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Howard Marks

Oaktree Capital Management

Howard Marks CBL & Associates Properties Inc stake

total: 853

Oaktree Capital Management CBL trades

Total transactions:
9
New positions:
1
Sold out:
1
Added:
2
Reduced:
5
Held since:
2021 Q4
Held for:
18 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Howard Marks doesn't hold any CBL & Associates Properties Inc (CBL) shares. To date, the estimated cost basis is nearly $32.04 for "buy" trades and estimated average "sell" price is $34.39. Oaktree Capital Management first purchased CBL in 2021 Q4, initially acquiring about 2.16M shares. Since the initial investment in CBL & Associates Properties Inc (CBL), Oaktree Capital Management has made 8 more transactions.

When did Howard Marks sell CBL & Associates Properties Inc (CBL)?

Howard Marks sold off the entire CBL & Associates Properties Inc (CBL) position in 2026 Q2.

When did Howard Marks buy CBL & Associates Properties Inc (CBL)?

Howard Marks first invested in CBL & Associates Properties Inc (CBL) in 2021 Q4 at the reported quarter-end price of $31.20 per share.

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

The estimated cost basis for CBL & Associates Properties Inc (CBL) stake is around $32.04 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$32.04
Weighted AVG sell price:
$34.39

Howard Marks's historical trades in CBL & Associates Properties Inc

9 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.00%
0
$38.43
-100% (-2,153,717)
-1.4%
2026 Q1
1.40%
2,153,717
$38.43
$82,767,382
-14.45% (-363,859)
-0.23%
2025 Q4
1.51%
2,517,576
$37.00
$93,150,348
-16.22% (-487,550)
-0.3%
2024 Q4
1.68%
3,005,126
$29.41
$88,380,785
-24.97% (-1,000,000)
-0.49%
2024 Q2
1.61%
4,005,126
$23.38
$93,639,869
-0.18% (-7,131)
-0%
2023 Q4
1.54%
4,012,257
$24.42
$97,979,340
+0.71% (+28,291)
+0.01%
2022 Q2
1.11%
3,983,966
$23.49
$93,583,000
-12.82% (-585,735)
-0.15%
2022 Q1
1.60%
4,569,701
$32.89
$150,297,000
+111.14% (+2,405,402)
+0.84%
2021 Q4
0.78%
2,164,299
$31.20
$67,526,000
new
+0.78%
* 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.