OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Howard Marks (Oaktree Capital)
  • Overview
  • Portfolio166
  • Performance40Q
  • Options6
  • Activity6.6k
  • News

Howard Marks

Oaktree Capital
Share
  • Asset Manager · CIK 0000949509
  • Concentrated
  • Mega-Fund

Howard Marks runs Oaktree Capital, an asset manager overseeing $6.17T in disclosed equity holdings (SEC CIK 0000949509). The latest portfolio (2025Q4) discloses 166 positions across 11 sectors, with the largest positions in EXE, TORM PLC and ANGLOGOLD ASHANTI PLC. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Howard's filingsView holdings↓
Portfolio
$6.17T
Positions
166
Quarter
2025Q4
Filings tracked
40
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Not enough filing history to compute mark-to-market returns for Howard Marks.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Howard Marks (Oaktree Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY).

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Howard Marks
+524.1%
SPY
+69.5%
Alpha
+454.6pp
411983555116682021Q22023Q32025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$7.16T+$3.58T$0-$3.58T-$7.16T'19Q3'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2
Latest · 2023Q2
+$190.08B
Lifetime buys
$8.01T
Lifetime sells
$12.70T
Portfolio over time
AUMPositions
$0$2.44T$4.87T$7.38T3801'19Q3'21Q2'23Q2
QoQ AUM
+82973.3%
16Q lifetime AUM
+216201293.3%
QoQ positions
-63
16Q lifetime positions
+235
Position concentration
236 positions
Top 1
18%
of book
  • Top 118%$1.29TTORM PLC
  • Top 2-525%$1.86TEXE, STAR BULK CA, VST
  • Top 6-1013%$983.15BGTX, RWAY, STKL
  • Top 11-2014%$1.00TINFNEUR, PBR, BBD
  • Rest30%$2.24TRest of port