Warren Buffett vs Howard Marks
Side-by-side 13F comparison as of 2026Q1. Buffett discloses $263.10B across 29 positions; Howard Marks (Oaktree Capital Management) discloses $5.91B across 143. They overlap on 0 holdings.
| Metric | Buffett | Howard Marks |
|---|---|---|
| Disclosed portfolio | $263.10B | $5.91B |
| Positions | 29 | 143 |
| Top-5 concentration | 67% | 35% |
| Latest filing | 2026Q1 · May 15, 2026 | 2026Q1 · May 20, 2026 |
| Clone vs SPY | -3.1%/yr · 12.0y | -9.3%/yr · 12.0y |
Clone vs SPY: each manager's 13F replicated at reported weights with real disclosure lag, vs SPY total return — windows differ per manager. Methodology.
Where they diverge
Buffett's largest holding that Howard Marksdoesn't own: AAPL at 22.0% of the book. Howard Marks's largest holding Buffett doesn't own: TRMD at 11.4%.
From SEC EDGAR Form 13F-HR filings (2026Q1). Long US-listed equities only — cash, shorts, bonds, and non-US positions are not disclosed, and both managers' real books extend beyond what a 13F shows. Not investment advice.