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  Liberty Global Ltd. (LBTYA)
← All LBTYA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 8,551,191 2.40 $12.09 $103,383,899 SEC
2025   Q4 8,551,191 2.10 $11.14 $95,260,267 SEC
2025   Q3 8,551,191 2.07 Add 4.13% 0.08 $9.62–12.09 · VW $10.94i $97,996,648 SEC
2025   Q2 8,212,191 2.08 Add 13.99% 0.26 $9.03–11.69 · VW $10.10i $82,204,031 SEC
2025   Q1 7,204,190 2.05 $11.51 $82,920,226 SEC
2024   Q4 7,204,190 2.05 Reduce 37.86% 0.90 $10.11–14.30 · VW $12.08i $91,925,464 SEC
2024   Q3 11,594,094 2.37 Add 57.12% 0.86 $8.92–11.11 · VW $10.05i $126,095,476 SEC
2024   Q2 7,378,977 1.26 Buy 1.26 $8.09–9.44 · VW $8.68i $66,262,532 SEC
2024   Q1 0 0.00 Sell 100.00% 0.82 $8.46–10.59 · VW $9.39i SEC
2023   Q4 5,300,871 0.82 Add 40.34% 0.24 $7.73–9.22 · VW $8.38i $48,529,870 SEC
2023   Q3 3,777,186 0.59 $8.82 $33,315,520 SEC
2023   Q2 3,777,186 0.52 $8.69 $32,809,560 SEC
2023   Q1 3,777,186 0.52 $10.05 $37,947,000 SEC
2022   Q4 3,777,186 0.48 Buy 0.48 $7.84–10.65 · VW $9.37i $36,837,780 SEC
Price snapshot:
Current price$10.90
Avg. buy price$9.78
+/- since buy11.45%
52-week low$9.62
52-week high$13.52