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

2023 Q1 2022 Q4 · filed 15 May · long equity

TRMD - TORM 18.17% Hold 53,812,988 $30.74 $1.7B
EXE - Chesapeake Energy 7.16% Reduce −0.6% 8,579,879 $76.04 $652M −50,000 −$162M
Garrett Motion 6.72% Hold 68,834,814 $8.89 $612M
VST - Vistra 6.12% Reduce −8.5% 23,228,843 $24.00 $557M −2,170,969 −$32M
SBLK - Star Bulk Carriers 6.05% Hold 26,067,483 $21.12 $551M
Str Sub 3.21% Hold 12,935,120 $22.60 $292M
RWAY - Runway Growth Finance 2.80% Hold 21,054,667 $12.13 $255M
Infinera 2.15% Hold 25,175,384 $7.76 $195M
Eagle Bulk Shipping 1.89% Hold 3,781,561 $45.50 $172M
ALVO - Alvotech SA 1.81% Add +101.3% 12,762,633 $12.90 $165M +6,423,973 +$101M
STKL - Sunopta 1.75% Hold 20,726,126 $7.70 $160M
ALLY - ALLY Financial 1.71% Hold 6,124,687 $25.49 $156M
AU - Anglogold Ashanti 1.48% Add +4.4% 5,582,382 $24.19 $135M +234,933 +$31M
VALE - Vale SA 1.45% Add +4.0% 8,372,867 $15.78 $132M +324,168 −$4M
FCX - Freeport-Mcmoran 1.21% Add +4.4% 2,692,705 $40.91 $110M +113,281 +$12M
WFRD - Weatherford International 1.20% Reduce −48.1% 1,843,818 $59.35 $109M −1,710,289 −$72M
NMIH - NMI 1.20% Hold 4,900,000 $22.33 $109M
CBL - Cbl & Associates Properties 1.12% Hold 3,983,966 $25.64 $102M
Frontier Communications Parent 1.00% Hold 3,982,849 $22.77 $91M
PCG - Pg And E 0.99% Reduce −27.7% 5,600,000 $16.17 $91M −2,150,000 −$35M
IBN - Icici Bank 0.96% Add +4.1% 4,069,268 $21.58 $88M +159,071 +$2M
PBR - Petroleo Brasileiro SA 0.92% Add +4.6% 8,062,539 $10.43 $84M +356,584 +$2M
HTZ - Hertz Global 0.89% Reduce −23.1% 4,997,100 $16.29 $81M −1,502,900 −$19M
CX - Cemex Sab De Cv 0.88% Reduce −1.3% 14,489,032 $5.53 $80M −187,294 +$21M
ITUB - Itau Unibanco SA 0.83% Reduce −31.7% 15,563,352 $4.87 $76M −7,223,703 −$32M
KRC - Kilroy Realty 0.66% Hold 1,850,011 $32.40 $60M
VIST - Vista Energy Sab De Cv 0.63% Hold 2,884,674 $19.79 $57M
FTAI - Ftai Aviation 0.62% Hold 2,033,110 $27.96 $57M
BAP - Credicorp 0.62% Add +4.5% 425,167 $132.39 $56M +18,301 +$1M
BBD - Banco Bradesco SA 0.61% Add +58.0% 21,294,251 $2.62 $56M +7,816,110 +$17M
Berry 0.58% Reduce −1.5% 6,697,000 $7.85 $53M −100,000 −$2M
DQ - Daqo New Energy 0.54% New 1,056,121 $46.84 $49M +1,056,121 +$49M
LBTYA - Liberty Global 0.42% Hold 1,946,000 $19.50 $38M
Azul SA 0.39% Reduce −1.2% 4,946,154 $7.15 $35M −61,400 +$5M
TOL - Toll Brothers 0.37% Reduce −6.5% 558,000 $60.03 $33M −39,000 +$4M
OCSL - Oaktree Specialty Lending 0.34% New 1,671,503 $18.77 $31M +1,671,503 +$31M
GTX - Garrett Motion 0.30% Hold 3,593,111 $7.66 $28M
IVZ - Invesco Senior Income Trust 0.27% Reduce −9.0% 6,733,373 $3.68 $25M −666,627 −$4M
MGA - Magnachip Semiconductor 0.23% Hold 2,300,000 $9.28 $21M
Pampa Energia SA 0.23% Reduce −11.0% 639,421 $32.98 $21M −79,000 −$2M
TX - Ternium SA 0.22% Add +4.2% 489,377 $41.26 $20M +19,578 +$6M
BATL - Battalion Oil 0.22% Hold 3,009,912 $6.57 $20M
SMRT - Smartrent 0.21% Add +71.4% 7,505,294 $2.55 $19M +3,125,820 +$8M
Holding 0.20% Hold 1,784,412 $10.24 $18M
Holding 0.19% Reduce −1.4% 3,333,949 $5.11 $17M −46,838 −$172K
Ocwen Financial 0.19% Hold 627,366 $27.12 $17M
Mgic Investment 0.18% Hold 1,200,000 $13.42 $16M
YPF - Ypf SA 0.17% New 1,378,354 $10.98 $15M +1,378,354 +$15M
Kb Home 0.15% Reduce −44.8% 333,992 $40.18 $13M −271,008 −$6M
STAR 0.14% New 749,850 $17.39 $13M +749,850 +$13M

Showing top 50 of 164 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Oaktree Specialty Lending 0.36% Exit 0 $6.87 $34M −5,014,511 −$34M
PHM - Pultegroup 0.30% Exit 0 $45.53 $28M −619,000 −$28M
VAL - Valaris 0.26% Exit 0 $67.62 $25M −370,155 −$25M
Cvent 0.23% Exit 0 $5.40 $22M −4,000,000 −$22M
PARR - Par Pacific 0.21% Exit 0 $23.25 $20M −850,000 −$20M
AFYA 0.16% Exit 0 $15.62 $15M −951,452 −$15M
Pagseguro Digital 0.15% Exit 0 $8.74 $14M −1,586,397 −$14M
Aurora Technology Acquisition 0.10% Exit 0 $10.23 $10M −950,000 −$10M
M/I Homes 0.10% Exit 0 $46.18 $10M −210,000 −$10M
Infint Acquisition 0.10% Exit 0 $10.36 $9M −900,000 −$9M
Holding 0.08% Exit 0 $9.53 $8M −809,115 −$8M
Northview Acquisition 0.08% Exit 0 $10.16 $8M −750,000 −$8M
CIVI - Civitas Resources 0.07% Exit 0 $57.92 $7M −115,000 −$7M
Axios Sustainable Growth Acquisition 0.06% Exit 0 $10.30 $6M −600,000 −$6M
Murphy Canyon Acquisition 0.06% Exit 0 $10.25 $6M −600,000 −$6M
Burtech Acquisition 0.06% Exit 0 $10.16 $6M −600,000 −$6M
XFRAX — 0.06% Exit 0 $11.26 $6M −519,542 −$6M
WST - Western Acquisition Ventures 0.06% Exit 0 $11.55 $6M −500,000 −$6M
Cenaq Energy 0.05% Exit 0 $9.11 $5M −550,000 −$5M
Deep Medicine Acquisition 0.05% Exit 0 $10.62 $5M −425,000 −$5M
Gardiner Healthcare Acquisitions 0.04% Exit 0 $10.27 $4M −400,000 −$4M
ROC Energy Acquisition 0.04% Exit 0 $10.24 $4M −400,000 −$4M
Inception Growth Acquisition 0.04% Exit 0 $10.15 $4M −400,000 −$4M
Alpine Acquisition 0.04% Exit 0 $10.41 $4M −350,000 −$4M
Direct Selling Acquisition 0.04% Exit 0 $10.29 $4M −350,000 −$4M
Genesis Unicorn Capital 0.03% Exit 0 $10.20 $3M −320,000 −$3M
Mountain & I Acquisition 0.03% Exit 0 $10.38 $3M −300,000 −$3M
Maxpro Capital Acquisition 0.03% Exit 0 $10.36 $3M −300,000 −$3M
Holding 0.03% Exit 0 $10.32 $3M −300,000 −$3M
Onyx Acquisition I 0.03% Exit 0 $10.32 $3M −300,000 −$3M
BGT — 0.03% Exit 0 $10.94 $3M −261,091 −$3M
Pono Capital 0.03% Exit 0 $10.49 $3M −250,000 −$3M
Nubia Brand International 0.03% Exit 0 $10.24 $3M −255,000 −$3M
Global Systems Dynamics 0.03% Exit 0 $10.33 $3M −250,000 −$3M
Lionheart Iii 0.03% Exit 0 $10.25 $3M −250,000 −$3M
Mercato Partners Acquisition 0.03% Exit 0 $10.25 $3M −250,000 −$3M
Springwater Special Situations 0.03% Exit 0 $10.13 $3M −250,000 −$3M
ARM - Armada Acquisition I 0.03% Exit 0 $10.12 $3M −250,000 −$3M
Alphatime Acquisition 0.03% Exit 0 $10.11 $3M −250,000 −$3M
Horizon Space Acquisition I 0.03% Exit 0 $10.10 $3M −250,000 −$3M
Far Peak Acquisition 0.03% Exit 0 $10.04 $3M −250,000 −$3M
Hudson Acquisition I 0.03% Exit 0 $10.19 $2M −240,000 −$2M
Genesis Growth Tech Acquisition 0.02% Exit 0 $10.36 $2M −201,400 −$2M
Nabors Energy Transition 0.02% Exit 0 $10.27 $2M −200,000 −$2M
Holding 0.02% Exit 0 $10.22 $2M −200,000 −$2M
Aib Acquisition 0.02% Exit 0 $10.21 $2M −200,000 −$2M
Aetherium Acquisition 0.02% Exit 0 $10.18 $2M −200,000 −$2M
Parabellum Acquisition 0.02% Exit 0 $10.18 $2M −200,000 −$2M
Belong Acquisition 0.02% Exit 0 $9.89 $2M −200,000 −$2M
XP - XP Inc 0.02% Exit 0 $15.34 $2M −120,289 −$2M
BELFA - Bel Fuse 0.02% Exit 0 $32.40 $2M −51,056 −$2M
Alphavest Acquisition 0.02% Exit 0 $10.10 $2M −150,000 −$2M
Holding 0.02% Exit 0 $10.10 $2M −150,000 −$2M
Insight Acquisition /DE 0.02% Exit 0 $10.08 $2M −150,000 −$2M
Cascadia Acquisition 0.02% Exit 0 $10.05 $2M −150,000 −$2M
Williams Rowland Acquisition 0.02% Exit 0 $10.03 $2M −150,000 −$2M
Omnilit Acquisition 0.01% Exit 0 $10.00 $1M −140,000 −$1M
Plutonian Acquisition 0.01% Exit 0 $10.08 $1M −115,000 −$1M
Innovative International Acquisition 0.01% Exit 0 $10.30 $1M −100,000 −$1M
Thrive Acquisition 0.01% Exit 0 $10.30 $1M −100,000 −$1M
INTC - Intelligent Medicine Acquisition 0.01% Exit 0 $10.28 $1M −100,000 −$1M
Holding 0.01% Exit 0 $10.27 $1M −100,000 −$1M
Tlgy Acquisition 0.01% Exit 0 $10.27 $1M −100,000 −$1M
Counter Press Acquisition 0.01% Exit 0 $10.26 $1M −100,000 −$1M
Integrated Rail And Resources Acquisition 0.01% Exit 0 $10.22 $1M −100,000 −$1M
Esgen Acquisition 0.01% Exit 0 $10.33 $775K −75,000 −$775K
Holding 0.01% Exit 0 $10.26 $513K −50,000 −$513K
SEG - Seaport 0.01% Exit 0 $10.18 $509K −50,000 −$509K
SHLS - Shoals Technologies Group Exit 0 $24.62 $295K −11,980 −$295K
Tkb Critical Technologies 1 Exit 0 $10.28 $257K −25,000 −$257K
Sizzle Acquisition Exit 0 $10.20 $255K −25,000 −$255K

* 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 Q4. 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