Oaktree Capital (Howard Marks)

OAKTREE CAPITAL MANAGEMENT LP · CIK 0000949509 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC sourceValue Investor

Oaktree Capital (Howard Marks) (OAKTREE CAPITAL MANAGEMENT LP) reported 145 positions worth $7.21B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (14.0%). Biggest move: reduce GTX ($253.6M).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.21B
2026 Q2
Positions
145
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.6%
Est. Net Flow (Q)
2026 Q2
10 / 145 positions shown
#SymbolCompanyTypeValue% Port.Time HeldShares1YYTD
1SPYSTATE STREET CORPPUT$1.01B14.04%1,355,000
2QQQINVESCO QQQ TRUST SERIES 1PUT$651.7M9.04%885,000
3TRMDTORM PLCSH$524.3M7.28%4.5 Years20,329,874
4EXEEXPAND ENERGY CORPSH$477.6M6.63%4.5 Years5,237,477
5GTXGARRETT MOTION INCSH$275.2M3.82%4.5 Years7,594,816
6AUANGLOGOLD ASHANTI PLCSH$257.2M3.57%3 Years3,179,092
7INDVINDIVIOR PHARMACEUTICALS INCSH$251.4M3.49%2 Q6,127,212
8TDSTELEPHONE AND DATA SYSTEMS INCSH$195.5M2.71%1 Year5,282,905
9VNOMVIPER ENERGY INCSH$160.8M2.23%1 Year3,791,432
10CORZCORE SCIENTIFIC INCCALL$128.0M1.78%1 Year5,000,000

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Related managers

Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).

ManagerOverlapShared holdings
Third Point (Dan Loeb)2.5%TDS, BLCO, CORZ, RIOT 0.75 01-15-30
Soros Fund Management1.8%CX, FCX, SNAP 0.125 03-01-28, DXCM 0.375 05-15-28, JD 0.25 06-01-29
Dodge & Cox1.5%CX, ITUB, G98239109, G61188101
Baillie Gifford1.5%ITUB, FCX, SE, V5633W109
Lone Pine Capital1.3%SHAZ, SE

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Oaktree Capital (Howard Marks) hold as of Q2 2026?

Oaktree Capital (Howard Marks) reported 145 positions worth $7.21B in its Q2 2026 13F filing. Largest positions: SPY (14.0%), QQQ (9.0%), TRMD (7.3%), EXE (6.6%) and GTX (3.8%).

What did Oaktree Capital (Howard Marks) buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Oaktree Capital (Howard Marks) sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.