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Oaktree Capital Group, LLC (OAK-PB)

USD20.90 -0.05 (-0.24%)
US NYSE Financial Services Investment - Banking & Investment Services
Address 333 South Grand Avenue, 28th Floor 90071
Los Angeles, CA, US
CEO Nicholas H. Goodman
IPO 2018-08-07
ISIN US6740014096

Explore sections of this company profile

Description

Brookfield Oaktree Holdings, LLC is a privately owned investment manager. It operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within seven asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; listed equities and private equity. Within the private equity, the firm seeks to invest in corporate private equity, special situation, and middle market. Within corporate private equity sector, it focuses on making control investments in undervalued companies across a variety of industries and sectors. In certain cases, corporate private equity strategies also pursue platform investments in industries that are out of favor or undergoing structural change. The firm seeks to invest in Europe. It can invest at any level of the capital structure and seeking equity positions, control or total ownership. It seeks to invest in power opportunities, with focus on electric power, natural gas and other utility-related businesses. Within power opportunities, it does not start-up ventures or turnarounds. Under special situation investing strategy, it seeks to invest in making control-oriented debt and equity investments in middle-market companies. The company pursues these strategies through closed-end, open-end, and evergreen funds. It was incorporated on May 15, 2007 and is headquartered in Los Angeles, California. Brookfield Oaktree Holdings, LLC operates as a subsidiary of Brookfield Asset Management Inc.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD20.90 -0.05 (-0.24%)
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Volume Profile
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Liquidity & share structure
Average Volume
11.7K
Beta
0.60
Float Shares
113.21M
Free Float %
95.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.96% -1.49% +0.39% -5.57% -3.34% -0.58% -3.66% -4.73% -24.58% -17.22% -17.22%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
20.90
DCF (Unlevered) 37.85 +81.1%
DCF (Levered) 48.98 +134.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
1.37
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Investment - Banking & Investment Services: +23.9%
    -19.2% Q1'26: -48.8% (vs Q1'25)
  • EPS growth Investment - Banking & Investment Services: +31.6%
    -23.3% Q1'26: +100.0% (vs Q1'25)
  • FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%
    +78.1% Q1'26: -190.7% (vs Q1'25)
  • EBIT margin Investment - Banking & Investment Services: +33.7%
    +99.4% Q1'26: +0.0% (vs Q1'25)
  • ROIC Investment - Banking & Investment Services: +2.7%
    +10.2% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Investment - Banking & Investment Services: +0.1%
    +3.3% Q1'26: -100.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×
    1.96× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.60) × ERP
WACC = 65% × Ke + 35% × Kd (6.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 37.85 Current price: 20.90
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
679.55M
est: 1.30B (-47.8%)
1.68B
1.68B – 1.68B
+28.9% YoY
1.30B
1.30B – 1.30B
-22.5% YoY
1.54B
1.54B – 1.54B
+18.6% YoY
1.09B
1.09B – 1.09B
-29.3% YoY
984.00M
984.00M – 984.00M
-9.7% YoY
EBITDA
675.30M
est: 1.21B (-44.3%)
1.56B
1.56B – 1.56B
+28.9% YoY
1.21B
1.21B – 1.21B
-22.5% YoY
1.44B
1.44B – 1.44B
+18.6% YoY
1.02B
1.02B – 1.02B
-29.3% YoY
916.54M
916.54M – 916.54M
-9.7% YoY
EBIT
675.30M
est: 1.21B (-44.3%)
1.56B
1.56B – 1.56B
+28.9% YoY
1.21B
1.21B – 1.21B
-22.5% YoY
1.43B
1.43B – 1.43B
+18.6% YoY
1.01B
1.01B – 1.01B
-29.3% YoY
916.23M
916.23M – 916.23M
-9.7% YoY
Net Income
249.24M
est: 331.39M (-24.8%)
447.08M
447.08M – 447.08M
+34.9% YoY
298.59M
298.59M – 298.59M
-33.2% YoY
428.33M
428.33M – 428.33M
+43.4% YoY
374.64M
374.64M – 374.64M
-12.5% YoY
225.24M
225.24M – 225.24M
-39.9% YoY
SGA
3.17M
est: 27.28M (-88.4%)
35.17M
35.17M – 35.17M
+28.9% YoY
27.24M
27.24M – 27.24M
-22.5% YoY
32.30M
32.30M – 32.30M
+18.6% YoY
22.84M
22.84M – 22.84M
-29.3% YoY
20.62M
20.62M – 20.62M
-9.7% YoY
EPS
1.88
est: 2.80 (-33.0%)
3.78
3.78 – 3.78
+34.9% YoY
2.53
2.53 – 2.53
-33.2% YoY
3.62
3.62 – 3.62
+43.4% YoY
3.17
3.17 – 3.17
-12.5% YoY
1.91
1.91 – 1.91
-39.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-05-08 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-05-07 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-05-06 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-05-05 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-05-04 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-05-01 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-30 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-29 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-28 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-27 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-24 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-17 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-16 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
470.41M
OE per share TTM
4.00
Owner's Yield
18.99%
Maintenance CapEx ratio
1.79%
Maint CapEx / Avg PPE
2.7%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Atlas OCM Holdings LLC 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
2 BAM Partners Trust 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
3 Brookfield Asset Management ULC 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
4 Brookfield Corporation 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
5 OCM Holdings I, LLC 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
6 Oaktree Capital Group Holdings GP, LLC 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
7 Oaktree Capital Group, LLC 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
8 Oaktree Capital I, L.P. 749.9K 5.60% 749.9K 749.9K PN Delaware 2023-04-10
9 Oaktree Capital Management GP, LLC 749.9K 5.60% 749.9K 749.9K CO Delaware 2023-04-10
10 Oaktree Capital Management, L.P. 749.9K 5.60% 749.9K 749.9K PN Delaware 2023-04-10
11 Oaktree Fund GP I, L.P. 749.9K 5.60% 749.9K 749.9K PN Delaware 2023-04-10
12 Oaktree Holdings, LLC 749.9K 5.60% 749.9K 749.9K OO Delaware 2023-04-10
13 Oaktree Value Equity Fund GP Ltd. 749.9K 5.60% 749.9K 749.9K CO Delaware 2023-04-10
14 Oaktree Value Equity Holdings, L.P. 749.9K 5.60% 749.9K 749.9K PN Delaware 2023-04-10
15 Brookfield Asset Management Inc. 400.0K 5.80% 400.0K 400.0K HC Delaware 2022-08-22
16 OCM Value SPAC Holdings, L.P. 400.0K 5.80% 400.0K 400.0K PN Delaware 2022-08-22
17 Oaktree Fund GP, LLC 400.0K 5.80% 400.0K 400.0K OO Delaware 2022-08-22

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 7 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 BMO US Preferred Share Index ETF ZUP.TO 0.69% 217.4K 0.50%
2 Invesco Preferred ETF PGX 0.19% 7.41M 0.50%
3 Fidelity Preferred Securities & Income ETF FPFD 0.18% 146.6K 0.59%
4 iShares Preferred and Income Securities ETF PFF 0.09% 12.34M 0.45%
5 Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF GPRF 0.05% 67.8K 0.45%
6 Virtus InfraCap U.S. Preferred Stock ETF PFFA 0.03% 636.9K 2.11%
7 iShares Morningstar Multi-Asset Income ETF IYLD 0.01% 17.0K 0.50%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.60
Neutral
Ratio by volume
0.06
Bearish
Buys
3
Sells
5
Shares acquired
457.5K
Shares disposed
8.31M
Cash buys
1.00
Cash sales
5.00
Net activity
-7,855,047
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2023-12-18 OCM Growth Holdings LLC Director / 10% Owner S-Sale D Common Stock, par value $0.01 per share 12,365 12.76 157.7K 16,492,168
2023-12-15 OCM Growth Holdings LLC Director / 10% Owner S-Sale D Common Stock, par value $0.01 per share 237,635 12.69 3.02M 16,504,533
2023-12-12 OCM Growth Holdings LLC Director / 10% Owner S-Sale D Common Stock, par value $0.01 per share 562,500 12.06 6.78M 16,742,168
2023-11-30 Oaktree GCP Fund Delaware Holdings, L.P. 10% Owner J-Other A Warrants 445,294 0.01 4.5K 3,117,057
2023-11-21 Perry Mansco III Director P-Purchase A Series A Preferred 1,000 20.70 20.7K 1,000
2023-11-10 Oaktree GCP Fund Delaware Holdings, L.P. 10% Owner I Warrants 2,671,763 0.01 26.7K 0
2023-06-30 OCG NTR Holdings, LLC 10% Owner I Class E Common Stock 0 0.00 2,379,448
2023-06-22 OCM Opps EB Holdings Ltd. 10% Owner S-Sale D Common Stock, par value $0.01 per share ("Common Stock") 3,781,561 58.00 219.33M 0
2023-06-14 Atlas OCM Holdings, LLC 10% Owner J-Other A Class C Common Stock 2,508,490 0.00 250.85 15,443,610
2023-06-12 OAKTREE HOLDINGS, LLC 10% Owner A-Award A Common Stock 28,082,484 0.85 23.97M 30,913,997
2023-06-06 OAKTREE HOLDINGS, LLC 10% Owner D-Return D Series A Cumulative Convertible Preferred Stock 7,418,669 5.25 38.95M 6,955,912
2023-02-10 Perry Mansco III Director 0 0.00 0
2022-12-29 OAKTREE HOLDINGS, LLC Director I Allocation Rights 73,646 0.00
2022-11-08 OAKTREE CAPITAL MANAGEMENT LP Director S-Sale D Common Stock 1,000,000 9.60 9.60M 6,797,000
2022-11-03 OAKTREE CAPITAL MANAGEMENT LP Director D Common Stock 0 0.00 7,797,000
2022-10-13 BAM Partners Trust Director S-Sale D Common Stock 2,825,000 8.50 24.01M 7,797,000
2022-10-07 BAM Partners Trust Director S-Sale D Common Stock 1,000,000 9.00 9.00M 10,622,000
2022-09-08 Opps TPIC Holdings, LLC 10% Owner S-Sale D Common Stock 2,407,775 18.85 45.39M 425,699
2022-08-31 Opps TPIC Holdings, LLC 10% Owner S-Sale D Common Stock 942 18.59 17.5K 1,749,058
2022-06-14 GILBERT STEVEN J Director P-Purchase A Series B Preferred 5,000 23.55 117.7K 30,000
2022-06-07 Source Energy Partners, LLC Director / 10% Owner I Class C Common Stock 0 0.00 12,935,120
2022-06-02 OAKTREE CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock 191,591 11.30 2.16M 11,622,000
2022-06-01 OAKTREE CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock 435,048 11.33 4.93M 11,813,591
2022-05-31 OAKTREE CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock 254,754 11.32 2.88M 12,227,043
2022-05-27 OAKTREE CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock 246,005 11.34 2.79M 12,481,797
2022-05-26 OAKTREE CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock 163,915 11.35 1.86M 12,727,802
2022-04-19 Oaktree Capital Management GP, LLC 10% Owner S-Sale D Common Stock 535,735 30.87 16.54M 0
2022-04-12 Oaktree Capital Management GP, LLC 10% Owner S-Sale D Common Stock 5,925 32.13 190.4K 0
2022-03-25 BAM Partners Trust 10% Owner D-Return D Common Stock 1,000,000 82.98 82.98M 11,001,153
2022-03-07 OAKTREE FUND GP I, L.P. 10% Owner P-Purchase A Class I Common Shares of Beneficial Interest 1,600,000 25.00 40.00M 4,000,000
2022-03-01 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 15,359 13.35 205.1K 20,765,158
2022-02-28 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 11,672 12.73 148.6K 20,749,799
2022-02-25 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 18,335 12.94 237.3K 20,738,127
2022-02-24 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 16,268 12.96 210.8K 20,719,792
2022-02-23 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 18,372 13.22 242.9K 20,703,524
2022-02-22 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 18,141 13.39 242.9K 20,685,152
2022-02-18 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 11,461 13.61 156.0K 20,667,011
2022-02-17 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 18,146 13.58 246.3K 20,655,550
2022-02-16 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,438 13.37 259.8K 20,637,404
2022-02-15 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,733 13.62 268.8K 20,617,966
2022-02-14 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,400 13.55 262.9K 20,598,233
2022-02-11 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,600 13.26 260.0K 20,578,833
2022-02-10 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,100 13.07 262.7K 20,559,233
2022-02-09 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 17,566 129,977.00 2.28B 20,539,133
2022-02-07 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,800 13.10 272.5K 20,521,567
2022-02-04 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,400 13.61 277.6K 20,500,767
2022-02-03 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 14,109 133,490.00 1.88B 20,481,007
2022-02-03 OAKTREE FUND GP I, L.P. 10% Owner I Class I Common Shares of Beneficial Interest 0 0.00 2,400,000
2022-02-02 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 18,231 13.03 237.6K 20,460,607
2022-02-01 Oaktree Capital Management GP, LLC 10% Owner C-Conversion A Common Stock 243,420 16.67 4.06M 585,735
2022-02-01 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 16,973 12.89 218.7K 20,446,498
2022-01-31 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,521 12.68 247.5K 20,428,267
2022-01-28 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,365 13.01 264.9K 20,391,773
2022-01-27 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,400 12.87 249.7K 20,371,408
2022-01-26 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,000 12.72 254.4K 20,352,008
2022-01-25 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,488 12.94 252.2K 20,332,008
2022-01-24 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,840 13.13 260.5K 20,312,520
2022-01-21 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,646 13.24 260.0K 20,217,680
2022-01-20 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,500 13.26 271.8K 20,198,034
2022-01-19 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,421 13.21 269.8K 20,177,534
2022-01-18 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 16,935 13.30 225.2K 20,157,113
2022-01-14 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 13,087 13.23 173.1K 20,140,178
2022-01-13 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,341 13.18 268.0K 20,127,091
2022-01-12 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,300 13.49 273.8K 20,106,749
2022-01-11 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,100 13.31 280.8K 20,086,449
2022-01-10 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 22,000 13.20 290.4K 20,065,349
2022-01-07 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,662 12.94 254.5K 20,042,873
2022-01-06 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,800 13.13 286.3K 20,023,211
2022-01-05 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 22,200 13.35 296.4K 20,001,411
2022-01-04 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 17,482 12.94 226.2K 19,979,211
2022-01-03 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,976 12.90 257.7K 19,979,211
2021-12-31 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,900 13.13 287.6K 19,961,729
2021-12-30 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,000 13.35 267.0K 19,939,829
2021-12-29 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,500 13.28 259.0K 19,919,829
2021-12-28 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,610 13.12 270.4K 19,900,329
2021-12-27 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,959 13.35 279.8K 19,879,719
2021-12-23 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 20,010 13.34 266.9K 19,858,760
2021-12-22 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,570 13.36 288.2K 19,838,660
2021-12-21 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,325 13.42 286.2K 19,817,090
2021-12-20 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,010 13.34 280.3K 19,795,765
2021-12-17 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,800 13.36 264.6K 19,774,755
2021-12-16 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 18,639 13.42 250.1K 19,754,955
2021-12-15 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 22,400 13.48 301.9K 19,736,316
2021-12-14 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 17,119 13.52 231.4K 19,713,916
2021-12-13 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,500 13.41 261.5K 19,696,797
2021-12-10 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 19,943 13.21 263.4K 19,677,297
2021-12-09 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,158 13.19 279.0K 19,657,797
2021-12-08 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 23,050 12.80 295.0K 19,616,696
2021-12-07 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 29,378 13.49 396.2K 19,593,646
2021-12-06 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 8,566 13.61 116.6K 19,564,268
2021-11-22 Opps TPIC Holdings, LLC 10% Owner I Warrants (right to buy) 81,667 0.01 816.67 0
2021-11-19 Oaktree Capital Group Holdings GP, LLC Other S-Sale D Common Stock, par value $0.01 per share 1,041,573 20.10 20.94M 28,899,812
2021-11-02 OCM AHT Holdings, LLC 10% Owner I Warrants (right to buy) 25,132 40.00 1.01M 0
2021-11-01 Oaktree Capital Management GP, LLC 10% Owner I 7.0% Exchangeable Senior Secured Notes due 2028 1,771,661 16.67 29.53M 0
2021-07-19 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner S-Sale D Class A Common Stock, par value $0.00001 per share 4,977,751 0.00 49.78 0
2021-07-07 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.08 12.08 1
2021-07-07 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.08 12.08 1
2021-07-06 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 11.85 11.85 1
2021-07-06 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 11.85 11.85 1
2021-07-02 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.24 12.24 1
2021-07-02 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.24 12.24 1
2021-07-01 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.25 12.25 1
2021-07-01 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.25 12.25 1
2021-06-30 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.25 12.25 1
2021-06-30 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.25 12.25 1
2021-06-29 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.24 12.24 1
2021-06-29 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.24 12.24 1
2021-05-26 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.51 12.51 1
2021-05-26 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.51 12.51 1
2021-05-19 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.36 12.36 1
2021-05-19 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.36 12.36 1
2021-05-18 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.67 12.67 1
2021-05-18 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.67 12.67 1
2021-05-17 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.50 12.50 1
2021-05-17 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 12.50 12.50 1
2021-04-30 OAKTREE HOLDINGS, LLC 10% Owner I Series A Cumulative Convertible Preferred Stock 68,834,814 5.25 361.38M 0
2021-04-06 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share ("Common Stock") 75,880 34.87 2.65M 3,781,561
2021-04-01 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 29,783 35.41 1.05M 3,857,441
2021-03-31 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 21,989 36.33 798.9K 3,887,224
2021-03-30 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share ("Common Stock") 13,487 36.34 490.1K 3,909,213
2021-03-29 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 3,300 36.61 120.8K 3,922,700
2021-03-26 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 9,006 38.36 345.5K 3,926,000
2021-03-25 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share ("Common Stock") 10,716 38.36 411.1K 3,935,006
2021-03-23 ATI Investment Parent, LLC 10% Owner J-Other D Common Stock, par value $0.001 per share 237,760 0.00 35,475,457
2021-03-19 Oaktree Capital Group Holdings GP, LLC Other S-Sale D Common Stock, par value $0.01 per share 7,204 16.84 121.3K 29,936,602
2021-03-18 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 39,687 38.18 1.52M 3,945,722
2021-03-17 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 62,566 37.53 2.35M 3,985,409
2021-03-16 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share ("Common Stock") 36,440 37.98 1.38M 4,047,975
2021-03-15 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 78,408 39.04 3.06M 29,407,963
2021-03-12 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 40,409 39.20 1.58M 29,486,371
2021-03-11 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 11,555 39.16 452.5K 29,526,780
2021-03-10 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share ("Common Stock") 5,804 39.62 230.0K 29,538,335
2021-02-22 Oaktree Organics, L.P. 10% Owner C-Conversion A Common Stock 10,581,759 7.00 74.07M 17,315,893
2021-02-22 Oaktree Huntington Investment Fund II, L.P. 10% Owner C-Conversion A Common Stock 2,051,668 7.00 14.36M 3,410,233
2021-02-16 McGruder Depelsha Thomas Director 0 0.00 0
2021-02-09 Partners Ltd 10% Owner I Common Stock 0 0.00 3,142,523
2021-01-29 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner J-Other D Class A Common Stock, par value $0.00001 per share 77,000,000 23.75 1.83B 4,977,751
2021-01-28 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner J-Other D Common Stock, par value $0.01 per share 1,000 0.00 0
2021-01-26 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner D Common Stock, par value $0.01 per share 0 0.00 1,000
2021-01-25 Oaktree Capital Group Holdings GP, LLC Other S-Sale D Common Stock, par value $0.01 per share 334,249 21.07 7.04M 29,943,806
2020-12-07 ATI Investment Parent, LLC 10% Owner S-Sale D Common Stock, par value $0.001 per share 36,656,250 33.95 1.24B 35,713,217
2020-11-30 Partners Ltd 10% Owner S-Sale D Common Stock 4,322,644 27.81 120.21M 0
2020-10-20 OAKTREE HOLDINGS, LLC Other I Common Stock 0 0.00 3,593,111
2020-10-19 ATI Investment Parent, LLC 10% Owner S-Sale D Common Stock, par value $0.001 per share 47,625,000 22.00 1.05B 72,369,467
2020-10-15 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 2,129,748 15.00 31.95M 17,457,227
2020-10-14 ATI Investment Parent, LLC 10% Owner D Common Stock, par value $0.001 per share 0 0.00 119,994,467
2020-09-21 Oaktree Acquisition Holdings II, L.P. 10% Owner J-Other D Class B Ordinary Shares 218,750 0.00 6,250,000
2020-09-16 Oaktree Acquisition Holdings II, L.P. 10% Owner D Class B ordinary shares 6,468,750 0.00 0
2020-09-08 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 21,045 13.00 273.6K 15,327,479
2020-08-18 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 6.05 6.05 1
2020-08-18 Oaktree Fund GP, LLC 10% Owner P-Purchase A Cash-Settled Total Return Swap 1 6.05 6.05 1
2020-07-28 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 81,129 13.00 1.05M 14,933,310
2020-07-27 Partners Ltd 10% Owner I Common Stock 0 0.00 2,320,979
2020-04-24 Oaktree Organics, L.P. 10% Owner P-Purchase A Series B-1 Preferred Stock 12,539 0.00 12,539
2020-04-24 Oaktree Huntington Investment Fund II, L.P. 10% Owner P-Purchase A Series B-1 Preferred Stock 2,461 0.00 2,461
2020-03-19 Oaktree Optical Holdings, L.P. 10% Owner P-Purchase A Common Stock 1,000,000 4.94 4.94M 25,175,384
2020-03-18 Oaktree Optical Holdings, L.P. 10% Owner P-Purchase A Common Stock 1,410,886 4.31 6.08M 24,175,384
2020-03-18 Oaktree Capital Group Holdings GP, LLC Other P-Purchase A Common Stock, par value $0.01 per share 500,000 12.36 6.18M 30,278,055
2020-03-17 Oaktree Optical Holdings, L.P. 10% Owner P-Purchase A Common Stock 589,114 4.19 2.47M 22,764,498
2020-03-16 Oaktree Optical Holdings, L.P. 10% Owner P-Purchase A Common Stock 1,200,000 3.95 4.74M 22,175,384
2020-03-12 Oaktree Capital Group Holdings GP, LLC Other I Common Stock, par value $0.01 per share 0 0.00 29,278,055
2019-12-20 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 2,157,011 15.00 32.36M 13,743,841
2019-11-14 Infrastructure & Energy Alternatives, LLC Director / 10% Owner A-Award A Series B-3 Preferred Stock 19,124 0.00 19,124
2019-11-12 GILBERT STEVEN J Director P-Purchase A Series A Preferred 4,211 27.21 114.6K 4,211
2019-10-28 OAKTREE CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common units representing partnership interests 56,715 1.08 61.3K 3,950,660
2019-10-24 OAKTREE CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common units representing partnership interests 470,482 1.07 503.4K 4,007,375
2019-10-01 OCM Growth Holdings LLC Director / 10% Owner P-Purchase A Common Stock, par value $0.01 per share 1,086,494 15.00 16.30M 11,586,829
2019-10-01 Flatt Bruce 0 0.00 0
2019-10-01 Beber Justin B. 0 0.00 0
2019-09-30 WINTROB JAY S Director / Officer D-Return D OCGH Units 7,444 0.00 209,776
2019-09-30 WHITTINGTON MARNA C Director D-Return D Class A Units 15,707 49.00 769.6K 5,804
2019-09-30 STONE SHELDON M Director / Officer D-Return D OCGH Units 1,623,351 0.00 6,493,406
2019-09-30 PIERSON WAYNE G Director D-Return D Class A Units 11,170 49.00 547.3K 0
2019-09-30 Molz Todd E Officer D-Return D Class A Units 87,049 0.00 0
2019-09-30 MASSON DAVID RICHARD Director D-Return D OCGH Units 536,484 0.00 2,145,940
2019-09-30 MARKS HOWARD S Director / Officer D-Return D OCGH Units 374,762 0.00 1,499,050
2019-09-30 Levin Daniel D Officer D-Return D OCGH Units 29,856 0.00 0
2019-09-30 Keele Larry W Director D-Return D OCGH Units 306,203 0.00 0
2019-09-30 KARSH BRUCE A Director / Officer D-Return D OCGH Units 1,784,291 0.00 7,137,159
2019-09-30 GILBERT STEVEN J Director D-Return D Class A Units 2,010 49.00 98.5K 5,347
2019-09-30 Frank John Director / Officer D-Return D OCGH Units 18,986 0.00 75,945
2019-09-30 DENHAM ROBERT E Director D-Return D Class A Units 29,361 49.00 1.44M 0
2019-09-30 BROOKFIELD ASSET MANAGEMENT INC. 10% Owner I Common Stock, par value $0.01 per share 0 0.00 68,868,242
2019-09-26 WINTROB JAY S Director / Officer A-Award A Class A Units 16,013 0.00 173,987
2019-08-13 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock 189,157 4.33 819.0K 29,544,139
2019-08-12 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock 20,899 4.03 84.2K 29,354,982
2019-08-09 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock, par value $0.01 per share ("Common Stock") 100,000 4.00 400.0K 29,334,083
2019-08-07 GILBERT STEVEN J Director P-Purchase A Series B Preferred 15,000 26.60 399.0K 25,000
2019-08-06 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock 200,000 4.30 860.0K 29,344,085
2019-08-05 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock 200,000 4.24 848.0K 29,144,085
2019-08-05 GILBERT STEVEN J Director P-Purchase A Series B Preferred 10,000 26.66 266.6K 10,000
2019-08-02 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock, par value $0.01 per share ("Common Stock") 150,000 4.44 666.0K 28,944,085
2019-08-01 WINTROB JAY S Director / Officer F-InKind D Class A Units 3,821 0.00 157,974
2019-07-31 KARSH BRUCE A Director / Officer G-Gift D Class A Units 200,000 0.00 101,826
2019-07-30 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock 500,000 4.54 2.27M 28,794,085
2019-07-30 KARSH BRUCE A Director / Officer M-Exempt D OCGH Units 200,000 0.00 8,921,450
2019-07-29 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock, par value $0.01 per share ("Common Stock") 150,000 4.62 693.0K 28,294,085
2019-07-25 Oaktree Capital Group Holdings GP, LLC 10% Owner P-Purchase A Common Stock, par value $0.01 per share 1,000,000 4.76 4.76M 28,144,085
2019-07-17 Oaktree Acquisition Holdings, L.P. 10% Owner D Class B ordinary shares 5,031,250 0.00 0
2019-06-12 Oaktree Capital I, L.P. 10% Owner D Common Stock 0 0.00 12,891,717

Executive team

Top executives

Executive team data is not available for this company yet.

EBIT / Employee
445.7K
Shares Outstanding
118.83M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-27 8-K
2026-04-20 8-K
2026-03-24 10-K
2025-12-11 3/A
2025-12-04 3
2025-11-12 10-Q
2025-10-14 8-K
2025-08-13 10-Q
2025-05-14 10-Q
2025-03-20 10-K
ESG Rating
B
ASSET MANAGEMENT
Rank: 130 out of 228
2025
E (Environmental)
75.2 / 67.2
Company / Sector avg.
S (Social)
68.4 / 77.3
Company / Sector avg.
G (Governance)
68.8 / 74.6
Company / Sector avg.
ESG Total
70.8 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits