whalepapers
Overview/ Oaktree Capital Management LP/ Q2 2024

Oaktree Capital Management LP

Howard Marks & Bruce Karsh · As of Q2 2024 · filed Aug 13, 2024

Q2 2024

Holdings

152 positions · Δ vs prior quarter
TRMD TORM PLC-A
$1.72B
27.4%
44,109,986 −6,896,552 −13.5% Reduced
EXE EXPAND ENERGY CORP
$564.7M
9.0%
6,870,884 −113,200 −1.6% Reduced
GTX GARRETT MOTION INC
$378.7M
6.0%
44,082,816 Held
SPY PUT SS SPDR S&P 500 ETF TRUST-US
$378.2M
6.0%
695,000 +467,000 +204.8% Added
SB9 SITIO ROYALTIES CORP-A
$305.4M
4.9%
12,935,120 Held
SBLK STAR BULK CARRIERS CORP
$194.2M
3.1%
7,966,426 +1,858,443 +30.4% Added
AU ANGLOGOLD ASHANTI PLC
$159.0M
2.5%
6,328,888 +328,837 +5.5% Added
INFNEUR INFINERA CORP
$153.3M
2.4%
25,175,384 Held
VALE VALE SA-SP ADR
$142.5M
2.3%
12,753,203 +1,236,334 +10.7% Added
RWAY RUNWAY GROWTH FINANCE CORP
$126.8M
2.0%
10,779,667 −4,712,500 −30.4% Reduced
FCX FREEPORT-MCMORAN INC
$117.5M
1.9%
2,417,907 −555,806 −18.7% Reduced
VIST VISTA ENERGY SAB DE CV
$113.9M
1.8%
2,503,714 +64,000 +2.6% Added
STKL SUNOPTA INC
$111.9M
1.8%
20,726,126 Held
CX CEMEX SAB-SPONS ADR PART CER
$93.9M
1.5%
14,689,032 +700,000 +5.0% Added
CBL CBL & ASSOCIATES PROPERTIES
$93.6M
1.5%
4,005,126 −7,131 −0.2% Reduced
BBD BANCO BRADESCO-ADR
$78.0M
1.2%
34,811,777 −236,347 −0.7% Reduced
JD JD.COM INC-ADR
$72.9M
1.2%
2,820,695 +602,538 +27.2% Added
2IVB INDIVIOR PLC
$70.4M
1.1%
4,493,173 +1,141,937 +34.1% Added
LBTYA LIBERTY GLOBAL LTD-A
$66.3M
1.1%
3,801,637 +3,801,637 New
PBR PETROLEO BRASILEIRO-SPON ADR
$65.3M
1.0%
4,506,453 −593,056 −11.6% Reduced
NRG PUT NRG ENERGY INC
$62.3M
1.0%
800,000 +800,000 New
KRC KILROY REALTY CORP
$57.7M
0.9%
1,850,011 Held
HTHT H WORLD GROUP LTD-ADR
$43.1M
0.7%
1,292,410 +66,920 +5.5% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$38.8M
0.6%
6,646,166 −2,747,085 −29.2% Reduced
CEG PUT CONSTELLATION ENERGY
$36.0M
0.6%
180,000 +180,000 New
TX TERNIUM SA-SPONSORED ADR
$35.1M
0.6%
934,340 −40,997 −4.2% Reduced
OCSL OAKTREE SPECIALTY LENDING CO
$34.8M
0.6%
1,852,456 Held
CABO 0 03/15/26 PRN CABLE ONE INC
$34.6M
0.5%
39,272,000 +7,099,000 +22.1% Added
ALVO ALVOTECH SA
$30.8M
0.5%
2,532,027 −367,174 −12.7% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$27.5M
0.4%
585,645 +585,645 New
BMA BANCO MACRO SA-ADR
$26.6M
0.4%
464,300 +30,000 +6.9% Added
JBLU 0.5 04/01/26 PRN JETBLUE AIRWAYS CORP
$25.6M
0.4%
29,024,000 +7,160,000 +32.7% Added
BRYGBP BERRY CORP
$23.9M
0.4%
3,697,000 Held
TEO TELECOM ARGENTINA SA-SP ADR
$21.8M
0.3%
3,019,088 +369,732 +14.0% Added
JOYY JOYY INC-ADR
$20.4M
0.3%
679,439 +62,791 +10.2% Added
GGB GERDAU SA -SPON ADR
$19.4M
0.3%
5,888,855 +5,888,855 New
YPF YPF S.A.-SPONSORED ADR
$19.2M
0.3%
954,679 +599,588 +168.9% Added
SEALTD 0.25 09/15/26 PRN SEA LTD
$19.2M
0.3%
21,958,000 +6,717,000 +44.1% Added
TGS TRANSPORTADOR GAS-ADR SP B
$18.5M
0.3%
973,183 −95,375 −8.9% Reduced
TPI COMPOSITES INC
$18.4M
0.3%
4,600,642 Held
SMRT SMARTRENT INC
$17.9M
0.3%
7,505,294 Held
VST PUT VISTRA CORP
$17.2M
0.3%
200,000 +200,000 New
AGCN 0.375 01/15/27 PRN FIRST MAJESTIC SILVER
$16.3M
0.3%
19,627,000 +3,273,000 +20.0% Added
BAK BRASKEM SA-CLASS A- ADR
$15.8M
0.3%
2,443,268 +416,476 +20.5% Added
GH 0 11/15/27 PRN GUARDANT HEALTH INC
$15.6M
0.2%
20,116,000 +20,116,000 New
ALVOW ALVOTECH SA -27
$14.0M
0.2%
4,666,667 Held
MX MAGNACHIP SEMICONDUCTOR CORP
$13.9M
0.2%
2,849,858 Held
HIMS HIMS & HERS HEALTH INC
$13.5M
0.2%
666,962 Held
EAGLE BULK SHIPPING INC PRN
$12.1M
0.2%
5,745,000 Held
OPTU OPTIMUM COMMUNICATIONS INC-A
$12.1M
0.2%
5,939,060 +5,939,060 New
ENV 2.625 12/01/27 PRN ENVESTNET INC
$11.9M
0.2%
11,049,000 +2,600,000 +30.8% Added
STHO STAR HOLDINGS
$11.7M
0.2%
966,868 −33,132 −3.3% Reduced
F 0 03/15/26 PRN FORD MOTOR COMPANY
$11.5M
0.2%
11,315,000 +996,000 +9.7% Added
ONIT ONITY GROUP INC
$10.8M
0.2%
451,029 Held
FWONK 2.25 08/15/27 PRN LIBERTY MEDIA CORP
$10.7M
0.2%
10,019,000 +3,144,000 +45.7% Added
RWT 5.75 10/01/25 PRN RWT HOLDINGS INC
$10.3M
0.2%
10,602,000 −420,000 −3.8% Reduced
HTHT 3 05/01/26 PRN H WORLD GROUP LTD
$10.1M
0.2%
9,465,648 +2,980,648 +46.0% Added
BATL BATTALION OIL CORP
$10.1M
0.2%
3,009,912 Held
UNITI GROUP INC
$9.9M
0.2%
3,397,592 Held
AZUL SA
$9.8M
0.2%
2,445,850 +615,000 +33.6% Added
ASND 2.25 04/01/28 PRN ASCENDIS PHARMA A/S
$9.5M
0.2%
8,476,000 +3,987,000 +88.8% Added
PAM PAMPA ENERGIA SA-SPON ADR
$9.0M
0.1%
203,767 Held
BHC BAUSCH HEALTH COS INC
$8.9M
0.1%
1,270,000 −30,000 −2.3% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$8.8M
0.1%
122,575 +329 +0.3% Added
SHAK 0 03/01/28 PRN SHAKE SHACK INC
$8.4M
0.1%
9,703,000 +3,481,000 +55.9% Added
DOCN 0 12/01/26 PRN DIGITALOCEAN HOLDINGS
$8.4M
0.1%
9,938,000 +620,000 +6.7% Added
PEB 1.75 12/15/26 PRN PEBBLEBROOK HOTEL TRUST
$8.1M
0.1%
9,174,000 −822,000 −8.2% Reduced
ON 0.5 03/01/29 PRN ON SEMICONDUCTOR CORP
$8.0M
0.1%
8,361,000 +1,099,000 +15.1% Added
SO 3.875 12/15/25 PRN SOUTHERN CO
$7.9M
0.1%
7,766,000 +7,766,000 New
AKAM 0.375 09/01/27 PRN AKAMAI TECHNOLOGIES INC
$7.9M
0.1%
8,176,000 −902,000 −9.9% Reduced
GMED 0.375 03/15/25 PRN NUVASIVE INC
$7.9M
0.1%
8,194,000 +165,000 +2.1% Added
TDOC 1.25 06/01/27 PRN TELADOC HEALTH INC
$7.8M
0.1%
9,438,000 +296,000 +3.2% Added
SEDG 0 09/15/25 PRN SOLAR EDGE TECHNOLOGIES
$7.5M
0.1%
8,222,000 −5,166,000 −38.6% Reduced
NTNX 0.25 10/01/27 PRN NUTANIX INC
$7.3M
0.1%
6,260,000 +1,009,000 +19.2% Added
U 0 11/15/26 PRN UNITY SOFTWARE INC
$7.2M
0.1%
8,302,000 +714,000 +9.4% Added
MLAB 1.375 08/15/25 PRN MESA LABORATORIES INC
$7.1M
0.1%
7,480,000 +2,720,000 +57.1% Added
AFRM 0 11/15/26 PRN AFFIRM HOLDINGS INC
$7.0M
0.1%
8,372,000 +987,000 +13.4% Added
SNAP 0.125 03/01/28 PRN SNAP INC
$6.8M
0.1%
8,548,000 −4,547,000 −34.7% Reduced
TTGT 0 12/15/26 PRN TECHTARGET HOLDINGS INC
$6.8M
0.1%
7,012,000 −232,000 −3.2% Reduced
FVRR 0 11/01/25 PRN FIVERR INTERNATIONAL LTD
$6.8M
0.1%
7,303,000 +3,398,000 +87.0% Added
VACASA INC
$6.7M
0.1%
1,375,448 +978,160 +246.2% Added
LITE 0.5 06/15/28 PRN LUMENTUM HOLDINGS INC
$6.6M
0.1%
8,372,000 −1,347,000 −13.9% Reduced
NOVA 0.25 12/01/26 PRN SUNNOVA ENERGY INTL INC
$6.2M
0.1%
12,750,000 +12,750,000 New
INVA 2.125 03/15/28 PRN INNOVIVA INC
$6.1M
0.1%
6,768,000 +721,000 +11.9% Added
PCRX 0.75 08/01/25 PRN PACIRA BIOSCIENCES INC
$6.0M
0.1%
6,413,000 +6,413,000 New
EB 0.75 09/15/26 PRN EVENTBRITE INC
$6.0M
0.1%
6,921,000 −1,502,000 −17.8% Reduced
ETSY 0.25 06/15/28 PRN ETSY INC
$5.9M
0.1%
7,531,000 +2,508,000 +49.9% Added
PMT 5.5 03/15/26 PRN PENNYMAC CORP
$5.7M
0.1%
6,011,000 +1,062,000 +21.5% Added
SRPT 1.25 09/15/27 PRN SAREPTA THERAPEUTICS INC
$5.7M
0.1%
4,389,000 +2,389,000 +119.4% Added
NMFC 7.5 10/15/25 PRN NEW MOUNTAIN FINANCE COR
$5.6M
0.1%
5,576,000 −1,777,000 −24.2% Reduced
INN 1.5 02/15/26 PRN SUMMIT HOTEL PROPERTIES
$5.5M
0.1%
6,048,000 −1,748,000 −22.4% Reduced
LYV 3.125 01/15/29 PRN LIVE NATION ENTERTAINMEN
$5.3M
0.1%
4,798,000 −1,726,000 −26.5% Reduced
PRFT 0.125 11/15/26 PRN PERFICIENT INC
$5.3M
0.1%
5,415,000 −7,326,000 −57.5% Reduced
CAKE 0.375 06/15/26 PRN CHEESECAKE FACTORY (THE)
$5.2M
0.1%
5,698,000 −4,439,000 −43.8% Reduced
UPWK 0.25 08/15/26 PRN UPWORK INC
$5.1M
0.1%
5,700,000 +1,129,000 +24.7% Added
SSRMCN 2.5 04/01/39 PRN SSR MINING INC
$5.1M
0.1%
5,568,000 +1,849,000 +49.7% Added
ATSG 1.125 10/15/24 PRN AIR TRANSPORT SERVICES G
$5.0M
0.1%
5,112,000 −1,721,000 −25.2% Reduced
CBRL 0.625 06/15/26 PRN CRACKER BARREL OLD COUNT
$4.9M
0.1%
5,520,000 −2,855,000 −34.1% Reduced
LNTH 2.625 12/15/27 PRN LANTHEUS HOLDINGS INC
$4.9M
0.1%
3,901,000 +45,000 +1.2% Added
EZPW 2.375 05/01/25 PRN EZCORP INC
$4.7M
0.1%
4,780,000 −497,000 −9.4% Reduced
BAND 0.5 04/01/28 PRN BANDWIDTH INC
$4.6M
0.1%
6,056,000 +3,453,000 +132.7% Added
ATEC 0.75 08/01/26 PRN ALPHATEC HOLDINGS INC
$4.6M
0.1%
4,731,000 +47,000 +1.0% Added
TWO 6.25 01/15/26 PRN TWO HARBORS INV CORP
$4.4M
0.1%
4,625,000 +4,625,000 New
NCLH 5.375 08/01/25 PRN NCL CORPORATION LTD
$4.3M
0.1%
3,489,000 +3,489,000 New
IQ 6.5 03/15/28 PRN IQIYI INC
$4.2M
0.1%
4,400,000 Held
GRPN 1.125 03/15/26 PRN GROUPON INC
$4.1M
0.1%
4,835,000 +4,835,000 New
CHGG 0.125 03/15/25 PRN CHEGG INC
$4.0M
0.1%
4,325,000 +4,325,000 New
BXMT 5.5 03/15/27 PRN BLACKSTONE MORTGAGE TR
$4.0M
0.1%
4,460,000 +107,000 +2.5% Added
HALO 1 08/15/28 PRN HALOZYME THERAPEUTICS IN
$4.0M
0.1%
3,592,000 Held
VAC 3.25 12/15/27 PRN MARRIOTT VACATION WORLDW
$3.8M
0.1%
4,201,000 −4,319,000 −50.7% Reduced
BILI 0.5 12/01/26 PRN BILIBILI INC
$3.8M
0.1%
3,905,000 +843,000 +27.5% Added
MNKD 2.5 03/01/26 PRN MANNKIND CORP
$3.7M
0.1%
3,093,000 +3,093,000 New
MARA 1 12/01/26 PRN MARA HOLDINGS INC
$3.7M
0.1%
4,276,000 +4,276,000 New
EGHT 4 02/01/28 PRN 8X8 INC
$3.7M
0.1%
4,810,000 −2,732,000 −36.2% Reduced
HAE 0 03/01/26 PRN HAEMONETICS CORP
$3.5M
0.1%
3,919,000 −4,479,000 −53.3% Reduced
ABR 7.5 08/01/25 PRN ARBOR REALTY TRUST INC
$3.5M
0.1%
3,504,000 +1,011,000 +40.6% Added
INSM 0.75 06/01/28 PRN INSMED INC
$3.5M
0.1%
1,642,000 −351,000 −17.6% Reduced
HDB HDFC BANK LTD-ADR
$3.4M
0.1%
52,478 +26,272 +100.3% Added
FOUR 0 12/15/25 PRN SHIFT4 PAYMENTS INC
$3.3M
0.1%
2,950,000 Held
GPRE 2.25 03/15/27 PRN GREEN PLAINS INC
$3.2M
0.1%
3,638,000 +398,000 +12.3% Added
BBIO 2.5 03/15/27 PRN BRIDGEBIO PHARMA INC
$3.2M
0.1%
3,191,000 +1,198,000 +60.1% Added
TPB 2.5 07/15/24 PRN TURNING POINT BRANDS INC
$3.2M
0.1%
3,210,000 +496,000 +18.3% Added
POST 2.5 08/15/27 PRN POST HOLDINGS INC
$3.2M
0.1%
2,894,000 Held
FOUR 0.5 08/01/27 PRN SHIFT4 PAYMENTS INC
$3.2M
0.1%
3,335,000 +53,000 +1.6% Added
AY 4 07/15/25 PRN ATLANTICA JERSEY LTD
$3.1M
0.0%
3,161,000 Held
BBIO 2.25 02/01/29 PRN BRIDGEBIO PHARMA INC
$3.0M
0.0%
3,818,000 +289,000 +8.2% Added
CDLX 1 09/15/25 PRN CARDLYTICS INC
$3.0M
0.0%
3,206,000 +2,502,000 +355.4% Added
BMRN 0.599 08/01/24 PRN BIOMARIN PHARMACEUTICAL
$2.9M
0.0%
2,936,000 +2,936,000 New
CHGG 0 09/01/26 PRN CHEGG INC
$2.8M
0.0%
3,502,000 −892,000 −20.3% Reduced
FIVN 0.5 06/01/25 PRN FIVE9 INC
$2.7M
0.0%
2,850,000 +2,850,000 New
NVRO 2.75 04/01/25 PRN NEVRO CORP
$2.6M
0.0%
2,673,000 +2,673,000 New
CHRS 1.5 04/15/26 PRN COHERUS ONCOLOGY INC
$2.6M
0.0%
3,500,000 +3,500,000 New
REAL 1 03/01/28 PRN THE REALREAL INC
$2.5M
0.0%
5,249,000 +5,249,000 New
ESPR 4 11/15/25 PRN ESPERION THERAPEUTICS
$2.3M
0.0%
2,495,000 +2,495,000 New
TYL 0.25 03/15/26 PRN TYLER TECHNOLOGIES INC
$2.3M
0.0%
2,100,000 Held
NEO 0.25 01/15/28 PRN NEOGENOMICS INC
$2.3M
0.0%
2,948,000 Held
CYTK 3.5 07/01/27 PRN CYTOKINETICS INC
$2.2M
0.0%
1,700,000 +1,700,000 New
NIO 0.5 02/01/27 PRN NIO INC
$2.2M
0.0%
2,324,000 +963,000 +70.8% Added
ETSY 0.125 10/01/26 PRN ETSY INC
$2.2M
0.0%
2,200,000 −1,948,000 −47.0% Reduced
PMT 5.5 11/01/24 PRN PENNYMAC CORP
$2.1M
0.0%
2,100,000 Held
XYZ 0 05/01/26 PRN BLOCK INC
$2.0M
0.0%
2,181,000 Held
DXCM 0.375 05/15/28 PRN DEXCOM INC
$1.8M
0.0%
1,800,000 +1,800,000 New
XYZ 0.125 03/01/25 PRN BLOCK INC
$1.7M
0.0%
1,807,000 +1,807,000 New
PODD 0.375 09/01/26 PRN INSULET CORPORATION
$1.6M
0.0%
1,500,000 Held
NOG 3.625 04/15/29 PRN NORTHERN OIL & GAS INC
$1.6M
0.0%
1,400,000 Held
BSY 0.375 07/01/27 PRN BENTLEY SYSTEMS
$1.5M
0.0%
1,725,000 Held
Z 1.375 09/01/26 PRN ZILLOW GROUP INC
$1.5M
0.0%
1,250,000 Held
IIIV 1 02/15/25 PRN I3 VERTICALS LLC
$1.2M
0.0%
1,273,000 Held
EB 5 12/01/25 PRN EVENTBRITE INC
$1.1M
0.0%
1,151,000 Held
TREE 0.5 07/15/25 PRN LENDINGTREE INC
$996K
0.0%
1,069,000 +343,000 +47.2% Added
XMTR 1 02/01/27 PRN XOMETRY INC
$537K
0.0%
713,000 −343,000 −32.5% Reduced
ECD AUTOMOTIVE DESIGN INC
$91K
0.0%
75,000 Held

Sold positions

43 closed in Q2 2024 · shares & value as of prior filing
Holding Shares sold Prior value
IBN ICICI BANK LTD-SPON ADR
2,851,796 $75.3M
EGLEUSD EAGLE BULK SHIPPING INC
1,098,819 $68.6M
BIDU BAIDU INC - SPON ADR
422,866 $44.5M
NMIH NMI HOLDINGS INC
1,057,790 $34.2M
LI LI AUTO INC - ADR
983,320 $29.8M
YUMC YUM CHINA HOLDINGS INC
486,057 $19.3M
W 1 08/15/26 PRN WAYFAIR INC
12,572,000 $11.7M
ALRM 0 01/15/26 PRN ALARM.COM HLDGS INC
11,167,000 $10.3M
HTZ HERTZ GLOBAL HLDGS INC
1,000,000 $7.8M
DAY 0.25 03/15/26 PRN DAYFORCE INC
8,255,000 $7.6M
SPOT 0 03/15/26 PRN SPOTIFY USA INC
7,834,000 $7.2M
NICEIT 0 09/15/25 PRN NICE LTD
5,981,000 $6.3M
NRG 2.75 06/01/48 PRN NRG ENERGY INC
3,408,000 $5.6M
NET 0 08/15/26 PRN CLOUDFLARE INC
5,310,000 $5.0M
BL 0 03/15/26 PRN BLACKLINE INC
5,374,000 $4.9M
NCLH 1.125 02/15/27 PRN NCL CORPORATION LTD
4,984,000 $4.7M
VLY PUT VALLEY NATIONAL BANCORP
500,000 $4.0M
SMTC 1.625 11/01/27 PRN SEMTECH CORP
3,515,000 $3.5M
ARRY 1 12/01/28 PRN ARRAY TECHNOLOGIES INC
3,389,000 $3.1M
HOUS 0.25 06/15/26 PRN ANYWHERE RE GRP/REALOGY
3,848,000 $3.1M
ACCD 0.5 04/01/26 PRN ACCOLADE INC
3,516,000 $3.1M
UPST 0.25 08/15/26 PRN UPSTART HOLDINGS INC
3,867,000 $3.0M
ALNY 1 09/15/27 PRN ALNYLAM PHARMACEUTICALS
2,931,000 $2.8M
LYFT 1.5 05/15/25 PRN LYFT INC
2,813,000 $2.8M
JOYY 1.375 06/15/26 PRN JOYY INC
2,751,000 $2.7M
LNT 3.875 03/15/26 PRN ALLIANT ENERGY CORP
2,600,000 $2.6M
PDD 0 12/01/25 PRN PDD HOLDINGS INC
2,500,000 $2.4M
AAL 6.5 07/01/25 PRN AMERICAN AIRLINES GROUP
1,800,000 $2.1M
IONS 0 04/01/26 PRN IONIS PHARMACEUTICALS IN
1,900,000 $1.9M
QTWO 0.125 11/15/25 PRN Q2 HOLDINGS INC
1,989,000 $1.9M
SEALTD 2.375 12/01/25 PRN SEA LTD
1,700,000 $1.7M
PRGS 1 04/15/26 PRN PROGRESS SOFTWARE CORP
1,489,000 $1.5M
SIRI 3.75 03/15/28 PRN SIRIUS XM HOLDINGS
1,250,000 $1.5M
RDFN 0.5 04/01/27 PRN REDFIN CORP
2,557,000 $1.4M
EEFT 0.75 03/15/49 PRN EURONET WORLDWIDE INC
1,406,000 $1.4M
ENPH 0 03/01/26 PRN ENPHASE ENERGY INC
1,385,000 $1.3M
EWW ISHARES MSCI MEXICO ETF
17,568 $1.2M
KAMN 3.25 05/01/24 PRN KAMAN CORP
852,000 $853K
COIN 0.5 06/01/26 PRN COINBASE GLOBAL INC
702,000 $772K
CFLT 0 01/15/27 PRN CONFLUENT INC
782,000 $674K
EONR EON RESOURCES INC
220,080 $588K
INDA ISHARES MSCI INDIA ETF
10,945 $565K
MITK 0.75 02/01/26 PRN MITEK SYSTEMS INC
326,000 $328K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.