Howard Marks

Howard Marks

13F
Oaktree Capital Management LP
Last update 2024-11-14 61 Stocks (10 new)
Value $5.55 Bil Turnover 11 %
Countries:
Top Holdings: TRMD(24.92%)EXE(10.18%)GTX(6.50%)STR(4.86%)INFN(3.06%)
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 2024-09-30 View Full List
Ticker
TRMD
EXE
GTX
STR
SPY PUT
INFN
AU
SBLK
STKL
TLN
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
1382777.590
-8.00%
24.920
-2.40%
42.120
-27.28%
+14.04%
2173.094
Oil & Gas
EXE 		Expand Energy Corp
6,870,884
565130.230
0%
10.180
0%
2.970
+18.65%
+2.61%
23606.520
Oil & Gas
GTX 		Garrett Motion Inc
44,082,816
360597.430
0%
6.500
0%
20.640
+11.46%
-0.89%
1911.383
Vehicles & Parts
STR 		Sitio Royalties Corp
12,935,120
269567.900
0%
4.860
0%
16.320
-3.35%
+10.90%
1685.388
Oil & Gas
SPY PUT 		SPDR S&P 500 ETF Trust
395,000
226635.200
0%
4.080
0%
0.040
+1.10%
-0.95%
620239.104
 
INFN 		Infinera Corp
25,175,384
169933.840
0%
3.060
0%
10.630
-0.75%
+0.15%
1558.159
Hardware
AU 		Anglogold Ashanti PLC
5,657,451
150657.920
-10.61%
2.710
-0.29%
1.350
-2.91%
+12.56%
13081.317
Metals & Mining
SBLK 		Star Bulk Carriers Corp
5,712,206
135322.160
-28.30%
2.440
-0.96%
5.000
-27.00%
+2.01%
1797.858
Transportation
STKL 		SunOpta Inc
20,726,126
132165.060
0%
2.380
0%
17.730
+14.31%
-5.58%
856.474
Beverages - Non-Alcoholic
TLN 		Talen Energy Corp
696,676
124175.530
New Holding
2.240
+2.24%
1.370
+32.11%
+10.09%
10194.352
Utilities - Independent Power Producers

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
GTXAP.PFD 		Garrett Motion Inc2023-06-30Sold Out
-7.65%
●
8.57 ($8.98) 9.38
$8.60
-4.23%
Sold Out
0
-68,834,814
VST 		Vistra Corp2023-12-31Sold Out
-4.99%
●
31.39 ($34.78) 38.82
$166.73
379.38%
Sold Out
0
-9,000,000
GTX 		Garrett Motion Inc2023-06-30Add
+4.67%
●
7.36 ($8.02) 8.53
$8.95
11.60%
Add 1126.87%
44,082,816
40,489,705
TRMD 		TORM PLC2024-06-30Reduce
-4.03%
●
32.17 ($35.81) 38.8
$22.18
-38.06%
Reduce -13.52%
44,109,986
-6,896,552
SBLK 		Star Bulk Carriers Corp2023-12-31Reduce
-3.21%
●
17.97 ($19.71) 21.9
$15.25
-22.63%
Reduce -61.99%
6,107,983
-9,959,500
VST 		Vistra Corp2023-09-30Reduce
-3.20%
●
26.09 ($30.03) 34.06
$166.73
455.21%
Reduce -47.06%
9,000,000
-8,000,000
SBLK 		Star Bulk Carriers Corp2023-09-30Reduce
-2.69%
●
16.91 ($17.81) 19.28
$15.25
-14.37%
Reduce -38.36%
16,067,483
-10,000,000
TRMD 		TORM PLC2024-09-30Reduce
-2.40%
●
32.57 ($36.67) 40.45
$22.18
-39.51%
Reduce -8%
40,581,120
-3,528,866
TLN 		Talen Energy Corp2024-09-30New Buy
+2.24%
●
109.08 ($138.87) 190.02
$221.80
59.72%
New holding
696,676
696,676
EGLE Eagle Bulk Shipping Inc2023-06-30Sold Out
-2.15%
●
39.28 ($44.17) 48.61
$62.60
41.73%
Sold Out
0
-3,781,561

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 2024-09-30

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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