Head-to-head comparison

Howard Marks vs Jeffrey Ubben

Howard Marks

Oaktree Capital

Q9/10

"You can't predict, you can prepare. Second-level thinking."

6 positionsSince 1995

Jeffrey Ubben

ValueAct Capital

Q8/10

"Constructive activism. Partner with management, not fight them."

5 positionsSince 2000

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Recent moves — Q2 2026

Latest quarter activity for each manager.

Howard Marks

BTAIQADD +472%
OCSLADD +325%
UBERADD +270%
FIVE9ADD +145%
SPYNEW
VSATNEW
MMYTNEW
MATWNEW
VCNEW
QMCONEW
SHAZNEW
BTDRNEW
MINENEW
SGRYNEW
BMMNEW
DASHNEW
DPCNEW
BABANEW
NNBRNEW
OPINEW

+ 47 more moves this quarter (showing the 20 highest-conviction)

No tracked moves for Jeffrey this quarter.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list