Copy Invest | Sonar Terminal

Howard Marks - Oaktree Capital Management

1001 trades · 949 closed · 52 open · Win rate: 41.2% · Avg return: +11.3% · Median return: 0%

⚠ 27 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
LVLT - Level 3 Communications Inc	Q3 2011	$1.49	Q1 2014	$39.14	+2,526.85%	Closed	History

VIST - Vista Energy, S.A.B. de C.V.	Q3 2019	$5.17	Q4 2025	$48.66	+841.20%	Closed	History

IEA - Infrastructure And Energy Alternatives Inc	Q2 2019	$2.06	Q1 2021	$16.30	+691.26%	Closed	History

TSM - Taiwan Semiconductor	Q2 2012	$14.27	Q4 2020	$109.04	+664.12%	Closed	History

AU - AngloGold Ashanti plc	Q4 2013	$11.72	Open	$80.34	+585.49%	Open	History

GTX - Garrett Motion Inc.	Q2 2021	$7.98	Open	$31.68	+296.99%	Open	History

MTG - MGIC Investment Corp.	Q1 2013	$4.95	Q4 2023	$19.29	+289.70%	Closed	History

TKOI - Telkonet Inc	Q3 2008	$0.33	Q1 2009	$1.28	+287.88%	Closed	History

CHTR - Charter Communications, Inc.	Q3 2010	$32.50	Q1 2014	$123.20	+279.08%	Closed	History

NMIH - NMI Holdings, Inc.	Q3 2014	$8.65	Q1 2024	$32.34	+273.87%	Closed	History

TRMD - TORM plc	Q2 2018	$7.88	Open	$29.43	+273.41%	Open	History

COOP -	Q4 2018	$11.67	Q3 2022	$40.50	+247.04%	Closed	History

BAK - Braskem S.A.	Q1 2020	$6.64	Q3 2021	$21.83	+228.77%	Closed	History

SHAZ - SharonAI Holdings Inc.	Q1 2026	$22.73	Open	$71.26	+213.51%	Open	History

3042466Q - Chippac Inc Cl A	Q1 2004	$2.02	Q2 2004	$6.27	+210.40%	Closed	History

EGLE - Global X S&P 500 U.S. Revenue Leaders ETF	Q4 2014	$14.67	Q1 2023	$45.50	+210.16%	Closed	History

3440209Q - Prn Sole 815,000 Telecentro Oeste Celular Spons Adr	Q2 1999	$3.94	Q2 2000	$12.00	+204.57%	Closed	History

MELI - MercadoLibre, Inc.	Q1 2020	$488.54	Q1 2021	$1,472.16	+201.34%	Closed	History

OIBR - Oi S.A. American Depositary Sha	Q1 2014	$1.33	Q4 2016	$3.97	+198.50%	Closed	History

IBN - ICICI Bank Ltd.	Q3 2014	$8.93	Q1 2024	$26.41	+195.84%	Closed	History

GGB - Gerdau S.A.	Q4 2015	$0.95	Q3 2017	$2.72	+185.83%	Closed	History

PAM - Pampa Energía S.A.	Q3 2018	$31.05	Q4 2024	$87.94	+183.22%	Closed	History

HIMS - Hims & Hers Health, Inc.	Q4 2021	$6.55	Q3 2024	$18.42	+181.22%	Closed	History

VRS - Verso Corp	Q3 2016	$6.45	Q4 2019	$18.03	+179.53%	Closed	History

DLPH - Delphi Automotive Plc Shs Added	Q4 2011	$21.54	Q4 2013	$60.13	+179.16%	Closed	History

ERI - Eldorado Resorts Inc	Q1 2020	$14.40	Q2 2020	$40.06	+178.19%	Closed	History

PBR - Petróleo Brasileiro S.A. - Petrobras	Q1 2020	$5.50	Q1 2025	$14.34	+160.73%	Closed	History

CRDO - Credo Technology Group Holdings Ltd	Q1 2026	$93.87	Open	$236.18	+151.60%	Open	History

CCS - Century Communities, Inc.	Q4 2014	$17.28	Q3 2020	$42.33	+144.97%	Closed	History

TWC - * Time Warner Cable Inc	Q2 2009	$34.42	Q1 2012	$81.50	+136.78%	Closed	History

WNG - Washington Group Intl Inc Com	Q1 2003	$17.54	Q4 2004	$41.25	+135.18%	Closed	History

YETI - YETI Holdings, Inc.	Q4 2018	$14.84	Q4 2019	$34.78	+134.37%	Closed	History

VAL - Valaris Ltd.	Q2 2021	$28.88	Q4 2022	$67.62	+134.14%	Closed	History

TLN - Talen Energy Corp.	Q3 2024	$178.24	Open	$396.95	+122.71%	Open	History

NOK - Nokia Oyj	Q1 2025	$5.27	Open	$11.70	+122.01%	Open	History

WFRD - Weatherford International plc	Q4 2021	$27.72	Q1 2023	$59.35	+114.11%	Closed	History

EXE - Expand Energy Corp.	Q1 2021	$43.39	Open	$87.81	+102.37%	Open	History

BCOR - Blucora Inc	Q1 2016	$5.16	Q2 2016	$10.36	+100.78%	Closed	History

AIQ - Global X Artificial Intelligence & Technology ETF	Q1 2013	$7.77	Q4 2015	$15.60	+100.77%	Closed	History

VST - Vistra Corp.	Q2 2017	$16.79	Q3 2023	$33.18	+97.62%	Closed	History

SMCI - Super Micro Computer, Inc.	Q3 2018	$2.06	Q2 2022	$4.04	+95.78%	Closed	History

CX - CEMEX, S.A.B. de C.V.	Q2 2018	$6.56	Open	$12.80	+95.12%	Open	History

FTAI - FTAI Aviation Ltd.	Q1 2021	$24.07	Q4 2023	$46.40	+92.74%	Closed	History

TTM - Tata Motors	Q2 2013	$23.44	Q1 2015	$45.06	+92.24%	Closed	History

BATRK - Atlanta Braves Holdings, Inc.	Q2 2016	$14.66	Q2 2019	$27.97	+90.79%	Closed	History

FCX - Freeport-McMoRan Inc.	Q3 2021	$32.53	Open	$61.95	+90.44%	Open	History

INDV - Indivior Pharmaceuticals, Inc.	Q1 2024	$21.40	Open	$40.23	+87.99%	Open	History

CMLS - Cumulus Media Inc Cl A	Q3 2011	$2.84	Q3 2013	$5.29	+86.27%	Closed	History

PCG - PG&E Corp.	Q2 2020	$8.87	Q1 2023	$16.17	+82.30%	Closed	History

751256Q - Shandong Huaneng Pwr Dev Ltd Spon Adr N	Q2 2000	$4.19	Q3 2000	$7.62	+81.86%	Closed	History

ETFC - E*trade Financial Corp	Q2 2013	$12.66	Q1 2014	$23.02	+81.83%	Closed	History

WFRG - Memc Electr Matls Inc	Q1 2004	$7.39	Q4 2004	$13.25	+79.30%	Closed	History

CZR - Caesars Entertainment, Inc.	Q4 2018	$6.79	Q2 2020	$12.13	+78.65%	Closed	History

PBR - Petróleo Brasileiro S.A. - Petrobras	Q2 2017	$7.99	Q1 2018	$14.14	+76.97%	Closed	History

TMHC - Taylor Morrison Home Corp.	Q1 2020	$11.00	Q2 2020	$19.29	+75.36%	Closed	History

B - Barrick Mining Corp.	Q2 2025	$20.82	Open	$36.49	+75.26%	Open	History

PGMXY - Sh Sole 1,594,305 Pepsi-Gemex SA De Cv Gdr Rep	Q3 1999	$5.69	Q3 2002	$9.96	+75.04%	Closed	History

WOG - Alderwoods Group Inc	Q4 2004	$11.36	Q3 2006	$19.83	+74.56%	Closed	History

PORK - Premium Std Farms Inc	Q2 2005	$12.06	Q1 2007	$21.04	+74.46%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q3 2016	$105.75	Q1 2018	$183.54	+73.56%	Closed	History

LBTYK - Liberty Global Ltd.	Q1 2020	$8.23	Q2 2021	$14.16	+72.12%	Closed	History

CMCSA - Comcast Corp.	Q1 2006	$8.17	Q1 2012	$14.06	+72.08%	Closed	History

LILAK - Liberty Latin America Ltd.	Q2 2025	$4.23	Open	$7.23	+71.10%	Open	History

WB5 - * Warner Music Group Corp	Q2 2010	$4.86	Q2 2011	$8.22	+69.14%	Closed	History

GAPTQ - Great Lakes Chem Corp	Q3 2004	$6.10	Q4 2004	$10.25	+68.03%	Closed	History

CBL - CBL & Associates Properties, Inc.	Q4 2021	$31.20	Open	$52.41	+67.98%	Open	History

INDA - iShares MSCI India ETF	Q4 2016	$25.31	Q1 2021	$42.17	+66.61%	Closed	History

850 - Smart Global Holdings Inc	Q2 2017	$16.19	Q3 2017	$26.78	+65.41%	Closed	History

INFN - Infinera Corp	Q4 2018	$3.99	Q4 2024	$6.57	+64.66%	Closed	History

8140300Q - Constar Intl Inc New Com *	Q2 2005	$3.75	Q2 2007	$6.15	+64.00%	Closed	History

8440509Q - * Vivo Participacoes S A Spon Adr Pfd	Q2 2009	$18.94	Q4 2009	$31.00	+63.67%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q4 2008	$20.41	Q3 2009	$33.36	+63.45%	Closed	History

SAVEQ - Spirit Airls Inc	Q2 2011	$11.99	Q2 2012	$19.46	+62.30%	Closed	History

ITUB - Itaú Unibanco Holdings S.A.	Q1 2025	$5.34	Open	$8.55	+60.12%	Open	History

MLCO - Melco Resorts & Entertainment Ltd.	Q4 2008	$3.17	Q3 2010	$5.07	+59.94%	Closed	History

LNWO - Scientific Games Corp Cl A	Q2 2001	$5.89	Q2 2003	$9.35	+58.74%	Closed	History

AIG - American International Group, Inc.	Q4 2012	$35.30	Q4 2014	$56.01	+58.67%	Closed	History

FDML - Federal Mogul Corp	Q4 2008	$4.23	Q1 2009	$6.68	+57.92%	Closed	History

XOG - Extraction Oil & Gas Inc	Q1 2021	$35.94	Q3 2021	$56.45	+57.07%	Closed	History

BELFA - Bel Fuse Inc.	Q2 2018	$20.90	Q4 2022	$32.41	+55.07%	Closed	History

GLIBA - Liberty Capital Corp.	Q1 2018	$52.86	Q3 2020	$81.96	+55.05%	Closed	History

RDWR - Radware Ltd	Q3 2002	$3.31	Q1 2003	$5.08	+53.32%	Closed	History

USG - U S G Corp Com New *	Q2 2005	$42.50	Q4 2005	$65.00	+52.94%	Closed	History

BANC - Banc Of California Inc	Q4 2014	$11.47	Q1 2016	$17.50	+52.57%	Closed	History

APO - Apollo Global Management, Inc.	Q3 2012	$14.66	Q2 2015	$22.15	+51.09%	Closed	History

LPL - * Lg Display Co Ltd Spons Adr Rep	Q4 2008	$8.28	Q3 2009	$12.49	+50.85%	Closed	History

MEA - Metalico Inc	Q4 2014	$0.34	Q2 2015	$0.51	+50.00%	Closed	History

TAC - TransAlta Corp.	Q1 2025	$9.33	Open	$13.93	+49.30%	Open	History

TNE - Tele Norte Leste Part S A Spon Adr	Q2 2006	$12.75	Q2 2007	$18.97	+48.78%	Closed	History

INFY - Infosys Ltd.	Q1 2017	$7.66	Q3 2019	$11.37	+48.34%	Closed	History

CIT - * Cit Group Inc Com	Q4 2009	$27.61	Q3 2010	$40.82	+47.84%	Closed	History

LVNTB - Liberty Ventures	Q4 2016	$36.87	Q4 2017	$54.24	+47.11%	Closed	History

FBP - First Bancorp P R Com	Q4 2011	$3.49	Q4 2017	$5.10	+46.13%	Closed	History

TCOM - Trip.com Group Ltd.	Q2 2024	$47.00	Q4 2024	$68.66	+46.09%	Closed	History

LEA - Lear Corp.	Q3 2020	$109.05	Q4 2020	$158.98	+45.79%	Closed	History

BMA - Banco Macro SA	Q1 2024	$48.18	Q2 2025	$70.21	+45.72%	Closed	History

TGS - Transportadora de Gas del Sur S.A.	Q3 2018	$14.52	Q3 2025	$21.03	+44.83%	Closed	History

SQM - Sociedad Quimica Y Minera De Chile SA	Q1 2020	$22.55	Q3 2020	$32.42	+43.77%	Closed	History

DOOR - Masonite International Corp	Q3 2013	$48.93	Q2 2015	$70.11	+43.29%	Closed	History

KBH - Kb Home	Q2 2022	$28.46	Q1 2023	$40.18	+41.18%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.