Smart Money Radar / Whales / Howard Marks
H

Howard Marks

Oaktree Capital Management LP · Holdings as of Jun 30, 2024, filed by Aug 15, 2024 · US long stock positions only

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

Reported value
$5B
51 positions shown
Copycat since 2016
3.31x
12% per year
vs SPY
behind
SPY 3.57x same window
Top position
TRMD
33% 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 2024
TRMD 33% EXE 11% GTX 7%
unlisted 6%
+36 more 17%
SymbolValue% of bookvs prior quarter
TRMD $1.7B 33% trimmed
EXE $565M 11% unchanged
GTX $379M 7% unchanged
unlisted $305M 6% unchanged
SBLK $194M 4% added
AU $159M 3% added
unlisted $153M 3% unchanged
VALE $142M 3% added
RWAY $127M 2% trimmed
FCX $118M 2% trimmed
VIST $114M 2% added
STKL $112M 2% unchanged
CX $94M 2% added
CBL $94M 2% unchanged
BBD $78M 1% unchanged
JD $73M 1% added
unlisted $70M 1% added
unlisted $66M 1% new
PBR $65M 1% trimmed
KRC $58M 1% unchanged
HTHT $43M 1% added
ITUB $39M 1% trimmed
TX $35M 1% trimmed
OCSL $35M 1% unchanged
unlisted $31M 1% trimmed
TCOM $28M 1% new
BMA $27M 1% added
unlisted $24M 0% unchanged
TEO $22M 0% added
JOYY $20M 0% added
GGB $19M 0% new
YPF $19M 0% added
TGS $18M 0% trimmed
TPICQ $18M 0% unchanged
SMRT $18M 0% unchanged
BAK $16M 0% added
unlisted $14M 0% unchanged
MX $14M 0% unchanged
HIMS $13M 0% unchanged
OPTU $12M 0% new
STHO $12M 0% trimmed
ONIT $11M 0% unchanged
BATL $10M 0% unchanged
UNIT $10M 0% unchanged
AZUL $10M 0% added
PAM $9M 0% unchanged
BHC $9M 0% trimmed
BABA $9M 0% unchanged
unlisted $7M 0% added
HDB $3M 0% added
unlisted $91K 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.