Follow-The-Filings

Featured 13F manager

Oaktree Capital Management LP Howard Marks

Los Angeles, CA 28 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $7.2B
  • 49 Positions
  • 2026 Q2
  • +14.7% QoQ
  • Top 5 24.8%

Portfolio

2026 Q2 · filed 8/13/2026 · 49 long · top 12 shown

top 5 24.8% · top 10 34.9%

AUM over time

2026 Q2 $7.2B +14.7% QoQ
2021 Q3 · $6.9B 2021 Q3 · $6.9B
Q3 2021
2021 Q4 · $8.8B · +27.3% QoQ 2021 Q4 · $8.8B · +27.3% QoQ
Q4
2022 Q1 · $9.6B · +9.3% QoQ 2022 Q1 · $9.6B · +9.3% QoQ
Q1 2022
2022 Q2 · $8.6B · −10.2% QoQ 2022 Q2 · $8.6B · −10.2% QoQ
Q2
2022 Q3 · $9.1B · +5.8% QoQ 2022 Q3 · $9.1B · +5.8% QoQ
Q3
2022 Q4 · $9.5B · +4.4% QoQ 2022 Q4 · $9.5B · +4.4% QoQ
Q4
2023 Q1 · $9.1B · −4.3% QoQ 2023 Q1 · $9.1B · −4.3% QoQ
Q1 2023
2023 Q2 · $7.6B · −16.6% QoQ 2023 Q2 · $7.6B · −16.6% QoQ
Q2
2023 Q3 · $6.9B · −9.3% QoQ 2023 Q3 · $6.9B · −9.3% QoQ
Q3
2023 Q4 · $6.9B · −0.1% QoQ 2023 Q4 · $6.9B · −0.1% QoQ
Q4
2024 Q1 · $6.4B · −7.6% QoQ 2024 Q1 · $6.4B · −7.6% QoQ
Q1 2024
2024 Q2 · $6.3B · −1.0% QoQ 2024 Q2 · $6.3B · −1.0% QoQ
Q2
2024 Q3 · $6.2B · −0.9% QoQ 2024 Q3 · $6.2B · −0.9% QoQ
Q3
2024 Q4 · $5.6B · −9.7% QoQ 2024 Q4 · $5.6B · −9.7% QoQ
Q4
2025 Q1 · $5.2B · −8.3% QoQ 2025 Q1 · $5.2B · −8.3% QoQ
Q1 2025
2025 Q2 · $5.8B · +12.5% QoQ 2025 Q2 · $5.8B · +12.5% QoQ
Q2
2025 Q3 · $6.5B · +11.6% QoQ 2025 Q3 · $6.5B · +11.6% QoQ
Q3
2025 Q4 · $7B · +8.3% QoQ 2025 Q4 · $7B · +8.3% QoQ
Q4
2026 Q1 · $6.3B · −10.6% QoQ 2026 Q1 · $6.3B · −10.6% QoQ
Q1 2026
2026 Q2 · $7.2B · +14.7% QoQ 2026 Q2 · $7.2B · +14.7% QoQ
Q2

Latest book

2026 Q2 2026 Q1 · filed 13 Aug · long equity

TRMD - TORM 7.28% Reduce −14.7% 20,329,874 $25.79 $524M −3,509,701 −$151M
EXE - Expand Energy 6.63% Hold 5,237,477 $91.19 $478M
GTX - Garrett Motion 3.82% Reduce −48.0% 7,594,816 $36.23 $275M −7,000,000 +$10M
AU - Anglogold Ashanti 3.57% Reduce −1.4% 3,179,092 $80.89 $257M −44,000 −$57M
INDV - Indivior Pharmaceuticals 3.49% Reduce −12.3% 6,127,212 $41.03 $251M −856,890 +$39M
TDS - Telephone And Data Systems 2.71% Add +23.1% 5,282,905 $37.01 $196M +990,662 +$15M
VNOM - Viper Energy 2.23% Hold 3,791,432 $42.40 $161M
CORZ - Core Scientific 1.77% Reduce −46.6% 4,993,708 $25.59 $128M −4,357,000 −$12M
TLN - Talen Energy 1.77% Hold 331,117 $384.26 $127M
B — 1.63% Add +22.1% 3,206,087 $36.73 $118M +581,228 +$11M
ITUB - Itau Unibanco SA 1.36% Reduce −1.7% 11,977,665 $8.17 $98M −211,330 −$4M
LBTYA - Liberty Global 1.35% Hold 8,551,191 $11.37 $97M
OCSL - Oaktree Specialty Lending 1.30% Add +325.0% 7,872,199 $11.94 $94M +6,019,743 +$73M
FCX - Freeport-Mcmoran 1.05% Reduce −1.6% 1,201,122 $62.89 $76M −19,000 +$4M
AERO - Grupo Aeromexico Sab De Cv 0.99% Hold 3,968,686 $18.00 $71M
KRC - Kilroy Realty 0.96% Hold 1,850,011 $37.47 $69M
SE - SEA 0.85% New 635,443 $95.83 $61M +635,443 +$61M
LILA - Liberty Latin America 0.82% Add +31.5% 7,559,083 $7.79 $59M +1,810,303 +$8M
BLCO - Bausch Lomb 0.79% Add +1.7% 3,441,042 $16.56 $57M +58,303 +$3M
VSAT - Viasat 0.79% New 630,280 $89.81 $57M +630,280 +$57M
Makemytrip 0.73% New 983,068 $53.29 $52M +983,068 +$52M
Matthews International 0.72% New 1,925,992 $26.92 $52M +1,925,992 +$52M
XP - XP Inc 0.70% Reduce −1.7% 3,116,809 $16.26 $51M −55,200 −$10M
YPF - Ypf SA 0.63% Add +11.8% 991,346 $45.47 $45M +104,881 +$4M
TAC - Transalta 0.58% Reduce −53.2% 3,000,000 $13.83 $41M −3,415,253 −$43M
RWAY - Runway Growth Finance 0.55% Hold 7,029,667 $5.61 $39M
ERJ - Embraer SA 0.39% Reduce −1.8% 439,706 $63.80 $28M −7,900 +$1M
AD - Array Digital Infrastructure 0.35% Reduce −3.8% 696,858 $36.26 $25M −27,586 −$8M
Rice Acquisition 3 0.35% Hold 2,400,000 $10.50 $25M
SHAZ - Sharonai 0.34% Reduce −71.1% 289,456 $84.66 $25M −710,544 +$2M
TX - Ternium SA 0.34% Reduce −1.8% 572,324 $42.70 $24M −10,600 +$1M
Quantum 0.31% New 2,011,678 $11.00 $22M +2,011,678 +$22M
SMPL - Simply Good Foods /THE 0.22% Add +6.6% 1,203,889 $13.28 $16M +75,000 −$212K
SGRY - Surgery Partners 0.20% New 862,588 $16.80 $14M +862,588 +$14M
MFG - Mayfair Gold 0.15% Hold 4,500,000 $2.46 $11M
BMM - Blue Moon Metals 0.15% Hold 1,685,000 $6.34 $11M
SMRT - Smartrent 0.12% Hold 7,505,294 $1.19 $9M
MGA - Magnachip Semiconductor 0.10% Reduce −47.4% 1,500,000 $4.73 $7M −1,349,858 −$885K
Liberty Latin America 0.09% Hold 839,020 $7.84 $7M
BATL - Battalion Oil 0.05% Hold 3,009,912 $1.31 $4M
DPC — 0.05% New 75,000 $49.06 $4M +75,000 +$4M
Service Properties Trust 0.05% New 1,988,382 $1.69 $3M +1,988,382 +$3M
BTAI - Bioxcel Therapeutics 0.03% Add +472.3% 1,380,248 $1.41 $2M +1,139,060 +$2M
NN 0.03% New 510,943 $3.59 $2M +510,943 +$2M
TEO - Telecom Argentina SA 0.02% Reduce −92.8% 116,105 $13.00 $2M −1,506,139 −$17M
CX - Cemex Sab De Cv 0.02% Reduce −96.4% 100,000 $12.00 $1M −2,663,083 −$30M
STKL - Sunopta 0.01% Reduce −99.6% 74,314 $5.47 $406K −20,651,812 −$134M
ALVO - Alvotech SA 0.01% Reduce −59.2% 97,982 $3.69 $362K −142,056 +$23K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2026 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
PBR - Petroleo Brasileiro 1.93% Exit 0 $20.75 $126M −6,089,413 −$126M
NOK - Nokia Oyj 1.37% Exit 0 $8.04 $90M −11,200,308 −$90M
CBL - Cbl & Associates Properties 1.26% Exit 0 $38.43 $83M −2,153,717 −$83M
CRDO - Credo Technology Group 0.77% Exit 0 $93.87 $51M −539,000 −$51M
ECVT - Ecovyst 0.47% Exit 0 $12.86 $31M −2,393,791 −$31M
OPTU - Optimum Communications 0.15% Exit 0 $1.30 $10M −7,330,490 −$10M
ILMN - Illumina 0.11% Exit 0 $9.92 $7M −750,000 −$7M
NRG - NRG Energy 0.11% Exit 0 $146.14 $7M −49,028 −$7M
IVZ - Invesco Senior Income Trust 0.06% Exit 0 $20.41 $4M −200,020 −$4M
HDB - Hdfc Bank 0.04% Exit 0 $24.88 $3M −114,261 −$3M
PDD - Pinduoduo 0.01% Exit 0 $102.22 $493K −4,823 −$493K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 145 $7.2B +14.7% 13F-HR 8/13/2026 000094950926000005
2026 Q1 147 $6.6B RESTATEMENT 5/20/2026 000094950926000004
2026 Q1 142 $6.5B RESTATEMENT 5/19/2026 000094950926000003
2026 Q1 142 $6.3B −10.6% 13F-HR 5/15/2026 000094950926000002
2025 Q4 172 $7B +8.3% 13F-HR 2/17/2026 000094950926000001
2025 Q3 165 $6.5B +11.6% 13F-HR 11/13/2025 000094950925000007
2025 Q2 178 $5.8B +12.5% 13F-HR 8/13/2025 000094950925000004
2025 Q1 168 $5.2B −8.3% 13F-HR 5/15/2025 000094950925000002
2024 Q4 165 $5.6B −9.7% 13F-HR 2/12/2025 000179078725000003
2024 Q3 168 $6.2B −0.9% 13F-HR 11/14/2024 000094950924000009
2024 Q2 152 $6.3B −1.0% 13F-HR 8/14/2024 000094950924000007
2024 Q1 169 $6.4B −7.6% 13F-HR 5/14/2024 000094950924000004
2023 Q4 188 $6.9B −0.1% 13F-HR 2/13/2024 000094950924000001
2023 Q3 202 $6.9B −9.3% 13F-HR 11/13/2023 000179078723000010
2023 Q2 238 $7.6B −16.6% 13F-HR 8/14/2023 000179078723000005
2023 Q1 301 $9B RESTATEMENT 8/25/2023 000094950923000012
2023 Q1 301 $9.1B −4.3% 13F-HR 5/15/2023 000094950923000010
2022 Q4 345 $9.5B RESTATEMENT 4/21/2023 000094950923000007
2022 Q4 345 $9.5B +4.4% 13F-HR 2/14/2023 000094950923000005
2022 Q3 380 $9.1B +5.8% 13F-HR 11/14/2022 000094950922000007
2022 Q2 382 $8.6B −10.2% 13F-HR 8/15/2022 000094950922000006
2022 Q1 363 $9.6B +9.3% 13F-HR 5/16/2022 000094950922000003
2021 Q4 1 $365M new holds 2/16/2022 000094950922000002
2021 Q4 371 $8.8B +27.3% 13F-HR 2/14/2022 000094950922000001
2021 Q3 2 $33M new holds 12/14/2021 000094950921000024
2021 Q3 2 $178M new holds 11/16/2021 000094950921000022
2021 Q3 1 $60M new holds 11/16/2021 000094950921000023
2021 Q3 261 $6.9B 13F-HR 11/15/2021 000094950921000021

About

OAKTREE CAPITAL MANAGEMENT LP

28 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Howard Marks
SEC filing name
OAKTREE CAPITAL MANAGEMENT LP
Location
Los Angeles, CA
All SEC filings
View on sec.gov