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
SUACU - Shoulderup Technology Acquisition Corp	Q4 2021	$10.10	Q4 2021	$10.10	+0.00%	Closed	History

SVNA - 7 Acquisition Corp	Q4 2021	$9.86	Q4 2021	$9.86	+0.00%	Closed	History

SZZLU - Sizzle Acquisition Corp	Q4 2021	$10.16	Q4 2021	$10.16	+0.00%	Closed	History

TCN - Sh Sole 45,200 Tele Norte Celular Part SA Spon Adr	Q3 1999	$28.47	Q3 1999	$28.47	+0.00%	Closed	History

TCS - Container Store Group Inc/The	Q4 2013	$44.28	Q4 2013	$44.28	+0.00%	Closed	History

TCVA - Tcv Acquisition Corp	Q1 2023	$10.24	Q1 2023	$10.24	+0.00%	Closed	History

TENKR - Tenx Keane Acquisition	Q4 2022	$0.22	Q4 2022	$0.22	+0.00%	Closed	History

TERP - Terraform Power Inc	Q2 2016	$10.90	Q2 2016	$10.90	+0.00%	Closed	History

THCPU - Thunder Bridge Capital Partners Iv Inc	Q2 2021	$9.93	Q2 2021	$9.93	+0.00%	Closed	History

TKC - Turkcell Iletisim Hizmetleri Spon Adr	Q4 2006	$5.05	Q4 2006	$5.05	+0.00%	Closed	History

TKC - Turkcell Iletisim Hizmetleri Spon Adr	Q2 2007	$16.65	Q2 2007	$16.65	+0.00%	Closed	History

TKC - Turkcell Iletisim Hizmetleri Spon Adr Nesponsored	Q4 2011	$11.76	Q4 2011	$11.76	+0.00%	Closed	History

TKN - Teekay Shipping Marshall Islnd	Q2 2000	$32.88	Q2 2000	$32.88	+0.00%	Closed	History

TLGUF - Tlgy Acquisition Corp	Q4 2021	$10.06	Q4 2021	$10.06	+0.00%	Closed	History

TMTCU - Tmt Acquisition Corp	Q1 2023	$10.20	Q1 2023	$10.20	+0.00%	Closed	History

TPBA - Tpb Acquisition Corp I	Q4 2021	$9.80	Q4 2021	$9.80	+0.00%	Closed	History

TPBAU - Tpb Acquisition Corp I	Q3 2021	$9.94	Q3 2021	$9.94	+0.00%	Closed	History

TRTLF - Tortoiseecofin Acquisition Corp Iii	Q3 2021	$9.70	Q3 2021	$9.70	+0.00%	Closed	History

TSL - Trina Solar Limited Spon	Q2 2007	$51.45	Q2 2007	$51.45	+0.00%	Closed	History

TTM - Tata Motors Ltd	Q2 2012	$21.97	Q2 2012	$21.97	+0.00%	Closed	History

TV - Grupo Televisa, S.A.B.	Q2 2002	$9.34	Q2 2002	$9.34	+0.00%	Closed	History

TV - Grupo Televisa, S.A.B.	Q4 2003	$9.97	Q4 2003	$9.97	+0.00%	Closed	History

TV - Grupo Televisa, S.A.B.	Q4 2009	$20.76	Q4 2009	$20.76	+0.00%	Closed	History

TV - Grupo Televisa, S.A.B.	Q4 2017	$18.67	Q4 2017	$18.67	+0.00%	Closed	History

TWCB - Bilander Acquisition Corp	Q3 2021	$9.68	Q3 2021	$9.68	+0.00%	Closed	History

UAIRQ - Us Airways Group Inc Cl A	Q1 2004	$25.09	Q1 2004	$25.09	+0.00%	Closed	History

UISZ - Sole 3,243,800 Unisys Corp	Q2 1999	$38.94	Q2 1999	$38.94	+0.00%	Closed	History

USG - U S G Corp Com	Q3 2011	$6.73	Q3 2011	$6.73	+0.00%	Closed	History

USWSW - Us Well Services Inc	Q2 2021	$0.18	Q2 2021	$0.18	+0.00%	Closed	History

VALE - Vale S.A.	Q1 2010	$32.19	Q1 2010	$32.19	+0.00%	Closed	History

VALE - Vale S.A.	Q3 2010	$31.27	Q3 2010	$31.27	+0.00%	Closed	History

VALE - Vale S.A.	Q3 2011	$22.77	Q3 2011	$22.77	+0.00%	Closed	History

VCXAU - 10x Capital Venture Acquisition Corp Ii	Q3 2021	$9.97	Q3 2021	$9.97	+0.00%	Closed	History

VHNAU - Vahanna Tech Edge Acquisition I Corp	Q4 2021	$10.06	Q4 2021	$10.06	+0.00%	Closed	History

VLO - Valero Energy Corp.	Q1 2005	$33.49	Q1 2005	$33.49	+0.00%	Closed	History

VMED - Virgin Media Inc	Q1 2007	$25.25	Q1 2007	$25.25	+0.00%	Closed	History

VMGAU - Vmg Consumer Acquisition Corp	Q4 2021	$10.14	Q4 2021	$10.14	+0.00%	Closed	History

VMO - Invesco Municipal Opportunity Trust	Q1 2020	$11.45	Q1 2020	$11.45	+0.00%	Closed	History

WAVC - Waverley Capital Acquisition Corp 1	Q4 2021	$9.70	Q4 2021	$9.70	+0.00%	Closed	History

WAVC.U - Waverley Capital Acquisition Corp 1	Q3 2021	$9.86	Q3 2021	$9.86	+0.00%	Closed	History

WAVSU - Western Acquisition Ventures Corp	Q1 2022	$10.01	Q1 2022	$10.01	+0.00%	Closed	History

WCIIQ - Prn Sole 1,425,000 Winstar Communications	Q3 1999	$53.66	Q3 1999	$53.66	+0.00%	Closed	History

WELUF - Integrated Wellness Acquisition Corp	Q4 2021	$10.08	Q4 2021	$10.08	+0.00%	Closed	History

WINVU - Winvest Acquisition Corp	Q3 2021	$10.23	Q3 2021	$10.23	+0.00%	Closed	History

WIT - Wipro Ltd.	Q1 2001	$0.72	Q1 2001	$0.72	+0.00%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2020	$14.15	Q1 2020	$14.15	+0.00%	Closed	History

WMIH - Wmih Corp	Q3 2018	$1.39	Q3 2018	$1.39	+0.00%	Closed	History

WQGA - World Quantum Growth Acquisition Corp	Q4 2021	$9.81	Q4 2021	$9.81	+0.00%	Closed	History

WQGA.U - World Quantum Growth Acquisition Corp	Q3 2021	$10.05	Q3 2021	$10.05	+0.00%	Closed	History

WTMAU - Welsbach Technology Metals Acquisition Corp	Q4 2021	$10.03	Q4 2021	$10.03	+0.00%	Closed	History

WWNN - Dial Global Inc	Q3 2012	$2.71	Q3 2012	$2.71	+0.00%	Closed	History

XIV - Velocityshares Daily Inverse Vix Short Term Etn	Q3 2015	$24.35	Q3 2015	$24.35	+0.00%	Closed	History

XP - XP Inc.	Q3 2024	$17.94	Q3 2024	$17.94	+0.00%	Closed	History

XPEV - Xpeng Inc	Q3 2020	$20.07	Q3 2020	$20.07	+0.00%	Closed	History

YGEG - * Yingli Green Energy Hldg Co	Q4 2009	$15.81	Q4 2009	$15.81	+0.00%	Closed	History

YHOO - Yahoo! Inc	Q1 2016	$36.81	Q1 2016	$36.81	+0.00%	Closed	History

YHOO - Yahoo! Inc	Q1 2017	$46.41	Q1 2017	$46.41	+0.00%	Closed	History

YOTAU - Yotta Acquisition Corp	Q2 2022	$9.96	Q2 2022	$9.96	+0.00%	Closed	History

YPF - YPF Sociedad Anónima	Q2 2025	$31.45	Q2 2025	$31.45	+0.00%	Closed	History

YUMC - Yum China Holdings, Inc.	Q1 2024	$39.79	Q1 2024	$39.79	+0.00%	Closed	History

ZLSSF - Xpac Acquisition Corp	Q3 2021	$9.70	Q3 2021	$9.70	+0.00%	Closed	History

RACY - Relativity Acquisition Corp	Q2 2022	$10.07	Q3 2022	$10.05	-0.20%	Closed	History

LITT - Logistics Innovation Technologies Corp	Q3 2021	$9.72	Q4 2021	$9.69	-0.31%	Closed	History

INFY - Infosys Ltd.	Q3 2015	$9.55	Q2 2016	$9.51	-0.37%	Closed	History

OSI - Osiris Acquisition Corp	Q3 2021	$9.82	Q3 2022	$9.78	-0.41%	Closed	History

BGT - Blackrock Floating Rate Income Trust	Q2 2022	$11.02	Q4 2022	$10.94	-0.73%	Closed	History

CEO - Cnooc Ltd-Spon Adr	Q4 2015	$104.37	Q1 2020	$103.46	-0.87%	Closed	History

CORS - Corsair Partnering Corp	Q3 2021	$9.85	Q4 2021	$9.76	-0.91%	Closed	History

VVR - Invesco Senior Income Trust	Q2 2022	$3.89	Q2 2023	$3.85	-1.03%	Closed	History

GTH - Genetron Holdings Ltd	Q2 2020	$12.07	Q3 2020	$11.94	-1.08%	Closed	History

XFRAX - Blackrock Floating Rate Income Strategies Fund Inc	Q2 2022	$11.39	Q4 2022	$11.26	-1.14%	Closed	History

RGC - Regal Entmt Group Cl A	Q2 2003	$0.56	Q4 2006	$0.55	-1.18%	Closed	History

KOF - Coca-Cola FEMSA, S.A.B. de C.V.	Q2 2003	$21.50	Q4 2003	$21.24	-1.21%	Closed	History

BBD - Banco Bradesco S.A.	Q1 2015	$6.39	Q2 2015	$6.31	-1.29%	Closed	History

XEFRX - Eaton Vance Senior Floating-Rate Trust	Q2 2022	$12.27	Q3 2023	$12.11	-1.30%	Closed	History

RVAC - Riverview Acquisition Corp	Q4 2021	$9.91	Q1 2022	$9.78	-1.31%	Closed	History

WPZ - Williams Partners LP	Q3 2014	$49.98	Q1 2015	$49.22	-1.51%	Closed	History

INFY - Infosys Ltd.	Q3 2024	$22.27	Q4 2024	$21.92	-1.57%	Closed	History

OACB.WS - Oaktree Acquisition Corp Ii	Q1 2021	$1.25	Q2 2021	$1.23	-1.60%	Closed	History

JFR - Nuveen Floating Rate Income Fund	Q2 2022	$8.34	Q1 2023	$8.20	-1.68%	Closed	History

BMM - Blue Moon Metals Inc.	Q1 2026	$6.46	Open	$6.35	-1.70%	Open	History

FXI - * Ishares Tr Ftse Xnhua Idx	Q4 2008	$29.09	Q1 2009	$28.53	-1.93%	Closed	History

TV - Grupo Televisa, S.A.B.	Q4 2012	$26.57	Q3 2015	$26.02	-2.07%	Closed	History

SNPTY - * China Pete & Chem Corp Spon Adr H	Q1 2010	$82.24	Q2 2010	$80.51	-2.10%	Closed	History

0E41 - Enlink Midstream LLC	Q3 2024	$14.51	Q4 2024	$14.15	-2.48%	Closed	History

JSD - Nuveen Short Duration Credit Opportunities Fund	Q2 2022	$12.03	Q1 2023	$11.73	-2.49%	Closed	History

RDWR - Radware	Q2 2005	$9.04	Q1 2006	$8.82	-2.49%	Closed	History

FRGI - Fiesta Restaurant Group Inc	Q3 2017	$19.00	Q1 2018	$18.50	-2.63%	Closed	History

XJQCX - Nuveen Credit Strategies Income Fund	Q2 2022	$5.20	Q3 2023	$5.06	-2.69%	Closed	History

API - Agora Inc	Q2 2020	$44.17	Q3 2020	$42.97	-2.72%	Closed	History

NSM - Nationstar Mortgage Holdings Inc	Q4 2016	$18.06	Q2 2018	$17.53	-2.93%	Closed	History

TEO - Telecom Argentina S.A.	Q1 2014	$19.07	Q2 2016	$18.33	-3.88%	Closed	History

LIR - Linktone Ltd	Q3 2004	$8.26	Q2 2005	$7.93	-4.00%	Closed	History

ITUB - Itaú Unibanco Holdings S.A.	Q3 2014	$6.12	Q3 2024	$5.87	-4.11%	Closed	History

ABEV - Ambev S.A.	Q4 2013	$7.35	Q2 2014	$7.04	-4.22%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q2 2002	$13.56	Q4 2002	$12.97	-4.35%	Closed	History

NSL - Nuveen Senior Income Fund	Q2 2022	$4.79	Q2 2023	$4.58	-4.38%	Closed	History

JRO - Nuveen Floating Rate Income Opportunity Fund	Q2 2022	$8.17	Q2 2023	$7.80	-4.53%	Closed	History

FCT - First Trust Senior Floating Rate Income Fund II	Q2 2022	$9.99	Q4 2022	$9.53	-4.60%	Closed	History

NTES - NetEase, Inc.	Q3 2024	$93.51	Q4 2024	$89.21	-4.60%	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.