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  Telefonica Brasil-Adr (VIV)
← All VIV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q2 0 0.00 Sell 100.00% 0.80 $13.06–15.55 · VW $14.27i SEC
2017   Q1 2,195,204 0.80 Add 3.56% 0.03 $13.48–15.56 · VW $14.63i $32,583,000 SEC
2016   Q4 2,119,808 0.78 Add 20.09% 0.13 $11.95–14.66 · VW $13.57i $28,353,000 SEC
2016   Q3 1,765,161 0.72 Reduce 12.42% 0.14 $12.96–15.69 · VW $14.66i $25,531,000 SEC
2016   Q2 2,015,426 1.13 Reduce 0.46% <0.01 $11.28–13.72 · VW $12.27i $25,173,000 SEC
2016   Q1 2,024,726 0.84 $9.03 $18,283,000 SEC
2015   Q4 2,024,726 0.45 Reduce 7.35% 0.04 $8.86–11.10 · VW $9.78i $18,283,000 SEC
2015   Q3 2,185,338 0.48 Add 6.30% 0.03 $8.66–14.40 · VW $11.42i $19,952,000 SEC
2015   Q2 2,055,825 0.55 Buy 0.55 $13.18–16.99 · VW $14.93i $28,638,000 SEC
2014   Q4 0 0.00 Sell 100.00% 1.08 $16.42–21.35 · VW $19.29i SEC
2014   Q3 1,626,810 1.08 Add 24.11% 0.21 $18.19–22.50 · VW $20.37i $32,016,000 SEC
2014   Q2 1,310,810 1.07 Add 22.14% 0.19 $19.78–21.54 · VW $20.65i $26,885,000 SEC
2014   Q1 1,073,210 0.98 Add 23.68% 0.19 $17.78–21.28 · VW $19.40i $22,795,000 SEC
2013   Q4 867,758 0.73 Add 187.15% 0.48 $17.91–23.04 · VW $20.45i $16,678,000 SEC
2013   Q3 302,200 0.35 Add 5.78% 0.02 $19.49–23.57 · VW $21.37i $6,781,000 SEC
2013   Q2 285,700 0.36 Add 10.95% 0.04 $21.22–27.16 · VW $24.78i $6,520,000 SEC
2013   Q1 257,500 0.37 $24.06 $6,195,000 SEC
2012   Q4 257,500 0.27 Reduce 12.30% 0.03 $21.07–24.15 · VW $22.41i $6,195,000 SEC
2012   Q3 293,600 0.23 Add 1453.44% 0.22 $21.03–25.76 · VW $22.75i $6,382,000 SEC
2012   Q2 18,900 0.02 Add 105.43% <0.01 $22.99–31.32 · VW $26.03i $485,000 SEC
2012   Q1 9,200 <0.01 Buy <0.01 $26.99–31.20 · VW $29.13i $282,000 SEC