MARKSby Soar (parsed from SEC EDGAR)
Howard Marks
Howard Marks co-founded Oaktree Capital Management, a leader in credit and distressed-debt investing. His widely-read memos on market cycles, risk, and investor psychology have made him one of the most respected voices in finance. Oaktree's disclosed equity positions reflect a credit investor's discipline around risk and value.
Track Record
Verified performance
55%Win rate
23wins·19losses
44 resolved all-time
40.0%–68.8% 95% CI
40.0%–68.8% 95% CI
Equity curve+4.8%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
42
23W · 19L
Win Rate
54.8%
40.0%–68.8% CI
Avg P&L
+1.00%
-4.00% median
Profit Factor
1.29
+1.00% exp.
Best Win
+41.5%
Worst Loss
-29.6%
Max Drawdown
34.9%
all-time
Avg Hold
4.4 days
Outcome mix
Target 21739%
Stop after T1614%
Stopped out1943%
Expired25%
P&L distribution
1
10
14
5
4
7
1
≤-20%0%≥+20%
By timeframe
NWinAvg
4255%+1.0%
By asset class
NWinAvg
4255%+1.0%
Every number is computed from this strategy’s own resolved signals — each card’s entry, targets, and stop measured against where price actually went. Win rate counts a Target 1 or Target 2 hit as a win and a stop as a loss; expired signals are excluded from win rate and average return. The equity curve sums each signal’s return at a 10-position book · 10% per trade · illustrative. Past performance does not guarantee future results.
Current Holdings
20 top holdings across 1 fund
Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q2 2026). These reflect quarter-end holdings — not a signal to buy now.
Showing the top 20 of 49 disclosed holdings across 1 fund.
Oaktree Capital (Howard Marks)Top 20 of 49 holdings
+29 more holdings not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q2 2026). 13F reports long U.S. equity positions only, filed up to 45 days after quarter-end — a fund may have already exited a position by the time the filing appears. Share counts and dollar values are as reported in the filing. Showing the largest positions per fund by reported value.
Recent Signals
Last 44 signals
About this strategy
Why it matters
Marks built a career on knowing where we are in the cycle. His firm's positioning is a useful read on how a cautious, cycle-aware credit shop is deploying capital.
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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