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  Sappi Ltd Spon Adr (SPPJY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2005   Q3 0 0.00 Sell 100.00% 0.82 SEC
2005   Q2 839,690 0.82 Reduce 4.38% 0.04 $10.82 $9,085,000 SEC
2005   Q1 878,190 0.91 Reduce 1.79% 0.02 $12.30 $10,802,000 SEC
2004   Q4 894,190 1.15 Add 57.56% 0.42 $14.50 $12,966,000 SEC
2004   Q3 567,540 0.96 Reduce 8.30% 0.09 $14.32 $8,127,000 SEC
2004   Q2 618,900 1.10 $15.35 $9,500,000 SEC
2004   Q1 618,900 12.66 Add 74.14% 5.39 $42.00 $25,996,000 SEC
2003   Q4 355,400 2.53 Add 15.77% 0.34 $13.67 $4,858,000 SEC
2003   Q3 307,000 2.80 Buy 2.80 $13.50 $4,145,000 SEC