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OAKTREE CAPITAL MANAGEMENT LP

Q2 2025 · Filed 2025-08-13
Market Value
$3.2B
-3.0%
Holdings
53
-2
New Purchases
8
Added To
8
Closed
8
Reduced
15
Top 10 Concentration
73.5%
Turnover
30.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
B 2.06% 0.00% +2.06% $66M
TRMD 21.32% 20.10% +1.22% $682M
ITUB 2.34% 1.16% +1.18% $75M
BLCO 1.03% 0.00% +1.03% $33M
GTX 12.13% 11.19% +0.94% $388M
STKL 3.76% 3.06% +0.70% $120M
YMM 0.68% 0.00% +0.68% $22M
TAC 2.05% 1.58% +0.47% $66M
LILAK 0.45% 0.00% +0.45% $14M
SE 0.42% 0.00% +0.42% $13M
GRAB 1.82% 1.41% +0.41% $58M
YPF 0.32% 0.00% +0.32% $10M
BZ 0.88% 0.68% +0.20% $28M
FCX 2.71% 2.52% +0.19% $87M
KRC 1.99% 1.84% +0.15% $63M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HTHT 0.00% 1.38% -1.38% $0
VALE 0.62% 1.82% -1.20% $20M
JD 0.00% 1.20% -1.20% $0
PBR 0.00% 1.16% -1.16% $0
BILI 0.00% 1.12% -1.12% $0
SBLK 1.74% 2.54% -0.79% $56M
TLN 1.18% 1.94% -0.76% $38M
BIDU 0.00% 0.56% -0.56% $0
KC 0.00% 0.48% -0.48% $0
BMA 0.13% 0.60% -0.46% $4M
ONIT 0.00% 0.40% -0.40% $0
TGS 0.11% 0.39% -0.28% $4M
EXE 18.52% 18.78% -0.26% $592M
BAK 0.05% 0.27% -0.23% $1M
DQ 0.00% 0.19% -0.19% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 19 $1.2B 38.6%
Mid Cap 17 $1.6B 49.0%
Small Cap 7 $243M 7.6%
Micro Cap 10 $155M 4.9%

Portfolio Analytics

Avg Market Cap
$20.2B
Median Market Cap
$5.5B
Avg P/E
20.8
Median P/E
17.3
Avg Dividend Yield
0.02%
Avg Beta
0.71
# Stocks
53
# ETFs / Funds
0

Top Holdings (53 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TRMD 21.32% 40,581,120 $682M $16.80 $19M
2 EXE 18.52% 5,062,364 $592M $116.94 -$27M -500,000 -9.0%
3 GTX 12.13% 36,894,816 $388M $10.51 $19M -7,188,000 -16.3%
4 STKL 3.76% 20,726,126 $120M $5.80 $19M
5 RWAY 3.28% 9,779,667 $105M $10.73 -$7M -1,000,000 -9.3%
6 CX 3.22% 14,839,032 $103M $6.93 -$6M -4,544,697 -23.4%
7 VIST 3.08% 2,061,561 $99M $47.81 -$3M -123,000 -5.6%
8 NOK 3.04% 18,752,229 $97M $5.18 -$2M +2
9 FCX 2.71% 1,996,075 $87M $43.35 $4M -195,033 -8.9%
10 CBL 2.39% 3,005,126 $76M $25.39 -$4M
11 ITUB 2.34% 11,004,494 $75M $6.79 $37M +4,063,482 +58.5%
12 B 2.06% 3,157,686 $66M $20.82 +3,157,686 NEW
13 TAC 2.05% 6,085,253 $66M $10.77 $13M +500,000 +8.9%
14 KRC 1.99% 1,850,011 $63M $34.31 $3M
15 CRC 1.97% 1,376,753 $63M $45.67 $2M
16 GRAB 1.82% 11,569,295 $58M $5.03 $12M +1,293,300 +12.6%
17 SBLK 1.74% 3,230,527 $56M $17.25 -$28M -2,143,104 -39.9%
18 TLN 1.18% 129,829 $38M $290.77 -$26M -190,000 -59.4%
19 BLCO 1.03% 2,521,245 $33M $13.01 +2,521,245 NEW
20 EC 0.98% 3,549,822 $31M $8.85 -$2M +387,700 +12.3%
21 BZ 0.88% 1,571,272 $28M $17.84 $6M +400,311 +34.2%
22 TX 0.87% 919,709 $28M $30.10 $2M +107,100 +13.2%
23 BEKE 0.84% 1,513,039 $27M $17.74 $2M +258,255 +20.6%
24 TEO 0.73% 2,644,263 $23M $8.83 -$4M -65,000 -2.4%
25 YMM 0.68% 1,842,337 $22M $11.81 +1,842,337 NEW
26 VALE 0.62% 2,033,706 $20M $9.71 -$40M -3,981,076 -66.2%
27 ATUS 0.50% 7,500,000 $16M $2.14 -$4M
28 LILAK 0.45% 2,328,516 $14M $6.22 +2,328,516 NEW
29 ALVO 0.45% 1,563,676 $14M $9.12 -$4M -304,807 -16.3%
30 SE 0.42% 83,513 $13M $159.94 +83,513 NEW
31 MX 0.35% 2,849,858 $11M $3.98 $2M
32 EXEEL 0.32% 95,294 $10M $108.28 $728K
33 BRY 0.32% 3,697,000 $10M $2.77 -$2M
34 YPF 0.32% 324,330 $10M $31.45 +324,330 NEW
35 BHC 0.26% 1,270,000 $8M $6.66 $241K
36 ALVOW 0.26% 4,666,667 $8M $1.76 $1M
37 SMRT 0.23% 7,505,294 $7M $0.99 -$2M
38 HDB 0.20% 84,843 $7M $76.67 $545K -4,854 -5.4%
39 HDSN 0.14% 562,662 $5M $8.12 +562,662 NEW
40 BMA 0.13% 60,591 $4M $70.21 -$15M -199,871 -76.7%
41 TPIC 0.12% 4,610,003 $4M $0.86 $246K
42 BATL 0.12% 3,009,912 $4M $1.29 -$30K
43 TGS 0.11% 137,630 $4M $25.90 -$9M -346,976 -71.6%
44 BAK 0.05% 453,167 $1M $3.28 -$8M -1,891,125 -80.7%
45 BTAI 0.01% 241,188 $437K $1.81 +241,188 NEW
46 BILI —% -$37M -1,925,797 -100.0% SOLD
47 JD —% -$40M -960,796 -100.0% SOLD
48 HTHT —% -$46M -1,229,399 -100.0% SOLD
49 PBR —% -$38M -2,659,492 -100.0% SOLD
50 KC —% -$16M -1,091,853 -100.0% SOLD
51 BIDU —% -$18M -199,684 -100.0% SOLD
52 ONIT —% -$13M -410,429 -100.0% SOLD
53 DQ —% -$6M -344,819 -100.0% SOLD

Options Breakdown

1 Calls $19M Call Value 3 Puts $750M Put Value 39.68 P/C Ratio

Top Calls

SymbolSharesValueStatus
TLN 65,000 $19M

Top Puts

SymbolSharesValueStatus
SPY 1,020,000 $630M
XHB 690,000 $68M NEW
IWM 240,000 $52M NEW

New Positions

SymbolValue% Port
B $66M 2.06%
BLCO $33M 1.03%
YMM $22M 0.68%
LILAK $14M 0.45%
SE $13M 0.42%
YPF $10M 0.32%
HDSN $5M 0.14%
BTAI $437K 0.01%

Sold Out Positions

SymbolValue% Port
DQ —%
ONIT —%
PBR —%
JD —%
HTHT —%
BIDU —%
BILI —%
KC —%
View SEC EDGAR Filings for OAKTREE CAPITAL MANAGEMENT LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms