Oaktree Capital Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+4.49B
+9,999%+
Winning Positions
+58.19%
135 wins / 232 positions
Average Gain (Winners)
$38.67M
+9,999%+ avg per position
Active Positions
54
49 losing positions
Portfolio Value Over Time
Total Positions Tracked
232
All holdings over time
Win/Loss Ratio
2.76
135 gains / 49 losses
Active vs. Exited
54 / 178
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| TRMD | TORM | N/A | Sep 2018 | ACTIVE | $285.81K | $834.58M | $834.29M | +9,999%+ |
| CHK | Energy | Mar 2021 | ACTIVE | $518.04K | $537.83M | $537.31M | +9,999%+ | |
| GTX | Garrett Motion Inc. | Consumer Cyclical | Sep 2020 | ACTIVE | $12.40K | $434.41M | $434.39M | +9,999%+ |
| VST | Vistra Corp. | Utilities | Jun 2017 | EXITED | $844.88K | $298.62M | $297.78M | +9,999%+ |
| STR | Sitio Royalties Corp. | Energy | Dec 2022 | EXITED | $373.18K | $237.94M | $237.57M | +9,999%+ |
| AU | AngloGold Ashanti | N/A | Sep 2023 | ACTIVE | $85.78M | $294.35M | $208.57M | +243.16% |
| INFN | Infinera Corporation | Technology | Dec 2018 | EXITED | $83.69K | $165.40M | $165.32M | +9,999%+ |
| ALLY | Ally Financial Inc. | Financial Services | Jun 2014 | EXITED | $191.12K | $124.25M | $124.05M | +9,999%+ |
| STKL | SunOpta, Inc. | Consumer Defensive | Mar 2017 | ACTIVE | $20.85K | $121.43M | $121.41M | +9,999%+ |
| WFRD | Weatherford | N/A | Dec 2021 | EXITED | $169.34K | $109.43M | $109.26M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.