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  Itaú Unibanco Holdings S.A. (ITUB)
← All ITUB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 12,188,995 2.37 Reduce 11.82% 0.26 $7.21–9.60 · VW $8.54i $102,143,786 SEC
2025   Q4 13,822,747 2.18 Add 5.96% 0.12 $6.54–7.89 · VW $7.20i $98,970,875 SEC
2025   Q3 13,045,775 1.96 Add 15.10% 0.26 $5.93–7.22 · VW $6.65i $92,966,986 SEC
2025   Q2 11,334,629 1.89 Add 58.54% 0.70 $4.97–6.65 · VW $6.18i $74,720,521 SEC
2025   Q1 7,149,242 0.94 Buy 0.94 $4.29–5.63 · VW $5.03i $38,175,571 SEC
2024   Q4 0 0.00 Sell 100.00% 1.14 $4.32–5.90 · VW $4.95i SEC
2024   Q3 10,283,569 1.14 Add 36.57% 0.31 $4.96–6.12 · VW $5.60i $60,358,106 SEC
2024   Q2 7,530,106 0.74 Reduce 29.25% 0.34 $5.08–6.11 · VW $5.41i $38,813,609 SEC
2024   Q1 10,642,553 1.15 Add 2.39% 0.03 $5.65–6.42 · VW $5.99i $65,095,229 SEC
2023   Q4 10,394,224 1.08 Add 9.05% 0.09 $4.52–6.22 · VW $5.29i $63,759,800 SEC
2023   Q3 9,531,972 0.80 Add 2.78% 0.02 $4.57–5.43 · VW $5.00i $45,178,014 SEC
2023   Q2 9,274,329 0.76 Reduce 47.40% 0.49 $4.11–5.37 · VW $4.67i $48,295,270 SEC
2023   Q1 17,633,278 1.04 Reduce 31.70% 0.44 $3.74–4.64 · VW $4.23i $75,793,524 SEC
2022   Q4 25,817,733 1.39 Reduce 13.28% 0.24 $3.72–5.36 · VW $4.64i $107,327,029 SEC
2022   Q3 29,772,472 1.80 Reduce 1.40% 0.02 $3.44–4.98 · VW $4.23i $135,854,000 SEC
2022   Q2 30,193,802 1.61 Add 17.84% 0.24 $3.76–5.20 · VW $4.40i $114,059,000 SEC
2022   Q1 25,622,768 1.68 Add 0.37% <0.01 $3.28–5.18 · VW $4.35i $129,131,000 SEC
2021   Q4 25,527,092 1.19 Reduce 12.80% 0.26 $3.18–4.07 · VW $3.55i $84,489,000 SEC
2021   Q3 29,272,559 2.00 Add 2.38% 0.05 $3.62–4.43 · VW $4.12i $112,248,000 SEC
2021   Q2 28,591,255 1.99 Reduce 17.07% 0.35 $3.39–4.92 · VW $4.09i $125,030,000 SEC
2021   Q1 34,477,437 2.07 Reduce 2.49% 0.08 $3.14–4.62 · VW $3.66i $124,430,000 SEC
2020   Q4 35,359,163 3.36 Add 29.81% 0.77 $2.83–4.63 · VW $3.73i $156,685,000 SEC
2020   Q3 27,240,035 2.15 Add 4.26% 0.09 $2.83–4.00 · VW $3.32i $78,886,000 SEC
2020   Q2 26,127,531 2.43 Add 45.58% 0.76 $2.53–4.28 · VW $3.22i $89,162,000 SEC
2020   Q1 17,947,788 2.09 Add 6.01% 0.12 $2.79–6.84 · VW $4.73i $58,633,000 SEC
2019   Q4 16,930,575 2.68 Add 5.62% 0.14 $5.76–6.82 · VW $6.34i $112,719,000 SEC
2019   Q3 16,030,233 2.42 Reduce 2.18% 0.07 $5.71–7.28 · VW $6.38i $98,097,000 SEC
2019   Q2 16,387,040 2.99 Reduce 1.17% 0.04 $5.52–6.93 · VW $6.35i $112,323,000 SEC
2019   Q1 16,581,183 3.02 Add 9.65% 0.27 $6.05–7.86 · VW $7.00i $106,292,000 SEC
2018   Q4 15,121,467 3.00 Reduce 2.68% 0.04 $5.22–6.88 · VW $6.34i $100,565,000 SEC
2018   Q3 15,537,392 1.62 Reduce 17.45% 0.35 $4.78–6.17 · VW $5.38i $82,756,000 SEC
2018   Q2 18,821,133 2.00 Add 13.82% 0.24 $4.81–7.64 · VW $5.96i $94,768,000 SEC
2018   Q1 16,535,388 3.26 Reduce 13.14% 0.43 $6.44–8.24 · VW $7.58i $125,129,000 SEC
2017   Q4 19,037,255 3.25 Reduce 0.06% <0.01 $5.92–7.08 · VW $6.29i $120,052,000 SEC
2017   Q3 19,048,486 3.27 Add 4.75% 0.15 $5.27–6.85 · VW $6.12i $126,590,000 SEC
2017   Q2 18,185,316 2.74 Add 17.52% 0.41 $4.86–6.33 · VW $5.55i $97,408,000 SEC
2017   Q1 15,474,230 2.22 Reduce 1.33% 0.03 $5.10–6.62 · VW $5.92i $90,555,000 SEC
2016   Q4 15,683,257 2.15 Add 7.14% 0.14 $4.41–5.91 · VW $5.17i $78,179,000 SEC
2016   Q3 14,637,739 1.98 Reduce 4.11% 0.11 $3.97–5.11 · VW $4.71i $70,588,000 SEC
2016   Q2 15,265,035 2.60 Add 8.31% 0.20 $3.49–4.32 · VW $3.91i $57,825,000 SEC
2016   Q1 14,093,797 1.86 $2.87 $40,461,000 SEC
2015   Q4 14,093,797 1.00 Reduce 2.86% 0.03 $2.85–3.62 · VW $3.14i $40,461,000 SEC
2015   Q3 14,508,515 1.02 Add 24.22% 0.20 $2.65–4.96 · VW $3.40i $42,355,000 SEC
2015   Q2 11,679,572 1.08 Add 14.36% 0.14 $4.59–5.88 · VW $5.11i $56,398,000 SEC
2015   Q1 10,213,087 0.84 Add 12.97% 0.10 $4.46–6.02 · VW $5.29i $49,812,000 SEC
2014   Q4 9,040,795 0.89 Add 114.86% 0.48 $5.12–7.15 · VW $6.27i $51,869,000 SEC
2014   Q3 4,207,838 0.86 Buy 0.86 $6.00–8.15 · VW $6.99i $25,756,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.08 $4.56–5.99 · VW $5.14i SEC
2013   Q2 280,793 0.08 Add 121.18% 0.04 $4.86–6.59 · VW $5.85i $1,454,000 SEC
2013   Q1 126,952 0.05 $6.00 $762,000 SEC
2012   Q4 126,952 0.03 Reduce 22.76% <0.01 $5.08–6.04 · VW $5.57i $762,000 SEC
2012   Q3 164,354 0.03 Add 15.79% <0.01 $4.90–6.50 · VW $5.74i $915,000 SEC
2012   Q2 141,942 0.03 Buy 0.03 $4.68–7.11 · VW $5.53i $734,000 SEC
2010   Q4 0 0.00 Sell 100.00% 0.52 $8.19–9.59 · VW $8.84i SEC
2010   Q3 878,580 0.52 Buy 0.52 $6.53–8.81 · VW $7.92i $7,742,000 SEC
Price snapshot:
Current price$8.47
Avg. buy price$6.04
+/- since buy40.17%
52-week low$5.43
52-week high$9.47