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  Emcor Group Inc (EME)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2001   Q1 0 0.00 Sell 100.00% 7.51 SEC
2000   Q4 507,145 7.51 Reduce 44.73% 3.02 $25.50 $12,932,000 SEC
2000   Q3 917,645 6.75 Reduce 6.23% 0.52 $26.00 $23,859,000 SEC
2000   Q2 978,645 8.38 Reduce 22.86% 3.43 $23.19 $22,695,000 SEC
1999   Q4 1,268,645 15.01 $18.25 $23,153,000 SEC
1999   Q3 1,268,645 12.00 $19.25 $24,421,000 SEC
1999   Q2 1,268,645 17.68 Buy 17.68 $25.19 $31,957,000 SEC