Howard Marks - Oaktree Capital Management 13F Activity & Position Changes (Q3 2013)
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 Sep 30, 2013. 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
|