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

2026 Q1 2025 Q4 · filed 15 May · long equity

TRMD - TORM 10.74% Reduce −9.8% 23,839,575 $28.32 $675M −2,585,484 +$148M
EXE - Expand Energy 9.15% Add +3.5% 5,237,477 $109.78 $575M +175,114 +$16M
AU - Anglogold Ashanti 4.99% Reduce −16.2% 3,223,092 $97.36 $314M −624,899 −$14M
GTX - Garrett Motion 4.22% Reduce −14.6% 14,594,816 $18.17 $265M −2,500,000 −$33M
TDS - Telephone And Data Systems 2.88% Add +16.4% 4,292,243 $42.10 $181M +603,857 +$29M
VNOM - Viper Energy 2.83% Reduce −39.7% 3,791,432 $46.99 $178M −2,493,630 −$65M
CORZ - Core Scientific 2.23% Add +12.6% 9,400,708 $14.88 $140M +1,050,000 +$18M
STKL - Sunopta 2.14% Hold 20,726,126 $6.48 $134M
PBR - Petroleo Brasileiro 2.01% New 6,089,413 $20.75 $126M +6,089,413 +$126M
B — 1.70% Reduce −11.8% 2,624,859 $40.79 $107M −350,259 −$22M
TLN - Talen Energy 1.68% Hold 331,117 $319.23 $106M
LBTYA - Liberty Global 1.64% Hold 8,551,191 $12.09 $103M
ITUB - Itau Unibanco SA 1.63% Reduce −11.8% 12,188,995 $8.38 $102M −1,633,752 +$3M
NOK - Nokia Oyj 1.43% Reduce −40.3% 11,200,308 $8.04 $90M −7,551,921 −$31M
TAC - Transalta 1.34% Hold 6,415,253 $13.11 $84M
CBL - Cbl & Associates Properties 1.32% Reduce −14.5% 2,153,717 $38.43 $83M −363,859 −$10M
FCX - Freeport-Mcmoran 1.14% Reduce −12.2% 1,220,122 $58.78 $72M −169,931 +$1M
XP - XP Inc 0.96% Reduce −4.5% 3,172,009 $19.04 $60M −148,150 +$6M
AERO - Grupo Aeromexico Sab De Cv 0.88% Add +5.1% 3,968,686 $14.01 $56M +191,700 −$27M
BLCO - Bausch Lomb 0.86% Hold 3,382,739 $15.90 $54M
KRC - Kilroy Realty 0.83% Hold 1,850,011 $28.21 $52M
LILA - Liberty Latin America 0.81% Hold 5,748,780 $8.82 $51M
CRDO - Credo Technology Group 0.81% New 539,000 $93.87 $51M +539,000 +$51M
RWAY - Runway Growth Finance 0.77% Hold 7,029,667 $6.87 $48M
YPF - Ypf SA 0.65% New 886,465 $46.22 $41M +886,465 +$41M
AD - Array Digital Infrastructure 0.53% Hold 724,444 $46.14 $33M
CX - Cemex Sab De Cv 0.50% Reduce −51.9% 2,763,083 $11.44 $32M −2,986,241 −$34M
ECVT - Ecovyst 0.49% Reduce −43.7% 2,393,791 $12.86 $31M −1,860,712 −$11M
ERJ - Embraer SA 0.42% New 447,606 $59.34 $27M +447,606 +$27M
Rice Acquisition 3 0.39% Hold 2,400,000 $10.31 $25M
TX - Ternium SA 0.37% Reduce −11.5% 582,924 $40.15 $23M −75,641 −$2M
OCSL - Oaktree Specialty Lending 0.33% Hold 1,852,456 $11.30 $21M
TEO - Telecom Argentina SA 0.30% Reduce −30.9% 1,622,244 $11.69 $19M −725,264 −$8M
SMPL - Simply Good Foods /THE 0.26% New 1,128,889 $14.35 $16M +1,128,889 +$16M
BATL - Battalion Oil 0.19% Hold 3,009,912 $3.90 $12M
SMRT - Smartrent 0.18% Hold 7,505,294 $1.50 $11M
OPTU - Optimum Communications 0.15% Reduce −2.3% 7,330,490 $1.30 $10M −169,510 −$3M
MGA - Magnachip Semiconductor 0.13% Hold 2,849,858 $2.80 $8M
Liberty Latin America 0.12% Hold 839,020 $8.64 $7M
NRG - NRG Energy 0.11% New 49,028 $146.14 $7M +49,028 +$7M
INDV - Indivior Pharmaceuticals 0.11% New 212,875,428 $0.0328 $7M +212,875,428 +$7M
IVZ - Invesco Senior Income Trust 0.06% New 200,020 $20.41 $4M +200,020 +$4M
HDB - Hdfc Bank 0.05% Reduce −12.4% 114,261 $24.88 $3M −16,180 −$2M
PDD - Pinduoduo 0.01% New 4,823 $102.18 $493K +4,823 +$493K
ALVO - Alvotech SA 0.01% Reduce −81.6% 97,982 $3.43 $336K −435,674 −$2M
BTAI - Bioxcel Therapeutics 0.01% Hold 241,188 $1.34 $323K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
INDV - Indivior Pharmaceuticals 3.63% Exit 0 $35.88 $255M −7,108,644 −$255M
FTAI - Ftai Aviation 1.45% Exit 0 $196.85 $102M −517,328 −$102M
NU — 1.07% Exit 0 $16.74 $75M −4,479,175 −$75M
GRAB 0.80% Exit 0 $4.99 $56M −11,207,699 −$56M
VIST - Vista Energy Sab De Cv 0.54% Exit 0 $48.66 $38M −782,250 −$38M
YMM - Full Truck Alliance 0.54% Exit 0 $10.73 $38M −3,519,764 −$38M
SBLK - Star Bulk Carriers 0.54% Exit 0 $19.22 $38M −1,962,892 −$38M
CRC - California Resources 0.44% Exit 0 $44.71 $31M −694,502 −$31M
Kanzhun 0.44% Exit 0 $20.38 $31M −1,523,231 −$31M
VALE - Vale SA 0.38% Exit 0 $13.03 $26M −2,023,706 −$26M
INFY - Infosys 0.28% Exit 0 $17.82 $20M −1,094,752 −$20M
Onity Group 0.25% Exit 0 $45.79 $18M −390,835 −$18M
BHC - Bausch Health Cos 0.13% Exit 0 $6.95 $9M −1,270,000 −$9M

* 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 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