Oaktree Capital Management (Howard Marks)

Oaktree Capital Management (Howard Marks) has filed 13F reports from Q1 2012 through Q2 2026. In the most recent quarter, the fund reported $3.8B across 49 positions. The portfolio has returned 12.9% annualized over five years, with 15.0% volatility and a maximum drawdown of 14.8%. Top holdings include SPY, QQQ, TRMD, EXE, GTX. Across all filing periods, 17.2% 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.