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  Baidu, Inc. (BIDU)
← All BIDU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.45 $74.71–95.15 · VW $85.56i SEC
2025   Q1 199,684 0.45 Buy 0.45 $77.19–105.19 · VW $91.15i $18,376,918 SEC
2024   Q2 0 0.00 Sell 100.00% 0.78 $86.43–115.39 · VW $99.45i SEC
2024   Q1 422,866 0.78 Buy 0.78 $96.58–119.75 · VW $105.78i $44,519,332 SEC
2020   Q4 0 0.00 Sell 100.00% 1.44 $123.50–225.35 · VW $168.17i SEC
2020   Q3 419,297 1.44 Reduce 0.95% 0.01 $114.75–135.44 · VW $123.38i $53,078,000 SEC
2020   Q2 423,307 1.38 Add 27.34% 0.30 $90.94–128.28 · VW $107.86i $50,750,000 SEC
2020   Q1 332,415 1.20 Buy 1.20 $82.00–147.38 · VW $117.15i $33,502,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.06 $165.82–188.54 · VW $175.07i SEC
2016   Q4 12,861 0.06 Add 56.57% 0.02 $159.54–187.24 · VW $171.24i $2,114,000 SEC
2016   Q3 8,214 0.04 Buy 0.04 $155.28–197.80 · VW $172.25i $1,496,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.45 $188.60–223.95 · VW $203.04i SEC
2015   Q1 127,837 0.45 Reduce 7.65% 0.04 $199.70–234.67 · VW $212.82i $26,641,000 SEC
2014   Q4 138,429 0.54 Buy 0.54 $194.31–251.99 · VW $231.16i $31,558,000 SEC
2014   Q1 0 0.00 Sell 100.00% 1.07 $144.16–189.34 · VW $164.56i SEC
2013   Q4 137,097 1.07 Buy 1.07 $141.52–181.25 · VW $162.60i $24,387,000 SEC
Price snapshot:
Current price$113.39
52-week low$84.64
52-week high$165.30