Howard Marks — Oaktree Capital Portfolio
Q1 2026
Performance Summary
Q1 2026AUM
$6.77B
Portfolio Size
148 positions
Turnover
62.2%
Avg Holding Period
7 quarters
1Y Return
+31.90%
3Y Return
+31.17%
5Y Return
+64.42%
vs S&P 500 (1Y)
+15.57%
Top Holdings
431 positions| # | Symbol | Name | Shares | Value | Weight |
|---|---|---|---|---|---|
| 1 | TRMD | TORM PLC | 23,839,575 | $675.08M | 3.49% |
| 2 | TRMD | TORM PLC | 23,839,575 | $675.08M | 3.49% |
| 3 | TRMD | TORM PLC | 23,839,575 | $675.08M | 3.49% |
| 4 | EXE | EXPAND ENERGY CORP | 5,237,477 | $574.97M | 2.97% |
| 5 | EXE | EXPAND ENERGY CORP | 5,237,477 | $574.97M | 2.97% |
| 6 | EXE | EXPAND ENERGY CORP | 5,237,477 | $574.97M | 2.97% |
| 7 | QQQ | INVESCO QQQ TRUST SERIES 1 | 570,000 | $328.99M | 1.70% |
| 8 | QQQ | INVESCO QQQ TRUST SERIES 1 | 570,000 | $328.99M | 1.70% |
| 9 | QQQ | INVESCO QQQ TRUST SERIES 1 | 570,000 | $328.99M | 1.70% |
| 10 | AU | ANGLOGOLD ASHANTI PLC | 3,223,092 | $313.80M | 1.62% |
Top Holdings by Value
Portfolio Weight Distribution
Portfolio Concentration
Cumulative weight of top N holdings
Holdings by Security Type
Breakdown across 431 positions
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Portfolio data sourced from SEC 13F filings. Filings are reported quarterly with a 45-day delay.
© 2026 Amsflow. Licensed under CC BY-NC-ND 4.0. Free for personal and educational use with attribution required. Commercial use, redistribution, and modifications not permitted.
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