Howard Marks - Oaktree Capital Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+3.78B
+9,999%+
Winning Positions
+58.90%
139 wins / 236 positions
Average Gain (Winners)
$37.11M
+9,999%+ avg per position
Active Positions
43
51 losing positions
Portfolio Value Over Time
Total Positions Tracked
236
All holdings over time
Win/Loss Ratio
2.73
139 gains / 51 losses
Active vs. Exited
43 / 193
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| TRMD | TORM | N/A | Sep 2018 | ACTIVE | $285.81K | $675.08M | $674.79M | +9,999%+ |
| CHK | Energy | Mar 2021 | ACTIVE | $518.04K | $574.97M | $574.45M | +9,999%+ | |
| VST | Vistra Corp. | Utilities | Jun 2017 | EXITED | $844.88K | $298.62M | $297.78M | +9,999%+ |
| GTX | Garrett Motion Inc. | Consumer Cyclical | Sep 2020 | ACTIVE | $12.40K | $265.19M | $265.18M | +9,999%+ |
| STR | Sitio Royalties Corp. | Energy | Dec 2022 | EXITED | $373.18K | $237.94M | $237.57M | +9,999%+ |
| AU | AngloGold Ashanti | N/A | Sep 2023 | ACTIVE | $85.78M | $313.80M | $228.02M | +265.84% |
| INDV | Indivior | N/A | Mar 2024 | EXITED | $71.71M | $255.06M | $183.34M | +255.66% |
| INFN | Infinera Corporation | Technology | Dec 2018 | EXITED | $83.69K | $165.40M | $165.32M | +9,999%+ |
| STKL | SunOpta, Inc. | Consumer Defensive | Mar 2017 | ACTIVE | $20.85K | $134.23M | $134.21M | +9,999%+ |
| PBR | Petroleo Brasileiro S.A.- Petro | Energy | Jun 2013 | ACTIVE | $8.02K | $126.36M | $126.35M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.