Brookfield Oaktree Holdings, LLC
OAK-PA, OAK-PB · Investment Advice · 107.6M shares · +8%/yr ↑ shares · EDGAR filings ↗
Reference price $20.77 · est. market cap ~$2.2B — last insider purchase, 2026-05-21 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B74Brookfield Oaktree Holdings — Oaktree-anchored alternative-credit manager.
Strengths
- Net margin 36.7% (92nd pct), strong operating cash margin (97th)
- Premier distressed/credit franchise within Brookfield
Risks
- Revenue down 13%; fundraising/credit-cycle sensitivity
- Complex holding structure
Notable findings
- Revenue declineRevenue -56.1% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
36.7%
Return on equity
11.1%
Return on assets
3.7%
Revenue growth (QoQ)
-56.1%
Net-income growth
-19.0%
Tangible book value
$2.3B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-21 | GILBERT STEVEN J | Buy | 1.4K | $20.77 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-04-27 | Material agreementExhibits | filing ↗ |
| 2026-04-20 | Material agreementExhibits | filing ↗ |
| 2025-10-14 | OtherExhibits | filing ↗ |
| 2024-07-01 | Material agreementOtherExhibits | filing ↗ |
| 2024-03-05 | Exec/director changeReg FDOtherExhibits | filing ↗ |
| 2024-01-12 | Exec/director changeExhibits | filing ↗ |
| 2023-06-29 | Material agreementExec/director changeExhibits | filing ↗ |
| 2023-03-31 | Exec/director change | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-05-12 | 2026-03-31 | 0001403528-26-000027 ↗ |
| 8-K | 2026-04-27 | 2026-04-20 | 0001403528-26-000019 ↗ |
| 8-K | 2026-04-20 | 2026-04-14 | 0001403528-26-000015 ↗ |
| 10-K | 2026-03-24 | 2025-12-31 | 0001403528-26-000006 ↗ |
| 10-Q | 2025-11-12 | 2025-09-30 | 0001403528-25-000046 ↗ |
| 8-K | 2025-10-14 | 2025-10-13 | 0001193125-25-237852 ↗ |
| 10-Q | 2025-08-13 | 2025-06-30 | 0001403528-25-000039 ↗ |
| 10-Q | 2025-05-14 | 2025-03-31 | 0001403528-25-000023 ↗ |
| 10-K | 2025-03-20 | 2024-12-31 | 0001403528-25-000013 ↗ |
| 10-Q | 2024-11-12 | 2024-09-30 | 0001403528-24-000054 ↗ |
| 10-Q | 2024-08-14 | 2024-06-30 | 0001403528-24-000045 ↗ |
| 8-K | 2024-07-01 | 2024-07-01 | 0001403528-24-000036 ↗ |