Howard Marks: Top 10 Holdings, New Buys, Sold Out Positions – ValueWalk Premium
Howard Marks oaktree capital value investing value investors valuation metrics famous investors PE ratio PB ratio EV/EBITDA PEG ratio

Howard Marks: Top 10 Holdings, New Buys, Sold Out Positions

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

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Howard Marks oaktree capital value investing value investors valuation metrics famous investors PE ratio PB ratio EV/EBITDA PEG ratio

As a new weekly feature, we’re now providing the top 10 holdings, new additions to the portfolio, and sold out positions from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Howard Marks’ Oaktree Capital Management, (6-30-2018):

The current market value of his portfolio is $7.152 Billion.

Top 10 Positions

Stock Shares Held
or Principal Amt
Market Value
VST/Vistra Energy Corp 44,553,037 $1,054,124,000
SPY/SPDR S&P 500 ETF Index Depositary Receipts 2,306,500 $625,707,000
SBLK/Star Bulk Carriers Corp 30,557,767 $392,973,000
TRMD/Torm Plc 47,600,172 $375,192,000
TRCO/Tribune Media Company 7,593,441 $290,602,000
AABA/Altaba, Inc 3,599,988 $263,555,000
ALLY/Ally Financial 8,712,400 $228,875,000
TSM/Taiwan Semiconductor Manufacturing Co 3,200,886 $117,025,000
ITUB/Itau Unibnco ADR 9,129,853 $94,768,000
NMIH / Nmi Holdings Inc 5,681,992 $92,616,000

Top 5 New Positions

Stock Shares Held
or Principal Amt
Market Value
SPY/SPDR S&P 500 ETF Index Depositary Receipts 2,306,500 $625,707,000
TRMD/Torm Plc 47,600,172 $375,192,000
EURN/Euronav NV 9,498,769 $87,389,000
SMH/Market Vectors Semiconductor ETF 700,000 $71,869,000
PCG/PG&E Corp 500,000 $21,280,000

Top 5 Closed Out Positions

Stock Prev
Shares
Prev Value
BABA / Alibaba Group Holding Limited 506,330 $92,932,000
GNRT / Gener8 Maritime Inc. 13,062,118 $73,801,000
ABEV / Ambev S.A 5,643,716 $41,030,000
CCI / Crown Castle International Corp. 28,509 $31,871,000
FRGI / Fiesta Restaurant Group, Inc. 1,325,000 $24,512,000

Also see: Seth Klarman: Top 10 Holdings, New Buys, Sold Out Positions

For more articles like this, check out our recent articles here.

Article by The Acquirer's Multiple

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