Oaktree Capital Management (Howard Marks)

Oaktree Capital Management (Howard Marks) has filed 13F reports from Q1 2012 through Q4 2025. The portfolio has returned 13.6% annualized over five years, with 15.7% volatility and a maximum drawdown of 49.8%. Across all filing periods, 19.6% included restatements and 21.4% 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.