Howard Marks - Oaktree Capital Management 13F Activity & Position Changes (Q3 2013)
As of Sep 30, 2013, the Oaktree Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q3 2013, the filing reported:
New Buys - Altria Group, Inc., NetApp, Inc.
Increases - American International Group, I, Buenaventura Mining Company Inc, Cemex, S.A.B. de C.V. Sponsored, HDFC Bank Limited, Petroleo Brasileiro S.A.- Petro, and 3 more
Reductions - First BanCorp. New
Complete Exits - Itau Unibanco Banco Holding SA, POSCO Holdings Inc., Sociedad Quimica y Minera S.A.
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 |
|---|---|---|---|
|
Q3 2013
|
AIG
American International Group, I
|
Buy |
+284,100
|
|
Q3 2013
|
BVN
Buenaventura Mining Company Inc
|
Buy |
+127,400
|
|
Q3 2013
|
CX
Cemex, S.A.B. de C.V. Sponsored
|
Buy |
+31,700
|
|
Q3 2013
|
FBP
First BanCorp. New
|
Sell |
-8,840,904
|
|
Q3 2013
|
HDB
HDFC Bank Limited
|
Buy |
+14,290
|
|
Q3 2013
|
ITUB
Itau Unibanco Banco Holding SA
|
Sell - Position Exit |
-112,569
|
|
Q3 2013
|
MO
Altria Group, Inc.
|
Buy - Position Entry |
+288,000
|
|
Q3 2013
|
NTAP
NetApp, Inc.
|
Buy - Position Entry |
+370,000
|
|
Q3 2013
|
PBR
Petroleo Brasileiro S.A.- Petro
|
Buy |
+61,030
|
|
Q3 2013
|
PKX
POSCO Holdings Inc.
|
Sell - Position Exit |
-14,809
|
|
Q3 2013
|
SQM
Sociedad Quimica y Minera S.A.
|
Sell - Position Exit |
-22,325
|
|
Q3 2013
|
TKC
Turkcell Iletisim Hizmetleri AS
|
Buy |
+18,100
|
|
Q3 2013
|
TSM
Taiwan Semiconductor Manufactur
|
Buy |
+321,586
|
|
Q3 2013
|
TV
Grupo Televisa S.A.B.
|
Buy |
+16,100
|