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
DMND - Diamond Foods Inc	Q1 2014	$34.93	Q4 2015	$38.55	+10.36%	Closed	History

CNE - Canetic Res Tr	Q4 2006	$13.89	Q3 2007	$15.32	+10.30%	Closed	History

GRAB - Grab Holdings Ltd	Q1 2025	$4.53	Q4 2025	$4.99	+10.15%	Closed	History

JFR - Nuveen Floating Rate Income Fund	Q1 2020	$7.55	Q3 2020	$8.31	+10.07%	Closed	History

EMBJ - Embraer S.A.	Q1 2026	$59.34	Open	$64.91	+9.39%	Open	History

RRACF - Rigel Resource Acquisition Corp	Q4 2021	$9.80	Q2 2023	$10.72	+9.39%	Closed	History

CXP - Columbia Property Trust Inc	Q2 2021	$17.39	Q3 2021	$19.02	+9.37%	Closed	History

VZ - Verizon Communications Inc.	Q1 2006	$30.63	Q3 2006	$33.39	+9.01%	Closed	History

PGND - Press Ganey Holdings Inc	Q2 2015	$27.24	Q3 2015	$29.59	+8.63%	Closed	History

EGRVF - Evergreen Corp	Q2 2022	$9.98	Q2 2023	$10.84	+8.62%	Closed	History

BRAC - Broad Capital Acquisition Corp	Q1 2022	$9.91	Q1 2023	$10.76	+8.58%	Closed	History

AIEV - Feutune Light Acquisition Corp	Q3 2022	$9.96	Q4 2023	$10.81	+8.53%	Closed	History

ARIZ - Arisz Acquisition Corp	Q4 2021	$9.76	Q2 2023	$10.59	+8.50%	Closed	History

ALSAF - Alpha Star Acquisition Corp	Q1 2022	$9.89	Q2 2023	$10.73	+8.49%	Closed	History

CBD - Cia Brasileira De Distri	Q2 2012	$40.52	Q1 2014	$43.76	+8.00%	Closed	History

SMNR - Denali Capital Acquisition Corp	Q2 2022	$9.92	Q2 2023	$10.71	+7.96%	Closed	History

MTRY - Monterey Bio Acquisition Corp	Q4 2021	$9.87	Q3 2022	$10.64	+7.80%	Closed	History

BIOS - Bioplus Acquisition Corp	Q1 2022	$9.88	Q2 2023	$10.65	+7.79%	Closed	History

YPF - YPF Sociedad Anónima	Q1 2026	$46.22	Open	$49.80	+7.75%	Open	History

CTOR - Tenx Keane Acquisition	Q4 2022	$10.16	Q4 2023	$10.94	+7.68%	Closed	History

CSLMF - Consilium Acquisition Corp I Ltd	Q1 2022	$9.76	Q2 2023	$10.49	+7.48%	Closed	History

JAKK - Jakks Pac Inc	Q3 2010	$176.40	Q3 2011	$189.50	+7.43%	Closed	History

WELNF - Integrated Wellness Acquisition Corp	Q1 2022	$9.97	Q2 2023	$10.71	+7.42%	Closed	History

BWAQ - Blue World Acquisition Corp	Q1 2022	$9.88	Q2 2023	$10.61	+7.39%	Closed	History

MPACU - Matlin And Partners Acquisition Corp	Q1 2017	$10.02	Q3 2018	$10.76	+7.39%	Closed	History

STOR - Store Capital Corp	Q4 2014	$21.61	Q4 2015	$23.20	+7.36%	Closed	History

SACQF - Spree Acquisition Corp 1 Ltd	Q1 2022	$9.95	Q1 2023	$10.68	+7.34%	Closed	History

TETEF - Technology & Telecommunication Acquisition Corp	Q1 2022	$9.96	Q1 2023	$10.69	+7.33%	Closed	History

ASCA - A Spac I Acquisition Corp	Q1 2022	$9.85	Q2 2023	$10.57	+7.31%	Closed	History

KYCH - Keyarch Acquisition Corp	Q1 2022	$9.75	Q2 2023	$10.46	+7.28%	Closed	History

ASCBF - A Spac Ii Acquisition Corp	Q2 2022	$9.84	Q2 2023	$10.55	+7.22%	Closed	History

PLAOF - Patria Latin American Opportunity Acquisition Corp	Q2 2022	$10.02	Q2 2023	$10.74	+7.19%	Closed	History

GDST - Goldenstone Acquisition Ltd	Q2 2022	$9.89	Q2 2023	$10.60	+7.18%	Closed	History

YPF - YPF Sociedad Anónima	Q1 2024	$19.80	Q3 2024	$21.21	+7.12%	Closed	History

FATP - Fat Projects Acquisition Corp	Q4 2021	$9.76	Q1 2023	$10.45	+7.07%	Closed	History

PARR - Par Pacific Holdings, Inc.	Q3 2014	$16.85	Q2 2017	$18.04	+7.06%	Closed	History

YUMC - Yum China Holdings, Inc.	Q3 2024	$45.02	Q4 2024	$48.17	+7.00%	Closed	History

EVCO - Everest Consolidator Acquisition Corp	Q1 2022	$9.96	Q2 2023	$10.65	+6.93%	Closed	History

FTII - Futuretech Ii Acquisition Corp	Q2 2022	$10.00	Q2 2023	$10.69	+6.90%	Closed	History

PPYA - Papaya Growth Opportunity Corp I	Q1 2022	$9.93	Q2 2023	$10.60	+6.75%	Closed	History

INFY - Infosys Ltd.	Q2 2012	$5.67	Q3 2012	$6.06	+6.72%	Closed	History

DUET - Duet Acquisition Corp	Q1 2022	$9.89	Q2 2023	$10.54	+6.57%	Closed	History

KNSW - Knightswan Acquisition Corp	Q1 2022	$9.92	Q2 2023	$10.57	+6.55%	Closed	History

VIV - Telefonica Brasil-Adr	Q2 2015	$13.93	Q1 2017	$14.84	+6.53%	Closed	History

GTAC - Global Technology Acquisition Corp I	Q4 2021	$9.82	Q1 2023	$10.46	+6.52%	Closed	History

GOGN - Gogreen Investments Corp	Q4 2021	$9.91	Q1 2023	$10.55	+6.46%	Closed	History

HMA - Heartland Media Acquisition Corp	Q1 2022	$9.90	Q2 2023	$10.54	+6.46%	Closed	History

LIBY - Liberty Resources Acquisition Corp	Q4 2021	$9.88	Q1 2023	$10.51	+6.38%	Closed	History

VSEC - VSE Corp.	Q4 2021	$9.91	Q1 2023	$10.53	+6.26%	Closed	History

JWAC - Jupiter Wellness Acquisition Corp	Q1 2022	$9.93	Q1 2023	$10.55	+6.24%	Closed	History

GLLI - Globalink Investment Inc	Q4 2021	$9.79	Q1 2023	$10.40	+6.23%	Closed	History

TRAQ - Trine Ii Acquisition Corp	Q4 2021	$9.85	Q1 2023	$10.46	+6.19%	Closed	History

FRLA - Fortune Rise Acquisition Corp	Q1 2022	$10.04	Q1 2023	$10.66	+6.18%	Closed	History

RGS - Regis Corp	Q3 2017	$285.40	Q1 2018	$302.60	+6.03%	Closed	History

YOTA - Yotta Acquisition Corp	Q3 2022	$9.90	Q2 2023	$10.48	+5.86%	Closed	History

AOGO - Arogo Capital Acquisition Corp	Q1 2022	$9.94	Q2 2023	$10.52	+5.84%	Closed	History

ICNC - Iconic Sports Acquisition Corp	Q4 2021	$9.93	Q1 2023	$10.51	+5.84%	Closed	History

FEXD - Fintech Ecosystem Development Corp	Q4 2021	$10.20	Q4 2023	$10.79	+5.78%	Closed	History

FNVTF - Finnovate Acquisition Corp	Q4 2021	$9.88	Q1 2023	$10.45	+5.77%	Closed	History

ENER - Accretion Acquisition Corp	Q4 2021	$9.76	Q1 2023	$10.32	+5.74%	Closed	History

KANG - Ikang Healthcare Group-Adr	Q2 2015	$19.33	Q1 2016	$20.44	+5.74%	Closed	History

BMAC - Black Mountain Acquisition Corp	Q4 2021	$9.83	Q1 2023	$10.39	+5.70%	Closed	History

AVAC - Avalon Acquisition Inc	Q4 2021	$9.88	Q1 2023	$10.43	+5.57%	Closed	History

BPAC - Bullpen Parlay Acquisition Co	Q1 2022	$9.87	Q1 2023	$10.42	+5.57%	Closed	History

GVCI - Green Visor Financial Technology Acquisition Corp I	Q1 2022	$9.98	Q1 2023	$10.53	+5.51%	Closed	History

PACI - Proof Acquisition Corp I	Q1 2022	$9.89	Q1 2023	$10.43	+5.46%	Closed	History

LGVC - Lamf Global Ventures Corp I	Q1 2022	$9.92	Q1 2023	$10.45	+5.34%	Closed	History

ASBP - Powerup Acquisition Corp	Q2 2022	$399.20	Q1 2023	$420.40	+5.31%	Closed	History

HWEL - Healthwell Acquisition Corp I	Q3 2021	$9.63	Q1 2023	$10.14	+5.30%	Closed	History

MTCV - Motive Capital Corp Ii	Q1 2022	$9.92	Q1 2023	$10.44	+5.24%	Closed	History

SBC - Pono Capital Two Inc	Q4 2022	$10.20	Q4 2023	$10.73	+5.20%	Closed	History

SUAC - Shoulderup Technology Acquisition Corp	Q1 2022	$9.87	Q1 2023	$10.38	+5.17%	Closed	History

LBBB - Lakeshore Acquisition Ii Corp	Q2 2022	$9.91	Q1 2023	$10.41	+5.05%	Closed	History

HCMA - Hcm Acquisition Corp	Q1 2022	$9.97	Q1 2023	$10.47	+5.02%	Closed	History

TGR - Kimbell Tiger Acquisition Corp	Q1 2022	$10.03	Q1 2023	$10.53	+4.99%	Closed	History

VSH - Vishay Intertechnology, Inc.	Q1 2011	$17.74	Q1 2018	$18.60	+4.85%	Closed	History

BAP - Credicorp Ltd.	Q4 2021	$122.07	Q3 2023	$127.97	+4.83%	Closed	History

GSDI - Gladstone Acquisition Corp	Q3 2021	$9.86	Q4 2022	$10.33	+4.77%	Closed	History

CLBR - Colombier Acquisition Corp	Q3 2021	$9.67	Q1 2023	$10.13	+4.76%	Closed	History

AFT - Apollo Senior Floating Rate Fund Inc	Q2 2022	$12.83	Q3 2023	$13.44	+4.75%	Closed	History

BRD - Beard Energy Transition Acquisition Corp	Q1 2022	$9.90	Q1 2023	$10.37	+4.75%	Closed	History

CLRCF - Climaterock	Q2 2022	$9.90	Q1 2023	$10.37	+4.75%	Closed	History

GLST - Global Star Acquisition Inc	Q4 2022	$10.13	Q4 2023	$10.61	+4.74%	Closed	History

MARX - Mars Acquisition Corp	Q1 2023	$10.15	Q4 2023	$10.63	+4.73%	Closed	History

PNSTQ - Banyan Acquisition Corp	Q1 2022	$9.93	Q1 2023	$10.40	+4.73%	Closed	History

ITAQ - Industrial Tech Acquisitions Ii Inc	Q1 2022	$9.93	Q1 2023	$10.39	+4.63%	Closed	History

PLPC - Preformed Line Products Co.	Q1 2013	$69.96	Q4 2013	$73.16	+4.57%	Closed	History

NU - Nu Holdings Ltd.	Q3 2025	$16.01	Q4 2025	$16.74	+4.56%	Closed	History

EFT - Eaton Vance Floating-Rate Income Trust	Q2 2022	$11.78	Q3 2023	$12.31	+4.50%	Closed	History

JMAC - Maxpro Capital Acquisition Corp	Q4 2021	$9.92	Q4 2022	$10.36	+4.44%	Closed	History

PRBM - Parabellum Acquisition Corp	Q4 2021	$9.75	Q4 2022	$10.18	+4.41%	Closed	History

RFAC - Rf Acquisition Corp	Q2 2022	$9.86	Q1 2023	$10.29	+4.36%	Closed	History

ONIT - Ocwen Financial Corp	Q2 2021	$30.98	Q1 2025	$32.32	+4.33%	Closed	History

FTEV - Fintech Evolution Acquisition Group	Q3 2021	$9.69	Q4 2022	$10.10	+4.23%	Closed	History

ZEO - Esgen Acquisition Corp	Q4 2021	$9.92	Q4 2022	$10.34	+4.23%	Closed	History

PLTN - Plutonian Acquisition Corp	Q1 2023	$10.26	Q4 2023	$10.69	+4.19%	Closed	History

LION - Lionheart Iii Corp	Q4 2021	$9.85	Q4 2022	$10.26	+4.16%	Closed	History

AMX - America Movil-Spn Adr Cl L	Q1 2015	$20.46	Q2 2015	$21.31	+4.15%	Closed	History

ONYX - Onyx Acquisition Co I	Q4 2021	$9.91	Q4 2022	$10.32	+4.14%	Closed	History

REVE - Alpine Acquisition Corp	Q4 2021	$10.00	Q4 2022	$10.41	+4.10%	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.