Howard Marks - Oaktree Capital Management
Holding/activity history for Telecom Argentina S.A. (TEO)
← All TEO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,622,244 | 0.44 | Reduce 30.90% | 0.19 | $10.45–13.81 · VW $12.04i | $18,964,032 | SEC |
| 2025 Q4 | 2,347,508 | 0.60 | Reduce 10.72% | 0.04 | $6.93–13.54 · VW $11.08i | $27,254,567 | SEC |
| 2025 Q3 | 2,629,483 | 0.40 | Reduce 0.56% | <0.01 | $6.43–10.68 · VW $8.38i | $19,116,341 | SEC |
| 2025 Q2 | 2,644,263 | 0.59 | Reduce 2.40% | 0.02 | $8.55–12.35 · VW $9.91i | $23,348,842 | SEC |
| 2025 Q1 | 2,709,263 | 0.68 | Reduce 3.22% | 0.03 | $9.88–15.54 · VW $11.99i | $27,607,389 | SEC |
| 2024 Q4 | 2,799,263 | 0.79 | Reduce 9.09% | 0.04 | $7.33–14.79 · VW $11.72i | $35,242,721 | SEC |
| 2024 Q3 | 3,079,088 | 0.44 | Add 1.99% | <0.01 | $5.52–8.65 · VW $7.01i | $23,216,323 | SEC |
| 2024 Q2 | 3,019,088 | 0.42 | Add 13.96% | 0.05 | $6.65–9.97 · VW $8.12i | $21,828,006 | SEC |
| 2024 Q1 | 2,649,356 | 0.37 | Add 7.95% | 0.03 | $6.32–8.20 · VW $7.43i | $21,062,380 | SEC |
| 2023 Q4 | 2,454,156 | 0.30 | Add 0.41% | <0.01 | $4.50–8.87 · VW $7.13i | $17,547,215 | SEC |
| 2023 Q3 | 2,444,156 | 0.21 | Add 20.18% | 0.04 | $4.78–6.55 · VW $5.70i | $11,707,507 | SEC |
| 2023 Q2 | 2,033,741 | 0.20 | $6.09 | $12,385,482 | SEC | ||
| 2023 Q1 | 2,033,741 | 0.14 | $4.99 | $10,148,367 | SEC | ||
| 2022 Q4 | 2,033,741 | 0.14 | $5.45 | $11,083,888 | SEC | ||
| 2022 Q3 | 2,033,741 | 0.11 | Reduce 8.41% | 0.01 | $3.72–5.09 · VW $4.41i | $8,155,000 | SEC |
| 2022 Q2 | 2,220,500 | 0.14 | $4.55 | $10,103,000 | SEC | ||
| 2022 Q1 | 2,220,500 | 0.17 | $6.01 | $13,345,000 | SEC | ||
| 2021 Q4 | 2,220,500 | 0.16 | Reduce 1.77% | <0.01 | $4.80–5.64 · VW $5.12i | $11,324,000 | SEC |
| 2021 Q3 | 2,260,500 | 0.20 | $4.95 | $11,189,000 | SEC | ||
| 2021 Q2 | 2,260,500 | 0.19 | $5.32 | $12,025,000 | SEC | ||
| 2021 Q1 | 2,260,500 | 0.21 | $5.52 | $12,477,000 | SEC | ||
| 2020 Q4 | 2,260,500 | 0.32 | $6.56 | $14,828,000 | SEC | ||
| 2020 Q3 | 2,260,500 | 0.40 | $6.54 | $14,783,000 | SEC | ||
| 2020 Q2 | 2,260,500 | 0.55 | Add 15.30% | 0.07 | $6.57–11.56 · VW $8.30i | $20,231,000 | SEC |
| 2020 Q1 | 1,960,500 | 0.65 | Add 7.10% | 0.04 | $7.42–12.35 · VW $10.59i | $18,075,000 | SEC |
| 2019 Q4 | 1,830,500 | 0.49 | Add 39.68% | 0.14 | $8.53–11.90 · VW $10.20i | $20,776,000 | SEC |
| 2019 Q3 | 1,310,500 | 0.32 | Add 9.39% | 0.03 | $8.63–18.55 · VW $12.15i | $13,105,000 | SEC |
| 2019 Q2 | 1,198,000 | 0.56 | Add 14.75% | 0.07 | $12.34–18.09 · VW $15.10i | $21,169,000 | SEC |
| 2019 Q1 | 1,044,000 | 0.43 | Add 11.18% | 0.04 | $13.50–17.10 · VW $15.30i | $15,243,000 | SEC |
| 2018 Q4 | 939,000 | 0.44 | Add 31.79% | 0.11 | $13.31–19.37 · VW $16.96i | $14,611,000 | SEC |
| 2018 Q3 | 712,500 | 0.24 | Add 195.64% | 0.16 | $15.26–20.93 · VW $18.08i | $12,412,000 | SEC |
| 2018 Q2 | 241,000 | 0.09 | Buy | 0.09 | $17.51–32.00 · VW $23.16i | $4,275,000 | SEC |
| 2016 Q3 | 0 | 0.00 | Sell 100.00% | 0.46 | $17.50–19.99 · VW $18.40i | SEC | |
| 2016 Q2 | 558,151 | 0.46 | Add 7.37% | 0.03 | $16.57–19.70 · VW $18.37i | $10,231,000 | SEC |
| 2016 Q1 | 519,851 | 0.43 | $17.89 | $9,300,000 | SEC | ||
| 2015 Q4 | 519,851 | 0.21 | $16.07 | $8,354,000 | SEC | ||
| 2015 Q3 | 519,851 | 0.18 | $14.56 | $7,568,000 | SEC | ||
| 2015 Q2 | 519,851 | 0.18 | $17.99 | $9,352,000 | SEC | ||
| 2015 Q1 | 519,851 | 0.20 | $22.71 | $11,805,000 | SEC | ||
| 2014 Q4 | 519,851 | 0.17 | $19.35 | $10,060,000 | SEC | ||
| 2014 Q3 | 519,851 | 0.35 | Add 1.76% | <0.01 | $18.34–25.56 · VW $21.22i | $10,553,000 | SEC |
| 2014 Q2 | 510,851 | 0.48 | Add 57.20% | 0.17 | $17.26–24.15 · VW $20.93i | $12,030,000 | SEC |
| 2014 Q1 | 324,973 | 0.27 | Buy | 0.27 | $13.93–19.09 · VW $16.48i | $6,197,000 | SEC |
Price snapshot:
Current price$13.47
Avg. buy price$11.29
+/- since buy19.30%
52-week low$6.43
52-week high$16.34