98.35M shares 2 Qtrs
Weighted average Oaktree Operating Group units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 98.68M shares 1 Quarter
Cash Flow Statement 58 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $305.93M USD 2 Qtrs
Net income (loss) ProfitLoss $121.53M USD 1 Quarter
Net income (loss) ProfitLoss $-255.34M USD 2 Qtrs
Net income (loss) ProfitLoss $187.38M USD 1 Quarter
Investment (income) loss IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $32.84M USD 1 Quarter
Investment (income) loss IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $67.41M USD 1 Quarter
Investment (income) loss IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $-42.27M USD 2 Qtrs
Investment (income) loss IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $94.98M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $6.57M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $13.13M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $485.00K USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $937.00K USD 2 Qtrs
Equity-based compensation ShareBasedCompensation $22.65M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $3.95M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $36.98M USD 2 Qtrs
Equity-based compensation ShareBasedCompensation $9.31M USD 2 Qtrs
Net realized and unrealized (gain) loss from consolidated funds investments GainLossOnInvestments $-301.29M USD 2 Qtrs
Net realized and unrealized (gain) loss from consolidated funds investments GainLossOnInvestments $53.56M USD 2 Qtrs
Amortization (accretion) of original issue and market discount of consolidated funds investments, net AmortizationAccretionOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $10.48M USD 2 Qtrs
Amortization (accretion) of original issue and market discount of consolidated funds investments, net AmortizationAccretionOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $4.30M USD 2 Qtrs
Income distributions from corporate investments in funds and companies ProceedsfromInvestmentsDistribution $17.29M USD 2 Qtrs
Income distributions from corporate investments in funds and companies ProceedsfromInvestmentsDistribution $102.76M USD 2 Qtrs
Other non-cash items OtherNoncashIncomeExpense $-2.63M USD 2 Qtrs
Other non-cash items OtherNoncashIncomeExpense $-46.00K USD 2 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-986.06M USD 2 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-722.89M USD 2 Qtrs
Purchases of U.S. Treasury and other securities PaymentsToAcquireMarketableSecurities $86.43M USD 2 Qtrs
Purchases of U.S. Treasury and other securities PaymentsToAcquireMarketableSecurities $538.10M USD 2 Qtrs
Proceeds from maturities and sales of U.S. Treasury and other securities ProceedsFromSaleAndMaturityOfMarketableSecurities $28.31M USD 2 Qtrs
Proceeds from maturities and sales of U.S. Treasury and other securities ProceedsFromSaleAndMaturityOfMarketableSecurities $696.99M USD 2 Qtrs
Corporate investments in funds and companies PaymentsToAcquireEquityMethodAndOtherInvestments $98.71M USD 2 Qtrs
Corporate investments in funds and companies PaymentsToAcquireEquityMethodAndOtherInvestments $76.35M USD 2 Qtrs
Distributions and proceeds from corporate investments in funds and companies ProceedsFromSaleAndDistributionsFromEquityMethodAndOtherInvestments $150.78M USD 2 Qtrs
Distributions and proceeds from corporate investments in funds and companies ProceedsFromSaleAndDistributionsFromEquityMethodAndOtherInvestments $124.15M USD 2 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $4.30M USD 2 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $303.00K USD 2 Qtrs
Net cash (used in) provided by investing activities NetCashProvidedByUsedInInvestingActivities $-10.62M USD 2 Qtrs
Net cash (used in) provided by investing activities NetCashProvidedByUsedInInvestingActivities $206.67M USD 2 Qtrs
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $786.66M USD 2 Qtrs
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $1.13B USD 2 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $-760.00K USD 2 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $-8.12M USD 2 Qtrs
Net increase in cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $45.03M USD 2 Qtrs
Net increase in cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $352.63M USD 2 Qtrs
Deconsolidation of funds VariableInterestEntityDeconsolidationDecreaseInCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $94.26M USD 2 Qtrs
Deconsolidation of funds VariableInterestEntityDeconsolidationDecreaseInCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $81.86M USD 2 Qtrs
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $841.79M USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.10B USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $792.56M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $841.79M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.10B USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $792.56M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $841.79M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.10B USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $792.56M USD Point-in-time
Stockholders Equity 33 line items
Line Item Tag Value Unit Period
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.70B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.41B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.48B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.58B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Capital contributions AdjustmentsToAdditionalPaidInCapitalCapitalContributions $19.82M USD 2 Qtrs
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $27.00K USD 1 Quarter
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $9.95M USD 2 Qtrs
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseDecreaseFromEquityReallocation $-1.07M USD 2 Qtrs
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseDecreaseFromEquityReallocation $-1.07M USD 1 Quarter
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $9.04M USD 2 Qtrs
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $20.79M USD 1 Quarter
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $3.96M USD 1 Quarter
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $34.01M USD 2 Qtrs
Distributions declared DividendsCommonStockCash $6.83M USD 1 Quarter
Distributions declared DividendsCommonStockCash $310.96M USD 2 Qtrs
Distributions declared DividendsCommonStockCash $48.70M USD 2 Qtrs
Distributions declared DividendsCommonStockCash $180.84M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $219.49M USD 2 Qtrs
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $171.64M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $99.29M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $-94.98M USD 2 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-339.00K USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $3.25M USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $3.37M USD 2 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-4.90M USD 2 Qtrs
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.70B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.41B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.48B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.58B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Comprehensive Income 28 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $305.93M USD 2 Qtrs
Net income (loss) ProfitLoss $121.53M USD 1 Quarter
Net income (loss) ProfitLoss $-255.34M USD 2 Qtrs
Net income (loss) ProfitLoss $187.38M USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-339.00K USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $3.25M USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $3.37M USD 2 Qtrs
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-4.90M USD 2 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-339.00K USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $3.25M USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-4.90M USD 2 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $3.37M USD 2 Qtrs
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $121.19M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $309.30M USD 2 Qtrs
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $190.63M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-260.24M USD 2 Qtrs
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $110.22M USD 1 Quarter
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $-55.71M USD 2 Qtrs
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $104.71M USD 2 Qtrs
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $48.91M USD 1 Quarter
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $13.66M USD 2 Qtrs
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $6.83M USD 1 Quarter
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $13.66M USD 2 Qtrs
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $6.83M USD 1 Quarter
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $91.05M USD 2 Qtrs
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $42.08M USD 1 Quarter
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $-69.37M USD 2 Qtrs
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $103.39M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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