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  Toll Brothers (TOL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.46 SEC
2023   Q1 558,000 0.46 Reduce 6.53% 0.03 $60.03 $33,496,740 SEC
2022   Q4 597,000 0.39 $49.92 $29,802,240 SEC
2022   Q3 597,000 0.33 $42.00 $25,074,000 SEC
2022   Q2 597,000 0.38 Buy 0.38 $44.60 $26,626,000 SEC