Smart Money Radar / Whales / Howard Marks
H

Howard Marks

Oaktree Capital Management LP · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only

Credit-cycle sage. Equities are the sideshow to the bond book.

Reported value
$6B
60 positions shown
Copycat since 2016
3.31x
12% per year
vs SPY
behind
SPY 3.57x same window
Top position
TRMD
20% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Howard Marks 3.31x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2023
TRMD 20% EXE 10% SBLK 7% VST 7%
unlisted 5%
GTX 5%
+98 more 26%
SymbolValue% of bookvs prior quarter
TRMD $1.3B 20% unchanged
EXE $615M 10% trimmed
SBLK $461M 7% unchanged
VST $446M 7% trimmed
unlisted $340M 5% unchanged
GTX $334M 5% added
RWAY $260M 4% unchanged
STKL $139M 2% unchanged
NMIH $127M 2% unchanged
ALLY $124M 2% trimmed
unlisted $122M 2% unchanged
PBR $109M 2% trimmed
BBD $107M 2% added
FCX $105M 2% trimmed
VALE $104M 2% trimmed
CX $103M 2% unchanged
AU $100M 2% trimmed
IBN $92M 1% trimmed
CBL $88M 1% unchanged
unlisted $74M 1% unchanged
VIST $70M 1% unchanged
unlisted $64M 1% unchanged
INFY $59M 1% new
AZUL $58M 1% trimmed
KRC $56M 1% unchanged
unlisted $52M 1% trimmed
ITUB $48M 1% trimmed
unlisted $46M 1% unchanged
BAP $42M 1% trimmed
DQ $41M 1% trimmed
TX $40M 1% added
SQM $37M 1% new
OCSL $36M 1% added
JD $35M 1% new
unlisted $33M 1% unchanged
MX $32M 1% added
SMRT $29M 0% unchanged
PAM $28M 0% unchanged
VVR $24M 0% trimmed
TGS $23M 0% trimmed
MTG $19M 0% unchanged
HTZ $18M 0% trimmed
ONIT $17M 0% trimmed
BATL $17M 0% unchanged
XJQCX $17M 0% unchanged
UNIT $16M 0% unchanged
STHO $15M 0% added
TEO $12M 0% unchanged
YPF $11M 0% trimmed
HIMS $10M 0% trimmed
unlisted $8M 0% unchanged
AIEV $8M 0% unchanged
unlisted $8M 0% unchanged
TPICQ $7M 0% unchanged
unlisted $7M 0% unchanged
LBRDK $7M 0% unchanged
unlisted $6M 0% unchanged
unlisted $6M 0% unchanged
unlisted $6M 0% unchanged
unlisted $6M 0% unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.