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Howard Marks - Oaktree Capital Management Holdings – 2025 Q3

Explore the latest portfolio disclosure for Howard Marks - Oaktree Capital Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Howard Marks - Oaktree Capital Management maintains its largest exposure in Consumer Discretionary, which represents approximately 29.16% of the portfolio. This sector forms the core of Howard Marks - Oaktree Capital Management's investment stance during this reporting period.

Additional major allocations include Energy (about 19.24%) and Basic Materials (approximately 10.20%), reflecting how Howard Marks - Oaktree Capital Management diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Howard Marks - Oaktree Capital Management's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Consumer Discretionary
29.2%
Energy
19.2%
Basic Materials
10.2%
Finance
9.1%
Telecommunications
8.0%
Industrials
7.8%
Real Estate
5.3%
Utilities
4.5%
Technology
4.2%
Health Care
1.9%
Consumer Staples
0.5%
Unclassified Sector
0.2%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
TRMD 40,581,120 $20.57 No Change No Change 17.61% $834.75M 2025 Q3
EXE 5,062,363 $106.24 Reduced -0.00% 11.35% $537.83M 2025 Q3
GTX 31,894,816 $13.62 Reduced -13.55% 9.16% $434.41M 2025 Q3
AU 4,185,261 $70.33 Reduced -15.41% 6.21% $294.35M 2025 Q3
VNOM 6,285,062 $38.22 Buy 100.00% 5.07% $240.22M 2025 Q3
TDS 3,688,386 $39.24 Buy 100.00% 3.05% $144.73M 2025 Q3
TLN 291,117 $425.38 Increased 124.23% 2.61% $123.84M 2025 Q3
STKL 20,726,126 $5.86 No Change No Change 2.56% $121.46M 2025 Q3
CORZ 6,400,708 $17.94 Buy 100.00% 2.42% $114.83M 2025 Q3
B 3,302,086 $32.77 Increased 4.57% 2.28% $108.21M 2025 Q3
LBTYA 8,551,191 $11.46 Increased 4.13% 2.07% $98M 2025 Q3
FTAI 585,175 $166.86 Buy 100.00% 2.06% $97.64M 2025 Q3
CX 10,448,824 $8.99 Reduced -29.59% 1.98% $93.93M 2025 Q3
ITUB 12,665,801 $7.34 Increased 15.10% 1.96% $92.97M 2025 Q3
CBL 3,005,126 $30.58 No Change No Change 1.94% $91.9M 2025 Q3
NOK 18,752,229 $4.81 No Change No Change 1.90% $90.2M 2025 Q3
TAC 6,415,253 $13.66 Increased 5.42% 1.85% $87.63M 2025 Q3
RWAY 8,279,667 $10.16 Reduced -15.34% 1.77% $84.12M 2025 Q3
KRC 1,850,011 $42.25 No Change No Change 1.65% $78.16M 2025 Q3
GRAB 12,094,495 $6.02 Increased 4.54% 1.54% $72.81M 2025 Q3
NU 4,518,884 $16.01 Buy 100.00% 1.53% $72.35M 2025 Q3
VIST 1,841,319 $34.4 Reduced -10.68% 1.34% $63.34M 2025 Q3
FCX 1,504,865 $39.22 Reduced -24.61% 1.25% $59.02M 2025 Q3
LILAK 6,669,823 $8.44 Increased 186.44% 1.19% $56.29M 2025 Q3
YMM 3,797,697 $12.97 Increased 106.13% 1.04% $49.26M 2025 Q3
BLCO 3,245,439 $15.07 Increased 28.72% 1.03% $48.91M 2025 Q3
SATS 600,000 $76.36 Buy 100.00% 0.97% $45.82M 2025 Q3
BZ 1,643,572 $23.36 Increased 4.60% 0.81% $38.39M 2025 Q3
XP 2,032,877 $18.79 Buy 100.00% 0.81% $38.2M 2025 Q3
CRC 694,502 $53.18 Reduced -49.56% 0.78% $36.93M 2025 Q3
SBLK 1,962,892 $18.59 Reduced -39.24% 0.77% $36.49M 2025 Q3
AD 724,444 $50.01 Buy 100.00% 0.76% $36.23M 2025 Q3
TX 897,509 $34.73 Reduced -2.41% 0.66% $31.17M 2025 Q3
NBR 737,112 $40.87 Buy 100.00% 0.64% $30.13M 2025 Q3
SE 141,368 $178.73 Increased 69.28% 0.53% $25.27M 2025 Q3
ECVT 2,859,022 $8.76 Buy 100.00% 0.53% $25.05M 2025 Q3
OCSL 1,852,456 $13.05 No Change No Change 0.51% $24.17M 2025 Q3
JBS 1,580,400 $14.93 Increased 562.34% 0.50% $23.6M 2025 Q3
VALE 2,033,706 $10.86 No Change No Change 0.47% $22.09M 2025 Q3
TEO 2,629,483 $7.27 Reduced -0.56% 0.40% $19.12M 2025 Q3
OPTU 7,500,000 $2.41 No Change No Change 0.38% $18.07M 2025 Q3
ALVO 1,563,676 $8.19 No Change No Change 0.27% $12.81M 2025 Q3
SMRT 7,505,294 $1.41 No Change No Change 0.22% $10.58M 2025 Q3
INDV 257,785,398 $0.04 Increased 2241.56% 0.22% $10.31M 2025 Q3
CHKEL 95,294 $96.71 No Change No Change 0.19% $9.22M 2025 Q3
MX 2,849,858 $3.13 No Change No Change 0.19% $8.92M 2025 Q3
ACR 391,380 $21.16 Buy 100.00% 0.17% $8.28M 2025 Q3
BHC 1,270,000 $6.45 No Change No Change 0.17% $8.19M 2025 Q3
ALVOW 4,666,667 $1.52 No Change No Change 0.15% $7.09M 2025 Q3
LILA 846,474 $8.29 Buy 100.00% 0.15% $7.02M 2025 Q3
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