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Howard Marks

Oaktree Capital Management

Howard Marks Braskem SA, CL-A stake

total: 853

Oaktree Capital Management BAK trades

Total transactions:
9
New positions:
2
Sold out:
2
Added:
3
Reduced:
2
Held since:
2024 Q1
Held for:
6 quarters
Latest activity:
2025 Q3
According to 2026 Q2 report, Howard Marks doesn't hold any Braskem SA, CL-A (BAK) shares. To date, the estimated cost basis is nearly $9.79 for "buy" trades and estimated average "sell" price is $3.31. Oaktree Capital Management first purchased BAK in 2020 Q1, initially acquiring 279,550 shares. Howard Marks later completely sold out the position and invested in Braskem SA, CL-A again in 2024 Q1. Since the initial investment in Braskem SA, CL-A (BAK), Oaktree Capital Management has made 8 more transactions.

When did Howard Marks sell Braskem SA, CL-A (BAK)?

Howard Marks sold off the entire Braskem SA, CL-A (BAK) position in 2025 Q3.

When did Howard Marks buy Braskem SA, CL-A (BAK)?

Howard Marks first invested in Braskem SA, CL-A (BAK) in 2020 Q1 at the reported quarter-end price of $6.64 per share.

What's the cost basis of Oaktree Capital Management's BAK stake?

The estimated cost basis for Braskem SA, CL-A (BAK) stake is around $9.79 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$9.79
Weighted AVG sell price:
$3.31

Howard Marks's historical trades in Braskem SA, CL-A

9 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q3
0.00%
0
$3.28
-100% (-453,167)
-0.03%
2025 Q2
0.03%
453,167
$3.28
$1,486,387
-80.67% (-1,891,125)
-0.13%
2025 Q1
0.18%
2,344,292
$3.85
$9,025,524
-5.92% (-147,500)
-0.01%
2024 Q3
0.30%
2,491,792
$7.34
$18,289,753
+1.99% (+48,524)
+0.01%
2024 Q2
0.27%
2,443,268
$6.45
$15,759,078
+20.55% (+416,476)
+0.05%
2024 Q1
0.34%
2,026,792
$10.53
$21,342,119
new
+0.34%
2021 Q4
0.00%
0
$21.83
-100% (-519,550)
-0.17%
2020 Q2
0.10%
$8.65
+85.85% (+240,000)
2020 Q1
0.05%
$6.64
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.