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

Book

2022 Q3 2022 Q2 · filed 14 Nov · long equity

TRMD - TORM 12.12% Hold 53,812,988 $20.51 $1.1B
EXE - Chesapeake Energy 10.14% Reduce −6.7% 9,800,000 $94.21 $923M −701,153 +$72M
VST - Vistra 5.86% Hold 25,399,812 $21.00 $533M
Garrett Motion 5.37% Hold 68,834,814 $7.11 $489M
SBLK - Star Bulk Carriers 4.99% Hold 26,021,457 $17.48 $455M
PCG - Pg And E 3.40% Reduce −14.7% 24,750,000 $12.50 $309M −4,250,000 +$20M
Sitio Royalties 3.14% New 12,935,120 $22.11 $286M +12,935,120 +$286M
RWAY - Runway Growth Finance 2.63% Hold 21,054,667 $11.37 $239M
STKL - Sunopta 2.07% Hold 20,726,126 $9.10 $189M
WFRD - Weatherford International 2.04% Reduce −1.2% 5,758,916 $32.29 $186M −69,800 +$63M
ALLY - ALLY Financial 1.87% Hold 6,124,687 $27.83 $170M
HTZ - Hertz Global 1.87% Reduce −9.7% 10,468,579 $16.28 $170M −1,129,700 −$13M
Eagle Bulk Shipping 1.79% Hold 3,781,561 $43.18 $163M
ITUB - Itau Unibanco SA 1.49% Reduce −1.4% 26,277,557 $5.17 $136M −371,871 +$22M
Infinera 1.34% Hold 25,175,384 $4.84 $122M
VALE - Vale SA 1.28% Add +12.9% 8,742,419 $13.32 $116M +998,653 +$3M
NMIH - NMI 1.19% Hold 5,320,000 $20.37 $108M
CBL - Cbl & Associates Properties 1.12% Hold 3,983,966 $25.61 $102M
Frontier Communications Parent 1.02% Hold 3,982,849 $23.43 $93M
Berry 0.96% Hold 11,622,000 $7.50 $87M
IBN - Icici Bank 0.94% Reduce −20.6% 4,061,664 $20.97 $85M −1,054,532 −$6M
PBR - Petroleo Brasileiro SA 0.92% Reduce −38.9% 6,777,577 $12.34 $84M −4,319,491 −$46M
AU - Anglogold Ashanti 0.77% Reduce −2.8% 5,083,521 $13.82 $70M −147,300 −$7M
KRC - Kilroy Realty 0.75% Hold 1,615,011 $42.11 $68M
FCX - Freeport-Mcmoran 0.74% Add +1.7% 2,452,960 $27.33 $67M +41,802 −$4M
CIVI - Civitas Resources 0.72% Reduce −3.2% 1,150,000 $57.39 $66M −38,000 +$4M
CX - Cemex Sab De Cv 0.55% Reduce −4.8% 14,676,326 $3.43 $50M −745,450 −$10M
BAP - Credicorp 0.52% Reduce −3.0% 386,898 $122.80 $48M −12,087 −$331K
ALVO - Alvotech SA 0.47% Hold 6,338,660 $6.76 $43M
BBD - Banco Bradesco SA 0.47% Reduce −2.8% 11,637,489 $3.68 $43M −339,615 +$4M
PARR - Par Pacific 0.40% Hold 2,210,000 $16.41 $36M
BATL - Battalion Oil 0.39% Hold 3,009,912 $11.90 $36M
Azul SA 0.39% Reduce −1.5% 4,377,824 $8.14 $36M −67,100 +$4M
LBTYA - Liberty Global 0.34% Hold 1,875,000 $16.50 $31M
Fortress Transportation And Infrastructure Investors 0.33% Hold 2,033,110 $14.99 $30M
Oaktree Specialty Lending 0.33% Hold 5,014,511 $6.00 $30M
VIST - Vista Energy Sab De Cv 0.30% Reduce −14.5% 2,884,674 $9.42 $27M −490,132 +$2M
TOL - Toll Brothers 0.28% Hold 597,000 $42.00 $25M
IVZ - Invesco Senior Income Trust 0.27% Add +85.9% 6,602,596 $3.72 $25M +3,050,998 +$11M
UNIT - Uniti Group 0.26% Hold 3,397,592 $6.95 $24M
MGA - Magnachip Semiconductor 0.26% Hold 2,300,000 $10.24 $24M
Mr Cooper Group 0.26% Reduce −39.9% 575,000 $40.50 $23M −382,286 −$12M
PHM - Pultegroup 0.25% Hold 619,000 $37.50 $23M
Cvent 0.23% Reduce −20.0% 4,000,000 $5.25 $21M −1,000,000 −$2M
GTX - Garrett Motion 0.22% Hold 3,593,111 $5.65 $20M
Pagseguro Digital 0.22% New 1,507,880 $13.23 $20M +1,507,880 +$20M
AFYA 0.21% Reduce −5.0% 1,439,270 $13.56 $20M −76,320 +$4M
HIMS - Hims & Hers Health 0.20% Hold 3,271,279 $5.58 $18M
VAL - Valaris 0.20% Add +640.7% 370,355 $48.94 $18M +320,355 +$16M
Holding 0.18% Add +16.4% 3,295,962 $5.11 $17M +465,581 +$2M

Showing top 50 of 251 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
SMCI - Super Micro Computer 0.30% Exit 0 $40.35 $26M −650,000 −$26M
Monterey Capital Acquisition 0.09% Exit 0 $9.96 $8M −792,000 −$8M
Feutune Light Acquisition 0.09% Exit 0 $9.96 $7M −735,000 −$7M
BELFB - Bel Fuse 0.08% Exit 0 $15.56 $7M −462,679 −$7M
Yotta Acquisition 0.05% Exit 0 $9.96 $4M −398,000 −$4M
First Light Acquisition Group 0.03% Exit 0 $9.94 $3M −300,000 −$3M
Oxbridge Acquisition 0.03% Exit 0 $10.02 $3M −250,000 −$3M
Chardan Nextech Acquisition 2 0.03% Exit 0 $10.12 $2M −225,000 −$2M
Agrico Acquisition 0.02% Exit 0 $10.21 $2M −200,000 −$2M
Pershing Square Tontine 0.02% Exit 0 $19.97 $2M −100,000 −$2M
NTRS - Northern Lights Acquisition 0.02% Exit 0 $10.61 $2M −150,000 −$2M
Chavant Capital Acquisition 0.01% Exit 0 $9.97 $748K −75,000 −$748K
NE - Noble 0.01% Exit 0 $25.33 $506K −19,979 −$506K

* 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 2022 Q2. 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