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
Building track record
0/10 resolved
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Open now
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Resolved
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Total signals
A full track record — win rate, average return, and equity curve — publishes once this strategy has at least 10 resolved trades. We don’t show a win rate off a handful of trades because a small sample misleads.
Current Holdings
7 top holdings across 1 fund
Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q1 2026). These reflect quarter-end holdings — not a signal to buy now.
Showing the top 7 of 50 disclosed holdings across 1 fund.
Oaktree Capital (Howard Marks)Top 7 of 50 holdings
+43 more holdings not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q1 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
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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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