13F filing recap · Q2 2026

What did Oaktree Capital Management buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$3.78B

Positions

Estimated turnover

39.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

SESea Limited$60.89Mreported value+635.4K shares VSATViasat, Inc.$56.61Mreported value+630.3K shares MMYTMakemytrip Ltd$52.39Mreported value+983.1K shares MATWMatthews International Corp$51.85Mreported value+1.93M shares QMCOQuantum Corp$22.13Mreported value+2.01M shares SGRYSurgery Partners, Inc.$14.49Mreported value+862.6K shares DPCDpc Holdings Plc$3.68Mreported value+75.0K shares SVCService Properties Trust$3.36Mreported value+1.99M shares NNBRNn Inc$1.83Mreported value+510.9K shares OPIOffice Properties Income Trust$184.5Kreported value+10.9K shares

Increased positions

TDSTelephone and Data Systems, Inc.$195.52Mreported value+990.7K shares+23.1%BBarrick Mining Corp$117.76Mreported value+581.2K shares+22.1%OCSLOaktree Specialty Lending Corporation$93.99Mreported value+6.02M shares+325.0%LILAKLiberty Latin America Ltd.$58.89Mreported value

Reduced positions

TRMDTorm Plc$524.26Mreported value-3.51M shares-14.7%GTXGarrett Motion Inc.$275.16Mreported value-7.00M shares-48.0%AUAnglogold Ashanti Plc$257.16Mreported value-44.0K shares-1.4%INDVIndivior Pharmaceuticals, Inc.$251.40Mreported value-856.9K shares

Exited positions

PBRPetrobras - Petroleo Brasileiro SA$126.36Mprior reported value-6.09M shares-100.0%NOKNokia Corp$90.05Mprior reported value-11.20M shares-100.0%CBLCbl & Associates Properties, Inc.$82.77Mprior reported value-2.15M shares-100.0%CRDOCredo Technology Group Holding Ltd$50.60Mprior reported value