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 Q2 2023 Q1 · filed 14 Aug · long equity

TRMD - TORM 17.04% Hold 53,812,988 $24.06 $1.3B
EXE - Chesapeake Energy 8.10% Reduce −14.3% 7,350,000 $83.68 $615M −1,229,879 −$37M
SBLK - Star Bulk Carriers 6.07% Hold 26,067,483 $17.70 $461M
VST - Vistra 5.87% Reduce −26.8% 17,000,000 $26.25 $446M −6,228,843 −$111M
Str Sub 4.47% Hold 12,935,120 $26.27 $340M
GTX - Garrett Motion 4.39% Add +1126.9% 44,082,816 $7.57 $334M +40,489,705 +$306M
RWAY - Runway Growth Finance 3.42% Hold 21,054,667 $12.35 $260M
STKL - Sunopta 1.83% Hold 20,726,126 $6.69 $139M
NMIH - NMI 1.67% Hold 4,900,000 $25.82 $127M
ALLY - ALLY Financial 1.64% Reduce −24.9% 4,600,000 $27.01 $124M −1,524,687 −$32M
Infinera 1.60% Hold 25,175,384 $4.83 $122M
PBR - Petroleo Brasileiro SA 1.43% Reduce −2.4% 7,866,402 $13.83 $109M −196,137 +$25M
BBD - Banco Bradesco SA 1.40% Add +44.7% 30,815,319 $3.46 $107M +9,521,068 +$51M
FCX - Freeport-Mcmoran 1.38% Reduce −2.4% 2,627,805 $40.00 $105M −64,900 −$5M
VALE - Vale SA 1.38% Reduce −7.0% 7,782,982 $13.42 $104M −589,885 −$28M
CX - Cemex Sab De Cv 1.35% Hold 14,489,032 $7.08 $103M
AU - Anglogold Ashanti 1.31% Reduce −15.3% 4,728,622 $21.09 $100M −853,760 −$35M
IBN - Icici Bank 1.21% Reduce −2.1% 3,981,989 $23.08 $92M −87,279 +$4M
CBL - Cbl & Associates Properties 1.16% Hold 3,983,966 $22.04 $88M
Frontier Communications Parent 0.98% Hold 3,982,849 $18.64 $74M
VIST - Vista Energy Sab De Cv 0.92% Hold 2,884,674 $24.12 $70M
FTAI - Ftai Aviation 0.85% Hold 2,033,110 $31.66 $64M
INFY - Infosys 0.78% New 3,701,358 $16.07 $59M +3,701,358 +$59M
Azul SA 0.76% Reduce −14.2% 4,241,923 $13.69 $58M −704,231 +$23M
KRC - Kilroy Realty 0.73% Hold 1,850,011 $30.09 $56M
ALVO - Alvotech SA 0.69% Reduce −47.0% 6,759,160 $7.74 $52M −6,003,473 −$112M
ITUB - Itau Unibanco SA 0.64% Reduce −47.4% 8,185,639 $5.90 $48M −7,377,713 −$27M
Berry 0.61% Hold 6,697,000 $6.88 $46M
BAP - Credicorp 0.55% Reduce −33.8% 281,632 $147.64 $42M −143,535 −$15M
DQ - Daqo New Energy 0.54% Reduce −2.5% 1,029,621 $39.70 $41M −26,500 −$9M
TX - Ternium SA 0.52% Add +104.3% 999,923 $39.65 $40M +510,546 +$19M
SQM — 0.48% New 505,135 $72.62 $37M +505,135 +$37M
OCSL - Oaktree Specialty Lending 0.47% Add +10.8% 1,852,456 $19.43 $36M +180,953 +$5M
JD — 0.45% New 1,011,730 $34.13 $35M +1,011,730 +$35M
LBTYA - Liberty Global 0.43% Hold 1,946,000 $16.86 $33M
MGA - Magnachip Semiconductor 0.42% Add +23.9% 2,849,858 $11.18 $32M +549,858 +$11M
SMRT - Smartrent 0.38% Hold 7,505,294 $3.83 $29M
Pampa Energia SA 0.36% Hold 639,421 $43.32 $28M
IVZ - Invesco Senior Income Trust 0.32% Reduce −6.4% 6,300,000 $3.85 $24M −433,373 −$524K
Holding 0.31% Reduce −5.5% 1,686,238 $13.78 $23M −98,174 +$5M
Mgic Investment 0.25% Hold 1,200,000 $15.79 $19M
HTZ - Hertz Global 0.24% Reduce −80.0% 1,000,000 $18.39 $18M −3,997,100 −$63M
Ocwen Financial 0.23% Reduce −7.4% 581,006 $29.97 $17M −46,360 +$399K
BATL - Battalion Oil 0.23% Hold 3,009,912 $5.71 $17M
Holding 0.22% Hold 3,333,949 $5.05 $17M
UNIT - Uniti Group 0.21% Hold 3,397,592 $4.62 $16M
STAR 0.19% Add +33.4% 1,000,000 $14.67 $15M +250,150 +$2M
TEO - Telecom Argentina SA 0.16% Hold 2,033,741 $6.09 $12M
YPF - Ypf SA 0.15% Reduce −44.5% 764,952 $14.89 $11M −613,402 −$4M
HIMS - Hims & Hers Health 0.13% Reduce −19.6% 1,053,214 $9.40 $10M −256,346 −$3M

Showing top 50 of 112 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Garrett Motion 6.72% Exit 0 $8.89 $612M −68,834,814 −$612M
Eagle Bulk Shipping 1.89% Exit 0 $45.50 $172M −3,781,561 −$172M
WFRD - Weatherford International 1.20% Exit 0 $59.35 $109M −1,843,818 −$109M
PCG - Pg And E 0.99% Exit 0 $16.17 $91M −5,600,000 −$91M
TOL - Toll Brothers 0.37% Exit 0 $60.03 $33M −558,000 −$33M
Kb Home 0.15% Exit 0 $40.18 $13M −333,992 −$13M
Grupo Televisa Sab 0.13% Exit 0 $5.29 $12M −2,182,167 −$12M
Holding 0.11% Exit 0 $10.27 $10M −990,000 −$10M
JFR — 0.09% Exit 0 $8.20 $8M −991,759 −$8M
Alset Capital Acquisition 0.08% Exit 0 $10.27 $8M −735,000 −$8M
Holding 0.07% Exit 0 $11.73 $6M −509,049 −$6M
Broad Capital Acquisition 0.06% Exit 0 $10.75 $6M −550,000 −$6M
Fat Projects Acquisition 0.06% Exit 0 $10.45 $6M −560,000 −$6M
BGB — 0.06% Exit 0 $10.65 $5M −512,113 −$5M
Jupiter Wellness Acquisition 0.06% Exit 0 $10.55 $5M −500,000 −$5M
Technology & Telecommunication Acquisition 0.05% Exit 0 $10.69 $5M −450,000 −$5M
Redwoods Acquisition 0.05% Exit 0 $10.33 $5M −450,000 −$5M
ICLR - Iconic Sports Acquisition 0.05% Exit 0 $10.50 $4M −400,000 −$4M
Rf Acquisition 0.05% Exit 0 $10.29 $4M −400,000 −$4M
Avalon Acquisition 0.04% Exit 0 $10.42 $4M −375,000 −$4M
Spree Acquisition 1 0.04% Exit 0 $10.68 $4M −350,000 −$4M
Globalink Investment 0.04% Exit 0 $10.41 $4M −350,000 −$4M
Liberty Resources Acquisition 0.04% Exit 0 $10.50 $3M −325,000 −$3M
Pono Capital Three 0.04% Exit 0 $10.26 $3M −315,000 −$3M
Gogreen Investments 0.03% Exit 0 $10.55 $3M −300,000 −$3M
Kimbell Tiger Acquisition 0.03% Exit 0 $10.53 $3M −300,000 −$3M
Beard Energy Transition Acquisition 0.03% Exit 0 $10.37 $3M −300,000 −$3M
Clean Earth Acquisitions 0.03% Exit 0 $10.27 $3M −300,000 −$3M
Fortune Rise Acquisition 0.03% Exit 0 $10.66 $3M −275,000 −$3M
Holding 0.03% Exit 0 $10.38 $3M −250,000 −$3M
Juniper Ii 0.03% Exit 0 $10.38 $3M −250,000 −$3M
Tcv Acquisition 0.03% Exit 0 $10.24 $3M −250,000 −$3M
Finnovate Acquisition 0.03% Exit 0 $10.45 $2M −220,000 −$2M
Hcm Acquisition 0.02% Exit 0 $10.48 $2M −200,000 −$2M
Holding 0.02% Exit 0 $10.46 $2M −200,000 −$2M
Bullpen Parlay Acquisition 0.02% Exit 0 $10.42 $2M −200,000 −$2M
Banyan Acquisition 0.02% Exit 0 $10.40 $2M −200,000 −$2M
Black Mountain Acquisition 0.02% Exit 0 $10.39 $2M −200,000 −$2M
Industrial Tech Acquisitions Ii 0.02% Exit 0 $10.39 $2M −200,000 −$2M
Accretion Acquisition 0.02% Exit 0 $10.32 $2M −200,000 −$2M
BX - Blackstone 0.02% Exit 0 $12.67 $2M −160,871 −$2M
Holding 0.02% Exit 0 $10.15 $2M −200,000 −$2M
Lakeshore Acquisition Ii 0.02% Exit 0 $10.41 $2M −175,000 −$2M
Shoulderup Technology Acquisition 0.02% Exit 0 $10.38 $2M −175,000 −$2M
Vision Sensing Acquisition 0.02% Exit 0 $10.53 $2M −150,000 −$2M
Climaterock 0.02% Exit 0 $10.37 $1M −140,000 −$1M
Powerup Acquisition 0.01% Exit 0 $10.51 $1M −100,000 −$1M
Trine Ii Acquisition 0.01% Exit 0 $10.46 $1M −100,000 −$1M
Motive Capital Ii 0.01% Exit 0 $10.44 $1M −100,000 −$1M
Holding 0.01% Exit 0 $10.15 $1M −100,000 −$1M
Graf Acquisition Iv 0.01% Exit 0 $10.13 $1M −100,000 −$1M
Oak Woods Acquisition 0.01% Exit 0 $10.20 $918K −90,000 −$918K
Proof Acquisition I 0.01% Exit 0 $10.43 $782K −75,000 −$782K
Tmt Acquisition 0.01% Exit 0 $10.20 $765K −75,000 −$765K
Holding 0.01% Exit 0 $10.54 $527K −50,000 −$527K
Lamf Global Ventures I 0.01% Exit 0 $10.46 $523K −50,000 −$523K
Colombier Acquisition 0.01% Exit 0 $10.14 $507K −50,000 −$507K
Holding Exit 0 $10.40 $260K −25,000 −$260K
Sorrento Therapeutics Exit 0 $0.3582 $48K −134,000 −$48K

* 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 2023 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