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  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