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  NRG Energy, Inc. (NRG)
← All NRG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 49,028 0.17 Buy 0.17 $139.89–189.96 · VW $159.54i $7,164,951 SEC
2015   Q4 0 0.00 Sell 100.00% 0.26 $8.80–16.11 · VW $12.38i SEC
2015   Q3 713,000 0.26 $14.85 $10,588,000 SEC
2015   Q2 713,000 0.31 $22.88 $16,313,000 SEC
2015   Q1 713,000 0.30 $25.19 $17,960,000 SEC
2014   Q4 713,000 0.33 Reduce 46.19% 0.63 $25.77–33.92 · VW $29.49i $19,215,000 SEC
2014   Q3 1,325,000 1.36 $30.48 $40,386,000 SEC
2014   Q2 1,325,000 1.96 $37.20 $49,290,000 SEC
2014   Q1 1,325,000 1.81 $31.80 $42,135,000 SEC
2013   Q4 1,325,000 1.67 $28.72 $38,054,000 SEC
2013   Q3 1,325,000 1.87 $27.33 $36,212,000 SEC
2013   Q2 1,325,000 1.97 Add 45.29% 0.61 $24.86–28.67 · VW $26.71i $35,378,000 SEC
2013   Q1 912,000 1.45 $26.49 $24,159,000 SEC
2012   Q4 912,000 0.91 Buy 0.91 $19.15–23.78 · VW $21.90i $20,967,000 SEC
Price snapshot:
Current price$139.48
Avg. buy price$146.14
+/- since buy-4.56%
52-week low$120.11
52-week high$189.38