Oaktree

Former company Acquired by Brookfield. All former companies

17 letters mention Oaktree, from 6 managers.

Q1 2026 Horos Asset Management · Q1 2026 letter ↗ Javier Ruiz · mentioned once
Q4 2025 Horos Asset Management · Q4 2025 letter ↗ Javier Ruiz · mentioned 3 times
Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 2 times
Q4 2024 Hayden Capital · Q4 2024 letter ↗ Fred Liu · mentioned once
Q1 2024 Horos Asset Management · Q1 2024 letter ↗ Javier Ruiz · mentioned once
Q4 2023 Horos Asset Management · Q4 2023 letter ↗ Javier Ruiz · mentioned once
H1 2023 Emeth Value Capital · H1 2023 letter ↗ Andrew Carreon · mentioned 4 times
Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned 2 times
H1 2022 Emeth Value Capital · H1 2022 letter ↗ Andrew Carreon · mentioned 8 times
Q1 2018 Greenhaven Road Capital · Q1 2018 letter ↗ Scott Miller · mentioned once
Q1 2017 Mayar Capital · Q1 2017 letter ↗ Abdulaziz Alnaim · mentioned once
Q4 2016 Mayar Capital · Q4 2016 letter ↗ Abdulaziz Alnaim · mentioned once
Q2 2016 Vltava Fund · Investing in an environment of declining company earnings ↗ Daniel Gladiš · mentioned 2 times
Q2 2016 Hayden Capital · Q2 2016 letter ↗ Fred Liu · mentioned once
Q1 2015 Mayar Capital · Q1 2015 letter ↗ Abdulaziz Alnaim · mentioned once
Q3 2012 Mayar Capital · Q3 2012 letter ↗ Abdulaziz Alnaim · mentioned once
Q2 2012 Mayar Capital · Q2 2012 letter ↗ Abdulaziz Alnaim · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.