Oaktree Capital has invested in a wide range of companies across various industries, making it a significant player in the private equity landscape.
One notable example is its investment in Clear Channel Communications, a leading radio broadcasting company that was acquired by Oaktree in 2014 for $20 billion.
Oaktree's investment in Clear Channel was a strategic move to capitalize on the growing demand for digital media and advertising.
The company's portfolio includes other notable investments such as Neiman Marcus, a luxury department store chain, which was acquired by Oaktree in 2005 for $5.1 billion.
Neiman Marcus has since undergone significant restructuring efforts under Oaktree's ownership, resulting in improved financial performance.
Oaktree Capital Portfolio Companies
The European Principal Portfolio Companies of Oaktree Capital are listed below, with current company descriptions as of May 31, 2023, and past company descriptions as of the time of exit.
These companies are part of Oaktree's European Principal strategy, which excludes deals with invested capital below €25 million.
Oaktree Capital's portfolio companies are subject to various risks, including complete loss of capital, and there can be no assurance of successful results.
Portfolio Holdings
Oaktree Capital Management holds a significant number of positions in its portfolio, with 167 reported in its September 2024 quarterly 13F filing.
The European Principal strategy has a diverse portfolio of companies, with current and past portfolio companies listed below.
Oaktree's portfolio companies are subject to various risks, including changes in economic conditions, political changes, and legal and regulatory requirements.
Investing in Oaktree's portfolio companies involves substantial risks, including the complete loss of capital.
Past Filings
Oaktree Capital Management has been filing its 13F reports with the SEC since 1999. These filings provide valuable insights into the company's investment strategies and portfolio companies.
You can view Oaktree Capital Management's 13F filings for the past few years on the SEC website. The most recent filings include the 2024 Q3 report, which was filed on November 14, 2024.
Here's a list of some of the notable filings:
- Oaktree Capital Management 2024 Q3 - filed Nov. 14, 2024
- Oaktree Capital Management 2024 Q1 - filed May 14, 2024
- Oaktree Capital Management 2023 Q4 - filed Feb. 13, 2024
- Oaktree Capital Management 2023 Q3 - filed Nov. 13, 2023
- Oaktree Capital Management 2023 Q1 restated - filed Aug. 25, 2023
- Oaktree Capital Management 2023 Q2 - filed Aug. 14, 2023
- Oaktree Capital Management 2022 Q4 restated - filed April 21, 2023
- Oaktree Capital Management 2022 Q4 - filed Feb. 14, 2023
- Oaktree Capital Management 2022 Q3 - filed Nov. 14, 2022
- Oaktree Capital Management 2022 Q2 - filed Aug. 15, 2022
- Oaktree Capital Management 2021 Q4 amended - filed Feb. 16, 2022
- Oaktree Capital Management 2021 Q3 amended - filed Dec. 14, 2021
These filings give you a glimpse into Oaktree Capital Management's investment activities and the companies in their portfolio.
Small Business Lender Partners with Investment Giant
Oaktree Capital has a partnership with a small business lender, which is a significant development for the company's portfolio.
This partnership will allow Oaktree Capital to provide financing options to small businesses, giving them access to the capital they need to grow and thrive.
The small business lender has a strong track record of providing financing to businesses in various industries, including manufacturing and retail.
By partnering with this lender, Oaktree Capital can expand its reach and offer more diverse financing options to its portfolio companies.
Oaktree Capital's portfolio companies will benefit from the partnership, as they will have access to a wider range of financing options and more flexible repayment terms.
Suggestion: Small Company Growth
Frequently Asked Questions
Is Oaktree owned by Brookfield?
Oaktree Capital Management is partially owned by Brookfield Asset Management Inc, with Brookfield acquiring 62% of Oaktree in a deal worth around $4.8 billion.
Sources
- https://stockzoa.com/fund/oaktree-capital-management-lp/
- https://www.oaktreecapital.com/portfolio-companies/infrastructure-investing
- https://www.oaktreecapital.com/strategies/power-opportunities
- https://www.oaktreecapital.com/portfolio-companies/european-principal
- https://commercialobserver.com/2024/11/avana-companies-oaktree-capital-management-form-250m-cre-investment-vehicle/
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