DOSSIER · 13F-HR · Q1 2026

Oaktree Fund Advisors, LLC

Oaktree Fund's family office based in Chicago, IL $57M in tracked AUM across 14 positions as of Q1 2026.

OF
Oaktree Fund·Chicago, IL·Family Office
CIK 0001822973 · last filed Mar 31, 2026
Total AUM
$57M
12.3%
vs prior
Holdings
14
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Oaktree Fund Advisors’ 13F for the quarter ended 2025-09-30 shows a concentrated, small long-equity sleeve valued at $46.98 million, down 18.5% from $57.64 million at 2025-06-30. The filing lists 16 holdings (down materially from the prior quarter), with the top 10 positions representing $44.49M or 94.7% of the portfolio and the single largest position (ANGLOGOLD ASHANTI PLC) representing $13.72M (29.19%). This is a high-concentration, high-conviction book: top 5 positions c...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
G0378L100
ANGLOGOLD ASHANTI PLC
$15M153K26.2%
02
PBR
PETROLEO BRASILEIRO SA - PETROBRAS
$8M385K14.0%
03
B
BARRICK MINING CORP
$7M178K12.8%
04
ITUB
ITAU UNIBANCO HOLDING SA
$6M762K11.2%
05
YPF
YPF SA
$5M109K8.8%
06
FCX
FREEPORT-MCMORAN INC
$4M75K7.7%
07
G98239109
XP INC
$4M200K6.7%
08
HDB
HDFC BANK LTD
$3M127K5.5%
09
EMBJ
EMBRAER SA
$2M28K2.9%
10
TX
TERNIUM SA
$2M38K2.7%

Filing history

Filing history loading…