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  Freeport-McMoRan Inc. (FCX)
← All FCX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,220,122 1.67 Reduce 12.22% 0.19 $50.79–69.75 · VW $61.37i $71,718,771 SEC
2025   Q4 1,390,053 1.56 Reduce 7.63% 0.10 $38.19–53.77 · VW $43.98i $70,600,791 SEC
2025   Q3 1,504,865 1.25 Reduce 24.61% 0.54 $35.15–49.12 · VW $41.69i $59,020,805 SEC
2025   Q2 1,996,075 2.19 Reduce 8.90% 0.18 $27.66–44.90 · VW $37.19i $86,529,851 SEC
2025   Q1 2,191,108 2.05 Add 24.28% 0.40 $33.98–43.45 · VW $37.87i $82,955,348 SEC
2024   Q4 1,763,003 1.50 Reduce 27.31% 0.62 $37.67–51.45 · VW $44.01i $67,135,154 SEC
2024   Q3 2,425,239 2.28 Add 0.30% <0.01 $39.08–52.61 · VW $45.87i $121,067,930 SEC
2024   Q2 2,417,907 2.24 Reduce 18.69% 0.46 $46.57–55.24 · VW $50.55i $117,510,280 SEC
2024   Q1 2,973,713 2.46 Add 1.91% 0.05 $36.26–47.19 · VW $40.73i $139,823,985 SEC
2023   Q4 2,917,913 2.11 Add 7.82% 0.15 $32.83–43.42 · VW $37.27i $124,215,556 SEC
2023   Q3 2,706,305 1.78 Add 2.99% 0.05 $36.04–44.70 · VW $40.62i $100,918,113 SEC
2023   Q2 2,627,805 1.66 Reduce 2.41% 0.04 $33.05–43.46 · VW $37.65i $105,112,200 SEC
2023   Q1 2,692,705 1.51 Add 4.39% 0.06 $34.88–46.73 · VW $41.41i $110,158,561 SEC
2022   Q4 2,579,424 1.27 Add 5.16% 0.06 $27.50–41.16 · VW $35.02i $98,018,112 SEC
2022   Q3 2,452,960 0.89 Add 1.73% 0.02 $24.80–33.89 · VW $29.54i $67,039,000 SEC
2022   Q2 2,411,158 1.00 Add 19.87% 0.17 $28.87–51.85 · VW $38.16i $70,550,000 SEC
2022   Q1 2,011,458 1.30 Add 1.31% 0.02 $34.94–51.99 · VW $43.89i $100,049,000 SEC
2021   Q4 1,985,458 1.17 Add 8.28% 0.09 $30.93–42.77 · VW $37.85i $82,853,000 SEC
2021   Q3 1,833,550 1.06 Buy 1.06 $30.02–39.20 · VW $34.88i $59,645,000 SEC
2004   Q3 0 0.00 Sell 100.00% 1.50 $15.77–21.07 · VW $18.27i SEC
2004   Q2 783,800 1.50 Buy 1.50 $13.88–19.92 · VW $16.31i $12,991,000 SEC
2001   Q2 0 0.00 Sell 100.00% 2.48 $5.53–8.57 · VW $7.09i SEC
2001   Q1 566,800 2.48 Reduce 73.20% 3.85 $4.16–7.34 · VW $6.13i $3,698,000 SEC
2000   Q4 2,114,800 5.26 Add 16.53% 0.75 $3.38–4.69 · VW $4.09i $9,054,000 SEC
2000   Q3 1,814,800 2.26 Add 319.51% 1.72 $4.09–5.31 · VW $4.61i $7,996,000 SEC
2000   Q2 432,600 0.74 Buy 0.74 $4.63 $2,001,000 SEC
Price snapshot:
Current price$59.97
Avg. buy price$35.02
+/- since buy71.23%
52-week low$34.86
52-week high$72.28