Howard Marks Portfolio: All Stocks & Buys/Sells
Every US stock position Oaktree Capital Management reported in its most recent mandatory SEC filing — weightings, plus the buys and sells against the prior quarter.
As of Q1 2026 · reported on SEC Form 13F
Portfolio at a glance
What these numbers show — and what they don't
The source is SEC Form 13F, the disclosure institutional investment managers must file with the U.S. Securities and Exchange Commission (SEC). It covers long positions in US-listed securities — stocks, plus exchange-traded options and convertible notes, an option being carried at the value of the underlying shares. Cash, short positions, ordinary bonds and holdings outside the US never appear. Filings are quarterly and land up to 45 days after the reporting date, so these figures are an official but delayed and partial view — not a live portfolio.
Buys and sells this quarter
Comparing the Q1 2026 filing against Q4 2025.
New positions
- QQQN Put option 570,000 new
- INDV 6,984,102 new
- XOP Put option 1,000,000 new
- PBR 6,089,413 new
- COINBASE GLOBAL INC 52,633,000 new
- CRDO 539,000 new
- YPF 886,465 new
- Q2 HOLDINGS INC 41,053,000 new
- LYB Put option 500,000 new
- PROGRESS SOFTWARE CORP 36,154,000 new
- ERJ 447,606 new
- SHIFT4 PAYMENTS INC 27,272,000 new
- SHAZ 1,000,000 new
- SMPL 1,128,889 new
- MFGCD 4,500,000 new
and 20 more
Added to
- CHK 5,062,363 → 5,237,477
- TDS 3,688,386 → 4,292,243
- CORZ 8,350,708 → 9,350,708
- JETBLUE AIRWAYS CORP 90,530,000 → 95,093,000
- ECHOSTAR CORP 18,000,000 → 18,000,001
- PEBBLEBROOK HOTEL TRUST 39,706,000 → 57,736,000
- AMERICAN WATER CAPITAL CORP 3,426,000 → 55,921,000
- GRUPO AEROMEXICO SAB DE CV 3,776,986 → 3,968,686
- ETSY INC 50,165,000 → 61,196,000
- BIOMARIN PHARMACEUTICAL INC 42,118,000 → 55,985,000
- CORZ Call option 2,000,000 → 3,500,000
- ENPHASE ENERGY INC 38,178,000 → 56,620,000
- MARRIOTT VACATIONS WORLDWIDE CORP 40,370,000 → 52,119,000
- SEA LTD 38,855,000 → 47,886,000
- OKTA INC 28,311,000 → 46,973,000
and 23 more
Trimmed
- TRMD 26,425,059 → 23,839,575
- ANGLOGOLD ASHANTI PLC 3,847,991 → 3,223,092
- GTX 17,094,816 → 14,594,816
- VNOM 6,285,062 → 3,791,432
- B 2,975,118 → 2,624,859
- ITUB 13,822,747 → 12,188,995
- RIOT PLATFORMS INC 81,960,000 → 79,664,000
- NOK 18,752,229 → 11,200,308
- CBL 2,517,576 → 2,153,717
- FCX 1,390,053 → 1,220,122
- XP 3,320,159 → 3,172,009
- TLNE Call option 300,000 → 150,000
- CONMED CORP 40,324,000 → 36,189,000
- AMPHASTAR PHARMACEUTICALS INC 43,578,000 → 38,036,000
- TELADOC HEALTH INC 38,479,000 → 33,070,000
and 36 more
Sold out
- SMH Put option was 865,000
- SPY Put option was 385,000
- Indivior Pharmaceuticals Inc was 7,108,644
- FTAI AVIATION LTD was 517,328
- ORCL Put option was 500,000
- NU was 4,479,175
- CABLE ONE INC was 58,874,000
- GRAB was 11,207,699
- AIRBNB INC was 50,633,000
- MAR Put option was 150,000
- VIST was 782,250
- YMM was 3,519,764
- SBLK was 1,962,892
- CRC was 694,502
- BZ was 1,523,231
and 45 more
Every position in the portfolio
Scrolls sideways. Linked tickers lead to our own stock page for that company.
| # | Ticker | Company | Value | Weight | Shares | Change |
|---|---|---|---|---|---|---|
| 1 | TRMD | TORM PLC | $675.1M | 10.30% | 23,839,575 | -9.8% |
| 2 | CHK | EXPAND ENERGY CORP | $575.0M | 8.77% | 5,237,477 | +3.5% |
| 3 | QQQN | INVESCO QQQ TRUST SERIES 1 Put option | $329.0M | 5.02% | 570,000 | new |
| 4 | – | ANGLOGOLD ASHANTI PLC | $313.8M | 4.79% | 3,223,092 | -16.2% |
| 5 | GTX | GARRETT MOTION INC | $265.2M | 4.04% | 14,594,816 | -14.6% |
| 6 | INDV | INDIVIOR PHARMACEUTICALS INC | $212.9M | 3.25% | 6,984,102 | new |
| 7 | XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF Put option | $181.8M | 2.77% | 1,000,000 | new |
| 8 | TDS | TELEPHONE AND DATA SYSTEMS INC | $180.7M | 2.76% | 4,292,243 | +16.4% |
| 9 | VNOM | VIPER ENERGY INC | $178.2M | 2.72% | 3,791,432 | -39.7% |
| 10 | CORZ | CORE SCIENTIFIC INC | $139.9M | 2.13% | 9,350,708 | +12.0% |
| 11 | STKL | SUNOPTA INC | $134.2M | 2.05% | 20,726,126 | unchanged |
| 12 | PBR | PETROLEO BRASILEIRO SA - PETROBRAS | $126.4M | 1.93% | 6,089,413 | new |
| 13 | B | BARRICK MINING CORP | $107.1M | 1.63% | 2,624,859 | -11.8% |
| 14 | TLNE | TALEN ENERGY CORP | $105.7M | 1.61% | 331,117 | unchanged |
| 15 | – | LIBERTY GLOBAL LTD | $103.4M | 1.58% | 8,551,191 | unchanged |
| 16 | ITUB | ITAU UNIBANCO HOLDING SA | $102.1M | 1.56% | 12,188,995 | -11.8% |
| 17 | – | JETBLUE AIRWAYS CORP Bond | $94.8M | 1.45% | 95,093,000 Principal | +5.0% |
| 18 | – | RIOT PLATFORMS INC Bond | $91.8M | 1.40% | 79,664,000 Principal | -2.8% |
| 19 | NOK | NOKIA OYJ | $90.1M | 1.37% | 11,200,308 | -40.3% |
| 20 | TAC | TRANSALTA CORP | $84.1M | 1.28% | 6,415,253 | unchanged |
| 21 | CBL | CBL & ASSOCIATES PROPERTIES INC | $82.8M | 1.26% | 2,153,717 | -14.5% |
| 22 | FCX | FREEPORT-MCMORAN INC | $71.7M | 1.09% | 1,220,122 | -12.2% |
| 23 | – | ECHOSTAR CORP Bond | $64.3M | 0.98% | 18,000,001 Principal | 0.0% |
| 24 | XP | XP INC | $60.4M | 0.92% | 3,172,009 | -4.5% |
| 25 | – | PEBBLEBROOK HOTEL TRUST Bond | $56.4M | 0.86% | 57,736,000 Principal | +45.4% |
| 26 | – | AMERICAN WATER CAPITAL CORP Bond | $55.8M | 0.85% | 55,921,000 Principal | +1,532.3% |
| 27 | – | GRUPO AEROMEXICO SAB DE CV | $55.6M | 0.85% | 3,968,686 | +5.1% |
| 28 | – | ETSY INC Bond | $54.8M | 0.84% | 61,196,000 Principal | +22.0% |
| 29 | – | BIOMARIN PHARMACEUTICAL INC Bond | $54.0M | 0.82% | 55,985,000 Principal | +32.9% |
| 30 | BLCO | BAUSCH LOMB CORP | $53.8M | 0.82% | 3,382,739 | unchanged |
| 31 | CORZ | CORE SCIENTIFIC INC Call option | $52.4M | 0.80% | 3,500,000 | +75.0% |
| 32 | – | COINBASE GLOBAL INC Bond | $52.2M | 0.80% | 52,633,000 Principal | new |
| 33 | KRC | KILROY REALTY CORP | $52.2M | 0.80% | 1,850,011 | unchanged |
| 34 | LILAK | LIBERTY LATIN AMERICA LTD | $50.7M | 0.77% | 5,748,780 | unchanged |
| 35 | – | ENPHASE ENERGY INC Bond | $50.6M | 0.77% | 56,620,000 Principal | +48.3% |
| 36 | CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | $50.6M | 0.77% | 539,000 | new |
| 37 | – | MARRIOTT VACATIONS WORLDWIDE CORP Bond | $50.2M | 0.77% | 52,119,000 Principal | +29.1% |
| 38 | RWAY | RUNWAY GROWTH FINANCE CORP | $48.3M | 0.74% | 7,029,667 | unchanged |
| 39 | TLNE | TALEN ENERGY CORP Call option | $47.9M | 0.73% | 150,000 | -50.0% |
| 40 | – | SEA LTD Bond | $46.9M | 0.72% | 47,886,000 Principal | +23.2% |
| 41 | – | OKTA INC Bond | $46.7M | 0.71% | 46,973,000 Principal | +65.9% |
| 42 | – | BENTLEY SYSTEMS INC Bond | $44.7M | 0.68% | 46,995,000 Principal | +598.3% |
| 43 | YPF | YPF SA | $41.0M | 0.63% | 886,465 | new |
| 44 | – | Q2 HOLDINGS INC Bond | $40.9M | 0.62% | 41,053,000 Principal | new |
| 45 | LYB | LYONDELLBASELL INDUSTRIES NV Put option | $40.3M | 0.61% | 500,000 | new |
| 46 | – | DRAFTKINGS INC Bond | $40.0M | 0.61% | 44,355,000 Principal | +75.8% |
| 47 | – | BLOCK INC Bond | $37.7M | 0.58% | 37,779,000 Principal | +86.6% |
| 48 | – | DEXCOM INC Bond | $37.3M | 0.57% | 40,423,000 Principal | +44.4% |
| 49 | – | PROGRESS SOFTWARE CORP Bond | $36.1M | 0.55% | 36,154,000 Principal | new |
| 50 | – | CONMED CORP Bond | $35.1M | 0.54% | 36,189,000 Principal | -10.3% |
| 51 | – | UNITY SOFTWARE INC Bond | $35.0M | 0.53% | 35,941,000 Principal | +296.0% |
| 52 | – | AMPHASTAR PHARMACEUTICALS INC Bond | $34.5M | 0.53% | 38,036,000 Principal | -12.7% |
| 53 | USM | ARRAY DIGITAL INFRASTRUCTURE INC | $33.4M | 0.51% | 724,444 | unchanged |
| 54 | – | TELADOC HEALTH INC Bond | $31.7M | 0.48% | 33,070,000 Principal | -14.1% |
| 55 | CX | CEMEX SAB DE CV | $31.6M | 0.48% | 2,763,083 | -51.9% |
| 56 | ECVT | ECOVYST INC | $30.8M | 0.47% | 2,393,791 | -43.7% |
| 57 | – | ARRAY TECHNOLOGIES INC Bond | $28.2M | 0.43% | 31,046,000 Principal | -6.7% |
| 58 | ERJ | EMBRAER SA | $26.6M | 0.41% | 447,606 | new |
| 59 | – | SPECTRUM BRANDS HOLDINGS INC Bond | $26.1M | 0.40% | 26,126,000 Principal | -5.0% |
| 60 | – | SHIFT4 PAYMENTS INC Bond | $25.7M | 0.39% | 27,272,000 Principal | new |
| 61 | – | CRACKER BARREL OLD COUNTRY STORE INC Bond | $25.7M | 0.39% | 26,175,000 Principal | -20.9% |
| 62 | – | RICE ACQUISITION CORP 3 | $24.7M | 0.38% | 2,400,000 | unchanged |
| 63 | TX | TERNIUM SA | $23.4M | 0.36% | 582,924 | -11.5% |
| 64 | SHAZ | SHARONAI HOLDINGS INC | $22.7M | 0.35% | 1,000,000 | new |
| 65 | – | OAKTREE SPECIALTY LENDING CORP | $20.9M | 0.32% | 1,852,456 | unchanged |
| 66 | – | FIVE9 INC Bond | $19.0M | 0.29% | 21,743,000 Principal | -28.4% |
| 67 | TEO | TELECOM ARGENTINA SA | $19.0M | 0.29% | 1,622,244 | -30.9% |
| 68 | – | SNAP INC Bond | $18.7M | 0.29% | 19,745,000 Principal | +0.9% |
| 69 | SMPL | SIMPLY GOOD FOODS CO/THE | $16.2M | 0.25% | 1,128,889 | new |
| 70 | – | ENVISTA HOLDINGS CORP Bond | $15.9M | 0.24% | 15,977,000 Principal | -48.1% |
| 71 | – | NABORS INDUSTRIES LTD Bond | $14.7M | 0.22% | 16,137,000 Principal | -32.9% |
| 72 | – | SYNAPTICS INC Bond | $14.3M | 0.22% | 13,815,000 Principal | -19.9% |
| 73 | MFGCD | MAYFAIR GOLD CORP | $13.9M | 0.21% | 4,500,000 | new |
| 74 | – | BLACKSTONE MORTGAGE TRUST INC Bond | $12.9M | 0.20% | 12,959,000 Principal | +8.0% |
| 75 | – | COGENT BIOSCIENCES INC Bond | $12.5M | 0.19% | 10,221,000 Principal | +33.6% |
| 76 | – | UPWORK INC Bond | $12.3M | 0.19% | 12,499,000 Principal | +77.6% |
| 77 | BATL | BATTALION OIL CORP | $11.7M | 0.18% | 3,009,912 | unchanged |
| 78 | – | ARROWHEAD PHARMACEUTICALS INC Bond | $11.5M | 0.18% | 11,055,000 Principal | new |
| 79 | SMRT | SMARTRENT INC | $11.3M | 0.17% | 7,505,294 | unchanged |
| 80 | – | AFFIRM HOLDINGS INC Bond | $11.2M | 0.17% | 11,537,000 Principal | +120.8% |
| 81 | – | JD.COM INC Bond | $11.0M | 0.17% | 11,053,000 Principal | -42.5% |
| 82 | MOON.V | BLUE MOON METALS INC | $10.9M | 0.17% | 1,685,000 | new |
| 83 | – | ITRON INC Bond | $10.4M | 0.16% | 10,349,000 Principal | +19.0% |
| 84 | – | BLOCK INC Bond | $10.3M | 0.16% | 10,982,000 Principal | +85.0% |
| 85 | – | AEROVIRONMENT INC Bond | $10.1M | 0.15% | 10,313,000 Principal | -34.6% |
| 86 | – | STRATEGY INC Bond | $10.1M | 0.15% | 12,080,000 Principal | +109.6% |
| 87 | – | ZIFF DAVIS INC Bond | $9.9M | 0.15% | 10,091,000 Principal | unchanged |
| 88 | – | PENN ENTERTAINMENT INC Bond | $9.6M | 0.15% | 9,562,000 Principal | +93.1% |
| 89 | OPTU | OPTIMUM COMMUNICATIONS INC | $9.5M | 0.15% | 7,330,490 | -2.3% |
| 90 | – | CALLAWAY GOLF CO Bond | $9.2M | 0.14% | 9,166,000 Principal | -4.5% |
| 91 | – | LCI INDUSTRIES Bond | $9.1M | 0.14% | 9,138,000 Principal | -7.9% |
| 92 | – | REDFIN CORP Bond | $8.8M | 0.14% | 9,197,000 Principal | -22.3% |
| 93 | – | REPLIGEN CORP Bond | $8.8M | 0.13% | 8,997,000 Principal | -8.5% |
| 94 | – | WINNEBAGO INDUSTRIES INC Bond | $8.5M | 0.13% | 9,376,000 Principal | -53.6% |
| 95 | – | REDWOOD TRUST INC Bond | $8.4M | 0.13% | 8,247,000 Principal | +10.6% |
| 96 | MX | MAGNACHIP SEMICONDUCTOR CORP | $8.0M | 0.12% | 2,849,858 | unchanged |
| 97 | – | TRIP.COM GROUP LTD Bond | $7.9M | 0.12% | 7,588,000 Principal | +538.2% |
| 98 | – | NUTANIX INC Bond | $7.8M | 0.12% | 7,600,000 Principal | +280.0% |
| 99 | – | DATADOG INC Bond | $7.5M | 0.11% | 7,699,000 Principal | +2.7% |
| 100 | ILLUU | ILLUMINATION ACQUISITION CORP I | $7.4M | 0.11% | 750,000 | new |
| 101 | LILA | LIBERTY LATIN AMERICA LTD | $7.2M | 0.11% | 839,020 | unchanged |
| 102 | NRG | NRG ENERGY INC | $7.2M | 0.11% | 49,028 | new |
| 103 | – | AKAMAI TECHNOLOGIES INC Bond | $6.2M | 0.09% | 5,397,000 Principal | new |
| 104 | – | MGP INGREDIENTS INC Bond | $6.0M | 0.09% | 6,251,000 Principal | -73.1% |
| 105 | – | SNAP INC Bond | $5.5M | 0.08% | 6,000,000 Principal | -55.3% |
| 106 | – | PAGERDUTY INC Bond | $5.4M | 0.08% | 5,935,000 Principal | new |
| 107 | – | CERENCE INC Bond | $5.3M | 0.08% | 5,942,000 Principal | -10.0% |
| 108 | – | NEOGENOMICS INC Bond | $5.1M | 0.08% | 5,575,000 Principal | -21.5% |
| 109 | – | GREEN PLAINS INC Bond | $5.0M | 0.08% | 4,998,000 Principal | -34.9% |
| 110 | – | UPSTART HOLDINGS INC Bond | $4.8M | 0.07% | 4,869,000 Principal | -32.4% |
| 111 | – | PENNYMAC MORTGAGE INVESTMENT TRUST Bond | $4.2M | 0.06% | 3,971,000 Principal | new |
| 112 | – | PG&E CORP Bond | $4.1M | 0.06% | 4,000,000 Principal | new |
| 113 | BKLN | INVESCO SENIOR INCOME TRUST | $4.1M | 0.06% | 200,020 | new |
| 114 | – | SOUTHERN CO/THE Bond | $3.7M | 0.06% | 3,357,000 Principal | -26.3% |
| 115 | – | BANDWIDTH INC Bond | $3.7M | 0.06% | 4,167,000 Principal | -69.5% |
| 116 | – | SNAP INC Bond | $3.7M | 0.06% | 3,767,000 Principal | unchanged |
| 117 | – | ZIFF DAVIS INC Bond | $3.4M | 0.05% | 3,496,000 Principal | unchanged |
| 118 | – | BILL HOLDINGS INC Bond | $3.2M | 0.05% | 3,306,000 Principal | unchanged |
| 119 | – | JBT MAREL CORP Bond | $2.9M | 0.05% | 2,927,000 Principal | new |
| 120 | – | DIGITALOCEAN HOLDINGS INC Bond | $2.9M | 0.05% | 2,985,000 Principal | +58.8% |
| 121 | HDB | HDFC BANK LTD | $2.8M | 0.04% | 114,261 | -12.4% |
| 122 | – | UBER TECHNOLOGIES INC Bond | $2.4M | 0.04% | 2,000,000 Principal | new |
| 123 | – | NORTHERN OIL & GAS INC Bond | $2.2M | 0.03% | 2,000,000 Principal | new |
| 124 | – | COINBASE GLOBAL INC Bond | $2.2M | 0.03% | 2,364,000 Principal | -77.5% |
| 125 | – | CHEESECAKE FACTORY INC/THE Bond | $2.1M | 0.03% | 2,173,000 Principal | +10.9% |
| 126 | – | STRATEGY INC Bond | $2.1M | 0.03% | 2,200,000 Principal | +69.2% |
| 127 | – | POST HOLDINGS INC Bond | $2.1M | 0.03% | 1,950,000 Principal | -26.4% |
| 128 | – | JAZZ PHARMACEUTICALS PLC Bond | $2.1M | 0.03% | 1,461,000 Principal | -86.2% |
| 129 | – | PARSONS CORP Bond | $2.0M | 0.03% | 2,060,000 Principal | +77.6% |
| 130 | – | LIVE NATION ENTERTAINMENT INC Bond | $2.0M | 0.03% | 1,813,000 Principal | -81.3% |
| 131 | – | SNOWFLAKE INC Bond | $1.9M | 0.03% | 1,600,000 Principal | new |
| 132 | – | MERITAGE HOMES CORP Bond | $1.8M | 0.03% | 1,900,000 Principal | new |
| 133 | – | NEXTERA ENERGY INC Bond | $1.8M | 0.03% | 1,292,000 Principal | unchanged |
| 134 | – | GLADSTONE CAPITAL CORP Bond | $1.8M | 0.03% | 1,898,000 Principal | +151.7% |
| 135 | – | FLUOR CORP Bond | $1.7M | 0.03% | 1,371,000 Principal | -85.4% |
| 136 | – | RAPID7 INC Bond | $1.6M | 0.02% | 1,668,000 Principal | new |
| 137 | – | IRHYTHM TECHNOLOGIES INC Bond | $1.5M | 0.02% | 1,350,000 Principal | new |
| 138 | – | CELCUITY INC Bond | $1.5M | 0.02% | 600,000 Principal | -14.3% |
| 139 | – | RIVIAN AUTOMOTIVE INC Bond | $1.2M | 0.02% | 1,300,000 Principal | new |
| 140 | ALVOW | ALVOTECH SA | $1.2M | 0.02% | 4,666,667 | unchanged |
| 141 | – | ALARM.COM HOLDINGS INC Bond | $930.5K | 0.01% | 1,008,000 Principal | new |
| 142 | – | HAEMONETICS CORP Bond | $800.8K | 0.01% | 837,000 Principal | -7.2% |
| 143 | – | IMMUNOCORE HOLDINGS PLC Bond | $751.3K | 0.01% | 833,000 Principal | new |
| 144 | PDD | PDD HOLDINGS INC | $492.8K | 0.01% | 4,823 | new |
| 145 | ALVO | ALVOTECH SA | $338.9K | 0.01% | 240,038 | -55.0% |
| 146 | BTAI | BIOXCEL THERAPEUTICS INC | $323.2K | 0.01% | 241,188 | unchanged |
| 147 | – | RICE ACQUISITION CORP 3 | $320.0K | 0.01% | 399,999 | unchanged |
For bonds (flagged “Bond”) the quantity column carries the principal amount rather than a share count.
About Howard Marks
Howard Marks co-founded Oaktree Capital Management in 1995 and has spent three decades building one of the world's leading credit investors, with a deep specialty in distressed debt and high-yield bonds. He's best known outside credit circles for his memos — candid, widely-read notes on markets and psychology that Warren Buffett has said he drops everything to read. Marks built his reputation on a simple but hard-to-execute idea: you can't predict where markets are headed, but you can figure out where you stand in the cycle and position accordingly. His books, The Most Important Thing and Mastering the Market Cycle, lay out what he calls second-level thinking — reasoning past the consensus rather than with it.
Here's the catch for this page: Oaktree's real business runs on credit, not public stocks. Distressed debt, high-yield bonds, and private credit make up the bulk of what the firm manages, and none of that shows up in an SEC Form 13F — the quarterly disclosure institutional investors with over $100 million in assets must file with US regulators. A 13F only captures US-listed long equity positions, arrives up to 45 days after quarter-end, and skips bonds, credit, short positions, and returns entirely. What you see in the table above is a narrow, equity-only slice of Oaktree's holdings, not the full picture of how Marks and his team actually invest.
Frequently Asked Questions
Through Oaktree Capital, Howard Marks holds a relatively small number of US stocks, often tied to cyclical industries or companies that have gone through restructuring — a natural extension of Oaktree's credit and distressed-investing focus. The table above shows the complete, current list of holdings and their weightings, based on the most recently reported filing.
Oaktree's latest reported buys and sells are shown directly in the portfolio table on this page, updated each time a new SEC filing is processed. Because 13F filings are only submitted quarterly and can be published up to 45 days after quarter-end, they always reflect a past snapshot rather than real-time trading.
Howard Marks built his approach around understanding market cycles and what he calls second-level thinking — reasoning differently and more deeply than the crowd. Rather than forecasting, he emphasizes risk awareness, patience, and contrarian discipline: leaning in when fear drives prices down, and pulling back when euphoria pushes them up.
A 13F filing, formally SEC Form 13F, is a quarterly disclosure that institutional investment managers overseeing more than $100 million must file with the US Securities and Exchange Commission. It lists only US-listed long equity positions as of quarter-end, is published up to 45 days later, and excludes bonds, credit, short positions, and performance figures.
Because Oaktree is fundamentally a credit investor: most of its assets under management sit in distressed debt, high-yield bonds, and private credit funds — none of which fall under 13F disclosure rules, which apply only to US equities. The stock positions shown on this page are a narrow slice of Oaktree's actual business, not the whole picture.
Source
SEC Form 13F — the mandatory quarterly disclosure institutional investment managers file with the U.S. Securities and Exchange Commission (SEC). One filing per quarter, submitted up to 45 days after the reporting date; values are market values on that date, in US dollars.
These pages show reported holdings. They are not investment advice and not a recommendation to buy.