Howard Marks – Oaktree Capital Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Oaktree Capital Management portfolio managed by Howard Marks was diversified across 12 sectors, according to the most recent SEC 13F filing dated Aug 13, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The ETF sector represents the largest share at 37.4% of total portfolio value, followed by Energy and Consumer Cyclical and Basic Materials. Together, the top three sectors account for 62.4% of the portfolio, reflecting Howard Marks's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.