Filer Snapshot

Oaktree Capital Group Holdings GP, LLC

CIK 0001403525. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

48

Latest filing

23 Jun 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for TRMD. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

TRMD

22 Jun 2026 · 20% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 23 Jun 2026 for CIK 0001403525.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$1.17B

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$1.17B

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

VST GTX,GTXAP

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

TRMD STKL VCSA

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

EXE ADCT BTAI ENDPQ OCN
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
333 South Grand Avenue, 28 Th Floor, Los Angeles, CA, 90071
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Oaktree Capital Group Holdings GP, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • 5 recent 13D/G stake rows found; top row is TRMD at 20% ownership.
  • Forms 3/4/5 show insider context for VST worth $876.53M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

Open

13D/G large-stake context

TRMD

22 Jun 2026 · Class A common shares, par value $0.01 per share

20%

STKL

01 May 2026 · Common Shares, no par value

0%

OCN

31 Dec 2025 · Common Stock, $0.01, par value per share

4.8%

ADCT

30 Sep 2025 · Common Shares

4.1%

Forms 3/4/5 insider context

VST

19 Nov 2021

$876.53M

GTX,GTXAP

10 Nov 2025 · 10% owner

$290.61M

STKL

01 May 2026 · 10% owner

$0

CBL

24 Apr 2024 · 10% owner

$0

Latest update

What changed recently for Oaktree Capital Group Holdings GP, LLC

Ownership report updated

Latest ownership report period: 01 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 Jul 2026

Page type

Ownership filings

Latest period

01 Jul 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 01 Jul 2026.

Benchmark Context

Benchmark context for this company

Oaktree Capital Group Holdings GP, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 01 Jul 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001403525 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
48
First seen
11 Feb 2014
Latest filing
23 Jun 2026
Entity
Company

Latest Filings

Showing the latest 12 of 48 SEC filings for Oaktree Capital Group Holdings GP, LLC.

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
23 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
05 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
06 Mar 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
10 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
28 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
08 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
23 Dec 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
17 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
13 Nov 2025
Reporting date
10 Nov 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
05 Nov 2025
Reporting date
03 Nov 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
29 Sep 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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