All superinvestors
HM

Howard Marks

Oaktree Capital Management·credit·Retail & diversified funds
Accredited only

credit-driven since 1995

Portfolio value

$14.1B

Positions

50

Top 5 concentration

46%

New buys this quarter

13

Quarterly activity

What Howard Marks bought and sold each quarter.

Mar 2026vs Dec 2025

Bought (25)

$QQQputNew buy7%$XOPputNew buy3.9%$PBRNew buy2.7%$CRDONew buy1.1%$YPFNew buy0.9%$LYBputNew buy0.9%$SMPLNew buy0.3%$NRGNew buy0.2%$SHAZNew buy0.2%$BKLNETFNew buy0.1%$BMOOFNew buy0.1%$MINENew buy0.1%$PDDNew buy0%$TRMDAdded+170.6%$EXEAdded+210.4%$AUAdded+151.3%$GTXAdded+156.1%$CORZAdded+273%$TDSAdded+249.1%$VNOMAdded+81%$TLNAdded+128.7%$STKLAdded+200%$BAdded+164.7%$ITUBAdded+164.5%$LBTYAAdded+200%

Sold (13)

$USMSold out$CRCSold out$FTAISold out$YMMSold out$GRABSold out$BZSold out$MARputSold out$NUSold out$ORCLputSold out$SBLKSold out$SPYputSold out$SMHputSold out$VISTSold out
Dec 2025vs Sep 2025

Bought (10)

$SMHputNew buy5.8%$AERONew buy1.5%$INFYNew buy0.4%$OCNNew buy0.3%$SPYputAdded+16.7%$TLNAdded+77.2%$CORZAdded+61.7%$ITUBAdded+9.1%$XPAdded+63.3%$ECVTAdded+48.8%

Sold (22)

$IWMputSold out$NBRSold out$SATSSold out$ALVOTrimmed-65.9%$VISTTrimmed-57.5%$GTXTrimmed-46.4%$CXTrimmed-45%$TRMDTrimmed-34.9%$INDVTrimmed-33.5%$TXTrimmed-26.6%$CBLTrimmed-16.2%$RWAYTrimmed-15.1%$LILAKTrimmed-13.8%$HDBTrimmed-13.7%$FTAITrimmed-11.6%$TEOTrimmed-10.7%$BTrimmed-9.9%$AUTrimmed-8.1%$FCXTrimmed-7.6%$YMMTrimmed-7.3%$GRABTrimmed-7.3%$BZTrimmed-7.3%
Sep 2025vs Jun 2025

Bought (25)

$VNOMNew buy4.4%$TDSNew buy2.6%$ORCLputNew buy2.6%$CORZNew buy2.1%$FTAINew buy1.8%$NUNew buy1.3%$SATSNew buy0.8%$MARputNew buy0.7%$USMNew buy0.7%$XPNew buy0.7%$ECVTNew buy0.5%$NBRNew buy0.5%$WINGputNew buy0.2%$ACRNew buy0.2%$LILANew buy0.1%$LGNNew buy0.1%$TLNAdded+82.8%$ITUBAdded+15.1%$TACAdded+5.4%$LILAKAdded+186.4%$BLCOAdded+28.7%$YMMAdded+106.1%$SEAdded+69.3%$JBSAdded+562.3%$HDBAdded+78.2%

Sold (15)

$STRSold out$ECSold out$BEKESold out$XHBputSold out$SPYputTrimmed-67.6%$TGSTrimmed-58.9%$CRCTrimmed-49.6%$SBLKTrimmed-39.2%$CXTrimmed-29.6%$FCXTrimmed-24.6%$AUTrimmed-15.4%$RWAYTrimmed-15.3%$GTXTrimmed-13.6%$VISTTrimmed-10.7%$IWMputTrimmed-8.3%
Jun 2025vs Mar 2025

Bought (20)

$BNew buy1.4%$XHBputNew buy1.4%$IWMputNew buy1.1%$BLCONew buy0.7%$YMMNew buy0.5%$SENew buy0.3%$LILAKNew buy0.3%$YPFNew buy0.2%$JBSNew buy0.1%$HDSNNew buy0.1%$BTAINew buy0%$SPYputAdded+200%$LBTYAAdded+14%$ITUBAdded+58.5%$TACAdded+9%$GRABAdded+12.6%$ECAdded+12.3%$BEKEAdded+20.6%$TXAdded+13.2%$BZAdded+34.2%

Sold (20)

$PBRSold out$GOLDSold out$HTHTSold out$JDSold out$BILISold out$BAKTrimmed-80.7%$BMATrimmed-76.7%$TGSTrimmed-71.6%$TLNTrimmed-67.5%$VALETrimmed-66.2%$SBLKTrimmed-39.9%$CXTrimmed-23.4%$GTXTrimmed-16.3%$ALVOTrimmed-16.3%$AUTrimmed-9.5%$RWAYTrimmed-9.3%$EXETrimmed-9%$FCXTrimmed-8.9%$VISTTrimmed-5.6%$HDBTrimmed-5.4%
Mar 2025vs Dec 2024

Bought (15)

$NOKNew buy2.3%$TACNew buy1.2%$GRABNew buy1.1%$ITUBNew buy0.9%$BILINew buy0.9%$ECNew buy0.8%$BEKENew buy0.6%$KCNew buy0.4%$BIDUNew buy0.4%$SPYputAdded+6.3%$CXAdded+32.9%$INDVAdded+26.1%$FCXAdded+24.3%$GOLDAdded+147.9%$HTHTAdded+7.3%

Sold (22)

$INFYSold out$PDDSold out$SNRESold out$ENLCSold out$INFNSold out$NTESSold out$PWRputSold out$TCOMSold out$VSTputSold out$YUMCSold out$TGSTrimmed-39%$DQTrimmed-37.4%$BZTrimmed-33.6%$CRCTrimmed-32.7%$JDTrimmed-31.9%$BMATrimmed-31.2%$PBRTrimmed-20.7%$EXETrimmed-19.8%$VALETrimmed-16.4%$LBTYATrimmed-6.5%$BAKTrimmed-5.9%$TLNTrimmed-5.8%
Dec 2024vs Sep 2024

Bought (11)

$EXENew buy14.2%$VSTputNew buy1.9%$SNRENew buy1.3%$PWRputNew buy0.8%$GOLDNew buy0.3%$CHKELWarrantNew buy0.2%$MESONew buy0.1%$CPNGNew buy0.1%$LBTYAAdded+19%$NTESAdded+71.8%$HDBAdded+66%

Sold (24)

$YYSold out$BBDSold out$CHKSold out$ITUBSold out$PAMTrimmed-35.7%$FCXTrimmed-27.3%$CBLTrimmed-25%$ALVOTrimmed-23.9%$JDTrimmed-19.9%$SPYputTrimmed-19%$BMATrimmed-18.5%$PBRTrimmed-17.6%$TGSTrimmed-14%$BZTrimmed-12.4%$VALETrimmed-12.3%$YUMCTrimmed-10.1%$TCOMTrimmed-9.4%$TEOTrimmed-9.1%$OCNTrimmed-9%$DQTrimmed-8.9%$TLNTrimmed-8.6%$VISTTrimmed-8.4%$INDVTrimmed-8.3%$SBLKTrimmed-5.9%
Sep 2024vs Jun 2024

Bought (17)

$TLNNew buy2.2%$CRCNew buy1.9%$YUMCNew buy0.8%$PDDNew buy0.7%$ENLCNew buy0.7%$INFYNew buy0.7%$BZNew buy0.6%$NTESNew buy0.4%$DQNew buy0.2%$XPNew buy0.2%$LBTYAAdded+70.3%$INDVAdded+111.9%$ITUBAdded+36.6%$TCOMAdded+35.2%$YYAdded+29.9%$BABAAdded+83.3%$ATUSAdded+26.3%

Sold (14)

$CEGputSold out$NRGputSold out$BBDTrimmed-59.5%$SPYputTrimmed-43.2%$YPFTrimmed-42.3%$JDTrimmed-37.6%$VALETrimmed-35.7%$SBLKTrimmed-28.3%$AUTrimmed-10.6%$PBRTrimmed-9.7%$TXTrimmed-9.6%$HTHTTrimmed-9.6%$TRMDTrimmed-8%$TGSTrimmed-5.1%
Jun 2024vs Mar 2024

Bought (22)

$LBTYANew buy1.2%$NRGputNew buy1.1%$CEGputNew buy0.6%$TCOMNew buy0.5%$VSTputNew buy0.3%$GGBNew buy0.3%$ATUSNew buy0.2%$SPYputAdded+204.8%$SBLKAdded+30.4%$AUAdded+5.5%$VALEAdded+10.7%$JDAdded+27.2%$INDVAdded+34.1%$HTHTAdded+5.5%$BMAAdded+6.9%$TEOAdded+14%$YYAdded+10.2%$BAKAdded+20.5%$YPFAdded+168.9%$AZULAdded+33.6%$VCSAAdded+246.2%$HDBAdded+100.3%

Sold (12)

$EGLESold out$BIDUSold out$IBNSold out$LISold out$NMIHSold out$RWAYTrimmed-30.4%$ITUBTrimmed-29.2%$FCXTrimmed-18.7%$TRMDTrimmed-13.5%$ALVOTrimmed-12.7%$PBRTrimmed-11.6%$TGSTrimmed-8.9%

Quarter-over-quarter change in disclosed positions. Diversified book — only the larger sell-outs are shown.

Holdings

StockMove% of portfolioSince report

TORM PLC

Added
14.4%
-0.9%

EXPAND ENERGY CORP

Added
12.3%
-19%
$QQQPut option

INVESCO QQQ TRUST SERIES 1

New buy
7%
+25.3%

ANGLOGOLD ASHANTI PLC

Added
6.7%
-15.9%

GARRETT MOTION INC

Added
5.7%
+79.3%

CORE SCIENTIFIC INC

Added
4.1%
+58.9%
$XOPPut option

STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF

New buy
3.9%
-12.3%

TELEPHONE AND DATA SYSTEMS INC

Added
3.9%
-17.6%

VIPER ENERGY INC

Added
3.8%
-11.3%

TALEN ENERGY CORP

Added
3.3%
+20.4%

SUNOPTA INC

Added
2.9%
+0.4%

PETROLEO BRASILEIRO SA - PETROBRAS

New buy
2.7%
-17.9%

BARRICK MINING CORP

Added
2.3%
-9.7%

LIBERTY GLOBAL LTD

Added
2.2%
-11.8%

ITAU UNIBANCO HOLDING SA

Added
2.2%
-1.2%

NOKIA OYJ

Added
1.9%
+60.6%

TRANSALTA CORP

Added
1.8%
+10.8%

CBL & ASSOCIATES PROPERTIES INC

Added
1.8%
+35.8%

FREEPORT-MCMORAN INC

Added
1.5%
+2.9%

INDIVIOR PHARMACEUTICALS INC

Held
1.5%
+35.5%

XP INC

Added
1.3%
-13.8%

GRUPO AEROMEXICO SAB DE CV

Added
1.2%
+18.6%

BAUSCH LOMB CORP

Added
1.1%
+5.2%

KILROY REALTY CORP

Added
1.1%
+35.6%

LIBERTY LATIN AMERICA LTD

Added
1.1%
-17.6%

CREDO TECHNOLOGY GROUP HOLDING LTD

New buy
1.1%
+183%

RUNWAY GROWTH FINANCE CORP

Added
1%
-23.3%

YPF SA

New buy
0.9%
+1.8%
$LYBPut option

LYONDELLBASELL INDUSTRIES NV

New buy
0.9%
-31.2%

CEMEX SAB DE CV

Added
0.7%
+8.1%

ECOVYST INC

Added
0.7%
-7.5%

TERNIUM SA

Added
0.5%
+8.1%

OAKTREE SPECIALTY LENDING CORP

Added
0.4%
+4.8%

TELECOM ARGENTINA SA

Added
0.4%
+11.6%

SIMPLY GOOD FOODS CO/THE

New buy
0.3%
-9.3%

BATTALION OIL CORP

Added
0.3%
-61.8%

SMARTRENT INC

Added
0.2%
-30%

OPTIMUM COMMUNICATIONS INC

Added
0.2%
+38.5%

MAGNACHIP SEMICONDUCTOR CORP

Added
0.2%
+51.1%

SHARONAI HOLDINGS INC

New buy
0.2%
+252%

LIBERTY LATIN AMERICA LTD

Added
0.2%
-15.4%

NRG ENERGY INC

New buy
0.2%
-3.9%

MAYFAIR GOLD CORP

New buy
0.1%
-23.7%

INVESCO SENIOR INCOME TRUST

New buy
0.1%
+0.1%

BLUE MOON METALS INC

New buy
0.1%
-17.6%

HDFC BANK LTD

Added
0.1%
+6.6%
$ALVOWWarrant

ALVOTECH SA

Added
0%
-52.8%

PDD HOLDINGS INC

New buy
0%
-16%

ALVOTECH SA

Added
0%
+89.3%

BIOXCEL THERAPEUTICS INC

Added
0%
-37.3%

Notable sell-outs this quarter: $USM, $CRC, $FTAI, $YMM, $GRAB, $BZ, $MAR, $NU, $ORCL, $SBLK, $SPY, $SMH, $VIST

Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.