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 PBR.A superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 1.18 $5.09–9.35 · VW $7.16i SEC
2020   Q1 6,117,097 1.18 Add 6.23% 0.07 $4.16–15.31 · VW $9.92i $32,969,000 SEC
2019   Q4 5,758,517 2.04 Add 5.55% 0.11 $12.61–15.67 · VW $14.38i $85,916,000 SEC
2019   Q3 5,455,930 1.77 Reduce 2.36% 0.05 $11.42–15.36 · VW $13.19i $71,693,000 SEC
2019   Q2 5,587,814 2.11 Add 0.76% 0.02 $11.92–15.37 · VW $13.75i $79,349,000 SEC
2019   Q1 5,545,468 2.25 Reduce 0.12% <0.01 $11.72–15.75 · VW $14.00i $79,301,000 SEC
2018   Q4 5,552,116 1.92 Reduce 31.75% 0.53 $10.33–15.51 · VW $13.16i $64,349,000 SEC
2018   Q3 8,135,360 1.67 Reduce 10.81% 0.18 $8.69–11.55 · VW $9.98i $85,096,000 SEC
2018   Q2 9,121,028 1.70 Add 32.38% 0.42 $7.55–14.98 · VW $10.71i $80,630,000 SEC
2018   Q1 6,889,922 2.33 Add 17.17% 0.34 $9.98–13.92 · VW $12.39i $89,500,000 SEC
2017   Q4 5,880,090 1.57 Add 1.28% 0.02 $9.00–10.73 · VW $9.81i $57,801,000 SEC
2017   Q3 5,805,863 1.45 Add 5.54% 0.08 $7.21–10.19 · VW $8.84i $56,085,000 SEC
2017   Q2 5,501,097 1.15 Buy 1.15 $6.96–10.17 · VW $8.33i $41,007,000 SEC
2016   Q2 0 0.00 Sell 100.00% 1.44 $4.06–6.05 · VW $5.21i SEC
2016   Q1 9,258,683 1.44 $3.40 $31,480,000 SEC
2015   Q4 9,258,683 0.78 Add 12.08% 0.08 $3.27–4.77 · VW $3.95i $31,480,000 SEC
2015   Q3 8,260,700 0.74 Add 2800.53% 0.71 $3.13–8.22 · VW $5.27i $30,399,000 SEC
2015   Q2 284,800 0.04 Reduce 48.13% 0.03 $6.29–9.71 · VW $8.20i $2,324,000 SEC
2015   Q1 549,100 0.06 Add 19.32% <0.01 $5.00–8.02 · VW $6.53i $3,344,000 SEC
2014   Q4 460,200 0.06 Buy 0.06 $6.44–18.77 · VW $10.84i $3,488,000 SEC
2009   Q4 0 0.00 Sell 100.00% 2.66 $37.37–47.62 · VW $42.31i SEC
2009   Q3 234,815 2.66 $33.36 $7,833,000 SEC
2009   Q2 234,815 2.45 Reduce 84.14% 9.69 $24.26–37.02 · VW $31.08i $7,833,000 SEC
2009   Q1 1,480,178 11.52 Add 40.98% 3.35 $18.83–27.88 · VW $22.87i $36,264,000 SEC
2008   Q4 1,049,900 4.49 Buy 4.49 $12.34–36.64 · VW $21.42i $21,428,000 SEC
2008   Q2 0 0.00 Sell 100.00% 1.20 $41.90–64.89 · VW $54.40i SEC
2008   Q1 236,912 1.20 Buy 1.20 $36.83–51.76 · VW $45.17i $10,032,000 SEC
2007   Q4 0 0.00 Sell 100.00% 2.25 $31.15–50.84 · VW $42.32i SEC
2007   Q3 459,432 2.25 Buy 2.25 $20.55–32.94 · VW $27.67i $14,863,000 SEC
Price snapshot:
Current price$15.90
52-week low$10.60
52-week high$19.88