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  Compania De Minas Buen Spon Adr Ser B (BVN)
← All BVN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 0.58 $11.08–14.12 · VW $12.55i SEC
2013   Q4 1,185,858 0.58 Add 213.12% 0.39 $10.54–14.99 · VW $12.42i $13,305,000 SEC
2013   Q3 378,727 0.23 Add 50.69% 0.08 $11.20–15.64 · VW $13.10i $4,435,000 SEC
2013   Q2 251,327 0.21 Add 68.62% 0.09 $13.38–26.11 · VW $18.74i $3,710,000 SEC
2013   Q1 149,050 0.32 $35.95 $5,358,000 SEC
2012   Q4 149,050 0.23 Add 1.56% <0.01 $30.86–39.28 · VW $34.83i $5,358,000 SEC
2012   Q3 146,766 0.21 Add 0.72% <0.01 $31.05–40.09 · VW $36.09i $5,718,000 SEC
2012   Q2 145,712 0.19 Reduce 8.61% 0.02 $35.03–43.04 · VW $39.48i $5,571,000 SEC
2012   Q1 159,444 0.20 Buy 0.20 $37.69–43.90 · VW $40.49i $6,427,000 SEC
2002   Q2 0 0.00 Sell 100.00% 2.04 $6.32–8.00 · VW $7.03i SEC
2002   Q1 801,200 2.04 Reduce 2.63% 0.06 $4.93–7.00 · VW $6.13i $5,410,000 SEC
2001   Q4 822,800 2.18 Buy 2.18 $4.44–5.50 · VW $4.91i $4,264,000 SEC
2001   Q2 0 0.00 Sell 100.00% 1.10 $3.45–4.71 · VW $4.14i SEC
2001   Q1 442,000 1.10 Reduce 72.76% 2.48 $3.16–4.13 · VW $3.81i $1,637,000 SEC
2000   Q4 1,622,400 3.41 Buy 3.41 $2.59–3.75 · VW $3.27i $5,881,000 SEC