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  Hims & Hers Health, Inc. (HIMS)
← All HIMS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.23 $17.36–35.02 · VW $24.90i SEC
2024   Q3 666,962 0.23 $18.42 $12,285,440 SEC
2024   Q2 666,962 0.26 $20.19 $13,465,962 SEC
2024   Q1 666,962 0.18 Reduce 36.67% 0.06 $8.09–17.16 · VW $12.13i $10,317,902 SEC
2023   Q4 1,053,214 0.16 $8.90 $9,373,604 SEC
2023   Q3 1,053,214 0.12 $6.29 $6,624,716 SEC
2023   Q2 1,053,214 0.16 Reduce 19.57% 0.03 $8.16–12.34 · VW $10.11i $9,900,211 SEC
2023   Q1 1,309,560 0.18 Reduce 59.97% 0.16 $6.01–12.04 · VW $9.32i $12,990,835 SEC
2022   Q4 3,271,279 0.27 $6.41 $20,968,898 SEC
2022   Q3 3,271,279 0.24 $5.58 $18,253,000 SEC
2022   Q2 3,271,279 0.21 $4.53 $14,818,000 SEC
2022   Q1 3,271,279 0.23 Reduce 13.31% 0.05 $3.86–6.89 · VW $4.89i $17,436,000 SEC
2021   Q4 3,773,437 0.35 Buy 0.35 $5.47–9.19 · VW $7.20i $24,716,000 SEC
2021   Q3 0 0.00 Sell 100.00% 0.66 $6.71–10.90 · VW $8.31i SEC
2021   Q2 3,773,437 0.66 $10.89 $41,093,000 SEC
2021   Q1 3,773,437 0.83 Buy 0.83 $11.30–25.40 · VW $17.36i $49,923,000 SEC
Price snapshot:
Current price$34.38
52-week low$13.74
52-week high$70.43