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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
BTAI 241,188 $1.34 No Change No Change 0.01% $323.19K 2026 Q1
KRSP.WS 399,999 $0.8 No Change No Change 0.01% $320K 2026 Q1
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