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  AngloGold Ashanti plc (AU)
← All AU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,223,092 7.29 Reduce 16.24% 1.17 $79.99–129.14 · VW $104.28i $313,800,237 SEC
2025   Q4 3,847,991 7.23 Reduce 8.06% 0.50 $62.55–91.65 · VW $77.28i $328,156,672 SEC
2025   Q3 4,185,261 6.21 Reduce 15.41% 0.88 $44.67–71.41 · VW $56.98i $294,349,406 SEC
2025   Q2 4,947,737 5.71 Reduce 9.46% 0.48 $31.91–51.11 · VW $43.46i $225,468,375 SEC
2025   Q1 5,464,851 5.02 Reduce 1.67% 0.05 $23.53–38.16 · VW $31.38i $202,855,269 SEC
2024   Q4 5,557,551 2.86 Reduce 1.77% 0.05 $22.45–31.46 · VW $25.85i $128,268,277 SEC
2024   Q3 5,657,451 2.84 Reduce 10.61% 0.32 $24.98–32.57 · VW $28.09i $150,657,920 SEC
2024   Q2 6,328,888 3.03 Add 5.48% 0.16 $21.65–26.01 · VW $23.83i $159,044,955 SEC
2024   Q1 6,000,051 2.35 Add 2.13% 0.05 $15.80–23.20 · VW $19.24i $133,201,132 SEC
2023   Q4 5,874,951 1.86 Add 8.22% 0.14 $14.91–20.18 · VW $18.04i $109,802,834 SEC
2023   Q3 5,428,819 1.51 Add 14.81% 0.19 $15.73–23.25 · VW $18.57i $85,775,340 SEC
2023   Q2 4,728,622 1.57 Reduce 15.29% 0.28 $20.50–30.27 · VW $25.10i $99,726,638 SEC
2023   Q1 5,582,382 1.85 Add 4.39% 0.08 $16.51–24.43 · VW $20.71i $135,037,820 SEC
2022   Q4 5,347,449 1.34 Add 5.19% 0.07 $12.29–20.10 · VW $16.30i $103,847,460 SEC
2022   Q3 5,083,521 0.93 Reduce 2.82% 0.03 $11.94–16.45 · VW $14.06i $70,254,000 SEC
2022   Q2 5,230,821 1.09 Add 21.35% 0.19 $14.76–24.97 · VW $18.53i $77,363,000 SEC
2022   Q1 4,310,421 1.33 Add 1.33% 0.02 $17.78–26.96 · VW $22.26i $102,113,000 SEC
2021   Q4 4,253,821 1.26 Add 3.01% 0.04 $15.91–22.47 · VW $19.67i $89,245,000 SEC
2021   Q3 4,129,408 1.18 Add 24.88% 0.24 $14.57–20.82 · VW $17.62i $66,029,000 SEC
2021   Q2 3,306,807 0.98 Reduce 1.88% 0.02 $18.18–26.77 · VW $21.91i $61,440,000 SEC
2021   Q1 3,370,107 1.23 Add 8.64% 0.10 $19.55–25.75 · VW $22.18i $74,041,000 SEC
2020   Q4 3,101,986 1.51 Add 8.01% 0.11 $20.15–28.48 · VW $23.45i $70,166,000 SEC
2020   Q3 2,871,986 2.06 Reduce 10.59% 0.27 $24.35–38.50 · VW $30.28i $75,762,000 SEC
2020   Q2 3,212,281 2.59 Add 27.21% 0.55 $16.00–29.58 · VW $24.94i $94,730,000 SEC
2020   Q1 2,525,181 1.50 Add 6.34% 0.09 $12.66–23.70 · VW $18.85i $41,991,000 SEC
2019   Q4 2,374,581 1.26 Reduce 1.08% 0.01 $18.04–22.93 · VW $20.73i $53,047,000 SEC
2019   Q3 2,400,512 1.08 Reduce 19.94% 0.28 $16.46–23.85 · VW $19.73i $43,858,000 SEC
2019   Q2 2,998,204 1.42 Reduce 5.43% 0.06 $11.29–18.01 · VW $14.29i $53,399,000 SEC
2019   Q1 3,170,233 1.18 Add 3.06% 0.04 $11.95–15.86 · VW $13.64i $41,530,000 SEC
2018   Q4 3,076,238 1.15 Reduce 21.27% 0.14 $8.19–12.91 · VW $10.31i $38,607,000 SEC
2018   Q3 3,907,565 0.66 Add 6.38% 0.04 $7.08–8.99 · VW $8.30i $33,527,000 SEC
2018   Q2 3,673,300 0.64 Add 8.52% 0.05 $7.81–9.86 · VW $8.60i $30,158,000 SEC
2018   Q1 3,384,965 0.84 Add 0.43% <0.01 $8.88–12.00 · VW $10.20i $32,123,000 SEC
2017   Q4 3,370,322 0.93 Add 4.12% 0.04 $8.86–10.63 · VW $9.80i $34,343,000 SEC
2017   Q3 3,237,041 0.78 Add 5.19% 0.04 $8.89–10.86 · VW $9.77i $30,072,000 SEC
2017   Q2 3,077,225 0.84 Add 12.06% 0.09 $9.64–13.31 · VW $11.24i $29,892,000 SEC
2017   Q1 2,746,100 0.72 Add 24.39% 0.14 $9.67–13.68 · VW $11.54i $29,562,000 SEC
2016   Q4 2,207,653 0.64 Add 44.92% 0.20 $9.28–15.92 · VW $12.18i $23,194,000 SEC
2016   Q3 1,523,352 0.68 Reduce 15.51% 0.17 $15.00–22.91 · VW $18.50i $24,241,000 SEC
2016   Q2 1,803,059 1.11 Reduce 13.05% 0.09 $13.17–18.49 · VW $15.53i $24,684,000 SEC
2016   Q1 2,073,759 0.68 $7.10 $14,724,000 SEC
2015   Q4 2,073,759 0.36 Reduce 7.78% 0.04 $6.20–9.95 · VW $7.82i $14,724,000 SEC
2015   Q3 2,248,731 0.45 Add 5.81% 0.02 $5.64–8.97 · VW $7.50i $18,417,000 SEC
2015   Q2 2,125,297 0.36 Add 2.21% <0.01 $8.43–11.80 · VW $10.10i $19,021,000 SEC
2015   Q1 2,079,297 0.33 Add 10.44% 0.03 $8.41–13.12 · VW $10.88i $19,421,000 SEC
2014   Q4 1,882,744 0.28 Add 9.48% 0.02 $7.45–12.22 · VW $9.00i $16,380,000 SEC
2014   Q3 1,719,744 0.69 Add 27.86% 0.15 $11.95–18.69 · VW $15.77i $20,637,000 SEC
2014   Q2 1,345,044 0.92 Add 8.91% 0.08 $15.32–18.79 · VW $17.13i $23,148,000 SEC
2014   Q1 1,235,044 0.91 Add 421.12% 0.74 $11.36–19.53 · VW $16.14i $21,095,000 SEC
2013   Q4 237,000 0.12 Buy 0.12 $11.14–16.49 · VW $13.66i $2,778,000 SEC
Price snapshot:
Current price$79.76
Avg. buy price$17.36
+/- since buy359.32%
52-week low$42.99
52-week high$125.48