Asset Manager · CIK 0000949509
Howard Marks
Oaktree Capital
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. On a mark-to-market basis the tracked portfolio has returned 40.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$6.17T
Positions
166
Quarter
2025Q4
Filings tracked
40
1-YearTWR
+40.23%
since 2024Q4
3-YearTWR
+430.47%
since 2022Q4
5-Year
—
insufficient history
10-Year
—
insufficient history
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). Howard's portfolio is 40.2% over the last 12 months.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Howard Marks
+1545.6%
SPY
—
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
Latest · 2025Q4
-$9.31T
Lifetime buys
$7.79T
Lifetime sells
$19.20T
Portfolio over time
AUMPositions
QoQ AUM
+2.8%
16Q lifetime AUM
+65400.1%
QoQ positions
+7
16Q lifetime positions
-186
Position concentration
236 positions