Howard Marks
Oaktree Capital Management
Oaktree Capital Management Portfolio 13F
Howard Marks Holdings Activity
- Portfolio value:
- $5.91B≈ (-$262M≈)
- Previous value:
- $6.17B≈
- # of changes:
- 47
- New positions:
- 12
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 20 May 2026
Oaktree Capital Management has disclosed a total of 47 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 12 totally new, decreased the number of shares of 18 and completely sold out 13 position(s).
What stocks is Howard Marks buying now?
In the recent quarter Howard Marks has bought 16 securities out of which top 5 purchases (by % change to portfolio) are (EXE) Expand Energy Corp (added shares +3.46%), (TDS) Telephone and Data Systems Inc (added shares +16.37%), (CORZ) Core Scientific, Inc (added shares +11.98%), (PBR) Petroleo Brasileiro Petrobras SA ADR (new buy) and (AERO) Grupo Aeromxico, S.A.B. de C.V (added shares +5.08%).
In the latest report(s) the following changes have been made to the top investments: (TRMD) TORM PLC-A (reduced shares -9.78%), (EXE) Expand Energy Corp (added shares +3.46%), (AU) ANGLOGOLD ASHANTI PLC (reduced shares -16.24%), (GTX) Garrett Motion Inc (reduced shares -14.62%) and (INDV) INDIVIOR PLC (reduced shares -1.75%).
Warning: SEC insider reports detected for Oaktree Capital Management (real-time trades and ownership disclosures)
2 ownership disclosures as of 1 month ago
47 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
SharonAI Holdings, Inc, CL-A
|
new
|
+1,000,000
|
1,000,000
|
+0.38%
|
$22.73
|
+99.34%($45.31)
|
0.38%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Simply Good Foods Co
|
new
|
+1,128,889
|
1,128,889
|
+0.27%
|
$14.35
|
-28.22%($10.30)
|
0.27%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
YPF Sociedad Anonima
|
new
|
+886,465
|
886,465
|
+0.69%
|
$46.22
|
+14.24%($52.80)
|
0.69%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
BLUE MOON METALS INC
|
new
|
+1,685,000
|
1,685,000
|
+0.18%
|
$6.46
|
-19.15%($5.22)
|
0.18%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
CREDO TECHNOLOGY GROUP HOLDI
|
new
|
+539,000
|
539,000
|
+0.86%
|
$93.87
|
+125.64%($211.81)
|
0.86%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Embraer S.A
|
new
|
+447,606
|
447,606
|
+0.45%
|
$59.34
|
+15.07%($68.28)
|
0.45%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
ILLUMINATION ACQUISITION COR
|
new
|
+750,000
|
750,000
|
+0.13%
|
$9.92
|
+1.21%($10.04)
|
0.13%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Invesco Senior Loan ETF
|
new
|
+200,020
|
200,020
|
+0.07%
|
$20.41
|
-0.10%($20.39)
|
0.07%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
MAYFAIR GOLD CORP
|
new
|
+4,500,000
|
4,500,000
|
+0.23%
|
$3.08
|
-21.89%($2.41)
|
0.23%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
NRG Energy Inc
|
new
|
+49,028
|
49,028
|
+0.12%
|
$146.14
|
-8.16%($134.22)
|
0.12%
|
2026 Q1
|
≈ 0.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.