Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
Holdings Activity Buys Sells    History
Holding/activity history for  Afya Ltd. (AFYA)
← All AFYA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.19 $9.66–16.73 · VW $13.31i SEC
2022   Q4 951,452 0.19 Reduce 33.89% 0.09 $12.02–17.02 · VW $14.90i $14,861,680 SEC
2022   Q3 1,439,270 0.26 Reduce 5.04% 0.01 $8.73–14.51 · VW $12.07i $19,516,000 SEC
2022   Q2 1,515,590 0.21 Reduce 1.97% <0.01 $9.53–15.92 · VW $12.28i $15,080,000 SEC
2022   Q1 1,546,069 0.29 Reduce 0.99% <0.01 $11.67–16.37 · VW $13.65i $22,278,000 SEC
2021   Q4 1,561,576 0.35 Reduce 5.46% 0.03 $12.62–20.56 · VW $15.38i $24,532,000 SEC
2021   Q3 1,651,812 0.58 Add 1.17% <0.01 $18.52–27.12 · VW $22.18i $32,607,000 SEC
2021   Q2 1,632,680 0.67 Reduce 1.76% <0.01 $18.98–28.23 · VW $23.45i $42,090,000 SEC
2021   Q1 1,661,906 0.51 Reduce 6.64% 0.06 $18.48–26.08 · VW $22.77i $30,895,000 SEC
2020   Q4 1,780,040 0.97 Add 1.63% 0.02 $21.66–29.01 · VW $25.53i $45,035,000 SEC
2020   Q3 1,751,540 1.30 Reduce 0.41% <0.01 $21.93–28.59 · VW $25.15i $47,711,000 SEC
2020   Q2 1,758,666 1.12 Add 22.15% 0.20 $16.20–24.56 · VW $20.64i $41,223,000 SEC
2020   Q1 1,439,762 0.98 Add 96.44% 0.48 $13.98–30.98 · VW $24.16i $27,440,000 SEC
2019   Q4 732,913 0.47 Add 5.07% 0.02 $24.51–34.87 · VW $27.24i $19,876,000 SEC
2019   Q3 697,554 0.44 Buy 0.44 $21.30–32.64 · VW $25.02i
IPO/listing quarter
$17,885,000 SEC
Price snapshot:
Current price$14.25
52-week low$12.45
52-week high$16.16