Howard Marks - Oaktree Capital Management
Holding/activity history for XP Inc. (XP)
← All XP superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 3,172,009 | 1.40 | Reduce 4.46% | 0.05 | $16.10–23.13 · VW $19.43i | $60,395,051 | SEC |
| 2025 Q4 | 3,320,159 | 1.20 | Add 63.32% | 0.47 | $15.61–20.22 · VW $17.67i | $54,351,002 | SEC |
| 2025 Q3 | 2,032,877 | 0.81 | Buy | 0.81 | $15.71–20.35 · VW $17.89i | $38,197,758 | SEC |
| 2024 Q4 | 0 | 0.00 | Sell 100.00% | 0.17 | $11.43–18.37 · VW $14.55i | SEC | |
| 2024 Q3 | 510,764 | 0.17 | Buy | 0.17 | $15.24–20.39 · VW $18.48i | $9,163,106 | SEC |
| 2023 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | $10.30–18.34 · VW $13.57i | SEC | |
| 2022 Q4 | 120,289 | 0.02 | $15.34 | $1,845,233 | SEC | ||
| 2022 Q3 | 120,289 | 0.03 | Reduce 7.58% | <0.01 | $16.97–25.30 · VW $20.05i | $2,286,000 | SEC |
| 2022 Q2 | 130,161 | 0.03 | $17.95 | $2,337,000 | SEC | ||
| 2022 Q1 | 130,161 | 0.05 | Reduce 19.55% | 0.01 | $25.82–36.36 · VW $30.99i | $3,917,000 | SEC |
| 2021 Q4 | 161,799 | 0.07 | Buy | 0.07 | $27.65–42.76 · VW $33.64i | $4,650,000 | SEC |
Price snapshot:
Current price$16.37
Avg. buy price$17.85
+/- since buy-8.30%
52-week low$14.80
52-week high$22.83