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  EMCOR Group, Inc. (EME)
← All EME superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2001   Q1 0 0.00 Sell 100.00% 7.51 $5.94–7.86 · VW $7.21i SEC
2000   Q4 2,028,580 7.51 Reduce 44.73% 3.02 $5.67–6.56 · VW $6.22i $12,932,000 SEC
2000   Q3 3,670,580 6.75 Reduce 6.23% 0.52 $5.56–7.03 · VW $6.18i $23,859,000 SEC
2000   Q2 3,914,580 8.38 Reduce 22.86% 3.43 $4.44–6.19 · VW $5.54i $22,695,000 SEC
1999   Q4 5,074,580 15.01 $4.56 $23,153,000 SEC
1999   Q3 5,074,580 12.00 $4.81 $24,421,000 SEC
1999   Q2 5,074,580 17.68 Buy 17.68 $4.13–6.50 · VW $5.65i $31,957,000 SEC
Price snapshot:
Current price$764.90
52-week low$539.21
52-week high$951.96