Howard Marks Portfolio 2023
Howard Marks
Oaktree Capital Management Holdings Strategy: Value Investor, Short SellerHoward Stanley Marks is a passionate investor and writer. He co-founded Oaktree Capital Management, which specializes in distressed securities worldwide. Marks has an estimated net worth of over $2 billion. He is famous for his memos which detail strategies and insights into the economy. He has published three books on investing - all with rave reviews from top investors like Warren Buffett. Howard Marks's investment portfolio showcases a strategic selection of stocks, prioritizing sectors with growth potential and resilience. At the forefront, Torm Plc - Ordinary Shares - Class A leads his investments, representing 31.5% of his portfolio, highlighting Marks's confidence in the shipping sector. The second-largest holding is Chesapeake Energy Corp. - Ordinary Shares - New, accounting for 10.6%, underscoring an interest in energy and natural resources. Garrett Motion Inc - Ordinary Shares - New follows closely at 8.0%, revealing a penchant for automotive technology companies. Sitio Royalties Corp - Ordinary Shares - Class A, making up 5.5%, shows a strategic move towards natural resource royalties, diversifying within the energy sector. Lastly, Runway Growth Finance Corp encompasses 4.0% of his portfolio, indicating an inclination towards financial services supporting high-growth ventures. This mix of direct stock investments displays Howard Marks's dynamic approach to building a diversified and robust investment portfolio across various industries.
Track Howard, It's Free!Performance
1 Year
+1.00%
3 Years
+31.41%
5 Years
+25.73%
10 years
+668.02%
Sectors
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Largest Holdings
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Trades
Torm Plc - Ordinary Shares - Class A (TRMD)- Sector: Marine Shipping
- % of Portfolio: 31.3%
- (Buy) $6.71 ― +394.5% →$33.20 (Now)
Chesapeake Energy Corp. - Ordinary Shares - New (CHK)- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 10.5%
- (Buy) $44.18 ― +84.6% →$81.53 (Now)
Garrett Motion Inc - Ordinary Shares - New (GTX)- Sector: Other Motor Vehicle Parts Manufacturing
- % of Portfolio: 7.8%
- (Buy) $8.02 ― +18.9% →$9.54 (Now)
Sitio Royalties Corp - Ordinary Shares - Class A (STR)- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 5.7%
- (Buy) $27.43 ― -13.4% →$23.76 (Now)
Runway Growth Finance Corp (RWAY)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 4.1%
- (Buy) $12.98 ― +4.0% →$13.50 (Now)
Star Bulk Carriers Corp (SBLK)- Sector: Deep Sea Freight Transportation
- % of Portfolio: 2.8%
- (Buy) $8.04 ― +205.6% →$24.58 (Now)
Sunopta, Inc. (STKL)- Sector: Fruit and Vegetable Canning
- % of Portfolio: 2.6%
- (Buy) $9.82 ― -29.7% →$6.90 (Now)
NMI Holdings Inc - Ordinary Shares - Class A (NMIH)- Sector: Savings Institutions
- % of Portfolio: 2.5%
- (Buy) $14.30 ― +104.9% →$29.30 (Now)
Vale S.A. - ADR (VALE)- Sector: Iron Ore Mining
- % of Portfolio: 2.3%
- (Buy) $12.74 ― +5.9% →$13.49 (Now)
Infinera Corp. (INFN)- Sector: Telephone Apparatus Manufacturing
- % of Portfolio: 2.3%
- (Buy) $5.18 ― -6.2% →$4.86 (Now)
Freeport-McMoRan Inc (FCX)- Sector: Copper, Nickel, Lead, and Zinc Mining
- % of Portfolio: 2.1%
- (Buy) $36.48 ― +9.1% →$39.81 (Now)
Cemex S.A.B. De C.V. - ADR (CX)- Sector: Cement Manufacturing
- % of Portfolio: 2.0%
- (Buy) $4.27 ― +84.8% →$7.90 (Now)
Banco Bradesco S.A. - ADR (BBD)- Sector: Commercial Banking
- % of Portfolio: 1.8%
- (Buy) $3.90 ― -27.9% →$2.81 (Now)
CBL& Associates Properties, Inc. - Ordinary Shares - New (CBL)- Sector: Real Estate Investment Trusts
- % of Portfolio: 1.7%
- (Buy) $30.94 ― -24.7% →$23.31 (Now)
Vista Energy S.A.B. de C.V - ADR (VIST)- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 1.6%
- (Buy) $6.23 ― +485.5% →$36.50 (Now)
Alvotech (ALVO)- Sector:
- % of Portfolio: 1.6%
- (Buy) $9.92 ― +61.5% →$16.02 (Now)
ICICI Bank Ltd. - ADR (IBN)- Sector: Commercial Banking
- % of Portfolio: 1.5%
- (Buy) $10.32 ― +154.5% →$26.26 (Now)
Petroleo Brasileiro S.A. Petrobras - ADR (PBR)- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 1.5%
- (Buy) $10.98 ― +52.1% →$16.70 (Now)
FTAI Aviation Ltd - Ordinary Shares - Class A (FTAI)- Sector: Commercial Air, Rail, and Water Transportation Equipment Rental and Leasing
- % of Portfolio: 1.3%
- (Buy) $26.69 ― +119.9% →$58.69 (Now)
Kilroy Realty Corp. (KRC)- Sector: Other Financial Vehicles
- % of Portfolio: 1.2%
- (Buy) $61.16 ― -40.5% →$36.37 (Now)
Infosys Ltd - ADR (INFY)- Sector: Custom Computer Programming Services
- % of Portfolio: 1.2%
- (Buy) $15.67 ― +23.7% →$19.39 (Now)
Itau Unibanco Holding S.A. - ADR (ITUB)- Sector: Commercial Banking
- % of Portfolio: 1.2%
- (Buy) $6.70 ― +2.3% →$6.85 (Now)
JD.com Inc - ADR (JD)- Sector: Electronics Stores
- % of Portfolio: 1.0%
- (Buy) $33.89 ― -29.2% →$23.99 (Now)
America Movil S.A.B.DE C.V. - ADR - Series B (AMX)- Sector: Wireless Telecommunications Carriers (except Satellite)
- % of Portfolio: 0.8%
- (Buy) $17.58 ― +7.6% →$18.92 (Now)
Ternium S.A. - ADR (TX)- Sector: Iron and Steel Mills and Ferroalloy Manufacturing
- % of Portfolio: 0.7%
- (Buy) $40.88 ― -3.9% →$39.28 (Now)
H World Group Limited - ADR (HTHT)- Sector: Hotels (except Casino Hotels) and Motels
- % of Portfolio: 0.7%
- (Buy) $35.75 ― -3.6% →$34.46 (Now)
Oaktree Specialty Lending Corp (OCSL)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 0.7%
- (Buy) $20.36 ― -3.1% →$19.73 (Now)
Berry Corp (BRY)- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 0.5%
- (Buy) $10.91 ― -35.0% →$7.09 (Now)
Uniti Group Inc (UNIT)- Sector: Other Commercial and Industrial Machinery and Equipment Rental and Leasing
- % of Portfolio: 0.4%
- (Buy) $9.69 ― -32.4% →$6.55 (Now)
SmartRent Inc - Ordinary Shares - Class A (SMRT)- Sector: Apparel/Footwear Retail
- % of Portfolio: 0.4%
- (Buy) $4.18 ― -33.9% →$2.76 (Now)
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Current Price |
Position | ||
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Options
SSgA Active Trust - SPDR S&P 500 ETF Trust
- Sector:
- Ticker: SPY
- Type: Put
- Shares: 525 Thousand
- (Buy) $438.46 ― +17.4% →$514.81 (Now)
SPDR Series Trust - SPDR Oil & Gas Exploration and Production ETF
- Sector:
- Ticker: XOP
- Type: Put
- Shares: 1.2 Million
- (Buy) $136.47 ― +4.3% →$142.35 (Now)
Caterpillar Inc.
- Sector: Heavy Duty Truck Manufacturing
- Ticker: CAT
- Type: Put
- Shares: 300 Thousand
- (Buy) $271.28 ― +25.4% →$340.22 (Now)
Valley National Bancorp
- Sector: Commercial Banking
- Ticker: VLY
- Type: Put
- Shares: 1 Million
- (Buy) $8.97 ― -8.3% →$8.23 (Now)
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Current Price |
Position | Last Trade | ||
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Track Howard
Don't miss a trade. Get notified when Howard Marks makes his next trade, It's Free!
Metrics
Performance
1 Year
+1.00%
3 Years
+31.41%
5 Years
+25.73%
10 years
+668.02%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $10.7 Billion
- Dividend Yield 8.35 %
- Beta 0.8912
- P/E Ratio 13.19
- Negative P/E Ratio -11.15
- Profit Margin 13.02%
- PEG 60.35
- Price to Sales Ratio 2.15
- Price to Book Ratio 3.23
- Enterprise Value to EBIT: -12.62
- Enterprise Value to Revenue 2.79
- Total Debt to Enterprise Value 0.47
- Debt to Equity 0.7282
- Quarterly Earnings Growth (YoY) -
- Return on Equity 8.39%
- Return on Assets 2.00%
- Return on Invested Capital 19.88%
Track Howard
Don't miss a trade. Get notified when Howard Marks makes his next trade, It's Free!
About Howard Marks
Howard Stanley Marks is a passionate investor and writer. He co-founded Oaktree Capital Management, which specializes in distressed securities worldwide. Marks has an estimated net worth of over $2 billion. He is famous for his memos which detail strategies and insights into the economy. He has published three books on investing - all with rave reviews from top investors like Warren Buffett. Howard Marks's investment portfolio showcases a strategic selection of stocks, prioritizing sectors with growth potential and resilience. At the forefront, Torm Plc - Ordinary Shares - Class A leads his investments, representing 31.5% of his portfolio, highlighting Marks's confidence in the shipping sector. The second-largest holding is Chesapeake Energy Corp. - Ordinary Shares - New, accounting for 10.6%, underscoring an interest in energy and natural resources. Garrett Motion Inc - Ordinary Shares - New follows closely at 8.0%, revealing a penchant for automotive technology companies. Sitio Royalties Corp - Ordinary Shares - Class A, making up 5.5%, shows a strategic move towards natural resource royalties, diversifying within the energy sector. Lastly, Runway Growth Finance Corp encompasses 4.0% of his portfolio, indicating an inclination towards financial services supporting high-growth ventures. This mix of direct stock investments displays Howard Marks's dynamic approach to building a diversified and robust investment portfolio across various industries.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Howard
Don't miss a trade. Get notified when Howard Marks makes his next trade, It's Free!