Oaktree Fund Advisors, LLC — 13F Holdings & Portfolio

CIK 1822973 · latest 13F-HR filed 2026-05-20

Oaktree Fund Advisors, LLC manages $56.9M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AU (26.23%), PBR (14.04%), B (12.77%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$56.9M

Long-equity book

Holdings

14

Distinct positions

Period

2026-03-31

Filed 2026-05-20

Q/Q Activity

+0 / −0 / ↑0 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
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Top Trims

  • No decreased positions.
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New Positions

  • No new positions this quarter.
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Exited Positions

  • No exits this quarter.
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ANGLOGOLD ASHANTI PLC AU G0378L100 $14.9M 26.23% 153,375 SH
2 PETROLEO BRASILEIRO SA - PETROBRAS PBR 71654V408 $8.0M 14.04% 385,174 SH
3 BARRICK MINING CORP B 06849F108 $7.3M 12.77% 178,194 SH
4 ITAU UNIBANCO HOLDING SA ITUB 465562106 $6.4M 11.21% 761,827 SH
5 YPF SA YPF 984245100 $5.0M 8.82% 108,600 SH
6 FREEPORT-MCMORAN INC FCX 35671D857 $4.4M 7.74% 74,995 SH
7 XP INC XP G98239109 $3.8M 6.67% 199,519 SH
8 HDFC BANK LTD HDB 40415F101 $3.1M 5.53% 126,519 SH
9 EMBRAER SA EMBJ 29082A107 $1.7M 2.92% 28,056 SH
10 TERNIUM SA TX 880890108 $1.5M 2.69% 38,186 SH
11 JETBLUE AIRWAYS CORP JBLU 477143AP6 $393.8K 0.69% 395,000 PRN
12 ALVOTECH SA ALVO L01800108 $263.6K 0.46% 217,663 SH
13 PEBBLEBROOK HOTEL TRUST PEB 70509VAA8 $60.5K 0.11% 62,000 PRN
14 BIOXCEL THERAPEUTICS INC BTAI 09075P204 $57.5K 0.10% 42,913 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $56.9M 14 0001822973-26-000002
2026-03-31 2026-05-20 $56.9M 14 0001822973-26-000003
2025-12-31 2026-02-17 $54.0M 17 0001822973-26-000001
2025-09-30 2025-11-14 $54.3M 18 0001822973-25-000002