Howard Marks · Oaktree Capital Management

All superinvestors SEC filing

Co-founder of Oaktree and author of the memos that set the template for thinking about cycles, risk, and second-level thinking. Credit-heavy franchise; 13F slice reflects residual equity exposures.

Prism interpretation

“Cycle-aware credit/equity hybrid — distressed equities and residual stubs.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

25%

Top 5

90%

Top 10

100%

Effective N

5.4

Holdings · 6

Curated summary

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01
TORMTorm plc
9.3%
02
GEOGEO Group
7.8%
03
CXWCoreCivic
6.8%
04
VSTVistra +1 other
5.4%
05
WBDWarner Bros. Discovery +1 other
4.1%
06
CHTRCharter Communications +1 other
3.6%

How this book compares

3 of Howard Marks's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.