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Head-to-head comparison

Howard Marks vs Terry Smith

Howard Marks
Oaktree Capital
Q9/10
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Howard Marks
  • UADD +296%
  • QQQNEW
  • PBRNEW
  • Q2NEW
  • YPFNEW
  • FOURNEW
  • PDDNEW
  • NRGNEW
  • UBERNEW
  • BLOCKADD +86%
  • UPWKADD +78%
  • OKTAADD +66%
  • BMRNADD +33%
  • EQIXADD +22%
  • ITRONADD +19%
  • SEAADD +17%
  • TDSADD +16%
  • SPGEXIT
  • ORCLEXIT
  • NUEXIT
  • CABOEXIT
  • GRABEXIT
  • ABNBEXIT
  • MAREXIT
  • VALEEXIT
  • ONITYEXIT
  • PPLEXIT
  • EXEEXIT
  • MKSEXIT
  • SHAKEXIT
  • BBIOEXIT
  • GHEXIT
  • LYFTEXIT
  • ONEXIT
  • FLUORREDUCE -85%
  • LYVREDUCE -81%
  • BANDREDUCE -69%
  • CXREDUCE -52%
  • JDREDUCE -43%
  • FIVE9REDUCE -28%
  • POSTREDUCE -26%
  • TLNREDUCE -24%
  • SNAPREDUCE -20%
  • GTXREDUCE -15%
  • TDOCREDUCE -14%
  • FCXREDUCE -12%
  • HDBREDUCE -12%
  • TORMREDUCE -10%
Terry Smith
  • INTUEXIT
  • NKEEXIT
  • GRACOEXIT
  • QLYSREDUCE -65%
  • MSCIREDUCE -61%
  • PAYCREDUCE -58%
  • VRSNREDUCE -58%
  • DOCSREDUCE -58%
  • SABREREDUCE -58%
  • MEDPREDUCE -24%
  • IBKRREDUCE -22%
  • SYKREDUCE -17%
  • PFEREDUCE -17%
  • GOOGLREDUCE -16%
  • MARREDUCE -15%
  • VREDUCE -12%
  • WATREDUCE -10%
  • ADPREDUCE -8%

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.