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  JBS N.V. (JBS)
← All JBS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.50 $12.37–15.16 · VW $13.65i SEC
2025   Q3 1,580,400 0.50 Add 562.34% 0.42 $12.83–17.80 · VW $14.80i $23,595,371 SEC
2025   Q2 238,610 0.09 Buy 0.09 $13.02–15.11 · VW $14.14i
IPO/listing quarter
$3,486,092 SEC
Price snapshot:
Current price$11.80
52-week low$11.45
52-week high$17.27