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  Optimum Communications, Inc. (OPTU)
← All OPTU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,330,490 0.22 Reduce 2.26% <0.01 $1.20–2.02 · VW $1.55i $9,529,637 SEC
2025   Q4 7,500,000 0.27 $1.65 $12,375,000 SEC
2025   Q3 7,500,000 0.38 $2.41 $18,075,000 SEC
2025   Q2 7,500,000 0.41 $2.14 $16,050,000 SEC
2025   Q1 7,500,000 0.49 $2.66 $19,950,000 SEC
2024   Q4 7,500,000 0.40 $2.41 $18,075,000 SEC
2024   Q3 7,500,000 0.35 Add 26.28% 0.07 $1.52–2.59 · VW $1.97i $18,450,000 SEC
2024   Q2 5,939,060 0.23 Buy 0.23 $1.84–2.79 · VW $2.23i $12,115,682 SEC
Price snapshot:
Current price$1.07
Avg. buy price$2.13
+/- since buy-49.70%
52-week low$0.58
52-week high$2.98