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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 Unclassified Sector, which represents approximately 61.51% 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 11.35%) and Technology (approximately 7.87%) , 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

Unclassified Sector
61.5%
Energy
11.3%
Technology
7.9%
Basic Materials
6.0%
ETF
5.3%
Financial Services
4.4%
Non-U.S. Assets
1.8%
Industrials
0.8%
Consumer Cyclical
0.5%
Consumer Defensive
0.5%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
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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