Oaktree Capital Management (Howard Marks)

Oaktree Capital Management (Howard Marks) has filed 13F reports from Q1 2012 through Q2 2026. The portfolio has returned 12.5% annualized over five years, with 15.2% volatility and a maximum drawdown of 16.0%. Across all filing periods, 19.0% included restatements and 20.7% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.