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  Global X S&P 500 U.S. Revenue Leaders ETF (EGLE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 1.21 SEC
2024   Q1 1,098,819 1.21 Buy 1.21 $62.47 $68,643,222 SEC
2023   Q2 0 0.00 Sell 100.00% 2.36 SEC
2023   Q1 3,781,561 2.36 $45.50 $172,061,025 SEC
2022   Q4 3,781,561 2.44 $49.94 $188,851,156 SEC
2022   Q3 3,781,561 2.16 $43.18 $163,287,000 SEC
2022   Q2 3,781,561 2.77 $51.88 $196,187,000 SEC
2022   Q1 3,781,561 3.35 $68.11 $257,562,000 SEC
2021   Q4 3,781,561 2.42 $45.50 $172,061,000 SEC
2021   Q3 3,781,561 3.40 $50.42 $190,666,000 SEC
2021   Q2 3,781,561 2.85 Reduce 2.72% 0.06 $47.32 $178,943,000 SEC
2021   Q1 3,887,224 2.34 Reduce 7.90% 0.14 $36.12 $140,406,000 SEC
2020   Q4 4,220,591 1.72 $19.00 $80,191,000 SEC
2020   Q3 4,220,591 1.88 Reduce 85.71% 1.52 $16.37 $69,091,000 SEC
2020   Q2 29,544,139 1.77 $2.19 $64,701,000 SEC
2020   Q1 29,544,139 1.95 $1.85 $54,656,000 SEC
2019   Q4 29,544,139 3.23 $4.60 $135,903,000 SEC
2019   Q3 29,544,139 3.19 Add 9.28% 0.27 $4.37 $129,255,000 SEC
2019   Q2 27,034,083 3.77 Add 2.92% 0.11 $5.24 $141,658,000 SEC
2019   Q1 26,267,467 3.47 Add 0.60% 0.02 $4.65 $122,143,000 SEC
2018   Q4 26,109,536 3.59 Add 3,224.52% 3.48 $4.61 $120,365,000 SEC
2018   Q3 785,363 0.09 $5.62 $4,414,000 SEC
2018   Q2 785,363 0.09 $5.44 $4,272,000 SEC
2018   Q1 785,363 0.10 $4.95 $3,887,000 SEC
2017   Q4 785,363 0.10 $4.48 $3,518,000 SEC
2017   Q3 785,363 0.09 $4.53 $3,558,000 SEC
2017   Q2 785,363 0.10 $4.73 $3,715,000 SEC
2017   Q1 785,363 0.11 $5.69 $4,470,000 SEC
2016   Q4 785,363 0.13 $5.85 $4,595,000 SEC
2016   Q3 785,363 0.16 Reduce 95.00% 0.29 $7.07 $5,553,000 SEC
2016   Q2 15,707,276 0.31 $0.44 $6,889,000 SEC
2016   Q1 15,707,276 0.26 $0.36 $5,655,000 SEC
2015   Q4 15,707,276 1.37 $3.52 $55,290,000 SEC
2015   Q3 15,707,276 2.25 Reduce 0.14% <0.01 $5.93 $93,145,000 SEC
2015   Q2 15,729,717 2.10 $6.97 $109,637,000 SEC
2015   Q1 15,729,717 1.95 Add 10.02% 0.18 $7.39 $116,242,000 SEC
2014   Q4 14,297,424 3.58 Buy 3.58 $14.67 $209,744,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.10 SEC
2012   Q4 1,516,025 0.10 Reduce 1.80% <0.01 $1.50 $2,274,000 SEC
2012   Q3 1,543,750 0.20 $3.61 $5,572,000 SEC
2012   Q2 1,543,750 0.17 Buy 0.17 $3.16 $4,878,000 SEC