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Howard Marks - Oaktree Capital Management Holdings – 2026 Q1

Explore the latest portfolio disclosure for Howard Marks - Oaktree Capital Management, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that Howard Marks - Oaktree Capital Management maintains its largest exposure in Unclassified Sector, which represents approximately 61.40% 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 16.27%) and Technology (approximately 6.51%) , 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 2026 Q1 quarter.

Breakdown by Sector

Unclassified Sector
61.4%
Energy
16.3%
Technology
6.5%
Basic Materials
4.9%
ETF
4.8%
Financial Services
3.8%
Non-U.S. Assets
2.1%
Utilities
0.2%
Consumer Cyclical
0.0%
Unknown
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
TRMD 23,839,575 $28.32 Reduced -9.78% 15.66% $675.14M 2026 Q1
EXE 5,237,477 $109.78 Increased 3.46% 13.34% $574.97M 2026 Q1
AU 3,223,092 $97.36 Reduced -16.24% 7.28% $313.8M 2026 Q1
GTX 14,594,816 $18.17 Reduced -14.62% 6.15% $265.19M 2026 Q1
INDV 6,984,102 $30.48 Reduced -1.75% 4.94% $212.88M 2026 Q1
TDS 4,292,243 $42.1 Increased 16.37% 4.19% $180.7M 2026 Q1
VNOM 3,791,432 $46.99 Reduced -39.68% 4.13% $178.16M 2026 Q1
CORZ 9,350,708 $14.96 Increased 11.98% 3.25% $139.89M 2026 Q1
STKL-OLD 20,726,126 $6.48 No Change No Change 3.12% $134.31M 2026 Q1
PBR 6,089,413 $20.75 Buy 100.00% 2.93% $126.36M 2026 Q1
B 2,624,859 $40.79 Reduced -11.77% 2.48% $107.07M 2026 Q1
TLN 331,117 $319.23 No Change No Change 2.45% $105.7M 2026 Q1
LBTYA 8,551,191 $12.09 No Change No Change 2.40% $103.38M 2026 Q1
ITUB 12,188,995 $8.38 Reduced -11.82% 2.37% $102.14M 2026 Q1
NOK 11,200,308 $8.04 Reduced -40.27% 2.09% $90.05M 2026 Q1
TAC 6,415,253 $13.11 No Change No Change 1.95% $84.1M 2026 Q1
CBL 2,153,717 $38.43 Reduced -14.45% 1.92% $82.77M 2026 Q1
FCX 1,220,122 $58.78 Reduced -12.22% 1.66% $71.72M 2026 Q1
XP 3,172,009 $19.04 Reduced -4.46% 1.40% $60.4M 2026 Q1
AERO 3,968,686 $14.01 Increased 5.08% 1.29% $55.6M 2026 Q1
BLCO 3,382,739 $15.9 No Change No Change 1.25% $53.79M 2026 Q1
KRC 1,850,011 $28.21 No Change No Change 1.21% $52.19M 2026 Q1
LILAK 5,748,780 $8.82 No Change No Change 1.18% $50.7M 2026 Q1
CRDO 539,000 $93.87 Buy 100.00% 1.17% $50.6M 2026 Q1
RWAY 7,029,667 $6.87 No Change No Change 1.12% $48.29M 2026 Q1
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