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Oaktree Capital

Superinvestor

Oaktree Capital Management LP

SEC CIK
0000949509
Manager
Howard Marks
Style
Value
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
148
−19 vs. Q1 2024
Portfolio value
$5.80B
−$436.6M (−7.0%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Oaktree Capital in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRMDTORM plcSHS CL A44,109,986$1.72B29.7%−6,896,552−13.5%ReducedHistory
EXEExpand Energy CorpCOM6,870,884$564.7M9.7%−113,200−1.6%ReducedHistory
GTXGarrett Motion Inc.Stock44,082,816$378.7M6.5%00.0%UnchangedHistory
STRSitio Royalties Corp.CLASS A COM12,935,120$305.4M5.3%00.0%UnchangedHistory
SBLKStar Bulk Carriers Corp.SHS PAR7,966,426$194.2M3.3%+1,858,443+30.4%AddedHistory
AUAngloGold Ashanti PLCCOM SHS6,328,888$159.0M2.7%+328,837+5.5%AddedHistory
INFNInfinera CorpCOM25,175,384$153.3M2.6%00.0%UnchangedHistory
VALEVale S.A.SPONSORED ADS12,753,203$142.5M2.5%+1,236,334+10.7%AddedHistory
RWAYRunway Growth Finance Corp.COM10,779,667$126.8M2.2%−4,712,500−30.4%ReducedHistory
FCXFreeport-McMoran IncStock2,417,907$117.5M2.0%−555,806−18.7%ReducedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS2,503,714$113.9M2.0%+64,000+2.6%AddedHistory
STKLSunOpta Inc.COM20,726,126$111.9M1.9%00.0%UnchangedHistory
CXCemex SAB de CVSPON ADR NEW14,689,032$93.9M1.6%+700,000+5.0%AddedHistory
CBLCBL & Associates Properties IncCOMMON STOCK4,005,126$93.6M1.6%−7,131−0.2%ReducedHistory
BBDBank BradescoSP ADR PFD NEW34,811,777$78.0M1.3%−236,347−0.7%ReducedHistory
JDJD.com, Inc.SPON ADS CL A2,820,695$72.9M1.3%+602,538+27.2%AddedHistory
INDVIndivior Pharmaceuticals, Inc.ORD4,493,173$70.4M1.2%+1,141,937+34.1%AddedHistory
LBTYALiberty Global Ltd.COM CL A3,801,637$66.3M1.1%+3,801,637NewHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR4,506,453$65.3M1.1%−593,056−11.6%ReducedHistory
KRCKilroy Realty CorpCOM1,850,011$57.7M1.0%00.0%UnchangedHistory
HTHTH World Group LtdSPONSORED ADS1,292,410$43.1M0.7%+66,920+5.5%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD6,646,166$38.8M0.7%−2,747,085−29.2%ReducedHistory
TXTernium S.A.SPONSORED ADS934,340$35.1M0.6%−40,997−4.2%ReducedHistory
OCSLOaktree Specialty Lending CorpCOM1,852,456$34.8M0.6%00.0%UnchangedHistory
Cable One, Inc.12685JAE5NOTE 3/1–$34.6M0.6%–––
ALVOAlvotechORDINARY SHARES2,532,027$30.8M0.5%−367,174−12.7%ReducedHistory
TCOMTrip.com Group LtdADS585,645$27.5M0.5%+585,645NewHistory
BMAMacro Bank Inc.SPON ADR B464,300$26.6M0.5%+30,000+6.9%AddedHistory
JetBlue Airways Corp477143AP6NOTE 0.500% 4/0–$25.6M0.4%–––
BRYBerry Corp (bry)COM3,697,000$23.9M0.4%00.0%UnchangedHistory
TEOTelecom Argentina SASPON ADR REP B3,019,088$21.8M0.4%+369,732+14.0%AddedHistory
JOYYJOYY Inc.ADS REPSTG COM A679,439$20.4M0.4%+62,791+10.2%AddedHistory
GGBGerdau S.A.SPON ADR REP PFD5,888,855$19.4M0.3%+5,888,855NewHistory
YPFYpf Sociedad AnonimaSPON ADR CL D954,679$19.2M0.3%+599,588+168.9%AddedHistory
Sea Ltd81141RAG5NOTE 0.250% 9/1–$19.2M0.3%–––
TGSGas Transporter of the South IncSPONSORED ADS B973,183$18.5M0.3%−95,375−8.9%ReducedHistory
TPICQTpi Composites, IncCOM4,600,642$18.4M0.3%00.0%UnchangedHistory
SMRTSmartRent, Inc.COM CL A7,505,294$17.9M0.3%00.0%UnchangedHistory
First Majestic Silver Corp32076VAD5NOTE 0.375% 1/1–$16.3M0.3%–––
BAKBraskem SASP ADR PFD A2,443,268$15.8M0.3%+416,476+20.5%AddedHistory
Guardant Health, Inc.40131MAB5NOTE 11/1–$15.6M0.3%–New–
ALVOWAlvotech*W EXP 06/15/2024,666,667$14.0M0.2%00.0%UnchangedHistory
MXMagnachip Semiconductor CorpCOM2,849,858$13.9M0.2%00.0%UnchangedHistory
HIMSHims & Hers Health, Inc.Stock666,962$13.5M0.2%00.0%UnchangedHistory
Eagle Bulk Shipping Inc.269442AA7CONVERTIBLE BOND–$12.1M0.2%–––
OPTUOptimum Communications, Inc.CL A5,939,060$12.1M0.2%+5,939,060NewHistory
Envestnet, Inc.29404KAG1NOTE 2.625%12/0–$11.9M0.2%–––
STHOStar HoldingsSHS BEN INT966,868$11.7M0.2%−33,132−3.3%ReducedHistory
Ford MTR Co Del345370CZ1NOTE 3/1–$11.5M0.2%–––
ONITOnity Group Inc.COM NEW451,029$10.8M0.2%00.0%UnchangedHistory
Liberty Media Corp531229AQ5NOTE 2.250% 8/1–$10.7M0.2%–––
RWT Hldgs Inc749772AD1CONVERTIBLE BOND–$10.3M0.2%–––
Huazhu Group Ltd44332NAB2NOTE 3.000% 5/0–$10.1M0.2%–––
BATLBattalion Oil CorpCOM3,009,912$10.1M0.2%00.0%UnchangedHistory
UNITUniti Group Inc.COM3,397,592$9.92M0.2%00.0%UnchangedHistory
Azul S A05501U106SPONSR ADR PFD2,445,850$9.78M0.2%+615,000+33.6%Added–
Ascendis Pharma A/S04351PAD3NOTE 2.250% 4/0–$9.47M0.2%–––
PAMPampa Energy Inc.SPONS ADR LVL I203,767$9.02M0.2%00.0%UnchangedHistory
BHCBausch Health Companies Inc.Stock1,270,000$8.85M0.2%−30,000−2.3%ReducedHistory
BABAAlibaba Group Holding LtdADR122,575$8.83M0.2%+329+0.3%AddedHistory
Shake Shack Inc.819047AB7NOTE 3/0–$8.44M0.1%–––
Digitalocean Hldgs Inc25402DAB8NOTE 12/0–$8.42M0.1%–––
Pebblebrook Hotel Tr70509VAA8NOTE 1.750%12/1–$8.14M0.1%–––
On Semiconductor Corp682189AU9NOTE 0.500% 3/0–$8.04M0.1%–––
Southern Co842587DP9NOTE 3.875%12/1–$7.94M0.1%–New–
Akamai Technologies Inc00971TAL5NOTE 0.375% 9/0–$7.94M0.1%–––
Nuvasive Inc670704AJ4NOTE 0.375% 3/1–$7.90M0.1%–––
Teladoc Health, Inc.87918AAF2NOTE 1.250% 6/0–$7.84M0.1%–––
Solaredge Technologies, Inc.83417MAD6NOTE 9/1–$7.54M0.1%–––
Nutanix, Inc.67059NAH1NOTE 0.250%10/0–$7.33M0.1%–––
Unity Software Inc.91332UAB7NOTE 11/1–$7.19M0.1%–––
Mesa Labs Inc59064RAA7NOTE 1.375% 8/1–$7.07M0.1%–––
Affirm Hldgs Inc00827BAB2NOTE 11/1–$6.99M0.1%–––
Snap Inc83304AAH9NOTE 0.125% 3/0–$6.85M0.1%–––
TechTarget, Inc.87874RAD2NOTE 12/1–$6.79M0.1%–––
Fiverr Intl Ltd33835LAA3NOTE 11/0–$6.76M0.1%–––
VCSAVacasa, Inc.COMMON STOCK1,375,448$6.70M0.1%+978,160+246.2%AddedHistory
Lumentum Hldgs Inc55024UAF6NOTE 0.500% 6/1–$6.63M0.1%–––
Sunnova Energy Intl Inc.86745KAF1NOTE 0.250%12/0–$6.25M0.1%–New–
Innoviva, Inc.45781MAD3NOTE 2.125% 3/1–$6.11M0.1%–––
Pacira BioSciences, Inc.695127AF7NOTE 0.750% 8/0–$6.03M0.1%–New–
Eventbrite, Inc.29975EAD1NOTE 0.750% 9/1–$5.95M0.1%–––
Etsy Inc29786AAN6NOTE 0.250% 6/1–$5.94M0.1%–––
Pennymac Corp70932AAF0NOTE 5.500% 3/1–$5.75M0.1%–––
Sarepta Therapeutics, Inc.803607AD2NOTE 1.250% 9/1–$5.66M0.1%–––
New MTN Fin Corp647551AE0NOTE 7.500%10/1–$5.64M0.1%–––
Summit Hotel Pptys Inc866082AA8NOTE 1.500% 2/1–$5.47M0.1%–––
Live Nation Entertainment IN538034BA6NOTE 3.125% 1/1–$5.32M0.1%–––
Perficient Inc71375UAF8NOTE 0.125%11/1–$5.26M0.1%–––
Cheesecake Factory Inc163072AA9NOTE 0.375% 6/1–$5.17M0.1%–––
Upwork, Inc91688FAB0NOTE 0.250% 8/1–$5.08M0.1%–––
SSR MNG Inc784730AB9NOTE 2.500% 4/0–$5.05M0.1%–––
Air Transport Services Grp I00922RAB1NOTE 1.125%10/1–$5.04M0.1%–––
Cracker Barrel Old Ctry Stor22410JAB2NOTE 0.625% 6/1–$4.90M0.1%–––
Lantheus Hldgs Inc516544AB9NOTE 2.625%12/1–$4.87M0.1%–––
Ezcorp Inc302301AE6CONVERTIBLE BOND–$4.66M0.1%–––
Bandwidth Inc.05988JAD5NOTE 0.500% 4/0–$4.60M0.1%–––
Alphatec Hldgs Inc02081GAB8NOTE 0.750% 8/0–$4.60M0.1%–––
Two HBRS Invt Corp90187BAB7NOTE 6.250% 1/1–$4.44M0.1%–New–
NCL Corp Ltd62886HAX9NOTE 5.375% 8/0–$4.25M0.1%–New–

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Oaktree Capital in Q2 2024
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$378.2M–
NRGNRG Energy, Inc.Stock$62.3M–
CEGConstellation Energy CorpStock$36.0M–
VSTVistra Corp.Stock$17.2M–

Sold out since Q1 2024 (42)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Oaktree Capital sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
IBNIcici Bank LtdADR2,851,796$75.3M1.2%History
EGLEEagle Bulk Shipping Inc.COM1,098,819$68.6M1.1%History
BIDUBaidu, Inc.ADR422,866$44.5M0.7%History
NMIHNMI Holdings, Inc.COM1,057,790$34.2M0.5%History
LILi Auto Inc.SPONSORED ADS983,320$29.8M0.5%History
YUMCYum China Holdings, Inc.COM486,057$19.3M0.3%History
Wayfair Inc.94419LAF8NOTE 1.000% 8/1–$11.7M0.2%–
Alarm Com Hldgs Inc011642AB1NOTE 1/1–$10.3M0.2%–
HTZHertz Global Holdings, IncCOM NEW1,000,000$7.83M0.1%History
Ceridian HCM Hldg Inc15677JAD0NOTE 0.250% 3/1–$7.59M0.1%–
Spotify USA Inc84921RAB6NOTE 3/1–$7.21M0.1%–
NICE Ltd.653656AB4NOTE 9/1–$6.27M0.1%–
NRG Energy, Inc.629377CG5DBCV 2.750% 6/0–$5.65M0.1%–
Cloudflare, Inc.18915MAC1NOTE 8/1–$4.99M0.1%–
Blackline, Inc.09239BAD1NOTE 3/1–$4.89M0.1%–
NCL Corp Ltd62886HBD2NOTE 1.125% 2/1–$4.73M0.1%–
Semtech Corp816850AF8NOTE 1.625%11/0–$3.47M0.1%–
Array Technologies, Inc.04271TAB6NOTE 1.000%12/0–$3.15M0.1%–
Realogy Grp LLC/Realogy Co75606DAP6NOTE 0.250% 6/1–$3.07M<0.1%–
Accolade, Inc.00437EAB8NOTE 0.500% 4/0–$3.07M<0.1%–
Upstart Hldgs Inc91680MAB3NOTE 0.250% 8/1–$3.04M<0.1%–
Alnylam Pharmaceuticals, Inc.02043QAB3NOTE 1.000% 9/1–$2.77M<0.1%–
Lyft, Inc.55087PAB0NOTE 1.500% 5/1–$2.75M<0.1%–
Yy Inc98426TAF3NOTE 1.375% 6/1–$2.72M<0.1%–
Alliant Energy Corp018802AC2NOTE 3.875% 3/1–$2.57M<0.1%–
Pinduoduo Inc722304AC6NOTE 12/0–$2.42M<0.1%–
American Airls Group Inc02376RAF9NOTE 6.500% 7/0–$2.09M<0.1%–
Ionis Pharmaceuticals Inc462222AD2NOTE 4/0–$1.88M<0.1%–
Q2 Hldgs Inc74736LAF6NOTE 0.125%11/1–$1.85M<0.1%–
Sea Ltd81141RAF7NOTE 2.375%12/0–$1.71M<0.1%–
Progress Software Corp743312AB6NOTE 1.000% 4/1–$1.55M<0.1%–
Liberty Media Corp531229AP7NOTE 3.750% 3/1–$1.54M<0.1%–
Redfin Corp75737FAE8NOTE 0.500% 4/0–$1.43M<0.1%–
Euronet Worldwide, Inc.298736AL3NOTE 0.750% 3/1–$1.37M<0.1%–
Enphase Energy, Inc.29355AAH0NOTE 3/0–$1.28M<0.1%–
iShares Inc464286822MSCI MEXICO ETF17,568$1.22M<0.1%–
KAMAN Corp483548AF0NOTE 3.250% 5/0–$853.1K<0.1%–
Coinbase Global, Inc.19260QAB3NOTE 0.500% 6/0–$771.7K<0.1%–
Confluent, Inc.20717MAB9NOTE 1/1–$673.6K<0.1%–
EONREON Resources Inc.COM CL A220,080$587.6K<0.1%History
iShares MSCI India ETF46429B598ETF10,945$564.7K<0.1%–
Mitek Sys Inc606710AA9NOTE 0.750% 2/0–$328.1K<0.1%–