SEC 13F Intelligence

Oaktree Capital Management LP / EXE

Oaktree Capital Management LP’s Expand Energy Corporation Position

Does Oaktree Capital Management LP own Expand Energy Corporation (EXE)? Yes5.24M shares worth $575M (+8.77% of its 13F portfolio) as of Q1 2026, up from 5.06M shares the prior filed quarter.

Position Value
$575M
Q1 2026
Shares
5.24M
% of Portfolio
+8.77%
Quarters Held
21
currently held

Position History EXE

Reported value by quarter
Q1 ’21: $518MQ1 ’21Q2 ’21: $620MQ3 ’21: $735MQ4 ’21: $774MQ4 ’21Q1 ’22: $957MQ2 ’22: $852MQ3 ’22: $923MQ3 ’22Q4 ’22: $814,401Q1 ’23: $652MQ2 ’23: $652MQ2 ’23Q3 ’23: $604MQ4 ’23: $539MQ1 ’24: $620MQ1 ’24Q2 ’24: $565MQ3 ’24: $565MQ4 ’24: $691MQ4 ’24Q1 ’25: $619MQ2 ’25: $592MQ3 ’25: $538MQ3 ’25Q4 ’25: $559MQ1 ’26: $575Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.24M$575M+8.77%
Q4 20255.06M$559M+7.95%
Q3 20255.06M$538M+8.29%
Q2 20255.06M$592M+10.18%
Q1 20255.56M$619M+11.98%
Q4 20246.94M$691M+12.26%
Q3 20246.87M$565M+9.06%
Q2 20246.87M$565M+8.97%
Q1 20246.98M$620M+9.75%
Q4 20237.00M$539M+7.83%
Q3 20237.00M$604M+8.76%
Q2 20238.58M$652M+7.22%
Q1 20238.58M$652M+7.16%
Q4 20228.63M$814,401+8.56%
Q3 20229.80M$923M+10.14%
Q2 202210.50M$852M+9.89%
Q1 202211.00M$957M+9.98%
Q4 202112.00M$774M+8.47%
Q3 202111.94M$735M+10.32%
Q2 202111.94M$620M+8.32%
Q1 202111.94M$518M+7.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oaktree Capital Management LP’s full portfolio or all institutional holders of EXE.