Howard Marks - Oaktree Capital Management 13F Activity & Position Changes (Q1 2020)
According to the SEC 13F filed on Aug 14, 2026, the Oaktree Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2020, the filing reported:
New Buys - Braskem SA, Battalion Oil Corporation, Baidu, Inc., Eaton Vance Floating Rate Incom, Eaton Vance Senior Income Trust, and 13 more
Increases - Afya, Ally Financial Inc., Azul S.A., Alibaba Group Holding Limited, Banco Bradesco Sa, and 17 more
Complete Exits - Bank of America, Farmland Partners Inc., HUYA Inc., Wells Fargo, YETI Holdings, Inc., and 1 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
AFYA
Afya
|
Buy |
+706,849
|
|
Q1 2020
|
ALLY
Ally Financial Inc.
|
Buy |
+3,375,000
|
|
Q1 2020
|
AZUL
Azul S.A.
|
Buy |
+238,000
|
|
Q1 2020
|
BABA
Alibaba Group Holding Limited
|
Buy |
+228,699
|
|
Q1 2020
|
BAC.PRN
Bank of America
|
Sell - Position Exit |
-1,461
|
|
Q1 2020
|
BAK
Braskem SA
|
Buy - Position Entry |
+279,550
|
|
Q1 2020
|
BATL
Battalion Oil Corporation
|
Buy - Position Entry |
+3,009,912
|
|
Q1 2020
|
BBD
Banco Bradesco Sa
|
Buy |
+366,646
|
|
Q1 2020
|
BIDU
Baidu, Inc.
|
Buy - Position Entry |
+332,415
|
|
Q1 2020
|
BRFS
BRF S.A.
|
Sell |
-4,229,562
|
|
Q1 2020
|
CX
Cemex, S.A.B. de C.V. Sponsored
|
Buy |
+6,536,982
|
|
Q1 2020
|
EFT
Eaton Vance Floating Rate Incom
|
Buy - Position Entry |
+570,000
|
|
Q1 2020
|
EVF
Eaton Vance Senior Income Trust
|
Buy - Position Entry |
+170,000
|
|
Q1 2020
|
FPI
Farmland Partners Inc.
|
Sell - Position Exit |
-130,000
|
|
Q1 2020
|
HFRO
Highland Floating Rate Opportun
|
Buy - Position Entry |
+470,000
|
|
Q1 2020
|
HUYA
HUYA Inc.
|
Sell - Position Exit |
-751,125
|
|
Q1 2020
|
IBN
ICICI Bank Limited
|
Sell |
-1,039,446
|
|
Q1 2020
|
IIM
Invesco Value Municipal Income
|
Buy - Position Entry |
+365,000
|
|
Q1 2020
|
INDA
Ishares MSCI India ETF
|
Buy |
+23,400
|
|
Q1 2020
|
INFN
Infinera Corporation
|
Buy |
+4,200,000
|
|
Q1 2020
|
ITUB
Itau Unibanco Banco Holding SA
|
Buy |
+740,153
|
|
Q1 2020
|
JFR
Nuveen Floating Rate Income Fun
|
Buy - Position Entry |
+580,000
|
|
Q1 2020
|
LOMA
Loma Negra Compania Industrial
|
Buy |
+90,000
|
|
Q1 2020
|
MELI
MercadoLibre, Inc.
|
Buy - Position Entry |
+25,400
|
|
Q1 2020
|
MTG
MGIC Investment Corporation
|
Buy |
+800,000
|
|
Q1 2020
|
MX
Magnachip Semiconductor Corpora
|
Sell |
-231,192
|
|
Q1 2020
|
OBDC
Blue Owl Capital Corporation
|
Buy - Position Entry |
+43,000
|
|
Q1 2020
|
PAM
Pampa Energia S.A.
|
Buy |
+95,000
|
|
Q1 2020
|
PBR
Petroleo Brasileiro S.A.- Petro
|
Buy - Position Entry |
+3,728,093
|
|
Q1 2020
|
PBR-A
Petroleo Brasileiro S.A.- Petro
|
Buy |
+358,580
|
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