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  Comcast Corp. (CMCSA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2012   Q2 0 0.00 Sell 100.00% 0.89 SEC
2012   Q1 939,500 0.89 Reduce 50.28% 0.78 $30.01 $28,194,000 SEC
2011   Q4 1,889,500 1.55 $23.71 $44,800,000 SEC
2011   Q3 1,889,500 1.93 Reduce 29.09% 0.72 $20.92 $39,528,000 SEC
2011   Q2 2,664,500 2.48 $25.34 $67,518,000 SEC
2011   Q1 2,664,500 2.87 Add 11.51% 0.30 $24.72 $65,866,000 SEC
2010   Q4 2,389,500 3.15 $21.97 $52,497,000 SEC
2010   Q3 2,389,500 2.93 $18.08 $43,202,000 SEC
2010   Q2 2,389,500 6.54 Add 26.46% 1.37 $17.37 $41,506,000 SEC
2010   Q1 1,889,500 4.82 $18.83 $35,579,000 SEC
2009   Q4 1,889,500 5.72 $16.86 $31,857,000 SEC
2009   Q3 1,889,500 10.84 $16.88 $31,895,000 SEC
2009   Q2 1,889,500 8.81 $14.89 $28,135,000 SEC
2009   Q1 1,889,500 8.19 $13.64 $25,773,000 SEC
2008   Q4 1,889,500 6.68 $16.88 $31,895,000 SEC
2008   Q3 1,889,500 6.74 Reduce 74.40% 14.43 $19.63 $37,091,000 SEC
2008   Q2 7,382,000 19.40 $18.97 $140,037,000 SEC
2008   Q1 7,382,000 17.07 $19.34 $142,768,000 SEC
2007   Q4 7,382,000 18.35 Add 43.34% 5.55 $18.26 $134,795,000 SEC
2007   Q3 5,150,000 18.85 Add 83.76% 8.59 $24.18 $124,527,000 SEC
2007   Q2 2,802,500 11.13 Reduce 22.42% 3.96 $28.12 $78,806,000 SEC
2007   Q1 3,612,500 17.67 Add 236.05% 12.41 $25.95 $93,744,000 SEC
2006   Q4 1,075,000 10.09 $42.33 $45,505,000 SEC
2006   Q3 1,075,000 5.26 $36.90 $39,668,000 SEC
2006   Q2 1,075,000 5.40 Add 16.22% 0.75 $32.74 $35,196,000 SEC
2006   Q1 925,000 3.47 Buy 3.47 $26.16 $24,198,000 SEC