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  Infosys Ltd. (INFY)
← All INFY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.43 $12.57–19.45 · VW $15.32i SEC
2025   Q4 1,094,752 0.43 Buy 0.43 $15.82–30.00 · VW $18.70i $19,508,480 SEC
2025   Q1 0 0.00 Sell 100.00% 0.82 $17.87–23.19 · VW $20.36i SEC
2024   Q4 1,677,679 0.82 Reduce 1.98% 0.01 $20.65–23.63 · VW $22.01i $36,774,723 SEC
2024   Q3 1,711,512 0.72 Buy 0.72 $18.71–23.48 · VW $21.92i $38,115,372 SEC
2024   Q1 0 0.00 Sell 100.00% 1.08 $17.55–20.74 · VW $19.16i SEC
2023   Q4 3,453,979 1.08 Reduce 9.32% 0.11 $16.21–18.98 · VW $17.35i $63,484,134 SEC
2023   Q3 3,809,087 1.15 Add 2.91% 0.03 $15.33–18.18 · VW $16.99i $65,173,478 SEC
2023   Q2 3,701,358 0.94 Buy 0.94 $14.71–17.80 · VW $15.84i $59,480,823 SEC
2019   Q4 0 0.00 Sell 100.00% 1.01 $8.76–11.31 · VW $9.91i SEC
2019   Q3 3,587,835 1.01 Reduce 2.32% 0.02 $10.37–12.08 · VW $11.25i $40,795,000 SEC
2019   Q2 3,672,938 1.05 Add 0.89% <0.01 $10.01–11.38 · VW $10.64i $39,301,000 SEC
2019   Q1 3,640,465 1.13 Add 10.03% 0.10 $9.47–11.12 · VW $10.56i $39,790,000 SEC
2018   Q4 3,308,499 0.94 Reduce 28.94% 0.27 $8.85–10.52 · VW $9.58i $31,497,000 SEC
2018   Q3 4,655,979 0.93 Reduce 39.89% 0.63 $9.45–10.65 · VW $10.15i $47,351,000 SEC
2018   Q2 7,745,688 1.59 Add 9.19% 0.13 $8.24–9.76 · VW $9.01i $75,250,000 SEC
2018   Q1 7,093,506 1.65 Add 23.73% 0.32 $8.01–9.35 · VW $8.83i $63,309,000 SEC
2017   Q4 5,733,200 1.26 Add 8942.62% 1.25 $7.07–8.19 · VW $7.59i $46,496,000 SEC
2017   Q3 63,402 0.01 Add 3.52% <0.01 $6.94–8.07 · VW $7.53i $463,000 SEC
2017   Q2 61,248 0.01 Reduce 1.79% 0.21 $7.15–7.89 · VW $7.51i $440,000 SEC
2017   Q1 62,362 11.71 Buy 11.71 $6.71–7.96 · VW $7.38i $478,000,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.18 $7.82–9.24 · VW $8.18i SEC
2016   Q2 431,200 0.18 Reduce 1.64% <0.01 $8.65–10.23 · VW $9.38i $4,101,000 SEC
2016   Q1 438,400 0.17 $8.38 $3,672,000 SEC
2015   Q4 438,400 0.09 Reduce 53.38% 0.12 $7.86–9.73 · VW $8.72i $3,672,000 SEC
2015   Q3 940,400 0.22 Buy 0.22 $7.66–9.58 · VW $8.68i $8,976,000 SEC
2012   Q4 0 0.00 Sell 100.00% 0.02 $5.15–6.25 · VW $5.50i SEC
2012   Q3 73,992 0.02 Reduce 4.16% <0.01 $4.74–6.11 · VW $5.38i $448,000 SEC
2012   Q2 77,200 0.01 Buy 0.01 $5.18–7.23 · VW $5.77i $438,000 SEC
Price snapshot:
Current price$11.50
52-week low$10.34
52-week high$29.37