Howard Marks Portfolio 2023
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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 features Torm Plc, a prominent name in the international shipping sector specializing in transporting refined oil products. At the helm of Torm is a trusted management team focused on delivering robust earnings through strategic fleet utilization.Chesapeake Energy Corp., another top holding in Marks's collection of stocks, represents a strong player in the hydrocarbon exploration industry. Following a restructuring phase, Chesapeake has re-emerged with a commitment to financial discipline and shareholder value optimization, presenting potential for those interested in energy sector investments.In the automotive technology field, Garrett Motion Inc occupies a significant position within Howard Marksβs investment strategy. As an innovator in turbocharger technologies and other engine-boosting solutions, Garrett presents an attractive investment opportunity due to its crucial role in both traditional combustion engines and hybrid electric vehicles.Meanwhile, Sitio Royalties Corp stands as a classic asset within the natural resource domain. This Class A stock taps into the demand for managing mineral and royalty interests, enabling investors like Howard Marks to gain exposure to income-generating assets tied to commodity prices without direct operational risks.Lastly, Runway Growth Finance Corp rounds off Marks's top five, appealing to investors looking at financial specialty services. Notably, it specializes in lending growth capital to innovation-focused companies, encapsulating an investment philosophy that favors market niches with high potential returns.Collectively, these holdings provide insights into Howard Marksβs investment preferences β an affinity for diverse sectors including transportation, energy, automotive technology, natural resources, and financial services β each chosen based on strategic positioning and anticipated market performance.
Track Howard, It's Free!Performance
1 Year
-1.28%
3 Years
+16.75%
5 Years
+48.84%
10 years
+641.27%
Sectors
Largest Holdings
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Trades
Torm Plc - Ordinary Shares - Class A (TRMD)
- Sector: Marine Shipping
- % of Portfolio: 35.2%
- (Buy) $6.71 β +428.4% β$35.48 (Now)
Chesapeake Energy Corp. - Ordinary Shares - New (CHK)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 9.7%
- (Buy) $44.18 β +60.9% β$71.10 (Now)
Garrett Motion Inc - Ordinary Shares - New (GTX)
- Sector: Other Motor Vehicle Parts Manufacturing
- % of Portfolio: 6.8%
- (Buy) $8.02 β -0.9% β$7.95 (Now)
Sitio Royalties Corp - Ordinary Shares - Class A (STR)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 5.5%
- (Buy) $27.43 β -19.7% β$22.04 (Now)
Runway Growth Finance Corp (RWAY)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 3.3%
- (Buy) $12.98 β -14.3% β$11.12 (Now)
Infinera Corp. (INFN)
- Sector: Telephone Apparatus Manufacturing
- % of Portfolio: 2.8%
- (Buy) $5.18 β +11.1% β$5.76 (Now)
Star Bulk Carriers Corp (SBLK)
- Sector: Deep Sea Freight Transportation
- % of Portfolio: 2.5%
- (Buy) $8.04 β +157.3% β$20.70 (Now)
Freeport-McMoRan Inc (FCX)
- Sector: Copper, Nickel, Lead, and Zinc Mining
- % of Portfolio: 2.4%
- (Buy) $36.55 β +11.8% β$40.87 (Now)
Vale S.A. - ADR (VALE)
- Sector: Iron Ore Mining
- % of Portfolio: 2.2%
- (Buy) $12.86 β -22.6% β$9.95 (Now)
Sunopta, Inc. (STKL)
- Sector: Fruit and Vegetable Canning
- % of Portfolio: 2.0%
- (Buy) $9.82 β -49.0% β$5.01 (Now)
Vista Energy S.A.B. de C.V - ADR (VIST)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 1.9%
- (Buy) $6.59 β +516.2% β$40.61 (Now)
CBL& Associates Properties, Inc. - Ordinary Shares - New (CBL)
- Sector: Real Estate Investment Trusts
- % of Portfolio: 1.9%
- (Buy) $30.94 β -21.1% β$24.40 (Now)
Cemex S.A.B. De C.V. - ADR (CX)
- Sector: Cement Manufacturing
- % of Portfolio: 1.6%
- (Buy) $4.27 β +40.4% β$6.00 (Now)
Banco Bradesco S.A. - ADR (BBD)
- Sector: Commercial Banking
- % of Portfolio: 1.6%
- (Buy) $3.88 β -38.4% β$2.39 (Now)
ICICI Bank Ltd. - ADR (IBN)
- Sector: Commercial Banking
- % of Portfolio: 1.5%
- (Buy) $10.32 β +169.6% β$27.82 (Now)
Eagle Bulk Shipping Inc (EGLE)
- Sector: Deep Sea Freight Transportation
- % of Portfolio: 1.3%
- (Buy) $58.37 β +7.3% β$62.62 (Now)
Petroleo Brasileiro S.A. Petrobras - ADR (PBR)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 1.3%
- (Buy) $11.11 β +19.8% β$13.31 (Now)
Kilroy Realty Corp. (KRC)
- Sector: Other Financial Vehicles
- % of Portfolio: 1.2%
- (Buy) $61.16 β -46.0% β$33.00 (Now)
JD.com Inc - ADR (JD)
- Sector: Electronics Stores
- % of Portfolio: 1.1%
- (Buy) $33.70 β -26.0% β$24.95 (Now)
Itau Unibanco Holding S.A. - ADR (ITUB)
- Sector: Commercial Banking
- % of Portfolio: 1.0%
- (Buy) $6.70 β -14.3% β$5.74 (Now)
Indivior Plc (INDV)
- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 0.9%
- (Buy) $21.03 β -37.4% β$13.17 (Now)
NMI Holdings Inc (NMIH)
- Sector: Savings Institutions
- % of Portfolio: 0.7%
- (Buy) $14.30 β +153.7% β$36.27 (Now)
H World Group Limited - ADR (HTHT)
- Sector: Hotels (except Casino Hotels) and Motels
- % of Portfolio: 0.7%
- (Buy) $35.65 β -20.1% β$28.49 (Now)
Baidu Inc - ADR (BIDU)
- Sector: All Other Telecommunications
- % of Portfolio: 0.7%
- (Buy) $106.48 β -22.6% β$82.39 (Now)
Alvotech (ALVO)
- Sector:
- % of Portfolio: 0.6%
- (Buy) $9.92 β +11.4% β$11.05 (Now)
Ternium S.A. - ADR (TX)
- Sector: Iron and Steel Mills and Ferroalloy Manufacturing
- % of Portfolio: 0.6%
- (Buy) $40.87 β -20.3% β$32.56 (Now)
Oaktree Specialty Lending Corp (OCSL)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 0.6%
- (Buy) $20.36 β -22.8% β$15.72 (Now)
Berry Corp (BRY)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 0.4%
- (Buy) $10.91 β -46.9% β$5.79 (Now)
Banco Macro S.A. - ADR (BMA)
- Sector: Commercial Banking
- % of Portfolio: 0.4%
- (Buy) $35.36 β +31.6% β$46.54 (Now)
JOYY Inc - ADR (YY)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.4%
- (Buy) $31.78 β +2.7% β$32.63 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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Options
SSgA Active Trust - SPDR S&P 500 ETF Trust
- Sector:
- Ticker: SPY
- Type: Put
- Shares: 228 Thousand
- (Buy) $438.46 β +18.0% β$517.38 (Now)
Valley National Bancorp
- Sector: Commercial Banking
- Ticker: VLY
- Type: Put
- Shares: 500 Thousand
- (Buy) $8.97 β -12.1% β$7.89 (Now)
Shares | Type |
Average Buy Price |
Current Price |
Position | Last Trade | ||
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Track Howard
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Metrics
Performance
1 Year
-1.28%
3 Years
+16.75%
5 Years
+48.84%
10 years
+641.27%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $10.6 Billion
- Dividend Yield 7.24 %
- Beta 0.6379
- P/E Ratio 111.49
- Negative P/E Ratio -7.29
- Profit Margin NaN%
- PEG 232.85
- Price to Sales Ratio 2.26
- Price to Book Ratio NaN
- Enterprise Value to EBIT: NaN
- Enterprise Value to Revenue NaN
- Total Debt to Enterprise Value NaN
- Debt to Equity NaN
- Quarterly Earnings Growth (YoY) -
- Return on Equity NaN%
- Return on Assets NaN%
- Return on Invested Capital NaN%
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 features Torm Plc, a prominent name in the international shipping sector specializing in transporting refined oil products. At the helm of Torm is a trusted management team focused on delivering robust earnings through strategic fleet utilization.Chesapeake Energy Corp., another top holding in Marks's collection of stocks, represents a strong player in the hydrocarbon exploration industry. Following a restructuring phase, Chesapeake has re-emerged with a commitment to financial discipline and shareholder value optimization, presenting potential for those interested in energy sector investments.In the automotive technology field, Garrett Motion Inc occupies a significant position within Howard Marksβs investment strategy. As an innovator in turbocharger technologies and other engine-boosting solutions, Garrett presents an attractive investment opportunity due to its crucial role in both traditional combustion engines and hybrid electric vehicles.Meanwhile, Sitio Royalties Corp stands as a classic asset within the natural resource domain. This Class A stock taps into the demand for managing mineral and royalty interests, enabling investors like Howard Marks to gain exposure to income-generating assets tied to commodity prices without direct operational risks.Lastly, Runway Growth Finance Corp rounds off Marks's top five, appealing to investors looking at financial specialty services. Notably, it specializes in lending growth capital to innovation-focused companies, encapsulating an investment philosophy that favors market niches with high potential returns.Collectively, these holdings provide insights into Howard Marksβs investment preferences β an affinity for diverse sectors including transportation, energy, automotive technology, natural resources, and financial services β each chosen based on strategic positioning and anticipated market performance.
Track Howard
Don't miss a trade. Get notified when Howard Marks makes his next trade, It's Free!