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

2025 Q4 2025 Q3 · filed 17 Feb · long equity

EXE - Expand Energy 7.95% Hold 5,062,363 $110.36 $559M
TRMD - TORM 7.50% Reduce −34.9% 26,425,059 $19.95 $527M −14,156,061 −$307M
AU - Anglogold Ashanti 4.67% Reduce −8.1% 3,847,991 $85.28 $328M −337,270 +$34M
GTX - Garrett Motion 4.24% Reduce −46.4% 17,094,816 $17.43 $298M −14,800,000 −$136M
INDV - Indivior Pharmaceuticals 3.63% Reduce −97.2% 7,108,644 $35.88 $255M −250,676,754 +$244M
VNOM - Viper Energy 3.45% Hold 6,285,062 $38.63 $243M
TDS - Telephone And Data Systems 2.15% Hold 3,688,386 $41.00 $151M
B — 1.84% Reduce −9.9% 2,975,118 $43.55 $130M −326,968 +$21M
TLN - Talen Energy 1.77% Add +13.7% 331,117 $374.84 $124M +40,000 +$281K
CORZ - Core Scientific 1.73% Add +30.5% 8,350,708 $14.56 $122M +1,950,000 +$7M
NOK - Nokia Oyj 1.73% Hold 18,752,229 $6.47 $121M
FTAI - Ftai Aviation 1.45% Reduce −11.6% 517,328 $196.85 $102M −67,847 +$4M
ITUB - Itau Unibanco SA 1.41% Add +9.1% 13,822,747 $7.16 $99M +1,156,946 +$6M
LBTYA - Liberty Global 1.36% Hold 8,551,191 $11.14 $95M
CBL - Cbl & Associates Properties 1.33% Reduce −16.2% 2,517,576 $37.00 $93M −487,550 +$1M
AERO - Grupo Aeromexico Sab De Cv 1.18% New 3,776,986 $21.96 $83M +3,776,986 +$83M
TAC - Transalta 1.16% Hold 6,415,253 $12.66 $81M
STKL - Sunopta 1.12% Hold 20,726,126 $3.81 $79M
NU — 1.07% Reduce −0.9% 4,479,175 $16.74 $75M −39,709 +$3M
FCX - Freeport-Mcmoran 1.00% Reduce −7.6% 1,390,053 $50.79 $71M −114,812 +$12M
KRC - Kilroy Realty 0.98% Hold 1,850,011 $37.37 $69M
CX - Cemex Sab De Cv 0.94% Reduce −45.0% 5,749,324 $11.49 $66M −4,699,500 −$28M
RWAY - Runway Growth Finance 0.89% Reduce −15.1% 7,029,667 $8.93 $63M −1,250,000 −$21M
BLCO - Bausch Lomb 0.82% Add +4.2% 3,382,739 $17.08 $58M +137,300 +$9M
GRAB 0.80% Reduce −7.3% 11,207,699 $4.99 $56M −886,796 −$17M
XP - XP Inc 0.77% Add +63.3% 3,320,159 $16.37 $54M +1,287,282 +$16M
LILA - Liberty Latin America 0.61% Reduce −13.8% 5,748,780 $7.46 $43M −921,043 −$13M
ECVT - Ecovyst 0.59% Add +48.8% 4,254,503 $9.73 $41M +1,395,481 +$16M
AD - Array Digital Infrastructure 0.55% Hold 724,444 $53.62 $39M
VIST - Vista Energy Sab De Cv 0.54% Reduce −57.5% 782,250 $48.66 $38M −1,059,069 −$25M
YMM - Full Truck Alliance 0.54% Reduce −7.3% 3,519,764 $10.73 $38M −277,933 −$11M
SBLK - Star Bulk Carriers 0.54% Hold 1,962,892 $19.22 $38M
CRC - California Resources 0.44% Hold 694,502 $44.71 $31M
Kanzhun 0.44% Reduce −7.3% 1,523,231 $20.38 $31M −120,341 −$7M
TEO - Telecom Argentina SA 0.39% Reduce −10.7% 2,347,508 $11.61 $27M −281,975 +$8M
VALE - Vale SA 0.38% Reduce −0.5% 2,023,706 $13.03 $26M −10,000 +$4M
TX - Ternium SA 0.36% Reduce −26.6% 658,565 $38.19 $25M −238,944 −$6M
Rice Acquisition 3 0.35% New 2,400,000 $10.28 $25M +2,400,000 +$25M
OCSL - Oaktree Specialty Lending 0.34% Hold 1,852,456 $12.74 $24M
INFY - Infosys 0.28% New 1,094,752 $17.82 $20M +1,094,752 +$20M
Onity Group 0.25% New 390,835 $45.79 $18M +390,835 +$18M
SMRT - Smartrent 0.22% Hold 7,505,294 $2.02 $15M
OPTU - Optimum Communications 0.18% Hold 7,500,000 $1.65 $12M
BHC - Bausch Health Cos 0.13% Hold 1,270,000 $6.95 $9M
MGA - Magnachip Semiconductor 0.10% Hold 2,849,858 $2.55 $7M
Liberty Latin America 0.09% Reduce −0.9% 839,020 $7.39 $6M −7,454 −$817K
HDB - Hdfc Bank 0.07% Reduce −13.7% 130,441 $36.54 $5M −20,765 −$399K
BATL - Battalion Oil 0.05% Reduce −0.1% 3,009,912 $1.13 $3M −3,911 −$246K
ALVO - Alvotech SA 0.03% Reduce −65.9% 533,656 $3.79 $2M −1,030,020 −$11M
BTAI - Bioxcel Therapeutics 0.01% Hold 241,188 $1.60 $386K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
SATS - Echostar 0.71% Exit 0 $76.36 $46M −600,000 −$46M
NBR - Nabors Industries 0.46% Exit 0 $40.87 $30M −737,112 −$30M
SE - SEA 0.39% Exit 0 $178.73 $25M −141,368 −$25M
JBS — 0.36% Exit 0 $14.93 $24M −1,580,400 −$24M
ACR - Acres Commercial Realty 0.13% Exit 0 $21.16 $8M −391,380 −$8M
LGN - Legence 0.08% Exit 0 $30.81 $5M −175,000 −$5M
Holding 0.02% Exit 0 $21.04 $1M −56,522 −$1M
Tpi Composites Exit 0 $0.0310 $143K −4,610,003 −$143K

* 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 2025 Q3. 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