Howard Marks - Oaktree Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 52
Portfolio value: $4,306,744,181
Holding/activity history for Viper Energy Inc. (VNOM)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
3,791,432 |
4.14 |
Reduce 39.68%
|
2.12 |
$46.99 |
$178,159,389 |
SEC |
| 2025 Q4 |
6,285,062 |
5.35 |
|
|
$38.63 |
$242,791,949 |
SEC |
| 2025 Q3 |
6,285,062 |
5.07 |
Buy
|
5.07 |
$38.22 |
$240,215,074 |
SEC |