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Howard Marks

Howard Marks

Oaktree Capital Management LP

·

CIK

949509

Co-founder and co-chairman of Oaktree Capital Management, recognized for his insightful investment memos and value-oriented approach to distressed debt and credit markets.

14 Aug 2024

Last Update

AUM
$5.8B
Holdings
61
ROI %
14.50%
QoQ%
-1.13%
Avg. Holding Period
3y

SEC Filings

Form
Name
Filing Date
Report Date
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
30 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Aug 2024
30 Jun 2024
40-APP/A
-
17 May 2024
-
40-APP/A
-
15 May 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
14 May 2024
31 Mar 2024
40-APP
-
13 Feb 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Feb 2024
31 Dec 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Nov 2023
30 Sep 2023
40-APP/A
-
07 Nov 2023
-
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
25 Aug 2023
31 Mar 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Aug 2023
30 Jun 2023
SC 13D/A
When a person or group acquires 5% or more of a company's shares, they must report it to the Securities and Exchange Commission
07 Aug 2023
-
SC 13D/A
When a person or group acquires 5% or more of a company's shares, they must report it to the Securities and Exchange Commission
01 Aug 2023
-
4
Statement of changes in beneficial ownership of securities - general instructions
23 Jun 2023
14 Jun 2023
SC 13D/A
When a person or group acquires 5% or more of a company's shares, they must report it to the Securities and Exchange Commission
23 Jun 2023
-
SC 13D/A
When a person or group acquires 5% or more of a company's shares, they must report it to the Securities and Exchange Commission
14 Jun 2023
-
4
Statement of changes in beneficial ownership of securities - general instructions
14 Jun 2023
12 Jun 2023
4
Statement of changes in beneficial ownership of securities - general instructions
09 Jun 2023
06 Jun 2023
SC 13D/A
When a person or group acquires 5% or more of a company's shares, they must report it to the Securities and Exchange Commission
09 Jun 2023
-
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
15 May 2023
-
13F-HR
Quarterly report filed by institutional managers, Holdings
15 May 2023
31 Mar 2023
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
21 Apr 2023
31 Dec 2022