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
FCX - Freeport-McMoRan Inc.	Q2 2000	$4.63	Q1 2001	$6.53	+41.08%	Closed	History

2840948Q - Infrasource Svcs Inc	Q2 2004	$11.03	Q1 2006	$15.49	+40.44%	Closed	History

ABEV - Ambev S.A.	Q2 2016	$5.18	Q1 2018	$7.27	+40.35%	Closed	History

EXEEL - Chesapeake Energy Corp	Q2 2022	$52.47	Q3 2022	$73.47	+40.02%	Closed	History

ORBK - Orbotech Ltd	Q3 2012	$8.57	Q3 2013	$11.99	+39.91%	Closed	History

EQR - Equity Residential	Q3 2020	$51.33	Q1 2021	$71.63	+39.55%	Closed	History

TMS - Tms International Corp	Q4 2012	$12.52	Q3 2013	$17.44	+39.30%	Closed	History

ECVT - Ecovyst Inc.	Q3 2025	$8.76	Open	$12.18	+39.04%	Open	History

PARR - Par Pacific Holdings, Inc.	Q2 2021	$16.82	Q4 2022	$23.25	+38.23%	Closed	History

KC - Kingsoft Corp Ltd	Q2 2020	$31.52	Q4 2020	$43.55	+38.17%	Closed	History

WOG - Alderwoods Group Inc	Q1 2002	$8.90	Q2 2004	$12.20	+37.08%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q4 2023	$77.51	Q3 2024	$106.12	+36.91%	Closed	History

YPF - YPF Sociedad Anónima	Q1 2023	$10.98	Q2 2023	$14.89	+35.61%	Closed	History

EXEEZ - Chesapeake Energy Corp	Q2 2022	$56.62	Q3 2022	$76.51	+35.13%	Closed	History

ABX - * Barrick Gold Corp	Q4 2009	$39.38	Q1 2011	$53.18	+35.04%	Closed	History

CCK - Crown Holdings, Inc.	Q2 2005	$14.23	Q4 2008	$19.20	+34.93%	Closed	History

CANUY - Compania Anonima Nacionl Tel Spon Adr D	Q4 2001	$14.05	Q2 2005	$18.94	+34.80%	Closed	History

TOL - Toll Brothers, Inc.	Q2 2022	$44.60	Q1 2023	$60.03	+34.60%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q4 2018	$137.07	Q1 2019	$182.45	+33.11%	Closed	History

AMX - America Movil S A De C V Spon Adr L	Q4 2003	$4.56	Q2 2004	$6.06	+33.03%	Closed	History

BALT - Baltic Trading Ltd	Q2 2013	$3.71	Q3 2013	$4.89	+31.81%	Closed	History

EXEEW - Chesapeake Energy Corp	Q2 2022	$60.94	Q3 2022	$80.31	+31.79%	Closed	History

BVN - Compania De Minas Buenaventura Spon Adr Ser B	Q4 2001	$5.18	Q1 2002	$6.75	+30.29%	Closed	History

TV - Grupo Televisa, S.A.B.	Q3 2006	$21.26	Q2 2007	$27.61	+29.87%	Closed	History

2683672Q - Forcenergy Inc Com	Q2 2000	$18.11	Q3 2000	$23.51	+29.82%	Closed	History

2896591Q - Imperial Pkg Corp	Q4 2000	$18.00	Q2 2001	$23.14	+28.56%	Closed	History

LILA - Liberty Latin America Ltd.	Q3 2025	$5.63	Open	$7.24	+28.56%	Open	History

3434Q - Barnett Inc	Q2 2000	$10.25	Q3 2000	$13.15	+28.29%	Closed	History

NBIS - Nebius Group N.V.	Q4 2018	$27.35	Q3 2019	$35.01	+28.01%	Closed	History

YUMC - Yum China Holdings, Inc.	Q3 2018	$35.11	Q1 2019	$44.91	+27.91%	Closed	History

698781Q - Prn Sole 7,505,000 Tubos De Acero De Mexico SA Adr	Q2 1999	$10.87	Q2 2000	$13.87	+27.60%	Closed	History

TGS - Transportadora de Gas del Sur S.A.	Q2 2014	$2.76	Q4 2014	$3.50	+26.81%	Closed	History

AMX - America Movil-Spn Adr Cl L	Q4 2016	$12.57	Q2 2017	$15.91	+26.57%	Closed	History

RKT - Rocket Companies, Inc.	Q3 2014	$47.58	Q2 2015	$60.20	+26.52%	Closed	History

BIDU - Baidu, Inc.	Q1 2020	$100.78	Q3 2020	$126.59	+25.61%	Closed	History

ABX - Barrick Gold Corp	Q4 2024	$15.50	Q1 2025	$19.44	+25.42%	Closed	History

YPF - YPF Sociedad Anónima	Q3 2019	$9.25	Q4 2019	$11.58	+25.19%	Closed	History

TX - Ternium S.A.	Q2 2022	$36.09	Open	$44.78	+24.08%	Open	History

ORIG - Ocean Rig Udw Inc	Q3 2017	$23.77	Q2 2018	$29.48	+24.02%	Closed	History

AKO.B - Embotelladora Andina S A Spon Adr B	Q1 2002	$6.78	Q3 2003	$8.38	+23.60%	Closed	History

MLCO - Melco Resorts & Entertainment Ltd.	Q1 2012	$13.64	Q1 2013	$16.84	+23.46%	Closed	History

NC - Nacco Industries Inc	Q1 2016	$13.12	Q2 2017	$16.18	+23.39%	Closed	History

VALE - Vale S.A.	Q3 2020	$10.58	Q4 2025	$13.03	+23.16%	Closed	History

CORZ - Core Scientific, Inc.	Q3 2025	$17.94	Open	$22.09	+23.13%	Open	History

BLCO - Bausch + Lomb Corp.	Q2 2025	$13.01	Open	$15.96	+22.67%	Open	History

3434Q - Prn Sole 2,900,000 Barnett Inc.	Q2 1999	$7.50	Q3 1999	$9.19	+22.53%	Closed	History

WIT - Wipro Ltd.	Q3 2006	$1.77	Q4 2006	$2.16	+21.89%	Closed	History

KOF - Coca-Cola FEMSA, S.A.B. de C.V.	Q2 2004	$22.19	Q4 2005	$27.01	+21.72%	Closed	History

CPLP - Capital Product Partners LP	Q3 2013	$9.00	Q1 2014	$10.95	+21.67%	Closed	History

GENON - Genon Energy Inc	Q1 2012	$2.08	Q3 2012	$2.53	+21.63%	Closed	History

CEGE - * Cell Genesys Inc	Q2 2009	$0.28	Q3 2009	$0.34	+21.43%	Closed	History

CDF - Prn Sole 8,000,000 Cadillac Fairview Corp.	Q2 1999	$18.97	Q4 1999	$22.98	+21.14%	Closed	History

HFRO - Highland Income Fund	Q1 2020	$8.53	Q4 2020	$10.28	+20.52%	Closed	History

JD - JD.com, Inc.	Q2 2023	$34.13	Q1 2025	$41.12	+20.48%	Closed	History

MCIP - Mci Inc	Q3 2004	$16.75	Q4 2004	$20.16	+20.36%	Closed	History

NCMI - National CineMedia, Inc.	Q3 2017	$69.80	Q2 2018	$84.00	+20.34%	Closed	History

HMHC - Houghton Mifflin Harcourt Co	Q4 2013	$16.96	Q1 2014	$20.33	+19.87%	Closed	History

TX - Ternium S.A.	Q2 2012	$19.67	Q1 2013	$23.55	+19.73%	Closed	History

LBTYA - Liberty Global Ltd.	Q2 2024	$8.98	Open	$10.73	+19.49%	Open	History

VICI - VICI Properties Inc.	Q1 2018	$18.32	Q1 2019	$21.88	+19.43%	Closed	History

NE - Noble Corp. plc	Q2 2021	$24.73	Q3 2022	$29.53	+19.41%	Closed	History

SCCO - Southern Copper Corp.	Q1 2012	$29.99	Q1 2013	$35.79	+19.33%	Closed	History

PIKE - * Pike Elec Corp	Q1 2008	$13.93	Q2 2008	$16.61	+19.24%	Closed	History

SKM - Sk Telecom Co Ltd	Q2 2012	$20.13	Q3 2012	$23.95	+18.99%	Closed	History

NBIS - Nebius Group N.V.	Q3 2014	$27.80	Q3 2017	$32.95	+18.53%	Closed	History

APO - Apollo Global Management, Inc.	Q4 2015	$15.18	Q3 2016	$17.96	+18.31%	Closed	History

CIVI - Civitas Resources Inc	Q4 2021	$48.97	Q4 2022	$57.93	+18.30%	Closed	History

NTLIV - Ntl Inc Del	Q2 2004	$57.62	Q4 2005	$68.08	+18.15%	Closed	History

AMX - America Movil	Q3 2013	$19.81	Q4 2013	$23.37	+17.97%	Closed	History

FTAI - FTAI Aviation Ltd.	Q3 2025	$166.86	Q4 2025	$196.85	+17.97%	Closed	History

JOYY - JOYY Inc.	Q1 2024	$30.75	Q3 2024	$36.24	+17.85%	Closed	History

8225875Q - Brasil Telecom Participacoes Spon Adr	Q3 2004	$32.39	Q4 2004	$38.13	+17.72%	Closed	History

XEFRX - Eaton Vance Senior Floating-Rate Trust	Q1 2020	$9.88	Q3 2020	$11.63	+17.71%	Closed	History

BZ - Kanzhun Ltd	Q3 2024	$17.36	Q4 2025	$20.38	+17.40%	Closed	History

LEA - Lear Corp.	Q4 2009	$33.82	Q1 2010	$39.67	+17.30%	Closed	History

TNE - Tele Norte Leste Part S A Spon Adr	Q3 2004	$13.23	Q1 2005	$15.46	+16.86%	Closed	History

MHO - M/I Homes Inc	Q2 2022	$39.66	Q4 2022	$46.18	+16.44%	Closed	History

AMX - America Movil SAb De Cv	Q3 2020	$12.49	Q4 2020	$14.54	+16.41%	Closed	History

SIGA - Siga Technologies Inc	Q2 2018	$5.95	Q3 2018	$6.89	+15.80%	Closed	History

EXEEL - Expand Energy Corp	Q4 2024	$86.50	Q4 2025	$99.65	+15.20%	Closed	History

MSSAF - Metal Sky Star Acquisition Corp	Q2 2022	$9.84	Q2 2023	$11.33	+15.14%	Closed	History

MLCO - Melco Resorts & Entertainment Ltd.	Q3 2016	$16.11	Q1 2017	$18.54	+15.08%	Closed	History

PHM - PulteGroup, Inc.	Q2 2022	$39.63	Q4 2022	$45.53	+14.89%	Closed	History

XFRAX - Blackrock Floating Rate Income Strategies Fund Inc	Q1 2020	$10.01	Q3 2020	$11.50	+14.89%	Closed	History

SIGA - Siga Technologies Inc	Q1 2019	$6.00	Q3 2020	$6.87	+14.50%	Closed	History

EMC - Emc Corp/Ma	Q3 2013	$25.56	Q3 2014	$29.26	+14.48%	Closed	History

CCK - Crown Holdings, Inc.	Q2 2010	$25.04	Q3 2010	$28.66	+14.46%	Closed	History

CWH - Camping World Holdings, Inc.	Q2 2012	$21.95	Q1 2014	$25.11	+14.40%	Closed	History

INFY - Infosys Ltd.	Q2 2023	$16.07	Q4 2023	$18.38	+14.37%	Closed	History

VVR - Invesco Senior Income Trust	Q1 2020	$3.22	Q3 2020	$3.66	+13.66%	Closed	History

AMX - * America Movil SAb De Cv Spon Adr L	Q4 2009	$23.49	Q3 2010	$26.67	+13.52%	Closed	History

APFH - Advancepierre Foods Holdings Inc	Q3 2016	$27.56	Q1 2017	$31.17	+13.10%	Closed	History

CTCM - Ctc Media Inc	Q4 2006	$24.01	Q2 2007	$27.14	+13.04%	Closed	History

ALLY - Ally Financial Inc.	Q2 2014	$23.91	Q2 2023	$27.01	+12.97%	Closed	History

FCNCA - First Citizens BancShares, Inc.	Q4 2012	$155.32	Q1 2013	$175.39	+12.92%	Closed	History

VNOM - Viper Energy, Inc.	Q3 2025	$38.22	Open	$43.00	+12.51%	Open	History

MO - Altria Group, Inc.	Q3 2013	$34.35	Q4 2013	$38.39	+11.76%	Closed	History

SE - Sea Ltd.	Q2 2025	$159.94	Q3 2025	$178.73	+11.75%	Closed	History

EFT - Eaton Vance Floating-Rate Income Trust	Q1 2020	$10.25	Q2 2020	$11.40	+11.22%	Closed	History

HTHT - H World Group Ltd.	Q4 2023	$33.44	Q1 2025	$37.01	+10.68%	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.