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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
YPF 886,465 $46.22 Buy 100.00% 0.95% $40.97M 2026 Q1
AD 724,444 $46.14 No Change No Change 0.78% $33.43M 2026 Q1
CX 2,763,083 $11.44 Reduced -51.94% 0.73% $31.61M 2026 Q1
ECVT 2,393,791 $12.86 Reduced -43.74% 0.71% $30.78M 2026 Q1
EMBJ 447,606 $59.34 Buy 100.00% 0.62% $26.56M 2026 Q1
KRSP 2,400,000 $10.31 No Change No Change 0.57% $24.74M 2026 Q1
TX 582,924 $40.15 Reduced -11.49% 0.54% $23.4M 2026 Q1
SHAZ 1,000,000 $22.73 Buy 100.00% 0.53% $22.73M 2026 Q1
OCSL 1,852,456 $11.3 No Change No Change 0.49% $20.93M 2026 Q1
TEO 1,622,244 $11.69 Reduced -30.90% 0.44% $18.96M 2026 Q1
SMPL 1,128,889 $14.35 Buy 100.00% 0.38% $16.2M 2026 Q1
MINE 4,500,000 $3.08 Buy 100.00% 0.32% $13.86M 2026 Q1
BATL 3,009,912 $3.9 No Change No Change 0.27% $11.74M 2026 Q1
SMRT 7,505,294 $1.5 No Change No Change 0.26% $11.26M 2026 Q1
BMM 1,685,000 $6.46 Buy 100.00% 0.25% $10.89M 2026 Q1
OPTU 7,330,490 $1.3 Reduced -2.26% 0.22% $9.53M 2026 Q1
MX 2,849,858 $2.8 No Change No Change 0.19% $7.98M 2026 Q1
ILLUU 750,000 $9.92 Buy 100.00% 0.17% $7.44M 2026 Q1
LILA 839,020 $8.64 No Change No Change 0.17% $7.25M 2026 Q1
NRG 49,028 $146.14 Buy 100.00% 0.17% $7.16M 2026 Q1
BKLN 200,020 $20.41 Buy 100.00% 0.09% $4.08M 2026 Q1
HDB 114,261 $24.88 Reduced -12.40% 0.07% $2.84M 2026 Q1
ALVOW 4,666,667 $0.25 No Change No Change 0.03% $1.17M 2026 Q1
PDD 4,823 $102.22 Buy 100.00% 0.01% $493.01K 2026 Q1
ALVO 240,038 $1.41 Reduced -55.02% 0.01% $338.45K 2026 Q1
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