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  Brf SA (BRFS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.15 SEC
2020   Q1 1,423,969 0.15 Reduce 74.81% 0.88 $2.90 $4,129,000 SEC
2019   Q4 5,653,531 1.17 Add 3.84% 0.04 $8.70 $49,185,000 SEC
2019   Q3 5,444,574 1.23 Reduce 2.74% 0.03 $9.16 $49,873,000 SEC
2019   Q2 5,597,803 1.13 Reduce 6.25% 0.06 $7.60 $42,544,000 SEC
2019   Q1 5,971,024 0.99 Add 9.95% 0.09 $5.82 $34,751,000 SEC
2018   Q4 5,430,905 0.92 Add 6.13% 0.05 $5.68 $30,847,000 SEC
2018   Q3 5,117,302 0.55 Add 18.03% 0.08 $5.48 $28,043,000 SEC
2018   Q2 4,335,648 0.43 Add 20.53% 0.07 $4.68 $20,291,000 SEC
2018   Q1 3,597,257 0.65 Reduce 9.57% 0.12 $6.92 $24,893,000 SEC
2017   Q4 3,977,774 1.21 Add 29.87% 0.28 $11.26 $44,790,000 SEC
2017   Q3 3,062,998 1.14 Add 23.08% 0.21 $14.41 $44,138,000 SEC
2017   Q2 2,488,561 0.82 Buy 0.82 $11.78 $29,321,000 SEC
2016   Q3 0 0.00 Sell 100.00% 1.23 SEC
2016   Q2 1,922,699 1.23 Reduce 31.94% 0.57 $14.22 $27,341,000 SEC
2016   Q1 2,825,199 1.79 $13.82 $39,044,000 SEC
2015   Q4 2,825,199 0.97 Reduce 7.60% 0.10 $13.82 $39,044,000 SEC
2015   Q3 3,057,732 1.32 Add 6.67% 0.08 $17.79 $54,397,000 SEC
2015   Q2 2,866,446 1.15 Add 10.69% 0.11 $20.91 $59,937,000 SEC
2015   Q1 2,589,646 0.86 Add 12.95% 0.10 $19.78 $51,223,000 SEC
2014   Q4 2,292,713 0.91 Add 60.50% 0.34 $23.35 $53,535,000 SEC
2014   Q3 1,428,500 1.14 Add 27.07% 0.24 $23.79 $33,984,000 SEC
2014   Q2 1,124,200 1.09 Buy 1.09 $24.31 $27,329,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.18 SEC
2012   Q1 292,400 0.18 Buy 0.18 $19.72 $5,766,000 SEC