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  Daqo New Energy Corp (DQ)
← All DQ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.15 $12.41–18.39 · VW $14.37i SEC
2025   Q1 344,819 0.15 Reduce 37.42% 0.09 $16.65–23.65 · VW $19.45i $6,244,672 SEC
2024   Q4 551,007 0.24 Reduce 8.92% 0.02 $16.92–30.85 · VW $22.18i $10,711,576 SEC
2024   Q3 604,939 0.23 Buy 0.23 $13.62–21.57 · VW $16.88i $12,322,607 SEC
2023   Q4 0 0.00 Sell 100.00% 0.72 $21.48–30.09 · VW $25.65i SEC
2023   Q3 1,350,410 0.72 Add 31.16% 0.17 $29.48–41.43 · VW $36.17i $40,876,910 SEC
2023   Q2 1,029,621 0.65 Reduce 2.51% 0.02 $35.49–48.76 · VW $41.28i $40,875,953 SEC
2023   Q1 1,056,121 0.68 Buy 0.68 $36.91–55.60 · VW $46.16i $49,468,707 SEC