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Oaktree Capital Management

Oaktree Capital Management

Oaktree Capital Management (Howard Marks) latest 13F portfolio: 145 holdings worth $3.8B as of Q2 2026.

Backtested since 2020: mirroring Oaktree Capital Management's reported 13F equity holdings each quarter would have returned +491.5% versus +182.3%for the S&P 500 (+32.4% annualized). See the Performance tab for the full equity curve.

Investor:  Howard Marks

Number of Assets:  145

Reporting Period:   Q2 - 2026

Holdings at Report:   $3,777,160,955

Return $ Since Report:   +$166,582,278

Return % Since Report:   +4.41%

13F Holdings

Company
Position
Activity
Shares
Port. %
Rep. Price
Curr. Price
Rep. Value
Curr. Value
Return Value
Return %
Mayfair Gold corp (MINE)
Equity
0%
4,500,000
0.29%
$2.46
$2.94
$11,069,603
$13,230,000
+$2,160,397
+19.52%
Blue Moon Metals INC (BMM)
Equity
0%
1,685,000
0.28%
$6.34
$5.24
$10,688,986
$8,829,400
-$1,859,586
-17.40%
Magnachip Semiconductor Corp. (MX)
Equity
-47.37%
1,500,000
0.19%
$4.73
$2.75
$7,095,000
$4,125,000
-$2,970,000
-41.86%
Expand Energy Corp. (EXE)
Equity
0%
5,237,477
12.64%
$91.19
$87.49
$477,605,527
$458,226,863
-$19,378,664
-4.06%
MakeMyTrip Limited (MMYT)
Equity
+100%
983,068
1.39%
$53.29
$47.92
$52,387,693
$47,108,619
-$5,279,074
-10.08%
Quantum corp (QMCO)
Equity
+100%
2,011,678
0.59%
$11.00
$25.09
$22,128,458
$50,473,001
+$28,344,543
+128.09%
Talen Energy Corp. (TLN)
Equity
0%
331,117
3.37%
$384.26
$292.30
$127,235,018
$96,785,499
-$30,449,519
-23.93%
Telecom Argentina S.A. (TEO)
Equity
-92.84%
116,105
0.04%
$13.00
$13.70
$1,509,365
$1,590,639
+$81,274
+5.38%
Ternium S.A. (TX)
Equity
-1.82%
572,324
0.65%
$42.70
$57.23
$24,438,234
$32,754,103
+$8,315,869
+34.03%
Viper Energy INC (VNOM)
Equity
0%
3,791,432
4.26%
$42.40
$42.27
$160,756,716
$160,263,831
-$492,885
-0.31%
Cemex S.A.B. De C.V. (CX)
Equity
-96.38%
100,000
0.03%
$12.00
$10.06
$1,200,000
$1,006,000
-$194,000
-16.17%
Alvotech (ALVO)
Equity
-59.18%
97,982
0.01%
$3.69
$5.87
$361,553
$575,154
+$213,601
+59.08%
Battalion Oil Corp. (BATL)
Equity
0%
3,009,912
0.10%
$1.31
$1.20
$3,942,984
$3,611,894
-$331,090
-8.40%
Anglogold Ashanti PLC (AU)
Equity
-1.37%
3,179,092
6.81%
$80.89
$103.29
$257,156,751
$328,368,413
+$71,211,662
+27.69%
Barrick Mining corp (B)
Equity
+22.14%
3,206,087
3.12%
$36.73
$43.33
$117,759,575
$138,919,750
+$21,160,175
+17.97%
Bausch + Lomb Corp. (BLCO)
Equity
+1.72%
3,441,042
1.51%
$16.56
$16.85
$56,983,655
$57,981,558
+$997,903
+1.75%
Grupo Aeromexico SAB DE CV (AERO)
Equity
0%
3,968,686
1.89%
$18.00
$15.42
$71,436,348
$61,197,138
-$10,239,210
-14.33%
Liberty Global Ltd. (LBTYA)
Equity
0%
8,551,191
2.57%
$11.37
$9.87
$97,227,041
$84,400,255
-$12,826,786
-13.19%
Liberty Latin America Ltd. (LILAK)
Equity
+31.49%
7,559,083
1.56%
$7.79
$8.40
$58,885,256
$63,496,297
+$4,611,041
+7.83%
Office Properties Income Trustmd (OPI)
Equity
+100%
10,851
0.00%
$17.00
$17.62
$184,467
$191,195
+$6,728
+3.65%
Core Scientific Inc. (CORZ)
Equity
-46.60%
4,993,708
3.38%
$25.59
$17.99
$127,788,987
$89,836,807
-$37,952,180
-29.70%
Freeport-Mcmoran Inc. (FCX)
Equity
-1.56%
1,201,122
2.00%
$62.89
$71.54
$75,538,562
$85,928,268
+$10,389,706
+13.75%
Garrett Motion Inc. (GTX)
Equity
-47.96%
7,594,816
7.28%
$36.23
$26.27
$275,160,183
$199,515,816
-$75,644,367
-27.49%
Kilroy Realty Corp. (KRC)
Equity
0%
1,850,011
1.84%
$37.47
$34.23
$69,319,912
$63,325,877
-$5,994,035
-8.65%
Matthews International Corporation (MATW)
Equity
+100%
1,925,992
1.37%
$26.92
$20.48
$51,847,704
$39,444,316
-$12,403,388
-23.92%
Itaú Unibanco Holding S.A. (ITUB)
Equity
-1.73%
11,977,665
2.59%
$8.17
$8.20
$97,857,531
$98,216,853
+$359,322
+0.37%
NN Inc. (NNBR)
Equity
+100%
510,943
0.05%
$3.59
$3.31
$1,834,285
$1,691,221
-$143,064
-7.80%
Oaktree Specialty Lending Corp. (OCSL)
Equity
+324.96%
7,872,199
2.49%
$11.94
$12.41
$93,994,056
$97,693,990
+$3,699,934
+3.94%
Indivior Pharmaceuticals INC (INDV)
Equity
-12.27%
6,127,212
6.66%
$41.03
$34.88
$251,399,508
$213,717,155
-$37,682,353
-14.99%
Liberty Latin America Ltd. (LILA)
Equity
0%
839,020
0.17%
$7.84
$8.41
$6,577,916
$7,056,158
+$478,242
+7.27%
Runway Growth Finance Corp. (RWAY)
Equity
0%
7,029,667
1.04%
$5.61
$6.69
$39,436,440
$47,028,472
+$7,592,032
+19.25%
Sea Limited (SE)
Equity
+100%
635,443
1.61%
$95.83
$101.79
$60,894,502
$64,681,743
+$3,787,241
+6.22%
Service Properties Trust (SVC)
Equity
+100%
1,988,382
0.09%
$1.69
$6.48
$3,360,365
$12,884,715
+$9,524,350
+283.43%
Smartrent Inc. (SMRT)
Equity
0%
7,505,294
0.24%
$1.19
$1.20
$8,931,301
$9,006,353
+$75,052
+0.84%
Transalta Corp. (TAC)
Equity
-53.24%
3,000,000
1.10%
$13.83
$12.22
$41,487,224
$36,660,000
-$4,827,224
-11.64%
Sharonai Holdings INC (SHAZ)
Equity
-71.05%
289,456
0.65%
$84.66
$57.56
$24,505,344
$16,661,087
-$7,844,257
-32.01%
The Simply Good Foods Company (SMPL)
Equity
+6.64%
1,203,889
0.42%
$13.28
$10.13
$15,987,645
$12,195,396
-$3,792,249
-23.72%
Surgery Partners Inc. (SGRY)
Equity
+100%
862,588
0.38%
$16.80
$13.25
$14,491,478
$11,429,291
-$3,062,187
-21.13%
Telephone And Data Systems Inc. (TDS)
Equity
+23.08%
5,282,905
5.18%
$37.01
$35.90
$195,520,314
$189,656,290
-$5,864,024
-3.00%
Torm PLC (TRMD)
Equity
-14.72%
20,329,874
13.88%
$25.79
$38.23
$524,260,745
$777,211,083
+$252,950,338
+48.25%
Viasat Inc. (VSAT)
Equity
+100%
630,280
1.50%
$89.81
$76.38
$56,605,446
$48,140,786
-$8,464,660
-14.95%
XP Inc. (XP)
Equity
-1.74%
3,116,809
1.34%
$16.26
$20.01
$50,679,314
$62,367,348
+$11,688,034
+23.06%
YPF Sociedad Anónima (YPF)
Equity
+11.83%
991,346
1.19%
$45.47
$54.96
$45,076,502
$54,484,376
+$9,407,874
+20.87%
Bioxcel Therapeutics INC (BTAI)
Equity
+472.27%
1,380,248
0.05%
$1.41
$0.07
$1,946,150
$102,138
-$1,844,012
-94.75%
Visteon Corporation (VC)
Put
+100%
400,000
N/A
$99.21
N/A
$39,684,000
N/A
N/A
N/A
Blackstone Mortgage Trust Inc.
Bond
+8.53%
14,064,000
N/A
$1.00
N/A
$14,064,000
N/A
N/A
N/A
Cracker Barrel OLD Country Store INC
Bond
+100%
6,708,000
N/A
$1.02
N/A
$6,873,687
N/A
N/A
N/A
Dexcom Inc.
Bond
+51.27%
61,148,000
N/A
$0.93
N/A
$57,096,945
N/A
N/A
N/A
Etsy
Bond
+9.22%
66,836,000
N/A
$0.92
N/A
$61,161,623
N/A
N/A
N/A
Marriott Vacations Worldwide Corp.
Bond
+9.16%
56,893,000
N/A
$0.98
N/A
$55,954,265
N/A
N/A
N/A
Celcuity INC
Bond
+100%
6,250,000
N/A
$1.14
N/A
$7,133,750
N/A
N/A
N/A
Cerence INC
Bond
+32.73%
7,887,000
N/A
$0.92
N/A
$7,237,466
N/A
N/A
N/A
Doordash INC
Bond
+100%
8,089,000
N/A
$0.99
N/A
$7,977,776
N/A
N/A
N/A
Draftkings Inc. New
Bond
+31.89%
58,501,000
N/A
$0.93
N/A
$54,482,292
N/A
N/A
N/A
Embraer S.A. (ERJ)
Equity
-1.76%
439,706
0.74%
$63.80
$64.37
$28,053,242
$28,303,875
+$250,633
+0.89%
Five9 Inc.
Bond
+145.16%
53,306,000
N/A
$0.89
N/A
$47,423,682
N/A
N/A
N/A
Affirm Holdings Inc.
Bond
+201.77%
34,815,000
N/A
$0.99
N/A
$34,292,775
N/A
N/A
N/A
Aerovironment INC
Bond
+14.41%
11,799,000
N/A
$0.96
N/A
$11,278,368
N/A
N/A
N/A
Bitdeer Technologies Group (BTDR)
Call
+100%
750,000
N/A
$15.87
N/A
$11,902,500
N/A
N/A
N/A
Block Inc. (XYZ)
Bond
+63.75%
17,983,000
N/A
$0.95
N/A
$17,070,362
N/A
N/A
N/A
Datadog INC
Bond
-81.82%
1,400,000
N/A
$1.42
N/A
$1,993,600
N/A
N/A
N/A
Etsy INC
Bond
+100%
11,974,000
N/A
$1.16
N/A
$13,910,195
N/A
N/A
N/A
Magnachip Semiconductor Corporation (MX)
Call
+100%
1,000,000
N/A
$4.73
N/A
$4,730,000
N/A
N/A
N/A
Redfin Corp.
Bond
+52.67%
14,041,000
N/A
$0.97
N/A
$13,549,565
N/A
N/A
N/A
Sitime corp
Bond
+100%
7,300,000
N/A
$1.11
N/A
$8,099,425
N/A
N/A
N/A
Snap Inc.
Bond
-76.72%
877,000
N/A
$1.00
N/A
$873,185
N/A
N/A
N/A
Snap
Bond
+41.90%
28,018,000
N/A
$0.95
N/A
$26,687,145
N/A
N/A
N/A
Spectrum Brands Holdings INC
Bond
-10.24%
23,452,000
N/A
$1.04
N/A
$24,500,304
N/A
N/A
N/A
SPDR S&P 500 ETF Trust (SPY)
Put
+100%
1,355,000
N/A
$746.77
N/A
$1,011,873,350
N/A
N/A
N/A
Sunopta Inc. (STKL)
Equity
-99.64%
74,314
0.01%
$5.47
$6.50
$406,498
$483,041
+$76,543
+18.83%
Unity Software Inc.
Bond
+37.52%
49,426,000
N/A
$0.98
N/A
$48,635,184
N/A
N/A
N/A
Upwork Inc.
Bond
+13.24%
14,154,000
N/A
$0.99
N/A
$14,047,841
N/A
N/A
N/A
DPC Holdings PLC
Equity
+100%
75,000
0.10%
$49.06
N/A
$3,679,500
N/A
N/A
N/A
Echostar Corp.
Bond
0%
18,000,001
N/A
$3.12
N/A
$56,250,003
N/A
N/A
N/A
Firstenergy corp
Bond
+100%
4,280,000
N/A
$1.09
N/A
$4,676,970
N/A
N/A
N/A
Fluor Corp.
Bond
-7.29%
1,271,000
N/A
$1.33
N/A
$1,686,299
N/A
N/A
N/A
Akamai Technologies
Bond
-51.25%
2,631,000
N/A
$1.19
N/A
$3,135,721
N/A
N/A
N/A
Alibaba Group Holding LTD
Bond
+100%
750,000
N/A
$1.18
N/A
$885,750
N/A
N/A
N/A
Amphastar Pharmaceuticals INC
Bond
+7.48%
40,880,000
N/A
$0.91
N/A
$37,200,800
N/A
N/A
N/A
United States Cellular Corp. (USM)
Equity
-3.81%
696,858
0.67%
$36.26
$48.80
$25,268,071
$34,006,670
+$8,738,599
+34.58%
Arrowhead Pharmaceuticals INC
Bond
-17.27%
9,146,000
N/A
$1.20
N/A
$10,951,820
N/A
N/A
N/A
Bentley Systems Inc.
Bond
+15.47%
54,264,000
N/A
$0.96
N/A
$52,163,983
N/A
N/A
N/A
Biomarin Pharmaceutical Inc. (BMRN)
Bond
+14.36%
64,025,000
N/A
$0.97
N/A
$62,373,155
N/A
N/A
N/A
Cloudflare INC
Bond
+100%
8,050,000
N/A
$1.27
N/A
$10,199,349
N/A
N/A
N/A
Alarmcom Holdings INC
Bond
+710.62%
8,171,000
N/A
$0.95
N/A
$7,773,072
N/A
N/A
N/A
Alphatec Holdings Inc.
Bond
+100%
9,177,000
N/A
$1.00
N/A
$9,144,880
N/A
N/A
N/A
Alvotech Sa
Warrant
0%
4,666,667
N/A
$0.23
N/A
$1,073,333
N/A
N/A
N/A
Array Technologies Inc.
Bond
+9.47%
33,985,000
N/A
$0.93
N/A
$31,624,743
N/A
N/A
N/A
Bill Holdings Inc.
Bond
+91.47%
6,330,000
N/A
$0.97
N/A
$6,128,073
N/A
N/A
N/A
Cogent Biosciences INC
Bond
+16.33%
11,890,000
N/A
$1.24
N/A
$14,758,452
N/A
N/A
N/A
Core Scientific Inc. (CORZ)
Call
+42.86%
5,000,000
N/A
$25.59
N/A
$127,950,000
N/A
N/A
N/A
Enphase Energy Inc.
Bond
+9.18%
61,820,000
N/A
$0.93
N/A
$57,609,766
N/A
N/A
N/A
Etsy Inc.
Bond
+100%
7,233,000
N/A
$0.95
N/A
$6,858,330
N/A
N/A
N/A
Immunocore Holdings PLC
Bond
0%
833,000
N/A
$0.92
N/A
$766,360
N/A
N/A
N/A
Lyondellbasell Industries N.V. (LYB)
Put
+80.00%
900,000
N/A
$52.65
N/A
$47,385,000
N/A
N/A
N/A
Conmed Corp.
Bond
+48.24%
53,645,000
N/A
$0.98
N/A
$52,464,810
N/A
N/A
N/A
Enovis corp
Bond
+100%
39,207,000
N/A
$0.96
N/A
$37,793,587
N/A
N/A
N/A
Envista Holdings Corp.
Bond
-36.12%
10,206,000
N/A
$1.00
N/A
$10,250,385
N/A
N/A
N/A
Green Plains Inc.
Bond
0%
4,998,000
N/A
$0.99
N/A
$4,948,020
N/A
N/A
N/A
Invesco QQQ Trust (QQQ)
Put
+55.26%
885,000
N/A
$736.40
N/A
$651,714,000
N/A
N/A
N/A
Itron INC
Bond
+8.38%
11,216,000
N/A
$1.00
N/A
$11,198,491
N/A
N/A
N/A
MGP Ingredients INC
Bond
-59.77%
2,515,000
N/A
$0.97
N/A
$2,450,559
N/A
N/A
N/A
Neogenomics Inc.
Bond
-81.26%
1,045,000
N/A
$0.94
N/A
$979,683
N/A
N/A
N/A
Northern Oil & Gas Inc.
Bond
+130.70%
4,614,000
N/A
$0.96
N/A
$4,432,208
N/A
N/A
N/A
Nutanix Inc.
Bond
-71.05%
2,200,000
N/A
$1.13
N/A
$2,484,900
N/A
N/A
N/A
Revolution Medicines INC
Bond
+100%
1,150,000
N/A
$1.25
N/A
$1,442,773
N/A
N/A
N/A
Rice Acquisition corp 3
Equity
0%
2,400,000
0.67%
$10.50
N/A
$25,200,000
N/A
N/A
N/A
Rivian Automotive Inc.
Bond
+161.54%
3,400,000
N/A
$1.07
N/A
$3,630,263
N/A
N/A
N/A
Freshpet INC
Bond
+100%
7,913,000
N/A
$1.16
N/A
$9,198,862
N/A
N/A
N/A
Gladstone Capital corp
Bond
+163.38%
4,999,000
N/A
$0.97
N/A
$4,824,646
N/A
N/A
N/A
JD.com Inc.
Bond
-27.03%
8,065,000
N/A
$0.98
N/A
$7,931,927
N/A
N/A
N/A
Nabors Industries LTD
Bond
-26.38%
11,880,000
N/A
$0.95
N/A
$11,291,940
N/A
N/A
N/A
Norwegian Cruise Line Holdings Ltd
Bond
+100%
2,874,000
N/A
$0.99
N/A
$2,849,571
N/A
N/A
N/A
Rice Acquisition corp 3
Warrant
0%
399,999
N/A
$0.99
N/A
$395,999
N/A
N/A
N/A
Riot Platforms INC
Bond
-67.36%
26,000,000
N/A
$2.01
N/A
$52,278,722
N/A
N/A
N/A
Starwood Property Trust INC
Bond
+100%
11,894,933
N/A
$1.01
N/A
$12,070,383
N/A
N/A
N/A
Groupon INC
Bond
+100%
1,677,000
N/A
$0.99
N/A
$1,657,882
N/A
N/A
N/A
Haemonetics corp
Bond
+149.70%
2,090,000
N/A
$1.02
N/A
$2,123,022
N/A
N/A
N/A
LCI Industries
Bond
+100%
5,650,000
N/A
$1.12
N/A
$6,335,062
N/A
N/A
N/A
Live Nation Entertainment INC
Bond
0%
1,813,000
N/A
$1.20
N/A
$2,168,348
N/A
N/A
N/A
On Semiconductor Corp.
Bond
+100%
1,250,000
N/A
$1.21
N/A
$1,509,375
N/A
N/A
N/A
Pebblebrook Hotel Trust
Bond
+10.04%
63,534,000
N/A
$0.99
N/A
$63,095,615
N/A
N/A
N/A
Pagerduty INC
Bond
+20.05%
7,125,000
N/A
$0.94
N/A
$6,693,225
N/A
N/A
N/A
Pennymac Mortgage Investment Trust
Bond
+78.82%
7,101,000
N/A
$1.02
N/A
$7,266,453
N/A
N/A
N/A
Rapid7 Inc.
Bond
+503.18%
10,061,000
N/A
$0.96
N/A
$9,708,862
N/A
N/A
N/A
Redwood Trust Inc.
Bond
-4.44%
7,881,000
N/A
$1.02
N/A
$7,999,215
N/A
N/A
N/A
Snap
Bond
+191.23%
17,474,000
N/A
$0.92
N/A
$16,098,796
N/A
N/A
N/A
Snowflake INC
Bond
+346.69%
7,147,000
N/A
$1.66
N/A
$11,895,830
N/A
N/A
N/A
Strategy INC
Bond
-54.88%
5,451,000
N/A
$0.86
N/A
$4,711,299
N/A
N/A
N/A
Rubrik INC
Bond
+100%
4,504,000
N/A
$1.02
N/A
$4,609,844
N/A
N/A
N/A
Sarepta Therapeutics Inc.
Bond
+100%
6,709,000
N/A
$0.95
N/A
$6,344,687
N/A
N/A
N/A
Sea Ltd
Bond
+30.66%
62,567,000
N/A
$0.99
N/A
$62,060,207
N/A
N/A
N/A
Shake Shack Inc.
Bond
+100%
270,000
N/A
$0.93
N/A
$252,112
N/A
N/A
N/A
Shift4 Payments Inc.
Bond
+77.63%
48,444,000
N/A
$0.96
N/A
$46,264,020
N/A
N/A
N/A
Uber Technologies
Bond
0%
2,000,000
N/A
$1.20
N/A
$2,396,000
N/A
N/A
N/A
Winnebago Industries INC
Bond
+114.10%
20,074,000
N/A
$0.93
N/A
$18,719,005
N/A
N/A
N/A
Transmedics Group Inc.
Bond
+100%
3,131,000
N/A
$1.08
N/A
$3,396,978
N/A
N/A
N/A
Teladoc Health Inc.
Bond
+62.15%
53,624,000
N/A
$0.97
N/A
$52,256,588
N/A
N/A
N/A
Uber Technologies INC
Bond
+100%
5,400,000
N/A
$1.16
N/A
$6,246,180
N/A
N/A
N/A
Upstart Holdings Inc.
Bond
+70.71%
8,312,000
N/A
$1.00
N/A
$8,275,427
N/A
N/A
N/A
WEC Energy Group INC
Bond
+100%
3,214,000
N/A
$1.04
N/A
$3,340,149
N/A
N/A
N/A
Workiva INC
Bond
+100%
7,100,000
N/A
$1.00
N/A
$7,064,855
N/A
N/A
N/A
Ziff Davis INC
Bond
0%
3,496,000
N/A
$1.00
N/A
$3,496,809
N/A
N/A
N/A
Workiva Inc.
Bond
+100%
14,970,000
N/A
$0.94
N/A
$14,030,632
N/A
N/A
N/A
Ziff Davis Inc.
Bond
+11.29%
11,230,000
N/A
$0.99
N/A
$11,132,215
N/A
N/A
N/A