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
← All LOMA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.03 $6.13–7.42 · VW $6.81i SEC
2023   Q4 220,403 0.03 Reduce 6.37% <0.01 $5.64–7.30 · VW $6.46i $1,562,657 SEC
2023   Q3 235,403 0.03 $6.03 $1,419,480 SEC
2023   Q2 235,403 0.03 $6.80 $1,600,740 SEC
2023   Q1 235,403 0.02 $6.95 $1,636,050 SEC
2022   Q4 235,403 0.02 $6.85 $1,612,511 SEC
2022   Q3 235,403 0.02 Reduce 6.19% <0.01 $4.45–7.00 · VW $5.89i $1,466,000 SEC
2022   Q2 250,924 0.02 $5.08 $1,274,000 SEC
2022   Q1 250,924 0.02 $5.72 $1,435,000 SEC
2021   Q4 250,924 0.02 Reduce 23.01% <0.01 $5.70–7.44 · VW $6.64i $1,673,000 SEC
2021   Q3 325,924 0.04 Reduce 4.70% <0.01 $6.57–8.26 · VW $7.49i $2,323,000 SEC
2021   Q2 342,000 0.04 $6.81 $2,329,000 SEC
2021   Q1 342,000 0.04 $6.33 $2,164,000 SEC
2020   Q4 342,000 0.05 $6.15 $2,103,000 SEC
2020   Q3 342,000 0.04 $4.31 $1,474,000 SEC
2020   Q2 342,000 0.04 $4.26 $1,456,000 SEC
2020   Q1 342,000 0.04 Add 35.71% 0.01 $3.01–7.51 · VW $5.65i $1,214,000 SEC
2019   Q4 252,000 0.05 Add 18.87% <0.01 $5.56–8.37 · VW $6.39i $1,970,000 SEC
2019   Q3 212,000 0.03 Add 98.13% 0.01 $4.15–12.90 · VW $6.43i $1,219,000 SEC
2019   Q2 107,000 0.03 Buy 0.03 $8.51–12.49 · VW $10.45i $1,252,000 SEC
Price snapshot:
Current price$11.15
52-week low$7.04
52-week high$13.20