Oaktree Capital Likes Shares of General Motors, Jakks and Smithfield

Wall St. Watchdog reveals information regarding Oaktree Capital Management’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 6 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $66.163 million.

  • Jakks Pacific Inc. (NASDAQ:JAKK): On 06/30/2011, Oaktree Capital Management reported holding 2,410,108 shares with a market value of $44,370,088. This comprised 0.65% of the total portfolio. On 09/30/2011, Oaktree Capital Management reported holding 2,663,428 shares with a market value of $50,471,963. This comprised 1.02% of the total portfolio. The net change in shares for this position over the two quarters is 253,320. About Company: JAKKS Pacific, Inc. and its affiliates develop, manufacture, and market toys and related products for children. The Company’s products include action figures, die-cast collectible and toy vehicles, preschool toys, and a line of fashion dolls and accessories. JAKKS markets its products under brand names such as Road Champs, Remco, and Child Guidance.
  • General Motors Company Common Stock (NYSE:GM): On 06/30/2011, Oaktree Capital Management reported holding 518,500 shares with a market value of $15,741,660. This comprised 0.23% of the total portfolio. On 09/30/2011, Oaktree Capital Management reported holding 519,006 shares with a market value of $10,473,541. This comprised 0.21% of the total portfolio. The net change in shares for this position over the two quarters is 506. About Company: General Motors Co. manufactures and markets new cars and trucks. The Company offers features for special needs drivers, OnStar vehicle protection, service, parts, accessories, maintenance, XM satellite radio, features for commercial owners, and more. General Motors offers its vehicles and services worldwide.
  • Furniture Brands International Inc. (NYSE:FBN): On 06/30/2011, Oaktree Capital Management reported holding 5,000,000 shares with a market value of $20,699,999. This comprised 0.3% of the total portfolio. On 09/30/2011, Oaktree Capital Management reported holding 2,500,000 shares with a market value of $5,150,000. This comprised 0.1% of the total portfolio. The net change in shares for this position over the two quarters is -2,500,000. About Company: Furniture Brands International, Inc. manufactures and distributes residential furniture. The Company’s products include stationary upholstery products, occasional furniture, recliners, and sleep sofas.
  • Iconix Brand Group Inc. (NASDAQ:ICON): On 06/30/2011, Oaktree Capital Management reported holding 0 shares. On 09/30/2011, Oaktree Capital Management reported holding 34,518,000 shares with a market value of $34,236. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 34,518,000. About Company: Iconix Brand Group, Inc. manages brands. The Company licenses its brand names to retailers and manufacturers throughout the world.
  • Navistar International Corp. (NYSE:NAV): On 06/30/2011, Oaktree Capital Management reported holding 20,910,000 shares with a market value of $27,360. This comprised 0% of the total portfolio. On 09/30/2011, Oaktree Capital Management reported holding 20,910,000 shares with a market value of $20,884. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Navistar International Corporation manufactures and markets medium and heavy trucks, school buses, mid-range diesel engines, and service parts. The Company also provides financial services to its dealers and customers.
  • Smithfield Foods Inc. (NYSE:SFD): On 06/30/2011, Oaktree Capital Management reported holding 17,550,000 shares with a market value of $20,666. This comprised 0% of the total portfolio. On 09/30/2011, Oaktree Capital Management reported holding 11,550,000 shares with a market value of $12,778. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is -6,000,000. About Company: Smithfield Foods, Inc. processes pork and produces hogs through its meat processing and hog production groups. The Company also produces and markets a range of branded food products such as frozen barbecues and chilies, peanuts, and pork products. Smithfield’s products are sold on a wholesale basis, through catalogs, through its retail stores, and via the Internet.

(Note: Data regarding Oaktree Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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