Howard Marks
Oaktree Capital Management
Co-founder of Oaktree, whose memos on market cycles are widely read. Oaktree is mostly a credit investor; the 13F is its listed equity side.
13F portfolio value
Q2 2026
$3.78B
1-year growth
-4.3%
2-year growth
-28.0%
Positions
51
Top 10 share
66.5%
Quarterly turnover
11.1%
Last filed
Aug 14, 2026
Q2 2026: summary
MakklerAI- Howard Marks' reported US-listed stock portfolio was $3.8B across 51 positions; the top 10 made up 66.5%, and turnover was 11.1%.
- GTX was cut 48.0% and CORZ 46.6%; TRMD was reduced 14.7% but remained the largest holding at 13.9%.
- OCSL increased 325.0% to 2.5% of the portfolio; TDS rose 23.1% and B increased 22.1%.
- The filing listed 10 new positions and 11 exits, including SE at 1.6% and full exits from PBR and NOK; portfolio value fell from $4.3B in March to $3.8B.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
13G · passive stakeMatthews International CorporationMATWAug 10, 2026
6.2% stake · 1.93M sharesSEC- 13G · passive stake
Aug 10, 2026
- 13G · passive stake
Aug 10, 2026
- 13G · passive stake
May 14, 2026
PROSee moves without the 45-day wait
Unlock the company, size and price of 3 filings with MakklerPRO, and follow the guru to be told about the next one.
MakklerAI
Ask MakklerAI about Howard Marks's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.