https://holdlens.com/investor/howard-marks Every 13F move by Howard Marks (Oaktree Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/TORM https://holdlens.com/investor/howard-marks#2026-Q1-TORM-trim-0 Howard Marks (Oaktree Capital) trimmed TORM (TORM PLC) in Q1 2026 · 10.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/QQQ https://holdlens.com/investor/howard-marks#2026-Q1-QQQ-new-1 Howard Marks (Oaktree Capital) new position QQQ (INVESCO QQQ TRUST SERIES 1) in Q1 2026 · 5.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/GTX https://holdlens.com/investor/howard-marks#2026-Q1-GTX-trim-2 Howard Marks (Oaktree Capital) trimmed GTX (GARRETT MOTION INC) in Q1 2026 · 4.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TDS https://holdlens.com/investor/howard-marks#2026-Q1-TDS-add-3 Howard Marks (Oaktree Capital) added TDS (TELEPHONE AND DATA SYSTEMS INC) in Q1 2026 · 2.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TLN https://holdlens.com/investor/howard-marks#2026-Q1-TLN-trim-4 Howard Marks (Oaktree Capital) trimmed TLN (TALEN ENERGY CORP) in Q1 2026 · 2.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/PBR https://holdlens.com/investor/howard-marks#2026-Q1-PBR-new-5 Howard Marks (Oaktree Capital) new position PBR (PETROLEO BRASILEIRO SA - PETROBRAS) in Q1 2026 · 2.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/FCX https://holdlens.com/investor/howard-marks#2026-Q1-FCX-trim-6 Howard Marks (Oaktree Capital) trimmed FCX (FREEPORT-MCMORAN INC) in Q1 2026 · 1.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BMRN https://holdlens.com/investor/howard-marks#2026-Q1-BMRN-add-7 Howard Marks (Oaktree Capital) added BMRN (BIOMARIN PHARMACEUTICAL INC) in Q1 2026 · 0.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/EQIX https://holdlens.com/investor/howard-marks#2026-Q1-EQIX-add-8 Howard Marks (Oaktree Capital) added EQIX (ETSY INC) in Q1 2026 · 0.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/BLOCK https://holdlens.com/investor/howard-marks#2026-Q1-BLOCK-add-9 Howard Marks (Oaktree Capital) added BLOCK (BLOCK INC) in Q1 2026 · 0.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/Q2 https://holdlens.com/investor/howard-marks#2026-Q1-Q2-new-10 Howard Marks (Oaktree Capital) new position Q2 (Q2 HOLDINGS INC) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/YPF https://holdlens.com/investor/howard-marks#2026-Q1-YPF-new-11 Howard Marks (Oaktree Capital) new position YPF (YPF SA) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/OKTA https://holdlens.com/investor/howard-marks#2026-Q1-OKTA-add-12 Howard Marks (Oaktree Capital) added OKTA (OKTA INC) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/SEA https://holdlens.com/investor/howard-marks#2026-Q1-SEA-add-13 Howard Marks (Oaktree Capital) added SEA (SEA LTD) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/U https://holdlens.com/investor/howard-marks#2026-Q1-U-add-14 Howard Marks (Oaktree Capital) added U (UNITY SOFTWARE INC) in Q1 2026 · 0.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/CX https://holdlens.com/investor/howard-marks#2026-Q1-CX-trim-15 Howard Marks (Oaktree Capital) trimmed CX (CEMEX SAB DE CV) in Q1 2026 · 0.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TDOC https://holdlens.com/investor/howard-marks#2026-Q1-TDOC-trim-16 Howard Marks (Oaktree Capital) trimmed TDOC (TELADOC HEALTH INC) in Q1 2026 · 0.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SNAP https://holdlens.com/investor/howard-marks#2026-Q1-SNAP-trim-17 Howard Marks (Oaktree Capital) trimmed SNAP (SNAP INC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/FOUR https://holdlens.com/investor/howard-marks#2026-Q1-FOUR-new-18 Howard Marks (Oaktree Capital) new position FOUR (SHIFT4 PAYMENTS INC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/FIVE9 https://holdlens.com/investor/howard-marks#2026-Q1-FIVE9-trim-19 Howard Marks (Oaktree Capital) trimmed FIVE9 (FIVE9 INC) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ITRON https://holdlens.com/investor/howard-marks#2026-Q1-ITRON-add-20 Howard Marks (Oaktree Capital) added ITRON (ITRON INC) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/JD https://holdlens.com/investor/howard-marks#2026-Q1-JD-trim-21 Howard Marks (Oaktree Capital) trimmed JD (JD.COM INC) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/UPWK https://holdlens.com/investor/howard-marks#2026-Q1-UPWK-add-22 Howard Marks (Oaktree Capital) added UPWK (UPWORK INC) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/PDD https://holdlens.com/investor/howard-marks#2026-Q1-PDD-new-23 Howard Marks (Oaktree Capital) new position PDD (PDD HOLDINGS INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/BAND https://holdlens.com/investor/howard-marks#2026-Q1-BAND-trim-24 Howard Marks (Oaktree Capital) trimmed BAND (BANDWIDTH INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/NRG https://holdlens.com/investor/howard-marks#2026-Q1-NRG-new-25 Howard Marks (Oaktree Capital) new position NRG (NRG ENERGY INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/FLUOR https://holdlens.com/investor/howard-marks#2026-Q1-FLUOR-trim-26 Howard Marks (Oaktree Capital) trimmed FLUOR (FLUOR CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LYV https://holdlens.com/investor/howard-marks#2026-Q1-LYV-trim-27 Howard Marks (Oaktree Capital) trimmed LYV (LIVE NATION ENTERTAINMENT INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/POST https://holdlens.com/investor/howard-marks#2026-Q1-POST-trim-28 Howard Marks (Oaktree Capital) trimmed POST (POST HOLDINGS INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/UBER https://holdlens.com/investor/howard-marks#2026-Q1-UBER-new-29 Howard Marks (Oaktree Capital) new position UBER (UBER TECHNOLOGIES INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/HDB https://holdlens.com/investor/howard-marks#2026-Q1-HDB-trim-30 Howard Marks (Oaktree Capital) trimmed HDB (HDFC BANK LTD) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SPG https://holdlens.com/investor/howard-marks#2026-Q1-SPG-exit-31 Howard Marks (Oaktree Capital) exited SPG (STATE STREET CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/ORCL https://holdlens.com/investor/howard-marks#2026-Q1-ORCL-exit-32 Howard Marks (Oaktree Capital) exited ORCL (ORACLE CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/NU https://holdlens.com/investor/howard-marks#2026-Q1-NU-exit-33 Howard Marks (Oaktree Capital) exited NU (NU HOLDINGS LTD/CAYMAN ISLANDS) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/CABO https://holdlens.com/investor/howard-marks#2026-Q1-CABO-exit-34 Howard Marks (Oaktree Capital) exited CABO (CABLE ONE INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/GRAB https://holdlens.com/investor/howard-marks#2026-Q1-GRAB-exit-35 Howard Marks (Oaktree Capital) exited GRAB (GRAB HOLDINGS LTD) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/ABNB https://holdlens.com/investor/howard-marks#2026-Q1-ABNB-exit-36 Howard Marks (Oaktree Capital) exited ABNB (AIRBNB INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/MAR https://holdlens.com/investor/howard-marks#2026-Q1-MAR-exit-37 Howard Marks (Oaktree Capital) exited MAR (MARRIOTT INTERNATIONAL INC/MD) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/VALE https://holdlens.com/investor/howard-marks#2026-Q1-VALE-exit-38 Howard Marks (Oaktree Capital) exited VALE (VALE SA) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/ONITY https://holdlens.com/investor/howard-marks#2026-Q1-ONITY-exit-39 Howard Marks (Oaktree Capital) exited ONITY (ONITY GROUP INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit