Howard Marks

Howard Marks

13F
Oaktree Capital Management LP
Last update 2024-08-14 55 Stocks (4 new)
Value $5.74 Bil Turnover 5 %
Countries:
Top Holdings: TRMD(30.05%)CHK(9.84%)GTX(6.60%)STR(5.32%)SBLK(3.38%)
Portfolio Report

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 2024-06-30 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
44,109,986
1724284.470
-13.52%
30.050
-4.03%
46.750
+2.81%
+31.36%
3347.835
Oil & Gas
CHK 		Chesapeake Energy Corp
6,870,884
564717.980
-1.62%
9.840
-0.17%
5.230
-5.78%
+4.17%
10299.848
Oil & Gas
GTX 		Garrett Motion Inc
44,082,816
378671.390
0%
6.600
0%
20.170
-3.80%
-16.24%
1770.716
Vehicles & Parts
SPY PUT 		S&P 500 ETF TRUST ETF
695,000
378232.900
0%
6.590
0%
-
+3.88%
+19.55%
562273.214
 
STR 		Sitio Royalties Corp
12,935,120
305398.180
0%
5.320
0%
16.060
-1.93%
-2.40%
1753.314
Oil & Gas
SBLK 		Star Bulk Carriers Corp
7,966,426
194221.470
+30.43%
3.380
+0.79%
6.980
-9.92%
+10.00%
2465.486
Transportation
AU 		Anglogold Ashanti PLC
6,328,888
159044.960
+5.48%
2.770
+0.14%
1.510
+19.03%
+52.33%
11788.266
Metals & Mining
INFN 		Infinera Corp
25,175,384
153318.090
0%
2.670
0%
10.680
+31.63%
+41.05%
1578.946
Hardware
VALE 		Vale SA
12,753,203
142453.280
+10.73%
2.480
+0.24%
0.300
-4.46%
-28.98%
43973.115
Metals & Mining
RWAY 		Runway Growth Finance Corp
10,779,667
126768.890
-30.42%
2.210
-0.99%
27.960
-9.78%
-9.74%
390.100
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
TRMD 		TORM PLC2024-06-30Reduce
-4.03%
●
32.17 ($35.81) 38.8
$35.08
-2.04%
Reduce -13.52%
44,109,986
-6,896,552
IBN 		ICICI Bank Ltd2024-06-30Sold Out
-1.30%
●
25.43 ($26.79) 29.01
$31.38
17.13%
Sold Out
0
-2,851,796
EGLE Eagle Bulk Shipping Inc2024-06-30Sold Out
-1.18%
●
61.77 ($62.38) 63.05
$62.60
0.35%
Sold Out
0
-1,098,819
LBTYA 		Liberty Global Ltd2024-06-30New Buy
+1.15%
●
15.83 ($16.92) 18.13
$20.63
21.93%
New holding
3,801,637
3,801,637
RWAY 		Runway Growth Finance Corp2024-06-30Reduce
-0.99%
●
11.57 ($12.15) 13.25
$10.13
-16.63%
Reduce -30.42%
10,779,667
-4,712,500
SBLK 		Star Bulk Carriers Corp2024-06-30Add
+0.79%
●
23.02 ($24.86) 27.23
$21.59
-13.15%
Add 30.43%
7,966,426
1,858,443
BIDU 		Baidu Inc2024-06-30Sold Out
-0.77%
●
86.48 ($100.48) 113.41
$86.22
-14.19%
Sold Out
0
-422,866
NMIH 		NMI Holdings Inc2024-06-30Sold Out
-0.59%
●
29.5 ($32.18) 34.23
$40.82
26.85%
Sold Out
0
-1,057,790
LI 		Li Auto Inc2024-06-30Sold Out
-0.51%
●
17.87 ($24.13) 31.79
$21.55
-10.69%
Sold Out
0
-983,320
TCOM 		Trip.com Group Ltd2024-06-30New Buy
+0.48%
●
46.96 ($50.91) 57.05
$48.65
-4.44%
New holding
585,645
585,645

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 2024-06-30

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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