Smart Money Radar / Whales / Howard Marks
H

Howard Marks

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

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

Reported value
$5B
58 positions shown
Copycat since 2016
3.31x
12% per year
vs SPY
behind
SPY 3.57x same window
Top position
TRMD
26% 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 · Sep 2024
TRMD 26% EXE 11% GTX 7%
unlisted 5%
+43 more 25%
SymbolValue% of bookvs prior quarter
TRMD $1.4B 26% trimmed
EXE $565M 11% unchanged
GTX $361M 7% unchanged
unlisted $270M 5% unchanged
unlisted $170M 3% unchanged
AU $151M 3% trimmed
SBLK $135M 3% trimmed
STKL $132M 2% unchanged
unlisted $126M 2% added
TLN $124M 2% new
FCX $121M 2% unchanged
RWAY $111M 2% unchanged
VIST $111M 2% unchanged
CRC $107M 2% new
CBL $101M 2% unchanged
VALE $96M 2% trimmed
unlisted $94M 2% added
CX $90M 2% unchanged
KRC $72M 1% unchanged
JD $70M 1% trimmed
ITUB $60M 1% added
PBR $59M 1% trimmed
TCOM $47M 1% added
YUMC $44M 1% new
HTHT $43M 1% trimmed
PDD $38M 1% new
INFY $38M 1% new
BBD $38M 1% trimmed
unlisted $37M 1% new
BZ $35M 1% new
JOYY $32M 1% added
TX $31M 1% trimmed
OCSL $30M 1% unchanged
unlisted $30M 1% unchanged
BMA $29M 1% unchanged
BABA $24M 0% added
TEO $23M 0% unchanged
NTES $22M 0% new
TPICQ $21M 0% unchanged
BATL $20M 0% unchanged
UNIT $19M 0% unchanged
unlisted $19M 0% unchanged
OPTU $18M 0% added
BAK $18M 0% unchanged
TGS $17M 0% trimmed
ONIT $14M 0% unchanged
unlisted $14M 0% unchanged
MX $13M 0% unchanged
SMRT $13M 0% unchanged
DQ $12M 0% new
HIMS $12M 0% unchanged
PAM $12M 0% unchanged
YPF $12M 0% trimmed
BHC $10M 0% unchanged
XP $9M 0% new
unlisted $4M 0% unchanged
HDB $3M 0% added
unlisted $89K 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.