Portfolio timeline
Oaktree Capital Management — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 2
- Avg positions
- 154
- Latest top 5 weight
- 34.6%
- Avg top 5 weight
- 33.2%
- Avg changed names
- 175
- Held in ≥75% of stored quarters
- 110
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q1 2026 | 32 | 37 | 50 | 56 | 34.6% |
| Q4 2025 | No prior baseline | 31.9% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| TRMD TORM plc | 2 | 11.4% | $675.1M |
| EXE Expand Energy Corp. | 2 | 9.7% | $575.0M |
| AU Anglogold Ashanti PLC | 2 | 5.3% | $313.8M |
| GTX Garrett Motion Inc. | 2 | 4.5% | $265.2M |
| TDS Telephone And Data Systems Inc. | 2 | 3.1% | $180.7M |
| VNOM Viper Energy Inc. | 2 | 3% | $178.2M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.