Howard Marks

Howard Marks

13F
Oaktree Capital Management LP
Last update 2025-02-12 61 Stocks (4 new)
Value $4.85 Bil Turnover 2 %
Countries:
Top Holdings: TRMD(16.08%)EXE(14.24%)GTX(8.21%)STR(5.11%)INFN(3.41%)

Howard Marks Profile

Chairman of Oaktree Capital Management LP. Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm.

Howard Marks Investing Philosophy

Oaktree Capital is involved in less efficient markets and alternative investments. The firm invests heavily in debt, preferred stocks, and convertible bonds.
Summary Stock Picks Current Portfolio
Howard Marks Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TRMD 		TORM PLC
40,581,120
779,886.0
0%
16.080
0%
41.700
-13.81%
-9.82%
1,725.7
Oil & Gas
EXE 		Expand Energy Corp
6,937,364
690,614.6
+0.97%
14.240
+0.14%
3.000
+2.81%
+0.67%
23,423.6
Oil & Gas
GTX 		Garrett Motion Inc
44,082,816
398,067.8
0%
8.210
0%
20.640
+11.48%
+6.05%
1,950.7
Vehicles & Parts
STR 		Sitio Royalties Corp
12,935,120
248,095.6
0%
5.110
0%
16.320
-16.76%
+0.21%
1,500.6
Oil & Gas
SPY PUT 		SPDR S&P 500 ETF Trust
320,000
187,545.6
0%
3.870
0%
0.030
-4.26%
-1.07%
620,374.6
 
INFN 		Infinera Corp
25,175,384
165,402.3
0%
3.410
0%
10.630
+0.45%
+1.07%
1,580.3
Hardware
STKL 		SunOpta Inc
20,726,126
159,425.5
0%
3.290
0%
17.730
-26.71%
-26.43%
680.6
Beverages - Non-Alcoholic
AU 		Anglogold Ashanti PLC
5,557,551
128,268.3
-1.77%
2.640
-0.05%
1.100
+17.72%
+31.85%
15,403.3
Metals & Mining
VIST 		Vista Energy SAB de CV
2,293,561
124,104.6
-8.39%
2.560
-0.17%
2.410
-15.59%
-13.47%
4,447.4
Oil & Gas
RWAY 		Runway Growth Finance Corp
10,779,667
118,145.2
0%
2.440
0%
28.860
+6.66%
+1.60%
415.9
Credit Services

Howard Marks's Historical Top Holdings Breakdowns

Howard Marks's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITUB 		Itau Unibanco Holding SA2024-12-31Sold Out
-1.09%
●
4.96 ($5.82) 6.57
$5.51
-5.33%
Sold Out
0
-9,076,407
TLN 		Talen Energy Corp2024-12-31Reduce
-0.96%
●
159.19 ($195.31) 223.54
$200.62
2.72%
Reduce -43.07%
396,624
-300,052
BBD 		Bank Bradesco SA2024-12-31Sold Out
-0.68%
●
1.87 ($2.34) 2.77
$1.97
-15.81%
Sold Out
0
-14,114,711
FCX 		Freeport-McMoRan Inc2024-12-31Reduce
-0.60%
●
38.08 ($44.64) 50.82
$35.27
-20.99%
Reduce -27.31%
1,763,003
-662,236
YY 		JOYY Inc2024-12-31Sold Out
-0.58%
●
33.07 ($36.74) 42.36
$47.63
29.64%
Sold Out
0
-882,590
CBL 		CBL & Associates Properties Inc2024-12-31Reduce
-0.45%
●
24.95 ($28.39) 31.75
$30.68
8.05%
Reduce -24.97%
3,005,126
-1,000,000
BABA 		Alibaba Group Holding Ltd2024-12-31Sold Out
-0.43%
●
82.28 ($94.17) 117.52
$131.41
39.55%
Sold Out
0
-224,719
GOLD 		Barrick Gold Corp2024-12-31New Buy
+0.32%
●
15.23 ($18.15) 21.19
$17.90
-1.38%
New holding
1,015,063
1,015,063
LBTYA 		Liberty Global Ltd2024-12-31Add
+0.32%
●
10.2 ($11.85) 14.13
$11.37
-4.09%
Add 20.61%
7,204,190
1,230,932
NTES 		NetEase Inc2024-12-31Add
+0.31%
●
76.28 ($87.47) 104.26
$101.13
15.62%
Add 71.84%
399,694
167,100

Howard Marks Total Holding History ($B)

To

Howard Marks's Asset Allocation

To

Howard Marks Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Howard Marks's Hypothetical Growth since 2024-12-31

Howard Marks's Yearly Returns

Year Portfolio % % Excess Gain %

Howard Marks's Holdings Heat Map

Size field:

Howard Marks's Holdings Bubble Chart

Howard Marks News

  • 1

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